Sales Buddy for BFSI – AI Sales Intelligence for Financial Services

Transform the Way You Sell Financial Products

Sales Buddy for BFSI by MLAI Digital is an Azure-native AI sales intelligence platform purpose-built for BFSI organizations. It empowers banks, NBFCs, housing finance companies, and digital lenders to simplify complex product conversations, eliminate manual calculations, and deliver accurate, compliant sales responses in real time.

By acting as an intelligent sales companion, Sales Buddy for BFSI enables frontline teams to focus on meaningful customer engagement rather than navigating scattered documents, spreadsheets, and systems.

Why Sales Buddy?

BFSI sales teams operate in a highly dynamic environment where product rules, rate cards, and compliance requirements change frequently. Sales agents are expected to respond instantly to customer queries while ensuring accuracy and regulatory alignment.

However, reliance on manual lookups, spreadsheets, and individual experience slows down conversations and increases the risk of inconsistent or incorrect information. Sales Buddy addresses these challenges by centralizing intelligence and enabling faster, more confident sales interactions through AI.

Key Features

Conversational Sales Assistant

Sales agents can interact with Sales Buddy using natural language through chat or voice. The system understands intent, maintains context across multiple questions, and prompts users for missing information ensuring smooth, guided conversations.

Conversational Sales Assistant

Automated Financial Calculations

Sales Buddy performs real-time EMI, eligibility, LTV, and scenario-based calculations during live interactions. This removes the need for spreadsheets and reduces calculation errors during customer discussions.

Automated Financial Calculations

Unified Product Knowledgebase

All product documents, rate cards, eligibility rules, and policies are stored in a centralized knowledge hub. Sales Buddy always references the latest approved information, ensuring accuracy and consistency.

Unified Product Knowledgebase

Multilingual Support

The platform supports English, Hindi, and regional languages, enabling sales teams to communicate effectively with customers across geographies while maintaining message consistency.

Multilingual Support

The platform supports English, Hindi, and regional languages, enabling sales teams to communicate effectively with customers across geographies while maintaining message consistency.

Enterprise Integrations

Sales Buddy integrates with CRM systems, LOS platforms, web portals, and mobile sales apps using secure APIs, enabling end-to-end sales workflows without disruption.

Enterprise Integrations

Sales Buddy integrates with CRM systems, LOS platforms, web portals, and mobile sales apps using secure APIs, enabling end-to-end sales workflows without disruption.

Key Features

Conversational Sales Assistant

Unified Product Knowledgebase

Enterprise Integrations

Sales Buddy integrates with CRM systems, LOS platforms, web portals, and mobile sales apps using secure APIs, enabling end-to-end sales workflows without disruption.

Enterprise Integrations

Sales Buddy integrates with CRM systems, LOS platforms, web portals, and mobile sales apps using secure APIs, enabling end-to-end sales workflows without disruption.

Automated Financial Calculations

Multilingual Support

The platform supports English, Hindi, and regional languages, enabling sales teams to communicate effectively with customers across geographies while maintaining message consistency.

Multilingual Support

The platform supports English, Hindi, and regional languages, enabling sales teams to communicate effectively with customers across geographies while maintaining message consistency.

What Makes Sales Buddy Different?

BFSI-First Intelligence- Sales Buddy is designed specifically for financial products and lending workflows. It understands EMI structures, eligibility logic, LTV constraints, and policy-driven decisions unlike generic AI tools.
Policy-Aware Responses- Every response is grounded in approved product documents and rules, helping sales teams stay compliant while engaging customers.
Consistent Sales Messaging- Sales Buddy ensures uniform communication across teams, channels, and regions, reducing dependency on individual expertise.
Seamless Integrations- The platform integrates smoothly with CRMs, Loan Origination Systems (LOS), and digital sales applications, becoming part of existing workflows.
Multilingual & Contextual- It supports multiple languages and adapts responses based on context, making it effective across diverse customer segments.

