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Artificial humans are helping BFSI organizations do more than they ever thought possible. Guide confused insurance customers and unlock employee coaching for banks and their staff.
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KYC & suitability check
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3 of 4 done1. Guide the insurance customer
2. Coach the banking staff
Customers get lost in policy fine print, and frontline staff rarely get time to practise.
Thrifty AI gives every bank and insurer an artificial human that explains, guides, and coaches around the clock, so your people show up ready for the moments that can't be automated.
Give every customer a patient banker who explains products, opens accounts, and knows when to hand over to a human.
Walk customers through KYC, documents, and their first SIP in one face-to-face conversation, in minutes.
Fixed deposits, loans, and mutual funds explained without jargon, in the customer's own language.
Recommend what fits each customer's goals and log every suggestion for compliance review.
Can I start a SIP with ₹1,000 a month?
Yes. Let's pick a fund that matches your goal. It takes about five minutes.
Guide confused policyholders through coverage, claims, and renewals, so fewer calls end in frustration.
Collect incident details and documents in a calm conversation, then hand a complete file to your claims team.
Answer what's covered, what isn't, and why, grounded in the customer's actual policy wording.
Remind customers before cover lapses and explain options face to face, around the clock.
Unlock coaching for bankers and agents with realistic roleplay, instant feedback, and compliance built in.
Practise the hard conversations with a lifelike customer before having them with a real one.
Flag missing risk warnings and suitability checks the moment they happen, not at the next audit.
Bite-sized lessons and quizzes delivered by a coach who is available whenever staff are.
Help advisors give every client personal attention, not just their largest accounts.
A brief with portfolio notes, life events, and conversation starters, ready before every meeting.
Clients ask about performance, fees, or rebalancing and get a clear, on-brand answer at midnight.
Each conversation is recorded with sources, so compliance can review exactly what was said.
From retail banks to insurers, Thrifty AI's artificial humans are designed to meet the standards financial services demand.
Branch queues grow at month end, customers misread policy fine print, and relationship managers rarely get time to practise a compliant pitch.
A Thrifty AI avatar explains products, guides KYC and claims, and coaches staff in 70+ languages, running in our cloud, your VPC or on-prem.
Product, balance, card and claims-status questions answered in the customer's language on web, app or branch kiosk.
Qualify loan and insurance enquiries on your website and book the advisor call.
A reception avatar that explains procedures, documents and queues, and runs offline if the branch link drops.
Relationship managers rehearse mis-selling and complaint scenarios with a lifelike customer before the real one.
Disclosure and suitability rules taught as avatar lessons with quizzes, scored per employee.
Thrifty AI does not publish customer benchmarks for this page yet. Measure these during the pilot and compare with your baseline:
1. Discovery
Week 1–2
Map the three journeys that queue most: account opening, one service request and one claims flow. Agree data boundaries and the deployment model.
2. Build
Week 3–5
Create the avatar, load approved product and policy documents, connect core banking, CRM and KYC through function calling, set guardrails.
3. Pilot
Week 6–9
Run in one branch or one app segment, with staff role-play alongside. Measure the KPIs above and tune with compliance.
4. Rollout
Week 10 onward
Extend to more branches, products and languages. Hand over to your team or keep the AI FDE team on retainer.
Yes. Self-hosted deployments run in your own VPC on AWS, Azure or GCP, or on-prem in your data centre. Enterprise plans can run with no conversation storage. Maya-Lite also runs fully offline on a branch kiosk.
Answers are grounded in the documents you upload, so the avatar only states what your approved material says. Guardrails block topics you exclude, such as personal investment advice. Every conversation can be logged for compliance review.
It guides the customer through each step and collects the details your KYC workflow needs through function calling. Verification and approval stay inside your existing onboarding system. The avatar hands off to a human agent when a case needs one.
The avatar plays a customer, for example someone pushing for an unsuitable product, and reacts in real time. Each session is scored on points such as missing risk disclosures. Managers see results per employee and pick the next scenario.
Cloud plans are priced per live avatar minute, from $0.04 per minute at scale. A self-hosted or on-prem deployment is an annual licence plus a per-minute rate. See /plans.
Want this built for you? Our forward-deployed engineers scope, build and run it with your team.
Talk to an AI FDEExplore other Thrifty AI solutions
See it with your own products
In a 30-minute demo, we'll show you an AI banker or insurance guide trained on your policies and compliance rules, deployable on-prem.