How does CapEngage comply with the India DPDP Act 2023 and RBI guidelines?

All customer data is hosted in Tier-4 Indian data centers with AES-256 encryption at rest and TLS 1.3 in transit. We maintain deterministic consent logging with granular timestamps, immutable audit trails, and automatic opt-out propagation across all channels.

Can we mask sensitive PII such as Aadhaar, PAN, and bank account numbers?

Yes. CapEngage includes automated PII masking and tokenization rules at the ingestion gateway, ensuring that raw sensitive identifiers are never stored unencrypted or exposed in plain text.

Does CapEngage support private VPC and on-premise hybrid deployments?

Yes. For regulated enterprise banks and insurance companies, we offer dedicated single-tenant VPC deployments on AWS Mumbai or Google Cloud India with IP whitelisting and custom VPN tunnels.

How does CapEngage comply with the India DPDP Act 2023 and RBI guidelines?

All customer data is hosted in Tier-4 Indian data centers with AES-256 encryption at rest and TLS 1.3 in transit. We maintain deterministic consent logging with granular timestamps, immutable audit trails, and automatic opt-out propagation across all channels.

Can we mask sensitive PII such as Aadhaar, PAN, and bank account numbers?

Yes. CapEngage includes automated PII masking and tokenization rules at the ingestion gateway, ensuring that raw sensitive identifiers are never stored unencrypted or exposed in plain text.

Does CapEngage support private VPC and on-premise hybrid deployments?

Yes. For regulated enterprise banks and insurance companies, we offer dedicated single-tenant VPC deployments on AWS Mumbai or Google Cloud India with IP whitelisting and custom VPN tunnels.

CapEngage AI Engine·Active Sync

CapEngage AI Engagement Platform

Loading Intelligent Customer Journeys...

Real-Time CDP · Predictive Decisioning · 6 Native Channels

Ready to Scale with Agentic AI?

Speak directly with our AI solutions architects or request a customized platform demonstration tailored to your ICP, industry, and tech stack.

Speed to Lead: Fast response within business hours

Enterprise Security: SOC 2 Type II & ISO 27001 Aligned Controls

100% Privacy: No spam, strictly 256-bit SSL encrypted

🔒 Banking-Grade Encryption · Official Meta BSP · DPDP Act 2023 Aligned

Automate Conversational KYC, Loan Origination & Policy Renewals

Eliminate drop-offs in complex financial funnels. Deliver secure 2-way WhatsApp document uploads, real-time credit score alerts, and automated policy renewal reminders with banking-grade encryption and full Indian DPDP Act 2023 compliance.

AI Multi-Channel Sequences

Real-time Intent Scoring

No Credit Card Needed

2-Way CRM Integration

Schedule Fintech Architecture Demo

Explore Security & Compliance

Powering high-trust customer communications for premier financial brands

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FINANCIAL SERVICES CAPABILITIES

Engineered for Extreme Security, Compliance & High Conversion

Move beyond slow email notifications and manual call center dialing. Automate the entire borrower and policyholder lifecycle directly on WhatsApp and mobile.

Frictionless KYC

Conversational 2-Way KYC Document Upload

Applicants snap and upload ID proofs, bank statements, and utility bills directly inside verified WhatsApp chats, with automated OCR validation status returned in seconds.

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Zero Data Leakage

AES-256 Encrypted Document Exchange

Deliver password-protected loan sanction letters, digitally signed insurance policies, and mutual fund statements with bank-grade encryption in transit and at rest.

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Regulatory Defense

India DPDP Act 2023 & RBI Consent Logs

Deterministic consent record logging with granular timestamp audits, local Indian data residency, and real-time opt-out synchronization across all communication channels.

Learn more

Retention Engine

Predictive Policy Renewal Countdown Drips

Trigger multi-stage renewal alerts at 30, 15, 7, and 1 day before expiry across WhatsApp, SMS, and email with dynamic premium comparisons and 1-tap UPI payment links.

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Agentic AI

24/7 AI Underwriting & Eligibility Assistant

Autonomous agents calculate EMI scenarios, explain insurance policy deductibles, and pre-qualify borrower intent 24 hours a day without manual staff intervention.

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Sub-Second SLA

Sub-Second Transactional OTP & Alert Gateway

Ultra-low-latency transaction alerts, withdrawal notifications, and trading updates via high-throughput IMLY ESP and direct telecom carrier routes.

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PROVEN IN PRODUCTION

Featured BFSI Customer Success Stories

See how leading financial institutions deploy CapEngage to transform customer communications.

