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BANKING PRO
Advisor Slot Booking
Account Balance Checks
Lead Pre-Qualification
Advisor Slot Booking

Scale Financial Enquiries
via WhatsApp

Allow clients to check loan parameters, reserve slots with relationship advisors, verify documents, and get account alerts securely on WhatsApp.

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Core Banking API Sync • ISO 27001 secure
LOAN PRE-APPROVAL
Pre-Approved Personal Loan
Max Limit: ₹10 Lakhs
Interest: 10.5% Documents Verified
Download Sanction Letter PDF
Features Loan Products Advisor Slots Lead Qualify Account Alerts CRM plugs ROI Metrics FAQ
FINTECH ENGINE

Unified Banking & Finance Automation

Automate client queries. Pre-screen leads, collect document files, and verify schedules over WhatsApp.

LOAN PRODUCTS

Browse Interest Schemes

Allow clients to navigate home, car, and personal loan directories, calculating EMI parameters natively inside WhatsApp.

SCHEDULING

Reserve Advisor Slots

Leads select appointment timings, matching available slots from relationship manager calendars dynamically.

ACTIVE SCHEMES

Interactive Banking Catalog Lookup

Minimize call center load. Prospects review schemes, compare interest limits, and request PDF catalog lists directly from WhatsApp.

CORE BANKING API SYNCS
[Synced] Core Bank Database active.
[Active] Interest rates sync completed.
ADVISOR CALL STATUS

Confirmed: Relationship Session, 10:00 AM Today

ROSTER MANAGER

Automated Relationship Advisor Bookings

Coordinate slot allocations automatically. Saminus identifies advisor working hours and logs confirmations to your central CRM dashboard.

PRE-QUALIFY

Pre-Screen Leads Autonomously

Identify qualified loan prospects. Ask intent screening questions regarding monthly earnings limits and employment status before routing slots.

QUALIFIED LOAN INQUIRY

"Hi Pooja! Thank you. Monthly Income: >₹1 Lakh, Credit Score Verified. Personal meeting confirmed with Relationship Manager Iyer."

SYSTEM ALERTS

Secure Transaction & Balance Notifications

Deliver periodic statements, rate update invites, and balance verification alerts securely over WhatsApp.

OTP Authentication

Verify user identity parameters before displaying account statements or details.

Statement Downloads

Allow verified clients to request and download statement PDF files dynamically.

Rates Updates

Track real-time open status, click indices, and loan conversions.

SYSTEM INTEGRATIONS
Salesforce Financial Cloud Sync Active
Custom Core Banking API Sync Active
INTEGRATIONS

Synchronized Financial CRM & Core Bank Plugs

Connect Saminus to Salesforce Financial Cloud or proprietary database cores. Synchronize interest updates, client documents, and meeting records securely.

METRICS

OPD Conversion & FinTech ROI Reports

Track daily brochure downloads, advisor call scheduling rate, and statement check parameters.

ADVISOR CALL CONVERSION
38.5%
Successful booking conversions
LEAD VALUE INDEX
+120%
High intent pre-screens
STATEMENT CHECK DURATION
1.5 mins
Fast self-service checkout
TOTAL CLIENTS VERIFIED
12,420
Active database profiles
FAQ

Banking & Finance F.A.Q.

Technical query resolutions regarding advisor bookings, banking API sync, security parameters, and statement alerts.

Yes. All conversation logs, user profiles, and file transfers are encrypted using SSL protocols and secure database storage vaults, meeting core banking security parameters.

Once a meeting is booked, reminders schedule dynamically in our queue, alerting the client contact profile 1 hour before the session with coach details.

Yes. Leads complete quick pre-screen questions, Saminus fetches API records, and qualifies candidates before routing them to relationship queues.

Yes. Clients request reports, complete secure OTP verification, and download statement PDF files directly inside the WhatsApp conversation.

Yes. Saminus integrates with secure payment networks (Stripe, UPI checkouts) to collect flat deposit fees, confirming rosters automatically on payment confirmations.

Roster cancellations update the client contact details via WhatsApp circular templates, prompting alternative date options.

Updates templates run as Meta Utility notifications, which utilize Meta's standard conversation rates plans.

Yes. Users enter loan amount and duration variables inside WhatsApp, and the bot calculates dynamic EMI parameters instantly.

Yes. All document transfers compile using SSL encryption and store inside ISO 27001 secure databases.

Sync validations execute under 2 seconds, ensuring live interest rates and client statuses refresh synchronously.
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Maximize Banking Efficiency Now

Maximize advisor call bookings occupancy and minimize customer check time today.

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