IndiaNBFC — consumer & SME lendingTransform · $200K
Bajaj Finance

Every EMI due date, every consumer-durable bucket, every EMI-card offer — worked by agents that speak all of Bharat's languages

Plug an agentic voice and WhatsApp layer into Bajaj Finance's collections and cross-sell machine so day-1 coverage, offer discipline, and RBI-conduct compliance stop being functions of dialer seats.

Entry use case
Early-bucket consumer-durable and 2W collections
Expected outcome
100% day-1 contact attempts on early buckets with matrix-bounded plans; roll-rate improvement measured within one cycle.
Recommended next step
Propose a bucket-1 pilot on one product line (consumer durables, two states): 100% day-1 coverage for 60 days, roll-rate delta reported against control.
What we understand

Bajaj Finance's operating reality

India's largest consumer-lending NBFC with a customer franchise exceeding 100 million and dominant point-of-sale consumer-durable financing.

Public fact

Management has publicly articulated a 'FinAI' vision — repositioning Bajaj Finance as an AI-first financial company across acquisition, underwriting, service, and collections.

Public fact

RBI restricted eCOM and Insta EMI Card lending in November 2023 over digital-lending KYC deficiencies; restrictions were lifted in May 2024 — conduct compliance in digital journeys is a board-level memory.

Public fact

Collections span consumer durables, two-wheelers, and personal loans across urban and semi-urban India; early-bucket coverage is likely dialer-capacity-bound in stress months.

Reasoned inference

EMI-card cross-sell telecalling likely operates at tens of millions of dials annually with conversion constrained by pitch consistency and DND handling.

Reasoned inference

Multiple BPO partners likely run collections and sales calling with variable QA depth across sites.

Seller hypothesis — validate

Validate with the account team before outreach: Current early-bucket contact-rate and roll-rate baselines by product · In-house AI roadmap under the FinAI program — partner vs build posture · BPO contract structure and where an agentic layer plugs in first

Build vs buy

Why we have a right to win here

Co-build target

Strong internal engineering — sell infrastructure, models, governance, or selected capabilities

Evidence: Management has publicly declared the FinAI transformation — AI embedded across acquisition, underwriting, service, and collections — backed by one of the deepest product-engineering organizations in Indian financial services; this account will build its own orchestration and journeys.

Why they won't build the full stack: Sell infrastructure, not the assistant: production-grade multilingual speech, telephony integration, and conversation-evaluation and conduct-governance tooling that FinAI teams compose under their own orchestration — with the cloud consumption underneath.

What management is signalling

The FinAI vision — repositioning Bajaj Finance as an AI-first company — has been publicly articulated by management

Reported factFY25 investor presentation · 2025

GTM implication: Enter as infrastructure inside FinAI, not as a competing assistant: speech, telephony, and evals are the components they will not build first

Elevated credit costs on parts of the unsecured book were discussed during the industry stress cycle

Reported factFY25 earnings commentary · mid 2025

GTM implication: A collections-infrastructure pilot (voice + evals under their orchestration) attaches to the credit-cost lever management is publicly managing

What already exists (don't pitch this)
  • Bajaj Finserv app ecosystem at 100M-customer scale
  • Publicly discussed AI deployment across underwriting and service under FinAI
  • In-app self-service for statements and EMI management
  • Large multi-BPO collections and telecalling estate
What customers still can't do end-to-end (pitch this)
  • →Vernacular voice at collections scale unproven in-house
  • →Speech quality and telephony orchestration are not core engineering competencies
  • →Evaluation/QA of generative conversations needs specialized tooling
  • →BPO-run calling still sits outside the in-house AI stack
Opportunity map

