✦ Evolve with Intelligence, Automate the Future ✦
Most businesses waste 40+ hours/week on manual tasks that our AI & Banking solutions can seamlessly automate.
AI & Banking Automation Agency · India & Dubai
⚠️ The Problem:  Your team is drowning in manual, repetitive work — losing hours every day.

We Automate 80% of Your Work — AI & Banking.

Evoltract builds AI & Banking automation systems that replace manual work AI agents · Banking automation · CRM automation · Lead generation · Web solutions

Stop paying people to copy-paste, send follow-up emails, and fill spreadsheets. We build AI-powered workflows and banking automation systems that do it in seconds — so your team can focus on what actually grows your business.

Free 30-min AI & Banking Audit
Results in 7–14 days
Serving India & UAE
No long-term contract
80%
Work Automated
7–14d
Delivery Speed
2x
Revenue Potential
₹+AED
India & Dubai
The Real Problem

Why Your Business is Stuck

Every day without automation is money and time lost. Here's what's slowing you down:

Manual, repetitive tasks eating your hours
Your team spends 40–60% of the day on copy-paste, KYC data entry, and follow-ups that should take zero time.
📉
Leads & loans falling through the cracks
No automated follow-up = lost clients. Most businesses lose 50%+ of leads from slow response times.
💸
Overpaying for tools you barely use
Dozens of SaaS subscriptions and core banking patches with no integration. You're paying for chaos.
😤
Compliance and reporting delays
Compiling reports, regulatory filings, and audits manually takes hours and leads to costly human errors.
The Evoltract Fix

We Build Systems That
Work While You Sleep

Evoltract designs, builds, and deploys AI automation & banking workflows tailored to your business. From lead capture to loan origination & compliance — fully automated, fully yours.

AI agent handles your lead follow-ups automatically
CRM auto-updated the moment a lead fills a form
Your team gets notified on WhatsApp in real-time
Reports generated automatically every week
Social media content scheduled and posted by AI
Customer onboarding on autopilot, no human needed
🎯 Get Your Free Audit Now →
What We Build — AI & Banking

8 Core Systems — AI & Banking

Not generic consulting. We build real, working AI automation and banking-specific systems — connected to your tools, delivering measurable results from day one.

01
AI Agents
AI Agents & Chatbots

Custom AI agents that handle customer support, lead qualification, booking, and sales — 24/7, without human input. Deploy on WhatsApp, website, Instagram.

WhatsApp BotSales AgentSupport AILead Qualifier
InputCustomer message arrives
AIUnderstands intent, responds instantly
OutputLead captured + CRM updated
02
Workflow Automation
Business Workflow Automation

Connect your tools (Gmail, Notion, Airtable, Slack, WhatsApp) into one automated system. Leads auto-routed, emails auto-sent, tasks auto-assigned.

Make / n8nZapierCRM SyncAuto Email
TriggerLead form submitted
ActionAuto-saved to Notion CRM
ResultWhatsApp ping + follow-up email sent
03
Lead Generation Systems

Full-funnel lead capture: landing pages, lead magnets, automated nurture sequences, and real-time CRM sync. Leads in while you sleep.

Landing PagesEmail SequencesLead Magnet
VisitorLands on page
CaptureFills audit form
Nurture5-email sequence fires
04
Web Solutions + AI Integration

High-converting websites, client portals, admin dashboards — all built with AI assistants embedded. Your website doesn't just look good, it actively captures and converts leads.

Landing PagesDashboardsPortalsSEOAI Chat Widget
DesignConversion-focused UI/UX
AIBuilt-in chatbot captures leads 24/7
TrackAnalytics + heatmaps integrated
Real Use Cases

AI in Action — Real Results

These are the exact types of automations we build — across AI, banking, fintech, and beyond. See the before, the solution, and the result.

🏪 Retail Business
❌ Problem: Sales team spending 3 hours/day manually following up with leads via WhatsApp

✅ Solution: Built an AI WhatsApp bot that auto-responds, qualifies leads, books calls — 24/7, with CRM sync to Notion.

