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Great Customer Experience Provides Greatest Returns

Empower your team with smarter tools and sharper insights that drive meaningful investor connections. Claritel’s AI-powered omnichannel Contact Centre and AI solutions help you stay ahead of investor needs. Boost agent productivity, maintain full compliance, and deliver the exceptional service that modern investors demand.

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Features Designed to Uphold Trust and Deliver Customer Delight

Awareness & Lead Generation Prospect Stage

Acquisition & Inbound Support

  • Virtual Relationship Management Desk for Distributors
  • 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

Choosing Clartiel Grows Your Brand Equity

Provide Hassle-Free 24/7 Omnichannel Support

Build Trust & Convert More with the Power of AI

Automate QA based on NPS, CSAT, etc.

Raise Efficiency and Save Costs

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Empower Agents to Meet the Highest Standard Needed

  • Unified Customer Profile (Demat + Trading + Support history)
  • AI-driven Personalized Financial Advice
  • Portfolio insights available anytime
  • Auto-route Complex Queries Instantly
  • Automatic Relevant Agent Response
  • Recommend the Best Next Action

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

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Let’s Enhance Your Customer Experience Together

Excited customer experiencing Claritel demo