IndiaPrivate bank — turnaroundScale · $100K
Yes Bank

A turnaround bank where every deposit conversation counts — and none should depend on whether an RM had time to call

Give Yes Bank an agentic retention and service layer that guarantees coverage of deposit-maturity, salary-account activation, and service conversations — franchise-rebuilding work its lean teams cannot cover manually at scale.

Entry use case
Deposit-maturity retention & renewal outreach
Expected outcome
Higher FD renewal capture and CASA activation with 100% outreach coverage; service deflection frees capacity without adding cost the P&L cannot carry.
Recommended next step
Pilot with retail liabilities: 90-day automated FD-maturity renewal conversations on one segment, measured on renewal capture vs a matched control cohort.
What we understand

Yes Bank's operating reality

Reconstructed in March 2020 under an RBI-led, SBI-anchored rescue; has since returned to profitability and steadily rebuilt deposits and governance credibility.

Public fact

Sumitomo Mitsui Banking Corporation completed acquisition of a 20% stake from SBI and other reconstruction shareholders in September 2025, later rising to ~24.2% with RBI approval up to 24.99% — the anchor of the bank's next chapter.

Public fact

The 'iris by Yes Bank' app anchors its retail digital experience; the bank actively promotes digital-first account journeys.

Public fact

A turnaround bank pays a deposit-rate and service premium for trust; renewal-time attrition on FDs likely costs more than at franchise banks, making retention conversations disproportionately valuable.

Reasoned inference

Lean frontline teams mean deposit-maturity and activation outreach is likely coverage-limited; automation is capacity the P&L can actually afford.

Reasoned inference

SMBC's involvement plausibly raises the bar on operational rigor and accelerates technology decisions with clear ROI cases.

Seller hypothesis — validate

Validate with the account team before outreach: Current FD renewal-capture rates and how maturity outreach is organized today · Whether SMBC's arrival changes technology-vendor governance or opens Japan-anchored platform preferences · Core-banking API readiness for real-time deposit and rate grounding

Build vs buy

Why we have a right to win here

Partner-led target

Technically capable but needs industry workflows, integration, acceleration, or managed operations

Evidence: Real digital capability (iris, API banking) but a turnaround P&L and lean engineering estate; the bank buys outcomes with partners rather than building platforms, and needs provable ROI quickly to justify any spend.

Why they won't build the full stack: Building conversational infrastructure would consume scarce engineering and capital mid-turnaround for uncertain payoff; a partner platform grounded on existing APIs delivers the retention lift this year, not in three.

What management is signalling

SMBC completed its stake purchase to become the largest shareholder, with RBI approval to hold up to 24.99%

Reported factdeal disclosures / exchange filings · Sep 2025

GTM implication: A stability inflection: decisions deferred through the reconstruction era can now be made — timing favors platform proposals with fast, measurable ROI

Management commentary continues to center deposit growth, margin normalization, and profitability rebuild

Inferencerecent investor communications (validate) · late 2025

GTM implication: Retention automation speaks directly to the deposit and cost lines the street tracks quarterly

What already exists (don't pitch this)
  • iris by Yes Bank app
  • API banking estate
  • WhatsApp banking
  • Standard IVR/contact-center stack
What customers still can't do end-to-end (pitch this)
  • →Deposit-maturity outreach coverage-limited and unmeasured
  • →No vernacular voice self-service
  • →Activation nudges one-way SMS
  • →Service requests deferred to tickets driving repeat contacts
Opportunity map

Where agentic communications pays off first

WorkflowWhy it matters hereValueComplexitySpeedChannels
FD-maturity retention & renewal conversations
100% of maturing FDs get a timely, two-way renewal conversation with rate options; renewal capture measured weekly by segment.
Deposit-franchise rebuilding is the turnaround's core; every maturing FD is a publicly watched retention event in aggregate.
Friction today: Maturity outreach is RM- and telecalling-capacity-limited; rate questions at decision moments go unanswered; attrition is measured after the fact.
VoiceWhatsApp
Salary-account & CASA activation journeys
Conversational activation guidance and first-transaction support in the customer's language; dormancy measurably reduced per corporate cohort.
Corporate-salary relationships seed the retail franchise; dormant salary accounts are acquisition spend wasted.
Friction today: Activation nudges are SMS-blast; new customers who stumble in onboarding quietly go primary elsewhere.
WhatsAppVoiceApp chat
Retail service deflection (accounts, cards, loans)
Top intents resolved in-conversation across languages; human capacity concentrated on complaints and complex cases.
Standard servicing volume lands on a cost base the turnaround P&L scrutinizes line by line.
Friction today: IVR-then-agent flows; re-authentication; service requests deferred to tickets that drive repeat calls.
VoiceWhatsAppApp chat
Watch the change

