SalesPitch Copilot is an Azure-native Generative AI platform built for FSIs like housing finance, NBFCs, and mortgage lenders. It transforms fragmented product, policy, and eligibility information into a centralized, voice/chat-enabled assistant that empowers sales teams to generate faster, compliant loan pitches.

Purpose & Key Value

Manual document lookups, inconsistent policy interpretation, and calculation delays slow down lending sales. SalesPitch Copilot solves this by answering natural language queries, generating EMI visuals, comparing loan products, and adapting pitches in real time.

Whether for onboarding, customer cross-selling, or multilingual support—SalesPitch Copilot accelerates lead-to-loan journeys with accuracy and scale.

Target Users

- Mortgage & housing loan sales teams
- NBFCs & HFCs
- Digital lenders & aggregators
- Channel partners & DSAs

Top Features

1. Conversational AI Interface
   - Multi-turn chat with memory
   - Suggests missing inputs
   - Outputs sales scripts, EMI visuals, and suggestions
   
   2. Instant Calculations
   - EMI, eligibility, LTV, balance transfer savings
   - Customizable per income/collateral type
   
   3. Unified Knowledge Hub
   - Central source for documents, rate cards, and eligibility grids
   - SharePoint or CMS integrated
   
   4. Multilingual Support
   - English, Hindi, Spanish (extendable to regional languages)
   - Tone and persona-sensitive responses
   
   5. API & App Integration
   - Connects to CRMs, LOS, mobile apps
   - Extends into sales super apps via REST APIs

Architecture (Azure)

- Azure OpenAI: GPT-based response generation
- Azure AI Search: RAG-style document retrieval
- Azure Functions: Calculation microservices
- Cosmos DB / Blob Storage: Knowledge + history
- Azure AD: Role-based access
- App Insights: Usage, performance, and logging

Supports SaaS, dedicated tenant, or customer-hosted deployment.

Business Benefits

- 80% reduction in time spent finding product details
- 40% faster pitch generation
- 85% sales compliance via version-aware responses
- 50% faster onboarding for new agents
- Built-in analytics for pitch gaps and document exceptions

Smart Tools

- Guided Sales Composer (long/short pitch formats)
- Product Discovery Canvas (compare interest, EMI types)
- Adaptive Questionnaire (asks only missing info)
- Regulatory Logging + DLP integration

Security & Compliance

- Azure region-based data residency
- Entra ID authentication & RBAC
- TLS + encryption at rest
- Complete audit trails for all responses

Implementation Timeline

- 4–6 Weeks: Basic chatbot, EMI calc, 5 loan products
- 8–12 Weeks: Multilingual + CRM read integration
- 12+ Weeks: CRM write-back, regional scale-out, full workflows

Get Started

- Share your rate cards and policy documents
- Choose deployment (SaaS / dedicated / hosted)
- Launch a pilot and review adoption metrics