Where agentic communications pays off first

WorkflowWhy it matters hereValueComplexitySpeedChannels
Early-bucket collections (durables, 2W, personal loans)
Every due account attempted day 1 in its language; PTPs written back with automatic follow-up; hardship cues routed to specialists.
At Bajaj's book size, single-digit roll-rate improvements are worth crores monthly; early-bucket coverage is the highest-leverage lever.
Friction today: Dialer bursts reach a fraction of due accounts on day 1; RBI recovery-agent norms and call windows cap human attempts; PTPs tracked in wrap-up notes.
WhatsAppVoiceSMS
EMI-card activation & cross-sell
Consent-governed, rubric-scored offer conversations at full base coverage; hot leads handed live to human sellers.
The EMI card is the franchise flywheel; activation and limit-utilization conversations directly drive fee and interest income.
Friction today: Outbound telecalling capacity limits coverage of pre-approved offers; pitch and consent quality vary by BPO seat.
WhatsAppVoice
EMI and service inbound line
Grounded self-service for the top 15 servicing intents in 10+ languages; humans reserved for disputes.
A 100M-customer base generates enormous statement, NOC, foreclosure-quote, and mandate-bounce volume.
Friction today: IVR trees in two languages for a base that speaks ten; agents re-authenticate and read LMS screens.
VoiceWhatsAppApp chat
eNACH mandate-bounce recovery
Same-day bounce conversations with reason capture and in-channel re-payment; fewer accounts ever hit bucket 1.
Mandate bounces are the first slip signal; same-day conversational recovery prevents accounts entering collections at all.
Friction today: Bounce follow-up is SMS-only or waits for the next dialer cycle, losing the same-day window.
WhatsAppVoice
Watch the change

Early-bucket consumer-durable and 2W collections: today vs the agentic model

Scenario: A consumer-durable EMI customer in Indore is 6 days past due after an eNACH bounce on a washing-machine loan
Today
same interaction, two worlds
Agentic layer
Day-1 contact coverage
capacity-limited
100% attempted, multi-channel
Platform capability
Roll-rate improvement
—
measured in pilot
Benchmark
Cost per contact
$13.50 median assisted
$1.84 median self-service
Benchmark
QA coverage
1–2% sampled
100% scored
Platform capability
Sources & assumptions
  • · Day-1 contact coverage: Coverage is a platform capability; contact success measured in pilot
  • · Roll-rate improvement: McKinsey: 20–25% NPL reduction among digital-first collections leaders
  • · Cost per contact: Gartner customer service cost benchmarks, 2024
  • · QA coverage: Platform capability: every interaction logged and evaluated
  • · Gartner, customer service cost benchmarks (2024): $13.50 median assisted vs $1.84 self-service per contact
  • · McKinsey, digital-first collections research: 20–25% NPL reduction among leaders; up to 40% opex reduction with gen AI
  • · Baymard Institute: ~70% average cart abandonment (meta-analysis)
  • · IAMAI–Kantar via IBEF (2025): 900M+ Indian internet users; 98% consume Indic-language content
  • · LeadSquared and vendor funnel studies: 78% of students choose the first institution to respond (directional, vendor data)
  • · HDI / ITSM operator benchmarks: $15–25 per L1 ticket; 40–60% of L1 volume is resets/status (validate per customer)
  • · Conventional-flow wait times and volumes are typical operator patterns — assumptions to replace with the customer's own baseline
  • · Agentic-flow behaviors (context retention, 100% logging, in-line policy checks) are platform capabilities, not projections
Recommended solution

One integrated stack, opinionated for this account

Channels · Tilicho Labs
WhatsAppVoiceSMSApp chat

Voice & channel orchestration, telephony, conversational execution, session/state, routing, integration build. Capability coverage validated during implementation.

Intelligence · Google Cloud
Gemini reasoningEnterprise groundingWorkflow agentsMulti-agent orchestrationGoverned actionsEvaluation & analytics
Systems · Bajaj Finance
Loan management systemCollections platformPayment gatewayOffer engineCRMCard platformLMSDocument generationPayments/NACH platform

API access to these systems is the critical-path dependency.

Trust & languages
HindiEnglishMarathiGujaratiTamilTeluguKannadaBengaliPunjabi

Identity-bound sessions, policy-bounded actions, 100% audit logging, human approvals at defined points, in-tenant intelligence.

Business case

The economics, with your numbers

Addressable monthly interactions9.0M
Seller assumption — replace in discovery
Current cost per interaction ($)$1.0
Industry benchmark scale — validate
Automation / assistance rate (%)55%
Seller assumption — pilot proves this
$9.0M
Current operating cost / mo
$38.6M
Modelled gross benefit / yr
0.1 mo
Payback on Transform
185%
3-yr ROI (modelled)
Automated/assisted interactions per month5.0M
Modelled AI run-cost per month (usage + cloud, system estimate)$1.7M
New monthly operating cost$5.8M

All figures are modelling estimates from the labeled inputs above — nothing here is customer-provided yet. The pilot's first job is replacing these assumptions with Bajaj Finance's measured baseline. Package price covers implementation only; recurring usage billed separately.

