AI employees for BFSI

AI employees for BFSI that own the outcome.

AI employees for BFSI that own the outcome.

AI employees for BFSI that own the outcome.

Voice + chat AI agents for lending, wealth and insurance — resolving, collecting and converting in multiple languages, with no added headcount.

Voice + chat AI agents for lending, wealth and insurance — resolving, collecting and converting in multiple languages, with no added headcount.

15.5× more productive per agent

30–40% higher CSAT

One agent across voice, chat, WhatsApp & email

Misha

Live

Outbound call ⇄ Inbound Call · switching Hindi ⇄ English

Hindi

Tamil

Telugu

Marathi

English

Pre-trained on your CRM, SOPs & best-agent calls

Book a 30-minute demo

Pick a time — we’ll show a live agent running one of your BFSI use cases.

Powering CX for high-volume BFSI teams

Why now

BFSI customer journeys break at every handoff.

BFSI customer journeys break at every handoff.

Volumes and language demands are exploding, hiring can’t keep up, and the tools you already have weren’t built to own the outcome.

Journeys start from zero

Voice → WhatsApp → support: context is lost at every handoff. Customers repeat themselves, and each agent starts guessing.

Bots answer, but don’t act

Resolution bots deflect FAQs, then hand the actual outcome — the collection, the renewal, the conversion — straight back to your team.

Headcount can’t scale to volume

Multilingual, high-volume CX means constant hiring, training and attrition — rising cost per conversation and capped quality.

8loop's Agents

AI employees that improve themselves.

AI employees that improve themselves.

We productized the forward-deployed engineer. Every 8loop agent runs a closed loop — so outcomes keep improving without adding headcount.

01

Build

Ingest your CRM, SOPs and best-agent transcripts into one agent with shared memory.

02

Simulate

Test the agent on real scenarios and edge cases before it ever talks to a customer.

03

Human-gate

Your team reviews and approves. Nothing goes live without a human in the loop.

04

Monitor

Every conversation is scored against your outcome — resolution, collection, conversion.

05

Self-heal

The agent learns from misses and improves automatically. No new hires required.

Proof

Outcomes, measured.

Outcomes, measured.

The results BFSI teams see when an AI employee owns the work end-to-end — not just the reply.

15.5×

productivity per agent

30–40%

higher CSAT

more customers engaged / day

~70%

lower cost per conversion

500K+

conversations per month

Case study

Oro Money

Oro’s goal was for its top callers to reach 10×. With 2 AI agents doing the work of 31 human callers, 8loop delivered 15.5× — engaging 3× more customers a day and lifting CSAT 30–40%, with no added headcount.

15.5×

productivity per agent

more customers / day

30–40%

higher CSAT

0

added headcount

Read the Oro Money story

Case study

Equentis Wealth Advisory

Anaya, a bilingual AI voice agent, reactivated Equentis’s dormant database in just 18 days — the equivalent of ~11 human callers — at roughly 70% lower cost per conversion.


30,018

leads contacted

817

warm leads

23

deals closed

18 days

to clear a dormant DB

Read the Equentis story

Across BFSI

One platform, every BFSI workflow.

One platform, every BFSI workflow.

Deploy AI employees wherever conversations drive outcomes — from first touch to renewal.

Lending & collections

Onboarding and KYC nudges, EMI and payment reminders, dormant-database reactivation, and warm handoffs — in every borrower’s language.

Wealth & investment

Investor onboarding, advisory follow-ups, portfolio and renewal nudges, and multilingual outreach that keeps clients engaged.

Insurance

Policy servicing, renewals, claims-status updates and cross-sell — human-gated so every interaction stays compliant.

Why 8loop

Not a bot. An employee that owns the outcome.

Not a bot. An employee that owns the outcome.

The wave after resolution bots: agents measured on outcomes, not tickets.

Owns the outcome

Measured on resolution, collection and conversion — not deflection or tickets closed.

Multilingual voice

Natural voice + chat in Hindi, Tamil, Telugu, Marathi and English, with mid-call language switching.

Human-gated & compliant

Your team approves before go-live and every conversation is auditable — built for regulated BFSI.

Built for mid-market

Enterprise vendors won’t serve you; dev tools leave outcomes to you. 8loop owns the outcome in mid-market.

See what an AI employee does on your BFSI workflows.

See what an AI employee does on your BFSI workflows.

Book a 30-minute demo — we’ll run a live agent on one of your real use cases.

Book a demo