InsurTech Case Study

PolicyBazaar: +52% Renewal Speed

Replaced manual tele-calling queues with 2-way conversational WhatsApp KYC and instant PDF quotes, cutting agent dialing time by 68% and boosting renewal speed by 52%.

Read PolicyBazaar Case Study

Fintech Case Study

Razorpay: Event-Driven Merchant Activation

Orchestrated real-time milestone onboarding drips across in-app guides and deliverability-shielded emails, guiding new merchants to their first live transaction 38% faster.

Read Razorpay Case Study

IMPLEMENTATION BLUEPRINT

From Integration to Live Compliance in 14 Days

Our financial solutions architects ensure full security review approval before live cutover.

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Security Architecture & Data Privacy Review (Days 1–3)

Information Security (InfoSec) signoff, PII data masking configuration, and local Indian cloud VPC architecture verification.

022

Core Banking / Loan Origination System API Connectors (Days 4–7)

Connect loan origination webhooks, core banking APIs, and CRM leads into CapEngage real-time streaming identity graph.

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Meta Green Tick & WABA Provisioning (Days 8–10)

Official Meta Business Solution Provider setup with green badge verification, high-volume Tier-1 route allocation, and RBI-compliant template registration.

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Controlled Pilot & Full Production Rollout (Days 11–14)

Execute pilot on 5,000 borrower cohorts, validate OCR upload completion and delivery speed, and scale to full enterprise volume.

SECURITY & REGULATORY

Frequently Asked Questions for BFSI Teams

Can't find what you need? Our enterprise solutions team is ready to help.

Transform Your Banking & Fintech Engagement Today

Speak with an Enterprise Financial Solutions Specialist to review our compliance architecture and schedule a custom proof of concept.

Schedule BFSI Architecture Call

Read PolicyBazaar Case Study

SOC 2 Type II Certified · DPDP Act 2023 Compliant · Official Meta BSP

CapEngage AI Engine·Active Sync

CapEngage AI Engagement Platform

Loading Intelligent Customer Journeys...

Real-Time CDP · Predictive Decisioning · 6 Native Channels

Automate Conversational KYC, Loan Origination & Policy Renewals

AI Multi-Channel Sequences

Real-time Intent Scoring

No Credit Card Needed

2-Way CRM Integration

CapEngage AI Engagement Platform

Ready to Scale with Agentic AI?

CapEngage AI Customer Engagement

Automate Conversational KYC, Loan Origination & Policy Renewals

Engineered for Extreme Security, Compliance & High Conversion

Conversational 2-Way KYC Document Upload

AES-256 Encrypted Document Exchange

India DPDP Act 2023 & RBI Consent Logs

Predictive Policy Renewal Countdown Drips

24/7 AI Underwriting & Eligibility Assistant

Sub-Second Transactional OTP & Alert Gateway

Featured BFSI Customer Success Stories

PolicyBazaar: +52% Renewal Speed

Razorpay: Event-Driven Merchant Activation

From Integration to Live Compliance in 14 Days

Security Architecture & Data Privacy Review (Days 1–3)

Core Banking / Loan Origination System API Connectors (Days 4–7)

Meta Green Tick & WABA Provisioning (Days 8–10)

Controlled Pilot & Full Production Rollout (Days 11–14)

Frequently Asked Questions for BFSI Teams

Transform Your Banking & Fintech Engagement Today

CapEngage AI Engagement Platform

Ready to Scale with Agentic AI?

Automate Conversational KYC, Loan Origination & Policy Renewals

Engineered for Extreme Security, Compliance & High Conversion

Conversational 2-Way KYC Document Upload

AES-256 Encrypted Document Exchange

India DPDP Act 2023 & RBI Consent Logs

Predictive Policy Renewal Countdown Drips

24/7 AI Underwriting & Eligibility Assistant

Sub-Second Transactional OTP & Alert Gateway

Featured BFSI Customer Success Stories

PolicyBazaar: +52% Renewal Speed

Razorpay: Event-Driven Merchant Activation

From Integration to Live Compliance in 14 Days

Security Architecture & Data Privacy Review (Days 1–3)

Core Banking / Loan Origination System API Connectors (Days 4–7)

Meta Green Tick & WABA Provisioning (Days 8–10)

Controlled Pilot & Full Production Rollout (Days 11–14)

Frequently Asked Questions for BFSI Teams

Transform Your Banking & Fintech Engagement Today