80%Time saved
More leads booked
🏥 Healthcare Clinic
❌ Problem: Appointment booking done manually by staff — constant errors, missed calls, no-shows

✅ Solution: Built an AI booking agent connected to Google Calendar. Patients self-book, get auto-reminders, rescheduling handled by AI.

95%No-show reduction
0Staff hours on booking
🏢 B2B Agency
❌ Problem: No lead nurture system — hot leads going cold because no one followed up in time

✅ Solution: Full lead capture funnel + 7-email AI-written nurture sequence + Slack alert to sales team within 30 seconds of signup.

Lead-to-call rate
30sResponse time
🛒 E-commerce
❌ Problem: Customer support team overwhelmed with 200+ repetitive questions per day

✅ Solution: AI customer support agent trained on product data — handles FAQs, order tracking, returns automatically.

70%Tickets automated
24/7Support uptime
📊 Financial Services
❌ Problem: Weekly reports took 6 hours to compile manually from multiple sources

✅ Solution: Automated data pipeline pulls from all sources, AI generates the report, sends to stakeholders every Monday at 8am.

6hrsSaved weekly
100%On time, always
🏦 Banking & Lending
❌ Problem: Loan inquiry team manually collecting KYC documents via WhatsApp — slow, error-prone, and compliance risk

✅ Solution: Built an AI document collection bot that guides applicants step-by-step, validates uploads, and syncs to a secure CRM — zero manual handling.

90%Faster KYC collection
0Compliance errors
💳 NBFC / Fintech
❌ Problem: Customer support agents spending 70% of time answering repetitive balance, EMI, and eligibility queries

✅ Solution: Deployed an AI support agent trained on product FAQs — handles balance checks, EMI schedules, eligibility queries, and escalates complex cases to humans.

75%Queries automated
Agent productivity
📈 Wealth Management
❌ Problem: Advisors manually sending monthly portfolio PDFs — inconsistent timing, no personalization, clients disengaged

✅ Solution: Automated portfolio reporting pipeline pulls live data, generates personalized PDF summaries, and delivers to each client via email on the 1st of every month.

100%On-time delivery
40hrsSaved per month
🎓 EdTech / Coaching
❌ Problem: Student onboarding was a 2-week manual process requiring 15+ touchpoints

✅ Solution: Fully automated onboarding workflow — welcome email, contract, payment link, portal access, intro call booking. All triggered automatically.

2 wk→2hOnboarding time
5★Client experience
Our AI & Banking Agent Suite

20 Ready-to-Deploy AI Agents

Each agent eliminates a specific manual workflow — from AI automation to banking & fintech ops. Deploy one or stack them into a full automation engine — plug directly into your existing tools.

