Callveriq for FinTech

Turn Applications into Approvals. Turn Promises into Payments.

AI Phone Call reaches in minutes, Real Time Agent guides the talk, and Post-Call Analytics closes gaps - so fewer drop-offs and more revenue this quarter.
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AI Phone Calls: Accelerate Business, Slash Costs, and Grow Faster

Convert Conversations into Results

100
%
Audit Coverage
‍
25
%
More upsell opportunites
50
%
Reduction in Errors & Inaccuracies
35
%
Improvement in renewal collection
40
%
Complaints
reduced
10
X
Jump in  Conversions

Revenue Leaks, in Numbers

72%
of leads don’t get a follow-up in the first hour.
Impact
Faster rivals win the deal.
40%
of qualified leads drop before first contact.
Impact
Immediate pipeline leakage.
50%
of rep time goes to manual follow-ups.
Impact
Less time selling or collecting.
4-6
hours average response time.
Impact
Conversions fall as leads go cold.
25%
of borrowers abandon after poor follow-up.
Impact
Lower trust and shrinking LTV.
20-25%
of conversations lose context between tools.
Impact
Slower closure and preventable errors.
60%
of claim-related calls still rely on manual checks.
Impact
Slower TATs, poor claim experience, and escalations.
Fragmented systems
(Voice / WhatsApp / CRM)
‍
Impact
Broken customer journeys, missed context, and declining trust.

Revenue Leaks, in Numbers

72%
of visitors ever inquire
Impact
Faster rivals win the deal.
40%
of inquiries turn into enrollments.
Impact
Immediate pipeline leakage.
50%
after an hour cuts odds by 10×.
Impact
Less time selling or collecting.
4-6
of claim-related calls still rely on manual checks.
Impact
Conversions fall as leads go cold.
25%
channels (Voice, WhatsApp, CRM).(Voice / WhatsApp / CRM)
Impact
Lower trust and shrinking LTV.
20-25%
of conversations lose context between tools.
Impact
Slower closure and preventable errors.
60%
of claim-related calls still rely on manual checks.
Impact
Slower TATs, poor claim experience, and escalations.
Fragmented systems
(Voice / WhatsApp / CRM)
‍
Impact
Broken customer journeys, missed context, and declining trust.

Fix It in Three Moves

AI Phone Call Agent

Fires on triggers with full CRM/dialer/data-warehouse context-qualifies, books next steps, or routes instantly.
Solves
Missed callbacks
Late reminders
Manual nudges
Use Cases
Payment reminders & retries
Promise-to-pay follow-ups
Hardship/reschedule check-ins
Consent/disclosure capture
Why It Matters
Faster right-party contact
Timely follow-ups
Steadier recovery

Real-Time Assist Agent

Guides tough calls live with precise phrasing and next-step prompts-ID, eligibility, pricing, offers, and secure handoffs.
Solves
Off-script handling
Missed offers
Stalled decisions
Use Cases
Verify identity
Explain pricing/limits
Present hardship/settlement options
Trigger secure payment flows
Why It Matters
Higher first-call conversion
Shorter AHT
Fewer repeats

Conversation Intelligence Agent

Audits 100% of interactions - scores disclosures, promises, tone, and next steps; flags risk; pushes clips for targeted coaching.
Solves
Low QA coverage
Unclear performance drivers
Hidden risk
Use Cases
Detect missing disclosures
Analyze dispute trends
Flag broken promises
Capture intent/upsell signals
Why It Matters
Data-backed coaching
Rising recovery
Fewer complaints
Why It Matters
100% call visibility
Insights that directly link to your revenue and persistency

A Closed Loop That Never Loses a Customer

1. Lead Generated
AI Phone Agent calls within minutes.
1. Lead Generated
AI Phone Agent calls within minutes.
1. Lead Generated
AI Phone Agent calls within minutes.
1. Lead Generated
AI Phone Agent calls within minutes.
1. Lead Generated
AI Phone Agent calls within minutes.
1. Lead Generated
AI Phone Agent calls within minutes.

A Closed Loop That Never Loses a Customer

Real-World Callveriq Use Cases Across FinTech Functions

Acquisition & Growth

Automate speed-to-lead follow-ups within seconds of form submission.
Re-engage incomplete applications with verified identity and context.
Surface intent signals from real calls to drive compliant cross-sells.

Onboarding & KYC

Automate KYC retries and missing document reminders.
Guide customers through welcome calls and first-payment setup.
Detect and resolve address or ID discrepancies automatically.

Collections & Recovery

Automate promise-to-pay confirmations and payment reminders.
Trigger secure payment links for failed or missed transactions.
Manage hardship and settlement workflows with audit-ready proof.

