Skynyx AI for Finance

Key Use Cases

Lead Capture & Screening

Auto-capture leads from forms, ads, social and QR campaigns. AI validates age, income, loan type and tags high-potential prospects.

Auto-assign to agent/branch
Auto-tag intent & priority

Loan & Policy Application Assistance

AI guides customers through eligibility, product comparison, required documents, application steps and approval tracking.

Automated Payment & EMI Reminders

Send reminders for EMI, premium renewals, SIP alerts and overdue notices with payment links and receipts.

Customer Support Chatbot

AI answers queries on balances, due dates, statements, claims, policy details — available 24/7 in multiple languages.

KYC & Document Collection

Collect PAN/Aadhaar, proofs, income docs via WhatsApp. AI validates readability and completeness.

Investment & Portfolio Engagement

Send market alerts, SIP reminders and personalized product suggestions to increase retention & upsells.

Integrations

Skynyx AI connects seamlessly with your existing financial ecosystem without disrupting current operations. It integrates effortlessly with core banking systems, CRMs, ERPs, loan management software, and insurance platforms. Payment gateways and Google Sheets connectivity ensure real-time data sync and reporting. APIs enable secure, two-way data exchange across systems. No complex migrations or infrastructure changes required. Your teams continue working with familiar tools while Skynyx AI works in the background. Designed to fit perfectly into your existing workflow.

Analytics Dashboard

Skynyx AI provides a powerful analytics dashboard to monitor business performance in real time. Track lead conversion rates and follow-up success across channels. Monitor EMI and premium recovery trends to reduce revenue leakage. Measure support resolution time to improve customer satisfaction. Analyze campaign performance and engagement metrics with ease. Customer sentiment insights help refine communication strategies. Make faster, smarter, data-driven decisions with actionable insights.

AI Capabilities

Skynyx AI understands customer intent through natural language processing. It supports multilingual conversations, enabling inclusive customer engagement. AI auto-drafts accurate replies for agents, reducing response time. Optional fraud detection modules help identify suspicious behavior patterns. Predictive intelligence forecasts renewals and potential churn. Learns continuously from interactions to improve accuracy. Delivers smarter automation without losing the human touch.

Who Can Use Skynyx AI?

Skynyx AI is built for the entire financial services ecosystem. Banks and NBFCs use it to streamline lead handling and customer support. Microfinance firms automate follow-ups and collections efficiently. Insurance companies manage policy queries, renewals, and claims effortlessly. Loan service providers accelerate application processing and disbursements. Wealth managers, brokers, and advisors enhance client engagement. Ideal for any business that values speed, compliance, and customer trust.

Without Skynyx AI	With Skynyx AI
Missed follow-ups	Automated reminders
Slow onboarding	Quick digital workflows
High support load	AI answers 70–85% queries
Low response	WhatsApp 98% open rate
Manual document collection	Instant upload & verification