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Loans and policies die in document collection and slow follow-up. Tanvik's AI qualifies applicants, collects KYC documents in-chat, and never lets a renewal or EMI slip through.
Every finance & insurance business we talk to fights the same three battles.
This is a real pattern from Tanvik-powered businesses — the AI answers instantly, qualifies, and books, while your team sleeps.
Templates, flows and AI training designed for how finance & insurance actually sells in India.
Income range, employment type, requirement — the AI qualifies in the first conversation and tags accordingly.
PAN, Aadhaar, statements collected as WhatsApp documents, checklist-tracked, with automatic pending-item nudges.
Date-driven flows for premiums, EMIs and SIPs — with payment links and escalation you configure.
Tenure, rate and eligibility questions answered instantly from your product grid.
Qualified + documented leads route to the right advisor with the full conversation attached.
Every message logged and exportable; templates pre-approved through Meta and your review.
Pre-built for your industry — customise, don't create.
Rates, eligibility grids and document checklists per product.
Document checklist tracking and reminder cadences — pre-built, configurable.
Qualified, documented applicants reach advisors ready to convert — onboarding time drops ~60%.