Increase in Hiring Quality
Time saved by recruiters
Increase in Hiring Quality
Time saved by recruiters
About the Client
Finance Buddha
Finance Buddha is a digital financial marketplace that helps customers compare and apply for loans in one place. Personal loans, home loans, business loans, and loan against property, matched across 30 or more banking and NBFC partners so customers can find the option that actually fits them.
Every applicant who registers still needs a real conversation before moving forward: what they qualify for, what documents are needed, and which partner suits their profile. That conversation was built entirely around a 10-person advisory team, guiding each applicant by phone.
The Opportunity
A Loan Applicant Always Needs Support to Move Forward
Comparing loans is easy on Finance Buddha's platform. Deciding is not. Once an applicant narrows down what they might qualify for, the real questions start: what documents they'll need, how their income stacks up against a lender's requirements, what the EMI actually looks like, and which of 30+ partners is worth applying to first. Those are conversations, not checkboxes.
Finance Buddha's advisory team already handled this at a standard most lending platforms aspire to. Every call was thorough, every applicant left with clarity, and the guidance itself was never in question. But even the best teams work within the same limit: there are only so many hours in a day, and every applicant deserves that same level of attention the moment they walk through the door, not just the ones who happen to get through first.
That's the moment every growing lending platform eventually reaches: the team's advice is as good as ever, but there just aren't enough hours to give every applicant that same attention. With Rootle, Finance Buddha got ahead of it, extending the same quality of conversation to every single applicant, at the exact moment their intent is highest.
Rootle's Strategic Approach
- We realized early on that lending platforms don't lose applicants because their qualification process is weak. They lose them because reach can't keep pace with demand. Every applicant carries the most intent in the first few minutes after they apply, and that window closes fast, not because interest fades, but because someone else calls back first.
- With our expertise in voice AI for BFSI and NBFC lending, we've seen this pattern play out across every platform we've worked with. Adding more callers is a linear fix to a problem that grows exponentially. The gap between applicant volume and calling capacity only widens over time.
- Our experts guided Finance Buddha toward a different fix: make the first conversation instant and identical in quality every time, independent of headcount or hour. Once that conversation happens automatically, 30+ lending partners stop being a list the applicant has to decode alone. It becomes one clear, confident recommendation.
- That's also what changes the advisory team's role. They stop chasing applicants and start closing the ones who are already qualified. In our experience, that shift is what separates lending platforms that scale from ones that plateau.
How It Works
How Rootle Handles the Inquiry
From the moment someone applies to the moment an advisor picks up the follow-up, here's what happens automatically.
1
Registration
Applicant Signs Up
Someone applies for a loan on the Finance Buddha platform. Rootle picks up the lead within minutes, not hours.
2
Discovery
The Voice AI Understands the Need
Loan type, amount, monthly income, and preferred tenure, captured in a natural conversation, not a form.
3
Clarity
Eligibility Explained in Plain Language
No jargon. The applicant hears exactly what they qualify for and what documents come next.
4
Matching
The Right Partner Is Identified
The applicant's profile is scored and matched against the best fit among 30+ banking and NBFC partners.
5
Handoff
A Warm Handoff to the Advisor
The advisor opens the CRM to a fully qualified applicant, with the full conversation already summarized.
Sample Call Transcript
A Real Loan Enquiry Call
An illustrative transcript of a typical outbound call, not a recording, showing how the conversation actually flows.
Rootle Voice AI Call
Personal Loan Enquiry
Transcript
Applicant
Hi, I need a personal loan of around 5 lakhs. I applied on your website earlier today.
Rootle Voice AI
Happy to help with that. Could you tell me your monthly income and how soon you'd need the funds?
Applicant
About 60,000 a month, and I'd need it within two weeks.
Rootle Voice AI
Got it. Based on that, you're a strong match for two of our partners with fast disbursal. I'll pass this along with everything you've shared, and an advisor will call you shortly with the best option.
The Rootle Solution
Three Use Cases
01
Guided Requirement Discovery
Every applicant gets the same structured, unhurried conversation about loan type, amount, income, and tenure, in plain language, at any hour, without waiting on a callback.
02
Lender Matching
Applicant profiles are scored and matched to the right partner across 30+ banks and NBFCs, automatically.
03
CRM Sync
Call outcomes, qualification status, and lender match are written straight into the existing CRM. No second dashboard, no manual entry.
Coverage
One System, Every Loan Category
Personal Loan
Home Loan
Business Loan
Loan Against Property
Credit Card
The Impact
The Results After Deploying Rootle
100%
Applicants Reached, Every Time
30+
Partners Matched Automatically
Zero
Manual Post-Call Logging
5 Loan Categories
10+ Advisors Redirected to Closing
1 System of Record
“
Our advisors were always good at explaining loan options once they got someone on the phone. The problem was reaching everyone in time. Rootle handles the reaching and the requirement discovery inside our own CRM, so every advisor now opens an applicant who has already had a real conversation.
AL
Advisory Leadership
Finance Buddha
Why Rootle
Built for Lending at Scale
Too many applicants and too few calling hours is not unique to Finance Buddha. It's the same constraint banks, NBFCs, and lending platforms across India are working through right now. It's why Rootle has become the Voice AI platform BFSI and NBFC teams turn to when reach and compliance both matter.
Built for BFSI
Designed around how lending platforms, banks, and NBFCs actually operate
CRM-Native
Reads and writes directly to the systems teams already use
Every Loan Category
One platform across personal, home, business, and secured lending
Every loan applicant gets guided, and Finance Buddha's advisory team stays focused on closing, not repeating.
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Rootle is inexpensive, simple to start and easy to use.
