Felina AI
Book a Demo

Banking and Financial Services

One approved answer for every financial-services enquiry

Customers call about loan, chit, insurance and savings products, documents and branch timings. Answers vary with whoever picks up, and sales enquiries go cold.

Book a Demo Try a simulated call

Overview

Felina for Banking and Financial Services

Felina can answer product and service enquiries from information your compliance team approves, qualify interest for your sales team and make approved calls to customers who have consented. It does not access accounts, process transactions or give financial advice.

Call scenarios

Typical calls

Inbound — customers calling you

  • Product, eligibility and document questionsCore capability
  • Branch timings and locationsCore capability
  • Callback requests about a specific productCore capability

Outbound — Felina calling customers

  • Follow-up calls to product enquiriesCore capability
  • Reminder and information calls to consenting customersConfirmation required

Outbound calls go only to customers who have consented, using approved scripts and authorised data.

Scope

What Felina handles — and what goes to your team

Felina handles

  • Answer from compliance-approved product information
  • Ask approved qualifying questions
  • Record leads for your sales team

Your team handles

  • Balances, transactions and anything that needs account access
  • Financial advice
  • Complaints and disputes
  • Any customer who asks for a person

Escalation to your staff. Felina never answers account-specific questions. It records the request and passes it to branch or relationship staff, along with what the customer asked.

Use cases

Use cases in detail

Each use case shows what it does, why it matters, how it works and what it depends on.

  • Product and service enquiries

    Core capability
    What it does
    Answers questions about your products, eligibility basics, required documents and branch timings from approved information.
    Why it matters
    Every caller gets the same approved answer.
    How it works
    Your compliance team approves the information and wording Felina uses.
    Depends on
    Approved product information, reviewed by your compliance team.

  • Lead qualification and callbacks

    Core capability
    What it does
    Asks a short set of approved questions to understand what the caller needs, then passes interested callers to sales.
    Why it matters
    Sales staff spend time on callers who are ready to talk.
    How it works
    You define the qualifying questions and the handover rules.
    Depends on
    A CRM integration for automatic lead logging. Without one, leads are shared through an agreed process.

  • Reminder and information calls

    Confirmation required
    What it does
    Calls consenting customers with approved reminders, such as due dates or pending documents.
    Why it matters
    Customers are reminded before deadlines with less manual calling.
    How it works
    Your team approves the contact list, script and calling times.
    Depends on
    Customer consent, approved scripts and compliance with applicable telemarketing and communication rules.

  • Handover to your staff

    Core capability
    What it does
    Recognises when a caller needs a person and hands the call or enquiry to your branch or relationship staff.
    Why it matters
    Conversations that need judgement stay with trained people.
    How it works
    You define the escalation rules and the contact path.
    Depends on
    A staffed escalation path during the hours you choose.

Items marked “Confirmation required” are not presented as available yet. Ask us about them during your demo.

Workflow

From enquiry to qualified lead

  1. Step 1: Customer calls

    Answered straight away, in English or Tamil.

  2. Step 2: Approved answers

    Product and document questions answered from approved information.

  3. Step 3: Interest qualified

    A few approved questions capture what the customer needs.

  4. Step 4: Your team follows up

    Qualified leads go to sales; account questions go to staff.

Simulation

Try a simulated call

Scripted demonstrations of the calls above. Play them step by step and see what Felina records.
Caller's question

Simulated call · Banking and Financial Services

Simulation
Workflow stage7 of 7: Outcome
  1. A customer calls the branch line.

  2. CallerWhat documents do I need for a gold loan?

  3. Compliance-approved product information checked.

  4. FelinaYou'll need a photo ID and address proof, along with the gold items. Would you like a branch executive to call you about the loan amount?

  5. CallerYes. Can you also tell me my current loan balance?

  6. Account-specific request detected. Felina has no account access, so this goes to staff.

  7. FelinaI can't access account details on this call. I'll ask a branch executive to call you about your balance and the new loan. When suits you?

  8. CallerTomorrow morning works.

  9. Recorded interest: Gold loan

  10. Recorded also asked: Current loan balance

  11. Recorded next step: Branch executive callback, tomorrow morning

  12. Handed to staffLead and balance request passed to branch staff.

  13. OutcomeA qualified lead recorded. The account question stays with staff.

What Felina recorded

Interest
Gold loan
Also asked
Current loan balance
Next step
Branch executive callback, tomorrow morning

Simulation complete.

Simulated call. A scripted demonstration of how Felina handles this kind of call — not a live AI connection, a recording, or a real customer.

Integrations and dependencies

What this depends on

Integration availability depends on your system, API access, data permissions and deployment requirements. We confirm what's possible before go-live.

  • Phone line / telephony

    Connects Felina to the number your customers already call.

    Core capability

  • CRM or lead management

    Logs qualified enquiries automatically. Availability depends on your system, API access and data permissions.

    Requires an integration

  • Core banking or account systems

    Not assumed. Felina does not access accounts unless a specific, reviewed integration is built and approved.

    Confirmation required

Outcomes and evidence

What could change for your team

Potential operational outcomes — qualitative, not measured results. Published evidence is labelled with its type.

  • One approved answer everywhere

    Every branch and every call gives the same compliance-approved information.

  • Faster lead handover

    Interested callers reach sales with their needs already recorded.

  • Less repetition for branch staff

    Document and eligibility questions are answered without staff time.

How we measure and label results

FAQs

Frequently asked questions

Can Felina access accounts or process payments?

No. Felina does not access accounts or process transactions. Account-specific questions are handed to your staff.

Does Felina give financial advice?

No. It shares approved product information only. Advice stays with your qualified staff.

Is Felina certified for financial-services regulation?

We don't claim any regulatory certification. Your compliance team approves the scripts, data access and calling practices before go-live.

Can Felina call customers?

Yes — customers who have consented, using approved scripts and calling times, in line with applicable communication rules.

See Felina answer a financial-services enquiry

Tell us which enquiries and follow-ups take up your team's time. We'll follow up to arrange a demo.

Book a Demo Explore Results and Proof