BANKING · INSURANCE · LENDING

Carry the application, not just the conversation.

Explore qualification, document follow-up and application progress with a clear place for people and enterprise decisions.

Banking · insurance · lending / CONNECTED JOURNEY

An enquiry. An application in motion.

CASE VM-1042Illustrative reference workflow

ONE CASE CONTEXTVM-1042Permission / state / history

Normal path Exception to a personIllustrative · select a node to inspect

Workflow studioIllustrative

AaravApplication support agentSample conversation · VM-1042

CONVERSATION / STEP 1

Customer

I’d like to continue my application.

VocoMotiv

With your permission, I can collect the information needed for the next step.

CRM / LOSSample action

Open the enquiry with consent

Application case retained

No live calls or system writes

Lending systems and authorized teams own credit decisions.

Explore financial services

Fictional conversations and records · illustrative workflow · confirm supported systems and language coverage.

INSIDE THE EXECUTION

Inspect the workflow.

Your lending systems and authorized teams own credit decisions. Account Aggregator and UPI are India-specific integration categories to validate for the configured workflow.

Workflow explorer

Interactive illustration · sample data

Voice conversation

Financial services agentSample case VM-1042

I would like to continue my application.

I can help with the next steps. May we continue?

Fictional case · no real calls or data

ONE CONNECTED WORKFLOW 01 / 06

Request received

CONVERSATION & CHANNELS

SYSTEMS & PEOPLE

Enquiry receivedOpen the enquiry with the permitted CRM context.

Shared state Connected actions Human control

The complete journey

Enquiry received

Permission and qualification

Document follow-up

Application system update

Relationship manager review

Record and quality review

Systems in this story

CRMLoan originationKYC / documentsAccount Aggregator (India)

Integration categories describe the workflow. Confirm named systems, permitted actions and deployment compatibility with our team.

START WITH ONE WORKFLOW

Bring your SOP. Let’s map the first process.

Define the task, connect the systems and agree what a useful pilot should prove.

Discuss a workflow pilot