01
Demat account opening
New account journeys guided on call — from intent confirmation through to app install and first login.
Industry
Brokerage onboarding that finishes the app journey
Agents guide demat and trading account opening, chase KYC drop-offs, and complete in-app journeys in Hinglish and Hindi — with SEBI-sensitive steps kept auditable.
What you get04
- Account opening and KYC completion on outbound voice
- App-journey drop-offs resumed with step-by-step guidance
- Lead qualification before a relationship manager is assigned
- Consent, recording retention, and DND scrubbing built in
2x
Lead completions in peak windows
70%
Connect on campaign spikes
<800ms
Response latency
23
QA parameters scored
Campaigns
Campaigns that clear the brokerage funnel
02
Account opening and KYC
PAN, Aadhaar, and bank-proof steps explained; incomplete KYC resumed until the account is active.
03
App journey completion
Drop-offs inside the mobile onboarding flow recovered with screen-by-screen coaching in Hinglish.
04
Lead qualification
Campaign and partner leads scored for trading intent before RM or dealer time is consumed.
05
Activation and first trade nudge
Funded-but-inactive accounts nudged toward first trade with approved educational language only.
06
Re-KYC and profile updates
Periodic re-KYC and nomination updates completed on voice with a full audit trail.
The operating problem
Campaign spikes fill queues while KYC files stall
IPO and festive acquisition bursts create more leads than floors can clear, and every incomplete KYC is a sunk CAC. Elastic agents absorb the spike and finish the paperwork conversation.
- Peak windows cleared without adding seasonal headcount
- KYC drop-chase with PII redaction on every recording
- App-journey context passed into the CRM record
- SEBI-sensitive claims kept out of free-form talk tracks
Demat app journey
- Language
- Hinglish
- Drop-off step
- Bank linking
- Outcome
- Journey resumed
- KYC status
- In progress
Outcomes
What brokerage ops measure
2x
Lead completions in peaks
70%
Connect during campaign bursts
60%
Lower cost per activated account
2–3 wks
Pilot to live
Proof
All case studiesBFSI acquisition at campaign scale
Banking
Kotak Bank
Kotak Bank Doubles Lead Completions in Peak Campaign Windows
70%
Connectivity
2x
Conversions
Banking
HDFC Bank
HDFC Bank Drove Growth at 60% Lower Cost with Enterprise Voice AI
85%
Connectivity
25%
Qualification Rate
Banking
ICICI Bank
ICICI Bank Cuts Renewal Costs by 60% with Rubic Voice AI Automation
85%
Connectivity
60%
Lower CAC
Security posture
Enterprise-grade security on every conversation
Security is not a feature bolted on later — it is the foundation every Rubic Solution conversation runs on.
01
Certified and audited
ISO 27001:2022, ISO 9001:2015, and SOC 2 Type II, with annual third-party audits and continuous control monitoring.
02
DPDP and TRAI aligned
Consent capture, recording retention windows, PII redaction, and DND scrubbing built into the calling layer.
03
India data residency
Conversations, transcripts, and derived data stay inside Indian data centres with role-based access control.
Clarity first
Frequently asked questions
Agents stay inside approved scripts for onboarding and KYC. Investment advice and performance claims are blocked; escalation to a licensed human is triggered when the customer asks for product recommendations.
Pilot demat KYC chase on your live funnel
We benchmark completion rate and connect against your current human onboarding team before rollout.
93% of Rubic Solution pilots convert into production deployments.