20+Pre-built Agents
24/7Always Running
7dAvg Deployment
Custom Options
0Manual Input Needed
New
📞
02
Call Assistant 24/7
Handles inbound calls round the clock, answers queries, and routes leads instantly — your phone never goes unanswered.
Voice AI24/7Routing
Answers common queries with natural voice responses
Qualifies caller intent before routing to your team
Logs every call with full transcript to your CRM
click to expand
💬
03
WhatsApp Chatbot
Automates customer interaction and support workflows — from lead capture to booking and follow-ups, all inside WhatsApp.
WhatsAppSupportBooking
Handles FAQs, product queries, and order status instantly
Captures and qualifies leads inside WhatsApp conversations
Sends automated follow-ups and reminders on schedule
click to expand
🏠
04
Property Recommendation System
Suggests client-specific properties using historical behaviours and preferences — built for real estate businesses.
Real EstatePersonalisedBehavioral AI
Analyses past searches and interactions to build client profiles
Matches profiles to live property listings automatically
Sends personalised property alerts via WhatsApp or email
click to expand
🔁
05
Follow-up Automation
Handles timely follow-up sequences across email, WhatsApp, and SMS — no lead ever goes cold again.
EmailWhatsAppSequences
Triggers multi-channel sequences the moment a lead enters
Adjusts timing and message based on lead behaviour
Auto-stops when the lead replies or books a call
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✍️
06
Marketing Content Generator
Creates tailored campaign assets — ads, captions, email copy, landing page content — aligned to your brand and target audience.
CopywritingAdsEmail
Generates platform-specific content for Meta, Google, LinkedIn
Adapts tone per audience segment automatically
Batch-produces a full month of content in minutes
click to expand
💼
07
LinkedIn Post Automation
Drafts and schedules professional posts daily — your profile stays active, your brand stays visible, your pipeline stays warm.
LinkedInSchedulingBrand
Researches trending topics in your niche daily
Writes posts in your voice with hooks and CTAs
Auto-posts at peak engagement times for your audience
click to expand
📁
08
Document Management Agent
Organises and tags business files efficiently — every document auto-categorised, searchable, and version-controlled.
Google DriveNotionAuto-tagging
Reads, classifies, and tags documents on upload automatically
Creates smart folder structures based on content type
Flags duplicates, missing signatures, and expiring contracts
click to expand
🔄
09
CRM Updater Agent
Syncs CRM communication logs in real time — every email, call, WhatsApp, and meeting logged without any manual input.
CRMReal-timeAuto-sync
Monitors all communication channels and updates records instantly
Creates and advances deal stages based on conversation signals
Generates weekly activity reports with zero manual effort
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📊
10
Market Insights Agent
Extracts strategic market intelligence — competitor pricing, demand trends, and opportunity signals — delivered weekly automatically.
ResearchCompetitor IntelTrends
Monitors competitor websites and listings daily
Tracks pricing shifts and new market entrants automatically
Delivers concise intelligence briefings every Monday
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🎧
11
Customer Support Automation
Handles round-the-clock query resolution across all channels — your support team handles only the complex escalations.
24/7Multi-channelEscalation
Resolves up to 80% of queries without human involvement
Escalates complex issues to the right team member instantly
Learns from resolved tickets to improve future responses
click to expand
⚙️
12
Task Automation Agent
Automates repetitive workflows — data entry, report generation, notifications, approvals — freeing your team for real work.
WorkflowsNotificationsApprovals
Maps existing workflows and identifies automation gaps
Handles multi-step processes across Slack, Notion, Gmail
Sends smart reminders and escalation alerts automatically
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New
🗺️
13
Web Scraping Agent for Leads
Scrapes leads from Google Maps city by city — delivering verified contact data straight into your CRM on autopilot.
Google MapsScrapingGeo-targeted
Extracts business names, emails, phones, and addresses by city
Filters leads by category, rating, and review count
Exports directly to CRM or Google Sheets in real time
click to expand
📧
14
Email Autoresponder Agent
Intelligent automated email response and follow-up workflow — reads incoming emails, crafts contextual replies, sends follow-ups on schedule.
GmailAI RepliesFollow-ups
Reads and categorises incoming emails by intent and urgency
Drafts contextual replies in your tone for approval or auto-send
Triggers follow-up sequences if no reply received within X days
click to expand
📍
15
Google Business Agent
Automates listing management and business profile updates — posts, reviews, Q&A — keeping your GBP active and optimised.
GBPReviewsLocal SEO
Posts weekly updates and offers to your Google Business Profile
Responds to reviews intelligently within hours
Flags negative reviews for human review before responding
click to expand
New
🏦
17
KYC Document Collection Agent
Guides banking and fintech customers through document submission step-by-step via WhatsApp or web — validates, organises, and syncs to your CRM automatically.
BankingKYCCompliance
Sends document checklist and collects uploads via WhatsApp or web form
Validates file types, quality, and completeness before saving
Auto-flags missing docs and follows up until application is complete
click to expand
Hot
💳
18
Loan & EMI Query Agent
Handles loan eligibility checks, EMI calculation queries, interest rate FAQs, and repayment schedules — 24/7, without a single support agent involved.
FintechLoan Bots24/7 Support
Answers EMI, eligibility, and rate queries instantly across channels
Collects lead data and routes hot prospects to a human advisor
Syncs all interactions to CRM with full conversation history
click to expand
📈
19
Portfolio & Compliance Report Agent
Pulls live financial data, generates personalised portfolio PDFs, and delivers regulatory-ready compliance reports to clients and stakeholders — automatically, on schedule.
Wealth MgmtAuto-ReportsRegulatory
Connects to data sources and builds personalised PDF reports per client
Delivers reports via email on a fixed schedule — monthly, quarterly, or custom
Generates compliance summaries formatted for audit and regulatory submission
click to expand
⚡ Build Anything
Need a Custom Agent?
Don't see exactly what you need? We design and build bespoke AI & banking automation agents from scratch — tailored to your specific workflow, tools, and industry. If you can describe the process, we can automate it.
1
Describe your workflow in the audit form
2
We scope and quote within 24 hours
3
Custom agent live in 7–14 days
⚡ Request Custom Agent → 💬 Discuss on WhatsApp
What You Can Expect

