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Financial Services
Financial Services
AI-Led Digital Innovation for Financial Services
Overview
Practitioner's Perspectiveof Financial Services

We go beyond delivering IT services by bringing a practitioner’s perspective rooted in real-world banking experience. Our solutions simplify operations, ensure regulatory compliance, and address evolving digital customer needs through strong alignment between business strategy and technology execution. Powered by embedded AI and delivered by multidisciplinary teams with deep financial domain expertise, we modernize legacy systems, enhance customer experiences, and enable institutions to lead confidently in a digital-first world.

  

40%

TAT Improvement Across Functions

~$100M

Disbursements Enabled Month-on-Month

1M+

Applications Processed Monthly

AI in

Financial Services

AI is transforming how financial institutions engage, acquire, and serve customers across digital channels. From hyper-personalized journeys and intelligent product discovery to proactive service and fraud prevention, AI enables financial enterprises to deliver seamless, always-on experiences at scale. Bajaj Tech.AI helps organizations embed enterprise-ready, responsible AI across customer-facing and core operations to drive growth, efficiency, and trust.

How AI is enabling financial services:

  • Personalized customer engagement and acquisition across digital channels
  • AI-driven product discovery and conversational servicing
  • Secure, scalable, and responsible enterprise AI adoption

Financial Services

  

Expertise

We empower institutions with financial services for strategic, domain-informed technology solutions that enable scalable transformation and long-term value.

Lending
Savings & Deposits
Wealth Management
Customer Acquisition
Customer Acquisition
Apply advanced analytics to attract creditworthy prospects using the right content channel to minimize customer acquisition costs.
Customer Journey
Customer Journey
Deliver an AI-native frictionless journey to help sales teams guide customers through complex financial decisions.
Underwriting & Credit Operations
Underwriting & Credit Operations
Increase straight through processing, AI-powered document processing and super-fast loan disbursement to deliver customer satisfaction.
Servicing
Servicing
Use AI to redefine the cost structure needed to service a loan portfolio while delivering exceptional customer service and create a service to sales model.
Collections
Collections
Insight-driven approach with risk and behavioral segmentation to reduce loan losses, optimize costs and maintain customer NPS.
Reporting and Compliance
Reporting and Compliance
Real-time view of business metrics, streamline federal and other regulatory and compliance reporting, with AI assistance to democratize data usage across the organization.

Financial Services

  

Case Studies

Loan Origination System – MSME Sector

Our Domain

  Experts
Leadership Image

Priti Agarwal

Head - Consulting and Pre-sales

Leadership Image

Chandni Arora

Head - Delivery Management