-55%policy queries to head office
+1 dayfaster file processing on average
300+weekly active users
About the client
An NBFC offering MSME loans, based in Chennai, Tamil Nadu, operating in the bfsi, nbfcs & fintech sector.
The problem
Branch staff frequently called the head office to check credit policy rules and document requirements, slowing down loan processing.
What we did
- Private AI assistant on business AI plan with no training on company data
- Answers drawn only from approved credit policies and circulars
- Role-based access for branch, credit and operations teams
- Citations to the exact policy clause
- Monthly policy update process
Outcome
- -55% policy queries to head office
- +1 day faster file processing on average
- 300+ weekly active users
Services involved
Custom AI Assistant Development · AI Automation
Client identity withheld. This anonymised case study is an illustrative example of our approach; figures are indicative and results vary by business, market and budget.