Measurable Impact,
Not Vague Promises

We don't sell dashboards and call it AI. We build systems — including banking and fintech automation — that remove real bottlenecks, capture real leads, and save real hours — with numbers you can verify.

Every automation we deliver — whether AI workflow, banking KYC, or fintech reporting — comes with tracking built-in so you can see the exact impact in week one.

→ Start With a Free Audit
80%
Work Automated
Of repetitive tasks eliminated in the first system we build
Lead Response Speed
AI responds instantly, 24/7 — humans follow up the same day
40hrs
Saved Per Month
Average time saved per client in the first 30 days
7–14d
Delivery Timeline
From audit to live automation — not 3-month projects
How It Works

From Audit to Live — 4-Step Pipeline

One proven pipeline — works for both AI automation and banking & fintech systems. Fast, structured, zero guesswork.

Day 1–3
01
Discovery & Scoping

Free 30-min call covering AI & banking gaps, followed by a tailored plan, timeline, and fixed pricing.

AI Banking
Day 4–10
02
AI & Banking Build

Our founders lead the build — AI agents, CRM workflows, KYC bots, and CBS integrations deployed securely.

AI Banking
Day 11–14
03
Test & Handover

Full QA, user acceptance testing, team training, and a live walkthrough — you get complete control of every system.

AI Banking
Day 15+
04
Track, Optimise & Scale

Live dashboards, performance monitoring, monthly reviews — we layer on more automation as your operations grow.

AI Banking
Our Solutions

Built for Your Business Stage

Whether you're starting out or scaling up, we scope every engagement around your needs. Pricing is always custom — get a free audit first and we'll recommend the right fit.

🚀
Starter AI
Your first automation. Perfect for solo founders and small teams ready to stop doing things manually.
Quote on Audit
  • 1 core automation workflow
  • WhatsApp / Email auto-responder
  • Lead capture form + CRM sync
  • 7-day setup timeline
  • 30-day support included
Get a Free Audit →
🏢
Enterprise AI
Full AI transformation. Multi-department automation, custom AI agents, and an ongoing retainer for continuous growth.
Let's Talk
  • Unlimited automation workflows
  • Multi-channel AI agent network
  • Custom integrations (ERP, CRM)
  • Team training included
  • Monthly retainer option
  • Priority 24/7 support
Book Discovery Call →
🎁 100% Free
Not sure which solution fits? Start with the Free AI Audit.

In 30 minutes, we'll map your top 3 automation opportunities and give you a clear recommendation — zero cost, zero commitment.

Who We Serve

Industries We've Transformed — Including Banking & Finance

AI automation works for every business. Here are the verticals we specialize in.