Customer Support & Servicing

Handle balance, due-date, and limit inquiries 24×7 across channels.
Capture and triage disputes with SLA-based routing.
Assist customers in blocking cards or updating account details securely.

Risk & Compliance

Enforce disclosures and consent language in real time during calls.
Capture and reconcile consent and DNC preferences across systems.
Mask sensitive details (PAN/CVV) and maintain PCI compliance.

RevOps, QA & Coaching

Review 100% of conversations with AI-powered auto-QA.
Identify top performers and convert their approach into playbooks.
Assign targeted coaching with call clips and track improvement over time.
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Trusted by B2C Leaders Who Get It

​"Definitely, we can recommend Callveriq. The team is helpful - they proactively solve problems, and there's real value addition."
Preeti
Preeti Singh
Quality Assurance Lead
Rishikesh Sakarkar
Co-Founder & Business Officer
Read Casestudy
INDUSTRY
Billing and invoicing software
CONTACT CENTER SIZE
121+
FOUNDED
2022
"100% of calls now getting audited"​
"In the earlier scenario, only 5% of calls were getting audited. Now we have 100% calls getting audited."
Preeti
Preeti Singh
Quality Assurance Lead
Prasad Pimpley
Digital Business, Kotak Life
Read Casestudy
INDUSTRY
Life Insurance
CONTACT CENTER SIZE
20k+
FOUNDED
2000
Livpure logo
“With Callveriq, we expanded from manually auditing just 2% of calls to 100% coverage through AI-powered audits. This insight reduced social media escalations by 50% within a year.”
Preeti
Preeti Singh
Quality Assurance Lead
Preeti Singh
Quality Assurance Lead
Read Casestudy
INDUSTRY
Consumer Electronics
CONTACT CENTER SIZE
350+
FOUNDED
2011
"callveriq.com helped us scale our call audit coverage from 1.5% to nearly 30%, enabling real-time feedback and better agent performance. Their AI-powered LMS was a game-changer, automatically creating personalized training from call data. The team has been a true partner, constantly sharing valuable insights and helping us improve key metrics like AHT and CSAT."
Preeti
Preeti Singh
Quality Assurance Lead
Mohit Sidhwani
Head of Customer Experience
“Callveriq has transformed the way we manage quality, collaboration, and communication.”
Before Callveriq, our QA process was scattered across Google Forms and our CRM, making audits, updates, and insights extremely time-consuming. With Callveriq, everything is now centralized - audits, PKTs, and process updates are easily accessible on one platform. We can make instant changes to audit forms without tech support, and all call recordings are readily available for review and insights. The ability to fill both Audit and Governance Forms simultaneously has boosted QA efficiency, while Team Leads can now track compliance independently.
Suyash Talekar
Customer Success Lead, Traya
“It's like having a virtual assistant for every rep and manager.”
callveriq.com captures and analyzes every customer interaction - voice, video, and email. With Callveriq, we’ve eliminated scattered insights, improved sales performance, accelerated onboarding, and even automated CRM updates. We no longer miss a single insight.
Nithin S
Senior Executive, Fyers
callveriq.com has transformed our audit process.
The audit dashboard gives us real-time insights with multiple metrics, making it easier for agents to stay updated on manual audits. What used to be time-consuming manual work in Google Sheets is now streamlined, efficient, and insightful thanks to callveriq.com.
Naresh C
Quality executive, Vyapar
Before Callveriq, we lacked visibility into why leads were being closed incorrectly, which made it difficult to identify missed business opportunities and impacted both conversions and forecasting accuracy. With Callveriq’s AI-driven insights, we can now spot genuine buying intent, recover lost leads, and take timely action. This has significantly improved our sales efficiency and reduced revenue leakage. A major advantage has been the alignment it’s created across sales, quality, and business teams- everyone now works with the same reliable data.
Hardik Singh
Functional Head– Quality & Training, Physics Wallah
“callveriq.com makes reporting effortless - with expert support every step of the way.”
From setup to daily use, callveriq.com delivers a seamless experience. The platform simplifies report generation, delivers clear dashboard insights, and helps us track performance with precision. Plus, their support team is always responsive and reliable, making adoption smooth and stress-free."
Suraj M
Quality Analyst, Bombay shirt company
Before Callveriq, our quality reviews were entirely manual and limited to a small sample of calls, making it hard to identify patterns or spot missed sales opportunities. With Callveriq, we can now analyze every call automatically and gain complete visibility into how agents handle leads. The platform helps us flag missed opportunities, provide targeted feedback, and ensure consistent, objective QA scoring. Our reviews are now faster, more accurate, and far more insightful.
