Turn Banking & Insurance Leads Into Loyal, High-Value Customers
Dizitude powers India's banks, NBFCs, insurers and brokers with high-intent lead generation, automated policy and loan journeys, and compliant multi-channel outreach. More qualified applications, lower CAC, faster closures.
The Growth Hurdles BFSI Brands Face in India
Expensive, Low-Intent Leads
Aggregator and portal leads arrive cold, shared with five competitors, and rarely convert, inflating your cost per funded loan or issued policy.
Leaky, Slow Follow-Up
High-value applicants drop off between enquiry and KYC because follow-ups are manual, delayed, and disconnected from the agent or branch.
Low Trust & Weak Digital Presence
Customers research money decisions online first. Thin content, poor reviews, and low search visibility push them toward better-known rivals.
Compliance-Heavy Communication
Renewals, premium dues, EMI reminders and disclosures must reach customers reliably and on approved channels, without spamming or risking penalties.
BFSI-Grade Solutions, Built to Convert
Every Dizitude service is reframed for the realities of banking, lending and insurance, so you win more high-intent customers while staying compliant.
High-Intent Lead Generation
Fill your pipeline with ready-to-apply borrowers and policy seekers through targeted campaigns built for loans, insurance, mutual funds and cards.
Learn more ›Policy & Loan Journey Automation
Automate KYC nudges, document collection, renewal reminders and cross-sell so no high-value applicant slips through the funnel.
Learn more ›Compliant IVR & Call Center
Set up cloud IVR, smart call routing and dialers so verification, servicing and renewal calls reach the right agent instantly and are fully logged.
Learn more ›WhatsApp for Renewals & Reminders
Send approved premium-due, EMI and renewal alerts on WhatsApp with high open rates, one-tap payment links, and instant customer response.
Learn more ›Performance PPC for BFSI Keywords
Capture bottom-of-funnel searches like personal loan, term insurance and health cover with tightly managed, ROI-focused Google Ads.
Learn more ›SEO That Builds Financial Authority
Rank for the high-value loan, investment and insurance terms your customers search, and win trust with expert, compliant content.
Learn more ›CRM & LMS for Sales Teams
Unify every lead, agent and branch on one platform with lead scoring, distribution and training, so your best opportunities close first.
Learn more ›Reputation & Trust Management
Grow positive reviews, manage grievances fast, and protect the brand credibility that money decisions depend on.
Learn more ›Why BFSI Leaders Choose Dizitude
More Funded Loans & Issued Policies
We optimise the entire funnel, not just clicks, so more enquiries turn into disbursals and premiums, and your revenue per rupee spent keeps rising.
Lower Cost Per Acquisition
Exclusive, high-intent leads and automated nurturing cut wasted spend and slash your cost per funded customer versus shared aggregator leads.
Faster, Compliant Outreach
Reach customers on IVR, SMS, WhatsApp and email through approved, auditable channels that keep you on the right side of regulations.
One Accountable Growth Partner
Marketing, leads, CRM, cloud telephony and IT under one roof means less coordination overhead and one team owning your growth numbers.
Our BFSI Growth Process
Discover
We audit your products, current CAC, funnel leaks and compliance needs to map exactly where growth is being lost across banking or insurance lines.
Strategize
We design a channel, messaging and automation blueprint targeting your highest-value customer segments and profitable products.
Execute
We launch lead-gen, ads, IVR, WhatsApp and CRM workflows, with tracking wired end to end from first click to funded customer.
Scale
We double down on what converts, expand winning campaigns to new geographies and products, and report on ROI, not vanity metrics.
Plans to get you started
Transparent packages that scale with your goals — upgrade or customise anytime.
- Lead generation for loans & insurance
- Compliance-ready landing pages
- DLT-registered bulk SMS & WhatsApp
- SEO for BFSI keywords
- Monthly leads & performance report
- Everything in Essentials, plus:
- Multi-channel PPC (Google, Meta) for BFSI
- Marketing automation & lead-nurturing funnels
- IVR & Click2Call for instant lead response
- CRM setup for agents & branch tracking
- Reputation management & review generation
- Verified, quality-scored leads
- Everything in Growth, plus:
- Custom CRM/LMS & loan origination workflows
- AI chatbots for policy & loan queries
- Cloud telephony call center for tele-sales
- RBI/IRDAI compliance & data security
- End-to-end BFSI digital transformation
- Dedicated BFSI strategist & 24x7 support
All prices in INR, exclusive of applicable taxes. Need a tailored scope? Talk to our team ›
“Dizitude rebuilt our loan enquiry funnel and plugged it straight into our CRM and IVR. Within two quarters our qualified applications more than tripled and our cost per funded loan dropped by nearly 40%. They understand the compliance side of BFSI, which most agencies simply don't.
Rohit MalhotraHead of Digital, Regional NBFC & Insurance Distributor
Ready to Grow Your Book of Business?
Get a free, no-obligation growth audit of your BFSI funnel. We'll show you exactly where you're losing high-value customers, and how to win them back.
Book My Free BFSI Audit