Banking & NBFC

First account to lifelong relationship.

Every unresolved signal is a customer quietly moving their money elsewhere.

OnboardTransactServiceRetainCross-sellAdvocateaccount · KYCbranch · app · ATMquery · grievancebalances · loyaltyloans · cardsreferralLISTEN: capture every signalACT: own every outcomeGROW: compound the relationship
All three moves run on One-ID, one customer identity across every branch, app and channel.
Six workflows

Every banking moment, mapped.

01 Capture

Branch QR, SMS

WhatsApp or call captures the signal.

Express
02 Understand

Root cause pinned

Sentiment, CSAT, NPS; driver identified.

BeyondXM
03 Act

Regulatory SLA ticket

Ticket with regulatory SLA, routed to a team.

TrackIt
04 Recover

Resolve then re-poll

Resolve, then re-poll to confirm.

GCSG Chat
89.2%CSAT
85.6%Detractor → promoter
4h 12mAvg resolution
100%Audit-ready

All workflow figures are illustrative examples. Pre- vs post-Geckolyst baseline, same-cohort like-for-like, 90-day window. Actual results vary.

Case studies

Three institutions.

Illustrative

Gold Loan NBFC

400+ branches. Borrowers re-pledged elsewhere; renewal reminders were manual.

+21%Repeat pledge
−34%Auctions
Illustrative

Credit Lender

Lean team, no analyst, competing with big banks for the same borrowers.

+18%Repeat loans
4 wksTo go-live
Illustrative

Nationalised Bank

2,000+ branches. Inconsistent grievance handling with regulatory SLA risk.

+11ppCSAT
3.1×ROI in 90 days

See it on your own data.

Thirty minutes, mapped to your channels and KPIs.

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