Claritel Logo
Background waves

Delight Customer with Security and Speed, Reap Rich Dividends

Our fast-paced financial world requires speed, trust, and clarity. When delays, generic help, or disjointed service get in the way, not only are trades lost, but customer base shrinks quickly. Claritel transforms your customer experience by combining smart AI powered Contact Centre, and instant answers to create smooth, trustworthy connections across every step of the Stock Trading Journey.

Request Demo
soltuion-hero-img

Features That Help You Build Trust with Personalised Support

Awareness & Lead Generation Prospect Stage

(Prospects researching, comparing, and inquiring about policies)

  • Click-to-Call from Website/App
  • Callback Scheduling 
  • Omnichannel Platform
  • Auto Dialers for Lead Follow-up
  • Predictive / Progressive / Preview
  • Number Masking for Agents & Partners
  • Skill-Based Routing (Sales, Demat, KYC, Trading Queries)
  • Personalized message routing (HNI, Ultra HNI prioritization)
  • Integrated Lead Management (CRM + Brokerage System)
  • FAQ Chatbots (Trading basics, charges, plans)
  • Interactive Calculators (brokerage, margin, SIP) via bot
  • Lead Auto-Qualification Bot

Business Benefits that will Grow Your Brand Equity

Improve agent accuracy and work performance

Instant access to useful customers insights

Direct urgent problems to the right place

Provide support with your traders’ 360 view

Provide live updates on trades with self serve

advantage-img

Amplifying Agent Performance with Smart AI

  • Unified Customer Profile (Demat + Trading + Support history)
  • Real-time Portfolio View for agents

Compliance First Support that Delivers on Every Touchpoint

(compliant with all SEBI, CDSL, NSE/BSE rules)

DND filtering for outbound campaigns

Data masking for PAN, Aadhaar, Account numbers

Secure OTP-based identity verification

solution1-advantage-img1

Great Customer Experience Has Unlimited Returns, Let’s Build Yours

Excited customer experiencing Claritel demo