The Problem We Were Brought In To Solve
India insurance-mutual fund distributor: 840,000 customers with multiple products but no cross-sell capability. Agents manually calling 12% of base.
How Revino Delivered
WhatsApp AI wealth agent: personalised investment recommendation based on existing policy, cross-sell MF via SIP, automated renewal integration.
Measurable Business Impact
✓Cross-sell revenue: +₹28Cr Year 1
✓NBP NPS: 32→54
✓Agent productivity: +2.4×
✓WhatsApp engagement: 68% of base active
✓SIP registrations: 24,000 via WhatsApp
WhatsApp Business APILangChainPythonBSE StAR MFPostgreSQL
KEY METRICS
+₹28Cr
Cross-sell revenue
54
NPS
2.4×
Agent productivity
24,000
SIP via WhatsApp
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