Advanced Communication Solution for BFSI Industries

AI-Powered, Secure, and compliant telecommunication solution built for BFSI Industries.

Trusted By More Than 2200+ Clients

Major Problems in the Banking and Financial Services

Manual Errors & Delays

Inconsistent follow-ups and collection processes result in revenue loss and inefficiencies.

High Resource Costs

Increased need for human agents strains operational budgets.

Data Security Risks

Sensitive financial data handled by call centers increases cybersecurity vulnerabilities.

Inconsistent Service Quality

Delays and poor response times leave customers dissatisfied.

How SAN Softwares is Helping Banking and Financial Services?

In an industry where time and accuracy are critical, SAN Softwares offers a transformative AI Telecommunication Solution to optimize banking and financial operations. Our advanced technologies are designed to reduce costs, improve the customer experience, and elevate your team's efficiency.

SAN Softwares is Helping Banking and Financial Services

Software Solutions For the Banking & Financial Services Industry

Call Center Solution (SanCCS)

Call Center Solution (SanCCS)

Streamline loan service, collections, account inquiries, and customer support in SanCCS - call center solution’s unified platform.

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AI Voice Agent

AI Voice Agent

Easily handle EMI reminders, payment follow-ups, customer queries, and lead qualification automatically with AI Voice Agent.

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Click to Call

Click to Call Solution

Help agents to connect with customers and vice versa from the website and CRM without manual dialing.

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AI-Quality Auditing

AI-Quality Auditing Tool

Audit 100% of client calls for compliance, script adherence, and service quality monitoring.

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WhatsApp Business Calling

WhatsApp Business Calling

Offer convenient customer support and account assistance directly through WhatsApp Business Calling.

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SanMeet

SanMeet- Video Calling Software

Complete customer onboarding virtually with a video calling solution. Do smooth identity verification and KYC checks remotely through secure video calls.

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IVR System

IVR System (EasyGoIVR)

Implementing a cloud-based IVR System in your BFSI business helps customers self-serve 24/7 for balance checks, transaction status, fraud alerts, and payments.

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AI Ticket Management

AI- Enabled Ticket Management Software

Enhance your BFSI support operations with an AI-powered Ticket Management System.

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Who Can Use This Solution in the BFSI Industry?

Tailored for teams across the BFSI Industry, like:

Banks

Insurance Companies

Fintech Companies

Wealth Management Firms

NBFCs

Microfinance Institution

Why BFSI Businesses Choose SAN Softwares?

You can streamline your Banking and Financial Services communication with robust calling solutions to engage customers and offer a personalized journey.

25+ Years of Proven Experience

25+ Years of Proven Experience

With 25+ years of experience, SAN Softwares delivers reliable and scalable telecommunication software solutions trusted by businesses across multiple industries.

AI-Powered Automation

AI-Powered Automation

Automate EMI reminders, payment follow-ups, customer queries, and quality monitoring to reduce manual effort and improve efficiency.

Secure & Compliant Communication

Secure & Compliant Communication

Keep customer data secure with encryption, number masking, and field masking. Protected by enterprise-grade firewalls and regular VAPT, firewall audits, and source code reviews to ensure data security and compliance. We are also ISO certified.

Enhance Customer Experience

Enhance Customer Experience

Deliver faster, personalized support with AI-powered automation, omnichannel communication, and quick query resolution across every customer touchpoint.

Transform Your Banking and Financial Service Operations Today!

Schedule a free demo to see how SAN Softwares can revolutionize your banking and loan management processes.

Frequently Asked Questions

Yes, we only provide calls to non DND numbers, and calling hours are dependent on the client's campaign requirements. We have a calling hours configuration for each campaign.

Yes, we follow data retention as per client policy and as agreed in our contract. By default, we manage only 6 months of data.

Yes, we store data in India only. We have 3 data centers: CtrlS, NTT, and Triple (based in Bangalore and Gurgaon)

Our servers are hosted in MeITY-empanelled data centers. In these data centers, they have already installed their hardware-based firewalls to protect against attacks from outside, and we also place an individual firewall on each server to avoid any random hit on our servers. Regularly, we keep on checking and testing our server hardening. To protect client data, we also do VAPT and Source Code Review of all our software.

Our standard uptime is 99.99%.

With standard features, we can go live within 3-4 days if the client wants to use our CRM and CTI options, but if the client wants to use their own CRM, their development team needs to do all CTI integrations. This may take 10-15 days of time.

We have standard API integration for all CTI. Generally, our CTI is integrated with Zoho, LSQ, NoPaperForms, Salesforce, SAP, MS Dynamics, Odoo, and Bitrix24. However, for NBFCs using their own custom CRM, we provide our APIs to integrate all CTI operations with their CRM.

Yes, we have a standard CTI API integration document. By using our APIs, anyone can integrate all CTI operations with their CRM.

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