ConnectStream Innovation Lab LLC Logo ConnectStream Innovation Lab  LLC
✓ SECURE LEDGER INFRASTRUCTURE

Scale Financial Services & Loan Origination

Automate document parsing, credit screens, and EMI notifications with bank-grade security. Built for modern financial institutions and NBFCs.

Deploy Playbook Talk to Support
AUTOMATION CANVAS

Model the entire loan
journey as a workflow.

Every trigger, every AI step, every channel fallback — built visually so your ops team can launch without engineering. Connect your LOS, set the rules, and let ConnectStream run.

✓ CRM, LOS and CBS integrations out-of-the-box
✓ AI steps for CIBIL scoring, intent triage
✓ WhatsApp-first with email/SMS fallback
NBFC Retail Loan Origination Flow Diagram
Smarter Onboarding Engagement Flow Builder
Real-time Banking Transaction Notifications
Automated EMI Payment Reminders
UNIFIED TEAM INBOX ● 4 Agents Online
CUSTOMER: ROHIT SHARMA "Can you check why my document verification is pending?"
AGENT ASSIGNED: PRIYA K. "Checking with our verification operations team. Please hold."
05 - SUPPORT • RCS

Shared team inbox for queries

Support customers with 1:1 WhatsApp chat and deliver consistent service. Hand off complex issues from AI seamlessly to relationship managers.

✓ Multi-agent team inbox
✓ Context-aware human handoff
✓ Role-based access
2X FASTER CASE RESOLUTION

Ready to get started?

Join 12,500+ businesses growing with ConnectStream.

Start free → Talk to sales