Fintechs, lenders and wealth platforms are concentrated in Bengaluru, serving customers who expect fully digital journeys.
Staff at NBFCs, loan agents, insurance advisers and investment firms in Bengaluru spend hours on repetitive replies, data entry and follow-ups. We build AI agents and automations that take over tasks like kYC and document collection with checklists and plug into the tools you already use.
Step 1
We shadow a few days of work around lead capture and qualification scoring to find tasks worth automating.
Step 2
You see a working version handling document reading for KYC proofs, bank statements and application forms on real data within days.
Step 3
We connect it to WhatsApp, your CRM or ERP and the sheets your borrowers, policyholders and investors data lives in.
Step 4
We track accuracy after launch and tune the rules and prompts as edge cases appear.
DigiBuilt Solutions is based in Hyderabad and works with clients across India. For NBFCs, loan agents, insurance advisers and investment firms in Bengaluru we run discovery and reviews over video calls, share progress on a project board and visit your site when it adds value. Whether your borrowers, policyholders and investorsare around Indiranagar, Hebbal, Whitefield or elsewhere in Bengaluru, the project is run the same way.
Yes, when it targets specific repetitive tasks such as kYC and document collection with checklists. We start with one workflow, prove the result on your own data and then extend it.
We set clear limits on what it can answer, route uncertain cases to your staff and keep a log of every action you can review.
We build with role-based access, complete activity logs and exportable MIS so your team can respond to audits, and we align reports with the formats your regulators expect.