Berkha & Devayani
AM- Quality Assurance, Physics Wallah
Before Callveriq, it was difficult to link quality insights with training outcomes, making it hard to measure how coaching impacted performance and slowing down new agent ramp-up. With Callveriq, we can now quickly identify skill gaps that affect conversions and deliver targeted, effective coaching. Training has become more focused, and we’re excited to explore Callveriq’s LMS capabilities to integrate quality and learning on a single platform. The results have been tangible in both agent performance and efficiency. The Callveriq team has been highly responsive, open to feedback, and proactive in tailoring the platform to our needs.
Ravi Sachan
Senior Manager– Quality & Training, Physics Wallah
​"Definitely, we can recommend Callveriq."
The team is helpful - they proactively solve problems, and there's real value addition.
Rishikesh Sakarkar
Co-Founder & Business Officer
Preeti Singh
Quality Assurance Lead
Read Casestudy
INDUSTRY
Billing software
CONTACT CENTER SIZE
121+
FOUNDED
2022
"100% of calls now getting audited"​
"In the earlier scenario, only 5% of calls were getting audited. Now we have 100% calls getting audited."
Prasad Pimpley
Digital Business
Preeti Singh
Quality Assurance Lead
Read Casestudy
INDUSTRY
Life Insurance
CONTACT CENTER SIZE
20k+
FOUNDED
2000
Livpure logo
“With Callveriq, we expanded from manually auditing just 2% of calls to 100% coverage through AI-powered audits. This insight reduced social media escalations by 50% within a year.”
Preeti
Preeti Singh
Quality Assurance Lead
Preeti Singh
Quality Assurance Lead
Read Casestudy
INDUSTRY
Consumer Electronics
CONTACT CENTER SIZE
350+
FOUNDED
2011
"callveriq.com helped us scale our call audit coverage from 1.5% to nearly 30%, enabling real-time feedback and better agent performance. Their AI-powered LMS was a game-changer, automatically creating personalized training from call data."
Mohit-vyapar
Mohit Sidhwani
Head of Customer Experience
"Callveriq has transformed the way we manage quality, collaboration, and communication."
Our QA process was scattered across Google Forms and our CRM. With Callveriq, audits, updates, and call recordings are available in one place. We can update forms without tech support and help Team Leads track compliance independently, making QA much more efficient.
Suyash Talekar
Customer Success Lead, Traya
“It's like having a virtual assistant for every rep and manager.”
callveriq.com captures and analyzes every customer interaction voice, video, and email. With Callveriq, we’ve eliminated scattered insights, improved sales performance and even automated CRM updates. We no longer miss a single insight.
Nithin S
Senior Executive, Fyers
"callveriq.com has transformed our audit process."
‍
The audit dashboard gives us real-time insights with multiple metrics, making it easier for agents to stay updated on manual audits. What used to be time-consuming manual work in Google Sheets is now streamlined, efficient, and insightful thanks to callveriq.com.
Naresh C
Quality executive, Vyapar
"We can now spot genuine buying intent, recover lost leads, and take timely action."
Before, we couldn’t see why leads were being closed incorrectly. With Callveriq, This has improved sales efficiency, reduced revenue leakage, and aligned our teams around reliable data.
Hardik Singh
Functional Head– Quality & Training, Physics Wallah
“callveriq.com makes reporting effortless with expert support every step of the way.”
callveriq.com delivers a seamless experience. The platform simplifies report generation, delivers clear dashboard insights, and helps us track performance with precision. Plus, their support team is always responsive and reliable, making adoption smooth and stress-free.
Suraj M
Quality Analyst, Bombay Shirt Company
"QA is now faster, more consistent, and more insightful."
Our manual reviews covered only a small sample of calls, making patterns and missed opportunities hard to spot. With Callveriq, we analyse every call, flag missed opportunities, and provide targeted feedback.
Berkha & Devayani
AM- Quality Assurance, Physics Wallah
"Now, we can quickly identify skill gaps and improve agent performance."
Before Callveriq, we struggled to connect quality insights with training and measure coaching impact. We’re also excited to use Callveriq’s LMS to bring quality and learning together. The team has been responsive and proactive throughout.
Ravi Sachan
Senior Manager– Quality & Training, Physics Wallah

Trusted. Rated. Celebrated.

Regional LeaderMomentum LeaderHigh PerformerBest ResultsBest SupportBest UsabilityMost Implementable
4.7/5
19th
Best Software Company in India
6th
LinkedIn Top Startup 2025

Integrate Effortlessly With Your Tech Stack

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More Conversions. Faster Recovery. Same Team.

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