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Banking

What we do

THE REAL-WORLD CHALLENGES

Drawn from V6 + BFSI user stories:

Executives (Zonal / Regional / National Leadership)

  • CASA, SME Lending, and Retail assets need predictable monthly rhythm.
  • Territory reviews dependent on self-reported data.
  • Collections lack automated cadence.
  • Cash flow stability varies by branch cluster.

Field (RMs / Sales Officers / Relationship Teams)

  • Hundreds of accounts, unclear prioritisation.
  • Dormant or quiet SME customers.
  • Difficulty maintaining continuous warm relationships.
  • Follow-ups scattered across WhatsApp / Excel / CRM.

Managers (Branch Heads / Area Heads)

  • Funnel visibility is patchy.
  • Hard to know which RM needs support.
  • Too many escalations are manual and late.
  • Incentives not aligned to daily discipline.

HOW AVISA BUILDS GROWTH IN BANKING

Avisa’s 6 Agents adapt naturally to BFSI:

  • IMPACT
    Activates priority accounts, warms dormant relationships.
  • CONNECT
    Reactivates networks → co-lending partners → DSA relationships → business introducers.
  • KNOW
    Identifies which segment is likely to engage this week (CASA, SME, Priority Banking, NRI).
  • FLOW
    Strengthens collections → reminders → nudges → payment discipline.
  • FOCUS
    Builds funnels for leads → meetings → documentation → disbursal.
  • CORE
    Coordinates day-start / day-end routines for every RM.

This unifies banking execution into one continuous, compounding growth loop.

DAILY LIFE WITH AVISA: FIELD / MANAGER / EXECUTIVE

Field User

(RM) — A Day in the Life

  • Avisa surfaces the top 8 accounts to work on today.
  • Outreach tasks pre-written with context.
  • Follow-ups triggered automatically.
  • Impending renewal flagged early.
  • Afternoon: SME lending file moves because stakeholder nudges are auto-triggered.
  • Evening: Avisa summarises the day and prepares tomorrow.

Manager

(Branch Manager / Area Manager)

  • Morning: See which RMs have weak movement.
  • Afternoons: Coaching prompts sent automatically.
  • Every 2 days: Funnel reviews are “ready” — no manual data pulling.

Executive

  • Weekly: Territory heat maps with predicted CASA / SME performance.
  • Compliance-ready visibility without micromanaging.
  • Collections cadence improves across regions.

KEY USE CASES & JOURNEYS

  • Reviving Dormant SME Accounts
    Trigger → Agent Actions → RM Action → Outcome
  • Strengthening Collections
    FLOW creates a gentle, consistent cadence
  • Improving CASA Deepening
    KNOW + IMPACT coordinate outreach to high-potential portfolios
  • Territory Growth & Cross-sell
    CORE orchestrates prioritisation for RMs across multiple clusters.
  • Accelerating SME Loan Processing
    FOCUS drives documentation → callbacks → nudges → sanction.

OUTCOMES & KPIs THAT MATTER

Non-fabricated outcomes framed as directional:

  • More active accounts per RM
  • Higher SME lending movement
  • Better CASA inflow consistency
  • Faster collections turnaround

  • Stronger cross-sell penetration
  • Improved RM productivity rhythm
  • Predictable territory performance

WHO THIS IS FOR

MSMEs in Banking

(Cooperative Banks, Small Finance Banks, NBFC-like setups)

  • 20–75 person teams

Entrepreneurs

(Founders of NBFCs or Payment FinTechs)

  • Need to scale efficiently

Enterprises

(Private Banks, Public Sector Units)

  • Zonal → Regional → National deployments
  • Perfect match for Executive (Enterprise) licenses

HOW TO START

90-Minute Blueprint for banking-specific diagnostics

7-Day Pilot with actual accounts

Deploy across Field (RMs), Managers (Branch Heads), Executives (Regional)

Join the Avisa Early Access Program

CTAs:

•Blueprint for Banking
•Early Access for BFSI
•Talk to Sales
"Outcomes (KPIs)"

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demo-to-deal velocity.

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drop in stalled institutional accounts.

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faster approval cycles.

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improvement in average collections

What we do