Which systems does Cllr connect to?

Loan management systems, core banking, CRM, payment gateways, KYC providers and your data warehouse. Every outcome is written back to the system of record.

Can compliance approve what Cllr says before it goes live?

Yes. Compliance signs off call scripts, calling hours and consent wording before the first workflow runs, and every conversation is recorded and logged for audit.

How do collections conversations stay within policy?

Your rules set calling hours and contact limits, pause outreach after a promise to pay and skip customers with an open dispute. Cases that need judgement go to your team with the history attached.

How is customer data protected?

Data is encrypted in transit and at rest, minimised before storage, and every access is written to an audit trail.

Does it work in regional languages?

Yes. Conversations run in more than 60 languages, including major Indian languages.

Automation for lenders and financial services

From the first application to the last repayment, Cllr runs customer engagement end to end for your organisation. Every step is logged for audit, and every result is visible to your team.

Book a demo See the use cases

One platform for every financial services workflow

This is KYC and customer onboarding as it runs: the event that starts it, each step on the channel the customer answers, and the result written back.

Onboarding system

Applications and their status

KYC provider

Document and check status

CRM

Accounts and contacts

Event

Application started but not submitted

Rules

Timing, consent and hand-off

Starts in under 1 second

Orchestrates

Telephony

Campaigns

Denoise

VAD

AMD

STT

LLM

TTS

Observability

Evals

Spot the stalled file

Voice

Explain what is missing

Collect and confirm

SMS

Hand over or activate

Measured on

Application completion rate

Outcome and transcript written back to the onboarding system

Under 1s

From the event to the first step

4 channels

Voice, WhatsApp, SMS, Email, in one workflow

60+ languages

Each conversation in the customer's own

Written back

Every outcome lands in the onboarding system

A sample workflow. The systems, rules, steps, channels and KPIs are configured end to end for your business.

Financial services use cases

Each one runs on the same connections, rules and audit trail, so you can start with one and add the rest.

KYC and customer onboarding
Guide applicants through documents and verification.
Starts when
- Application started but not submitted
- KYC document missing or rejected
- Video KYC slot missed
Runs on
- Voice
- WhatsApp
- SMS
- Email
Loan lead qualification
Reach new applicants while they are still deciding.
Starts when
- New enquiry from a website or partner
- Pre-approved offer viewed but not accepted
- Callback requested
Runs on
- Voice
- WhatsApp
- SMS
Loan and EMI collections
Reminders, promise-to-pay and early arrears.
Starts when
- EMI due in a set number of days
- Auto-debit or mandate bounce
- Missed payment
Runs on
- Voice
- WhatsApp
- SMS
- Email

Where the manual work sits today

Applications stall halfway
Applicants drop off when a document is missing or a step is unclear, and nobody follows up until the lead has gone cold.
Collections depend on call lists
Reminder calls run from lists exported the day before, so the first contact after a missed EMI often comes days late.
Every conversation has to be defensible
Consent, call recordings and the exact wording used all need to be available when an auditor or regulator asks.

How you go live

Start with one workflow, or plan a wider rollout from the start.

Illustrative. Your timeline is scoped with our team.

Day 1

Day 2

Day 3

Day 4

Day 5

Day 6

Day 7

Day 8

Day 9

Day 10

Scope

Connect

Review and test

Live

Day 1 to 2
Scope
Agree the first workflow, KYC and customer onboarding, and the KPI it should move: application completion rate.
Day 3 to 6
Connect
Read access to the loan management system and payment gateway. Events are mapped and the rules written with your team.
Day 7 to 9
Review and test
Compliance signs off call scripts, calling hours and consent wording. Test calls and messages run with your team first.
Day 10
Live
Live on real traffic, measured against the KPI from the first day.

Systems Cllr connects to

Events come in from these systems, and every outcome is written back to them.

Loan management systems
Core banking
CRM
Payment gateways
KYC providers
Data warehouse

Questions from financial services teams

How Cllr fits your systems, rules and compliance needs.

Still have a question?

Talk to the team and we will answer it directly.

Talk to the team

Lending, payments and fintech teams use it for onboarding, lead response and early collections. Most start with one workflow and add others on the same connections.

Start with the workflow that costs you most

Bring one process with a clear owner and a measurable baseline. We map it, test it against representative cases, and hold it to the KPI you set.

Book a demo

Automation for lenders and financial services