The efficiency layer for BFSI communication

No conversation in finance should start from zero.

PingX shortens the path between a question and its answer, whether a customer is asking your bank or one team is asking another. Years of context, carried across voice, WhatsApp and your teams' own tools.

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Voice call

TUE 10:02 · 1M 40S

Rohan

"My EMI bounced this month. Can you move the date again, like last time?"

Agent

"Your date already moved to the 10th in March 2024, so this is new. Collections will review it; I'll confirm on WhatsApp."

AI AGENT · RECORDED WITH CONSENT · NAMES INVENTED

TUE 10:04 · SAME AGENT

Following up on your call, Rohan. Priya in Collections is reviewing the bounce with last November's waiver attached. She'll confirm by tomorrow.

Thanks. Good that I didn't have to explain it all again.

HANDED TO YOUR TEAM, IN THEIR OWN TOOLS

Why it matters

Enterprises don't have a communication problem. They have a repetition problem.

The customer has explained this three times.

Every hand-off is a retelling. Every retelling is churn risk, and a gap in the record.

Which thread has the decision?

Five threads and two tickets to find the one approval that matters.

This bounced through four teams.

Everyone holds a piece. Nobody holds the whole, so the query loops.

A pre-EMI reminder, end to end

One workflow. Customers, your team and your systems in the same loop.

01Your system

Due date nears

Your loan book triggers the run. Nothing to upload.

02Customer

An informed call

The AI agent reminds, answers questions, and already knows the payment history.

03Customer

One-tap YES

A WhatsApp follow-up. Reply YES and the reminders stop.

04Your team

Hand-off if needed

A dispute reaches Collections in their own tools, call and history attached.

05Your system

Written back

Promise-to-pay, new date and transcript land in your LOS or CRM.

CustomerYour teamYour systems

SAME LOOP FOR RENEWALS, KYC AND CLAIMS

Agnostic by design

We don't care who is talking. We care how long it takes.

Customer ↔ Bank

Reminders, disputes, KYC follow-ups. Voice and WhatsApp, in the customer's language, history in hand.

Team ↔ Team

Collections to compliance, ops to product. In your teams' own tools, context attached, nobody re-briefs.

People ↔ Systems

Your LOS, CRM and ticketing stay in the loop. Outcomes written back, not forwarded by hand.

Why BFSI first

Relationships in finance last decades. The record of them lasts a quarter.

A home loan runs twenty years. Its history is scattered across call notes, CRM fields, tickets and whoever handled it last. One memory gives you efficiency and an audit trail together.

Built for regulated conversations

Opt-in call recording with spoken disclosure; transcripts retained and searchable.
Human-in-the-loop by design. The agent hands off the moment policy says it should.
Per-organisation encrypted integration credentials; hosted in India.

The goal

The shortest path from a question to its answer, and a finance industry that spends less of its day repeating itself.

Bring one conversation your team keeps repeating. We'll show you where it stops.

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