AI salesperson for financial products

Sell in 10 minutes

No more missed leads, only closed sales

Kyma engages every incoming customer, reads intent, recommends the right product, follows up smartly, and carries context until the sale is closed

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Key Features

A salesperson that never drops the thread

Built to sell the right financial products with speed, persuasion, consent, and smart follow-up

01

Single flow, no redirections

Kyma moves from first response to qualification, consent, KYC and offer selection without throwing customers across disconnected forms

02

Intent-aware guidance

It understands messy customer language, spots the real need, and nudges the customer toward the right financial product

03

Persistent follow-up

Drop-offs are not dead leads. Kyma resumes with context, timing, and the exact next action needed to finish the sale

04

Human escalation when needed

Complex cases route cleanly to your team with transcript, stage, intent, and customer context already attached

Sales Stack

From lead to closed sale

Kyma sits on top of your existing financial product workflow and turns every customer conversation into a structured sales motion

Lead captured Respond in seconds across WhatsApp and web
Intent read Classify product need, urgency, and eligibility signals
Consent + KYC Collect structured data through guided flows
Offer matched Recommend loan, insurance, card, account, or any configured product
Follow-up loop Recover stalled conversations until close or handoff
Campaigns

Run the conversations that move revenue

Same core salesperson, different campaign motion. Kyma adapts the pitch, timing, and next step to the customer’s stage

Live sales flow
Team

Built by operators and AI engineers

Led by founders from 100X.VC, Tesla, and BrowserStack AI Labs, Kyma brings deep expertise in conversational AI, lending workflows, and enterprise infrastructure

Delight and convert more customers than before

See how Kyma can engage, qualify, cross-sell, follow up, and close sales for your funnel

Schedule a Demo