Real-time guidance
Suggests next-best actions while your RM is on the call or in a meeting
Customer recently withdrew ₹5L — ask about reinvestment
High NR activity this month — highlight NRI services
Last contact: 3 months ago. Good time to reconnect
Client’s FD is maturing this week — suggest renewal options.
This client qualifies for a Gold Loan top-up
Client mentioned ‘invest’ — suggest new FD rates
Client sentiment negative in last call — handle with care
Customer asked about child’s future — guide on education plan
