Meet Rootle at the
Business Standard BFSI Insight Summit 2026
Three days at India's biggest BFSI event, with banks, NBFCs, insurers, AMCs and regulators under one roof. Drop by our booth to hear KPI-first Voice AI handle real financial conversations, live.
Where India's Financial Sector Comes Together
The Business Standard BFSI Insight Summit brings regulators, leading banks, NBFCs, mutual funds and insurance companies to the country's largest exhibition and convention centre for three days of high-level discussion and a mega expo of BFSI and allied brands.
The 2026 edition also introduces the Smart Investor Arena, a dedicated space where CIOs, fund managers and advisors connect with individuals looking to make smarter decisions with their money.
What to Expect at Booth A 49
Short, practical conversations built around your customer operation. Bring a use case and leave with a plan.
Live Voice AI Demos
Watch a Rootle voice agent run EMI reminders, loan status queries, policy renewals and lead qualification calls in Hindi, English and regional languages, on your existing telephony.
The KPI-First Walkthrough
See how Task Completion Rate (TCR) works as the north star, and what a lift in TCR means for collections recovery, support deflection and conversions.
Compliance and Integration Q&A
Bring your toughest questions on DPDP, TRAI 1600-series guidelines and CRM or core banking integration. We will show exactly where Rootle plugs in.
Use Case Mapping
Bank, NBFC, insurer or fintech, we will pinpoint the highest-ROI voice AI use case for your operation and outline a go-live plan measured in weeks.
Reserve a 1:1 Slot
Skip the queue. Pick a time with our BFSI specialists for a focused, no-script conversation about your customer engagement goals.
Book your slotConversations Worth Having at Our Booth
Pick a topic, bring your numbers and leave with a clear next step.
Cutting EMI Bounces Before They Happen
How pre-due reminders in the borrower's own language lift on-time payments and ease the load on collection teams.
Calling Every Lead Within Minutes
What instant voice follow-up does to loan and card lead conversion, and how qualified prospects reach your sales team warm.
Lifting Policy Persistency
How voice AI handles renewal reminders, premium queries and lapse recovery for life and general insurers at scale.
Staying TRAI and DPDP Ready
Consent capture, calling windows, 1600-series numbering and data handling, and how compliance is built into every call flow.
Running Voice AI on Business KPIs
How Task Completion Rate ties every call to a business outcome, and how to set TCR targets for your first use case.
One Conversational OS for Every Corner of BFSI
Rootle sits on top of your telephony, CRM and data stack, and turns every customer conversation across voice, WhatsApp, RCS and email into a measurable business outcome.
Banks
- After-hours account and card queries
- FD renewal and cross-sell calls
- KYC re-verification reminders
NBFCs and Lending
- EMI reminders and early collections
- Lead qualification at scale
- Dropped application recovery
Insurance
- Renewal and persistency calls
- Claim status updates
- Policy onboarding and verification
AMCs and Wealth
- SIP reminders and failed SIP follow-up
- Investor onboarding nudges
- Advisor meeting scheduling
Payments and Fintech
- Merchant onboarding and activation
- Transaction and dispute queries
- User re-engagement campaigns
See It for Your Segment
Explore how Rootle powers customer conversations across banking and financial services.
Voice AI for Banking