Deposit-maturity retention & renewal outreach: today vs the agentic model

Scenario: A Mumbai depositor's ₹15 lakh FD matures Friday; a rate-grounded renewal conversation reaches her Tuesday — before a competitor's branch does
Today
same interaction, two worlds
Agentic layer
At-risk base contacted
capacity-limited fraction
100% attempted
Platform capability
Cost per contact
$13.50 median assisted
$1.84 median self-service
Benchmark
QA coverage
1–2% sampled
100% scored
Platform capability
Sources & assumptions
  • · At-risk base contacted: Platform capability; save rate measured in pilot
  • · 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
VoiceWhatsAppApp 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 · Yes Bank
Core banking (deposits)Rate/offer engineCRMCore bankingOnboarding workflowCard systemService-request workflow

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

Trust & languages
HindiEnglishMarathiGujaratiTamil

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 interactions1.5M
Seller assumption — replace in discovery
Current cost per interaction ($)$1.3
Industry benchmark scale — validate
Automation / assistance rate (%)55%
Seller assumption — pilot proves this
$1.9M
Current operating cost / mo
$9.4M
Modelled gross benefit / yr
0.1 mo
Payback on Scale
268%
3-yr ROI (modelled)
Automated/assisted interactions per month825K
Modelled AI run-cost per month (usage + cloud, system estimate)$289K
New monthly operating cost$1.2M

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 Yes Bank's measured baseline. Package price covers implementation only; recurring usage billed separately.

Recommended package

Scale — $100K implementation

Scale · $100K · A multi-channel production deployment10–14 weeks to production across priority workflows

Why this package for Yes Bank: Two-three workflows (deposit retention, retail servicing, card/loan servicing) with core-banking integration — scale scope suits a bank that needs visible wins quickly and cannot fund a big-bang program.

Included
  • 4–6 channels
  • 2–3 priority workflows
  • Multiple enterprise integrations
  • API credential & security setup
  • Advanced orchestration
  • Multilingual support
  • Agent Assist / human escalation
  • Production analytics
  • Expansion roadmap
Not included
  • ✕Usage & consumption (billed separately)
  • ✕Enterprise-wide governance build-out
  • ✕Multi-BU rollout
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: Core banking (deposits), Rate/offer engine, CRM
  • · A named business owner for deposit-maturity retention & renewal outreach
  • · Security review counterpart and policy sign-off (Core banking (deposits) scope)
  • · Baseline metrics for the pilot's success thresholds
Executive messages

What to say to whom

MD & CEO

“The turnaround is measured in deposit franchise and profitability; guaranteed coverage of every maturity and activation conversation moves both, without headcount the plan cannot absorb.”

CIO / CTO

“This grounds on the iris-era API estate you already built — a governed conversational layer, not another app, delivering visible wins on a timeline the board notices.”

COO

“Lean teams stop losing renewals to coverage gaps; automation handles the routine hundred percent, humans the exceptions with full context.”

Head of Retail Liabilities

“Renewal capture and CASA activation become weekly dashboards per branch and corporate cohort — the franchise-rebuild, instrumented.”

Chief Risk / Compliance Officer

“Every outreach is logged, script-bounded, and DND-compliant — conduct rigor consistent with the governance reset the reconstruction demanded.”

CFO / Procurement

“Usage pricing means cost tracks the book; the business case is renewal-capture lift on deposits the turnaround cannot afford to lose.”

Outreach

Pre-built offer emails for Yes Bank

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 2 — high-potential incubation

Why this tier

Post-reconstruction private bank rebuilding its deposit franchise and profitability, now with SMBC as its largest shareholder (~24.2%) — every deposit retained and every service interaction matters to a turnaround measured quarterly in public.

Recommended next step

Pilot with retail liabilities: 90-day automated FD-maturity renewal conversations on one segment, measured on renewal capture vs a matched control cohort.

Entry: Deposit-maturity retention & renewal outreach · Scale package · 10–14 weeks to production across priority workflows. 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.