🏪
Retail & E-commerce
Automate order management, customer support, inventory alerts, and review collection. Scale without scaling headcount.
Order AISupport BotReview Automation
🏥
Healthcare & Clinics
Patient booking, reminders, follow-ups, and documentation — automated so staff can focus on patient care.
Appointment AIRemindersPatient CRM
🏢
Agencies & B2B Services
Lead nurture, proposal generation, client reporting, and project management — all on autopilot while you close more deals.
Lead NurtureAuto ReportsCRM
🎓
EdTech & Coaching
Student onboarding, payment collection, content delivery, and progress tracking — build a course business that runs itself.
OnboardingDrip ContentPayment AI
🏦
Banking & Finance
Automate KYC document collection, loan inquiry follow-ups, compliance reporting, and customer onboarding — reduce manual load and accelerate decisions.
KYC AutomationCompliance AILoan Bots
📈
Financial Services & Wealth
Client portfolio reporting, investment alert automation, regulatory filing workflows, and lead nurturing for financial advisors — all on autopilot.
Portfolio ReportsReg FilingClient AI
Business Roadmap

12-Month AI Growth Plan

Whether you're just starting or ready to scale — here's the exact phase-by-phase path to a revenue-generating AI automation system.

1
Month 1–2
🛠️ Foundation Setup
Build the core system
Launch website + lead capture form
Set up Notion CRM + automation stack
First AI agent (WhatsApp or website)
Google Analytics + Hotjar tracking
3 productized service packages
🎯 Goal: 2–3 paying clients · ₹1L / AED 5K revenue
2
Month 3–5
🎯 First Real Clients
Build proof, build pipeline
Post 2 case studies on LinkedIn
Launch "Free Audit" campaign — DM 50/week
Run daily LinkedIn content posts
First paid ad test (₹5K / AED 300 budget)
Introduce monthly retainer option
🎯 Goal: 5–8 clients · ₹3–5L / AED 15–25K /month
3
Month 6–9
🚀 Scaling
Systematize and grow
YouTube: 2 tutorial videos/month
Free mini-tool to generate leads
Dubai market push with UAE case studies
Hire 1 full-time delivery engineer
60% recurring revenue target
🎯 Goal: 12–20 clients · ₹8–15L / AED 40–75K /month
4
Month 10–12
🏢 Expansion
Build the machine
SaaS product: white-label AI agent platform
Dubai entity (Freezone setup: IFZA)
Team of 3–5: engineers + sales + ops
Reseller / white-label program
Enterprise clients (AED 20K+ projects)
🎯 Goal: ₹20–40L / AED 1L+ monthly
Free AI & Banking Audit

Get Your Free AI & Banking Workflow Audit

Tell us about your business. In 30 minutes, we'll show you exactly which tasks — including banking & fintech operations — AI can eliminate and how much time you'll save.

Zero cost, zero commitment
Custom automation plan provided
30-minute video/phone call
Specific tools & stack recommended
🎯
Book Your Free AI & Banking Audit
We'll reply within 2 hours · Mon–Sat · India & Dubai
🏦 Banking & Fintech? Call our Banking Desk →
🎉
Audit Request Received!

We'll reach out within 2 hours to confirm your audit slot. In the meantime, feel free to WhatsApp us directly to get started faster.

💬 Send Details on WhatsApp →
Evoltract · AI & Banking Automation

Ready to Stop Doing Things
Manually?

Visitor → Lead → Call → Client → Automation → Scale. That's the only system that matters.

Ramya S
Founder & AI Automation Consultant
AI Automation Audit

Free 30-min call. We map your workflows, identify automation opportunities, and build a custom AI plan — no cost, no commitment.

🎯 Book for Audit
Murugavel Y
Founder & Banking Solution Expert
Banking & Fintech Audit

Specialised 30-min audit for banks, NBFCs, and fintech businesses — KYC automation, compliance workflows, loan bots, portfolio reporting & more.

📞 Book for Audit
Or connect here