Industries - BFSI

Every Transaction. Every Interaction. Perfectly Managed.

Deliver faster service, guaranteed compliance, and smarter automation with WinCX and WinOps. Bank on trust, powered by AI.

Explore WinCX Suite

Our integrated suite of solutions

AI That Powers Banking Confidence

WinAudit replaces traditional manual QA with AI-driven intelligence. It listens to every call, reads every chat, and evaluates every interaction for quality, empathy, and compliance — in real time.

Omnichannel Banking

Integrates WhatsApp, chat, email, and calls into a unified, compliant communication hub.

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First 14 days - FREE. Absolutely No Strings Attached.

AI Chat & Voice Assistants

Automates FAQs, KYC validations, and premium calculations — cutting manual effort by 50%.

Compliance & Risk Audits

Detects and flags non-compliant phrases or statements in calls/chats in real time.

Complaint & Claim Resolution

Tracks every customer complaint, automates escalation, and ensures SLA-based closures.

IT & Workflow
Automation

Manages process escalations, incident tickets, and financial workflows automatically.

Integrated ecosystem

From Conversation to Compliance

A single connected ecosystem from citizen queries to final resolution

  • Client Chat

  • AI Bot

    WinAssist

  • Complaint Ticket

    WinResolve

  • QA Review

    WinAudit

  • Finance/IT Workflow

    WinFlow + WinERP

Use Cases

Built for Modern BFSI Operations

Empower IT and professional teams with intelligent automation, real-time insights, and AI-driven workflows to boost productivity, compliance, and efficiency.

Retail & Commercial Banks

Deliver personalized omnichannel experiences and ensure 100% compliance in every conversation.

Insurance Providers

Automate claims, reduce manual underwriting, and enhance customer support turnaround.

NBFCs & FinTech Platforms

Enable intelligent, auditable workflows for loan approvals, KYC checks, and account servicing.

Contact Centers & Back Offices

Boost agent productivity with AI monitoring, call quality checks, and task automation.

ROI & Business

Measurable Trust. Quantifiable Efficiency.

Real results from implementing We Win Cloud

100

%

QA Coverage

+

40

%

SLA Compliance

+

46

pts

Customer CSAT

-

45

%

Manual Workload

Part of the We Win Cloud Ecosystem

Why Choose We Win Cloud for BFSI?

WinAssist is the Automation Agent inside the We Win Cloud ecosystem — a no-code platform that fuses LLM intelligence, CRM context, and adaptive learning to deliver truly human conversations at scale.

  • Trusted by enterprise banks, insurers, and NBFCs for secure, compliant automation.
  • AI-driven compliance ensures zero deviation from regulatory guidelines.
  • Unified visibility across CX, operations, IT, and compliance teams.
  • ISO-certified cloud infrastructure with data residency and encryption guarantees.

Before vs After Automation

BEFORE

Siloed systems, manual QA, slow claim cycles.

AFTER

Automated compliance, unified dashboards, AI monitoring.

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Hear what our great customers say

A leading provider of Digital Customer Experience and Technology services to the world’s most innovative companies

“An amazing service”

We Win's back office support has enhanced my team's capacity

Aryan Gosawmi

CEO at Consulting

“Such a great team of consultants”

"Our Customer retention rate has gone up since we outsourced our support to We Win"

Sophie Morris

Head of Operations at Creativeplus

“Highly recommended them”

Our Customer retention rate has gone up since we outsourced our support to We Win

Lily Eiden

VP of Marketing at Promoplus

“An amazing agency”

We Win’s support is exceptional, consistently exceeding our expectations brilliantly.

Sarah Jones

VP of Sales at Startuplex

We tailor solutions for
specific business use cases.

Industries we serve

Redefine Trust with Intelligent Automation

From first conversation to final compliance — experience Trust Through Intelligence with We Win Cloud.