Recommended package

Transform — $200K implementation

Transform · $200K · A broader enterprise deployment14–20 weeks phased across units

Why this package for Bajaj Finance: Massive multi-product volume (durable finance, 2W, personal loans, EMI card), deep LMS and dialer integrations, and an AI-first management mandate justify the broadest scope — phased across products.

Included
  • 7–10 channels
  • Multiple inbound + outbound workflows
  • Complex enterprise integrations
  • Multiple business units or geographies
  • Advanced agent orchestration
  • Enterprise grounding
  • Governance & evaluation framework
  • Role-based human supervision
  • Custom analytics & optimization
  • Production hardening + managed rollout plan
Not included
  • ✕Usage & consumption (billed separately)
  • ✕Ongoing managed operations (contracted separately)
Recurring costs (separate from the package)

Packages cover implementation and integration only. Recurring costs are billed separately: Tilicho Labs platform usage (~$0.15/call-min indicative, usage only), Google Cloud consumption, telephony/carrier charges, managed operations, and support & optimization. No package includes unlimited usage.

Customer resources required
  • · API access + credentials for: Loan management system, Collections platform, Payment gateway
  • · A named business owner for early-bucket consumer-durable and 2w collections
  • · Security review counterpart and policy sign-off (Loan management system scope)
  • · Baseline metrics for the pilot's success thresholds
Executive messages

What to say to whom

CEO

“You have declared Bajaj a FinAI company; an agentic frontline on collections and cross-sell is the fastest place to make that declaration visible in the P&L.”

CIO / CTO

“This is an orchestration layer on your existing LMS, dialer, and offer-engine APIs — it operationalizes the FinAI stack rather than competing with your internal builds.”

COO

“Day-1 collections coverage stops being a seat-count problem; spikes in stress months are absorbed elastically instead of triaged.”

Head of Collections & Recoveries

“100% early-bucket attempts, matrix-bounded settlements, and PTPs that follow themselves up — with every conversation scored instead of 1% sampled.”

Chief Risk / Compliance Officer

“After the 2023 RBI action, provable conduct matters: policy-bounded scripts, RBI-compliant windows, and complete transcripts turn collections conduct from assertion into evidence.”

CFO / Procurement

“Against roughly nine million monthly interactions at BPO rates, usage-priced automation plus measurable roll-rate improvement makes this one of the cleanest ROI cases in the book.”

Outreach

Pre-built offer emails for Bajaj Finance

Written from this account's own research — the strategic signal, the capability gap, the entry workflow, and the modelled economics — not a mail-merge template. Pick the moment and the persona, edit anything, then copy or open in your mail client.

Moment in the deal
Cold outreach — no prior conversation
Who it's addressed to
Cares about: The workflow itself and its daily failure modes
Register
Length
Draft — edit freely before sending
Open in mail client

Customer-safe by construction: drafts are composed only from customer-facing fields. Account tier, build-vs-buy classification, priority score, internal routing, and partner-commercial detail are not inputs to the composer, so they cannot appear in a draft. Money figures are always framed as modelled from the customer's own volumes. Read before sending — you own what goes out.

The pursuit

Tier 1 — immediate strategic pursuit

Why this tier

India's largest consumer NBFC with 100M+ customers, a publicly declared AI-first ('FinAI') transformation, and one of the country's biggest collections and cross-sell calling operations — the highest-intensity fit in the universe.

30 / 60 / 90-day plan
  • Day 0–30: Propose a bucket-1 pilot on one product line (consumer durables, two states): 100% day-1 coverage for 60 days, roll-rate delta reported against control.; confirm sponsor and baseline data access; validate: Current early-bucket contact-rate and roll-rate baselines by product
  • Day 31–60: architecture & security review with the platform team; Tilicho Labs scoping on WhatsApp + Voice; pilot scope signed
  • Day 61–90: Transform package kickoff; early-bucket consumer-durable and 2w collections pilot in build; success thresholds locked with the Head of Collections & Recoveries
Recommended next step

Propose a bucket-1 pilot on one product line (consumer durables, two states): 100% day-1 coverage for 60 days, roll-rate delta reported against control.

Entry: Early-bucket consumer-durable and 2W collections · Transform package · 14–20 weeks phased across units. Human fallback throughout; success thresholds agreed before build.

Start the pursuit

Research-based priority-account universe assembled from public information, market scale, communication volume, and solution fit. This is NOT an authoritative list of top Google Cloud customers; existing Google Cloud relationships are noted only where publicly reported. Validate every account with the account team before outreach.