AI-Powered Sales, Built for Financial Services

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Top 3 Outcomes Worxwide Delivers

15→2
Minutes to File a Claim
+10%
Policy Renewal Rate
40%
Vernacular Accessibility
SecureOne Financial Increased Lead Conversion by 25% with Salesforce Marketing Cloud, MuleSoft & Agentforce Integration

SecureOne Financial Increased Lead Conversion by 25% with Salesforce Marketing Cloud, MuleSoft & Agentforce Integration

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Our Expertise Across Industries

Retail & Commercial Banking

Customers expect banking to be simple, relevant, and responsive. We connect acquisition, digital journeys, service, and relationship management to improve conversion, engagement, and long-term value.

Insurance & Wealth Management

Trust drives every financial decision. We connect acquisition, advisor journeys, customer experience, and engagement to simplify complex products and build stronger, longer-term client relationships.

Fintech & Payments

Fast-moving products need equally agile growth engines. We connect acquisition, onboarding, engagement, and transaction journeys to accelerate adoption, strengthen retention, and unlock sustainable payment volume.

NBFC & Lending

Turning intent into funded outcomes requires more than lead generation. We optimize acquisition, application journeys, decisioning, and engagement to improve conversion and strengthen borrower relationships.

Key Industry Challenges

High volumes, high compliance pressure, high attrition — and customers who need to trust before they transact. Each challenge compounds the others.

Agents Spend Time on Low-Intent Leads

Inbound campaigns generate volume, but many prospects lack product fit, financial readiness, or purchase intent. Without AI-led qualification, agents spend valuable time on leads unlikely to convert.

Slow Lead Response Loses High-Intent Customers

Financial services prospects expect immediate engagement. Delayed follow-up means high-intent leads go to competitors with always-on AI agents that respond instantly.

RMs See Products, Not Customer Intent

Relationship managers lack visibility into cross-sell propensity, life-event signals, and churn risk. Without AI-led customer intelligence, cross-sell decisions rely on instinct, leaving existing revenue opportunities untapped.

Application Drop-Off Is Killing Conversion

Financial services applications see 50–70% drop-off due to complex forms, missing documents, and weak trust signals—leaving high-intent customers unconverted. These UX and CX gaps are measurable and fixable.

Our Solutions Built Around Your Business

Unified Data & AI-Led Relationship Intelligence

Salesforce Data Cloud unifies customer data across banking, policy, CRM, and apps. AI identifies cross-sell, renewal, and churn signals—prioritising who RMs should contact, why, and what to say.

Conversational AI for Customer & Advisor Engagement

Voice, WhatsApp, and web agents automate policy queries, data collection, eligibility checks, and prospect qualification—reducing service load while accelerating advisor-led conversions.

15 min → 2 min Claim Submission — Bajaj Allianz

AI-Led Renewal, Onboarding & UX

AI personalises renewal and upsell engagement, while UX research identifies friction across branch, app, and web—driving smoother journeys and higher conversion.

10% ↑ Policy Renewal — ICICI Prudential
15% ↓ Account Opening Drop-Off — Yes Bank

Salesforce Financial Services Cloud — Built for Financial Workflows

Household and relationship modelling, goal-based planning, lead-to-application automation, partner management, and compliance-ready audit trails—configured for real banking, insurance, and NBFC workflows.

Our Approach

We install in the order a plant would trust: understand the floor, redesign the process, deploy in phases, then stay to run adoption.

01

Diagnose

Lead funnel audit, drop-off mapping, CRM review, compliance constraint mapping

02

Design

AI scoring model, FSC config, conversation flows, journey redesign blueprints

03

Deploy

AI agents live, FSC go-live, qualification engine on, journey redesigns shippe

04

Optimise

Model retraining on agent feedback, A/B tests, cross-sell propensity refinement

05

Scale

New product lines, partner distribution, embedded finance, next market

Our Customers love what we do

Why
Choose
Us?

Built for Regulated Industries

We build compliance in from day one, aligning AI, journeys, and data with your regulations so consent, disclosures, and audit trails are built in.

Built for Financial Services

We configure Salesforce FSC around real financial workflows from household modelling to goal planning and reporting. No generic CRM setup with a FinServ label.

Conversational AI That Knows the Rules

Our WhatsApp and voice agents are built for financial sales, with consent, disclosures, data handling, and conversation logs built in from the start.

Built for India & UK Markets

We understand the regulatory, commercial, and cultural realities of both India and the UK—helping financial businesses expand across markets without starting from scratch.

Our Work Across Manufacturing

Featured Insights

Frequently Asked Questions

Every agent we build includes mandatory product disclosures at the correct conversation stages, structured consent capture with timestamp logging, and data handling aligned to RBI data localisation and IRDAI solicitation guidelines. All conversations are stored as a full audit trail for regulatory review. We have built this for Bajaj Allianz and Nippon India — the regulatory design is part of the build brief, not an afterthought.

Yes Bank: 15% reduction in account opening drop-off. Chaataa Insurance: 65% increase in platform sign-ups. ICICI Prudential: 10% improvement in policy renewal rate. The biggest gains consistently come from two changes: removing unnecessary fields from the application form, and placing the right trust signals at the exact moments where customers hesitate. Both are quick to fix once UX research shows you where to look.

Initial models reach 70–75% accuracy in the first 4 weeks using your historical conversion data. After 8–12 weeks of live agent disposition feedback, accuracy typically reaches 85–90%. The model learns which signals actually predict your specific customers' buying behaviour — not a generic financial services population. Each week it runs, it gets better.

Yes. We have integrated Salesforce FSC with Finacle, Temenos, Oracle FLEXCUBE, and several insurance policy management systems. The integration approach depends on your system version and API maturity — we scope this in the first two weeks. For legacy systems with limited APIs, we use middleware and scheduled sync, and we are transparent about what that means for data latency before we start.
What can we help you with?

consult@worxwide.com

US

146 W 29th St, STE 10W, New York, NY 10001

+1-571-365-0400
UK

17 King Edwards Road, Ruislip, London, United Kingdom (UK)

+ 44 20 38073056
India

Global Business Square, Plot 32, Sector 44, Gurugram, India

+91 96678 11005

    US

    146 W 29th St, STE 10W, New York, NY 10001

    +1-571-365-0400
    UK

    17 King Edwards Road, Ruislip, London, United Kingdom (UK)

    + 44 20 38073056
    India

    Global Business Square, Plot 32, Sector 44, Gurugram, India

    +91 96678 11005

    consult@worxwide.com

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