More Quality Leads. Lower Acquisition Cost. Compliant Engagement.
AI qualifies financial leads by eligibility first — advisors close with full context and every outreach stays compliance-safe.
Quick setup
Most teams see ROI within 30 days
The BFSI challenge
Why financial brands waste budget on unqualified leads
Volume without qualification, generic campaigns that damage trust, and applications that drop off mid-way — the three gaps eroding your conversion rate.
High lead volume, low conversion quality
Financial product campaigns generate thousands of leads but advisors spend 80% of their time on unqualified contacts — wrong income bracket, wrong product, wrong eligibility. CAC skyrockets.
Geta.ai's AI qualifies every lead by income, product type, credit profile, and eligibility before any human involvement — advisors only speak to pre-qualified prospects.
Generic financial campaigns violate trust
Sending home loan offers to someone who just took a personal loan, or investment products to someone with no declared income, damages brand trust and risks compliance flags.
Geta.ai segments by product interest, income bracket, credit profile, and application stage — delivering compliant, hyper-personalized offers at exactly the right moment.
Dropped applications lose booked revenue
60–70% of started loan or account applications are abandoned mid-way. No follow-up system means this revenue walks out the door.
Geta.ai detects application drop-off events and automatically triggers a re-engagement Journey with personalized follow-up, document reminders, and advisor contact.
Only sales-ready leads reach your advisors.
Every inbound financial lead — regardless of source — is immediately engaged by the AI Agent over WhatsApp. It qualifies by loan type, income range, employment status, credit profile, and product eligibility using a conversational flow you configure. Pre-qualified leads are routed instantly to the right advisor team with a full qualification summary in their inbox. Ineligible leads receive alternative product suggestions and enter a long-term nurture Journey — so no lead is wasted, just redirected appropriately.
Right product. Right profile. Right moment.
Financial product campaigns that ignore profile context don't just underperform — they damage trust and risk compliance flags. Geta.ai segments your lead base by income bracket, declared liabilities, product interest, application stage, and credit behaviour. Each segment receives a campaign personalised to their profile: a first-time homebuyer sees a different message than a salaried professional looking to invest, or a self-employed applicant seeking a business loan. Contextually relevant, compliant, and timed to the moment of highest intent.
Every financial lead. Full profile. Close-ready.
When a pre-qualified lead reaches an advisor, their Geta.ai inbox shows the complete financial profile beside the live conversation — income declared, assets, product interest, eligibility score, application history, and every past interaction. Advisors close without asking questions the customer has already answered. No duplicated effort, no lost context between channels. The result: faster time-to-close, higher conversion rates, and a dramatically lower cost per disbursed loan.
₹45L · Applied 2 min ago
Automated compliance checks
“Before Geta.ai, our advisors were spending 70% of their time on leads that never converted. Now the AI qualifies everything upfront. Our lead-to-approval rate went up 5× and our cost per disbursed loan dropped 41% in one quarter.”
Arjun Mehta
Head of Digital Lending, GrowthFin Capital
↓ 41%
Cost per disbursed loan
5×
Lead-to-approval rate
How It Works
From Financial Lead to Closed Deal
Four automated steps — from the moment a lead arrives to the moment revenue is attributed per product.
Capture financial lead from ad, form, or WhatsApp
Every inbound lead — from Meta Ads, Google, landing pages, or WhatsApp click-to-chat — flows into the CRM tagged by product interest (home loan, personal loan, investment, insurance) and source. Zero manual entry.
AI qualifies by income, product eligibility, and credit profile
The AI Agent asks qualifying questions over WhatsApp — income range, employment type, existing liabilities, product intent. Eligible leads are routed to the right advisor team. Ineligible leads receive alternative product suggestions or enter a long-term nurture Journey.
Journey sends hyper-personalized offer
Based on the lead's financial profile, a Journey delivers the right product offer with compliant messaging — personalised by income bracket, product type, and application stage. Timing is optimised per segment behaviour.
Advisor closes with full context — revenue attributed per product
The advisor's inbox shows income, declared assets, product interest, eligibility score, and full conversation history alongside the live chat. Post-disbursement, the attribution dashboard ties every closed deal to its originating campaign, channel, and segment.
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