Get In Touch

We’d love to hear from you! Reach out today to discuss your ideas, questions, or project requirements.

Quick response time

Expert guidance

Freindly support

Key Features

Conversational Sales Assistant

Automated Financial Calculations

Unified Product Knowledgebase

Multilingual Support

The platform supports English, Hindi, and regional languages, enabling sales teams to communicate effectively with customers across geographies while maintaining message consistency.

Enterprise Integrations

Sales Buddy integrates with CRM systems, LOS platforms, web portals, and mobile sales apps using secure APIs, enabling end-to-end sales workflows without disruption.

Comparison

The Challenges People Face and How Agentic Voice Helps

The Challenges People Face and How Sales Buddy for BFSI Helps

Problem BFSI Teams Face

How Sales Buddy Helps

High Dependency on Manual Sales Effort

Sales teams spend excessive time answering repetitive queries about loan products, eligibility criteria, EMI calculations, and policy details, slowing down customer conversations and increasing error risk.

Intelligent Sales Assistance

Sales Buddy by MLAI Digital automates sales conversations using conversational AI, instantly delivering accurate product insights, calculations, and policy-aware responses helping agents sell faster and with confidence.

Fragmented Product Information

Sales agents rely on multiple documents, spreadsheets, and portals to find rate cards, eligibility rules, and policy updates, leading to inconsistent and delayed responses.

Unified Sales Intelligence

Sales Buddy centralizes all product and policy knowledge into a single AI-driven interface, ensuring consistent, up-to-date, and compliant information across every sales interaction.

Manual EMI & Eligibility Calculations

Agents calculate EMI, eligibility, and LTV manually during live conversations, increasing turnaround time and the risk of miscommunication.

Real-Time Financial Calculations

Sales Buddy performs instant EMI, eligibility, and scenario-based calculations within the conversation flow, enabling faster decision-making and smoother customer experiences.

Real-Time Processing

Papyrus AI handles transactions, KYC validations, and EMI checks instantly improving turnaround time and customer satisfaction.

Inconsistent Sales Messaging

Different agents deliver varied explanations and pitches, creating inconsistency in customer experience and increasing compliance exposure.

Standardized, Policy-Aware Responses

Sales Buddy ensures every response aligns with approved product guidelines and policies, delivering consistent and compliant sales messaging across teams.

Long Onboarding Time for New Agents

New sales agents take weeks to understand products, policies, and calculations, impacting productivity and conversion rates.

Guided AI-Driven Selling

Sales Buddy acts as a real-time sales guide, helping new and junior agents handle conversations confidently from day one.

Problem BFSI Teams Face

High Dependency on Manual Sales Effort

Fragmented Product Information

Sales agents rely on multiple documents, spreadsheets, and portals to find rate cards, eligibility rules, and policy updates, leading to inconsistent and delayed responses.

Manual EMI & Eligibility Calculations

Agents calculate EMI, eligibility, and LTV manually during live conversations, increasing turnaround time and the risk of miscommunication.

Inconsistent Sales Messaging

Different agents deliver varied explanations and pitches, creating inconsistency in customer experience and increasing compliance exposure.

Long Onboarding Time for New Agents

New sales agents take weeks to understand products, policies, and calculations, impacting productivity and conversion rates.

Intelligent Sales Assistance

Unified Sales Intelligence

Sales Buddy centralizes all product and policy knowledge into a single AI-driven interface, ensuring consistent, up-to-date, and compliant information across every sales interaction.

Real-Time Financial Calculations

Sales Buddy performs instant EMI, eligibility, and scenario-based calculations within the conversation flow, enabling faster decision-making and smoother customer experiences.

Standardized, Policy-Aware Responses

Sales Buddy ensures every response aligns with approved product guidelines and policies, delivering consistent and compliant sales messaging across teams.

Guided AI-Driven Selling

Sales Buddy acts as a real-time sales guide, helping new and junior agents handle conversations confidently from day one.

How Sales Buddy Helps