Build Better Financial Relationships
with JODO World

Elevate your customer connections and transform your financial services with JODO World’s secure, intelligent communication solutions.

Finance Illustration

Introducing JODO World

JODO World redefines the way financial institutions engage with their customers. By seamlessly integrating AI and human intelligence, we provide a frictionless, omnichannel experience that enhances relationships and drives efficiency. Whether it’s banking, insurance, or wealth management, JODO World empowers your teams to deliver personalized, high-trust support that scales effortlessly.

JODO C3 – Smart Contact Center Capabilities

JODO C3 offers robust, scalable tools to manage customer conversations across voice, chat, and digital channels—whether you're running remote ops, integrating with CRM platforms, or automating outreach.

Inbound Call Center

Manage high volumes of inbound calls seamlessly, enhancing efficiency.

Outbound Dialer

Reach customers with automated outbound calls for reminders and offers.

Virtual Number Services

Use local/global virtual numbers with smart routing.

Missed Call Services

Automate interactions using missed call triggers.

Remote Ops & Call Patching

Empower remote teams with seamless voice infra.

JODO C3 Integrates With

Talisma

Brings Talisma into the modern stack with real-time service workflows.

Oracle

Enhances Oracle CRM by syncing real-time signals for seamless service.

HubSpot

Turns HubSpot into a support powerhouse—syncing live customer journeys.

Zendesk

Integrates CRM + HRMS data to fuel rich, tab-free customer conversations.

Zoho

Surfaces CRM context instantly for faster, seamless support and service.

Salesforce

Syncs with Salesforce to deliver hyper-personalized support powered by real-time customer data.

MSDyanmics

Microsoft Dynamics becomes a live, integrated service engine—fueling smarter, context-aware interactions.

CRMNext

Plugs into CRMNext to unify employee and customer journeys with personalized, data-driven support at every step.

ServiceNow

Bridges your ServiceNow ecosystem with dynamic data sync—enabling frictionless support and ops automation.

HRMS

Integrates deeply with HRMS platforms to drive timely, personalized employee support—all from a single source of truth.

Salesforce

Syncs with Salesforce to deliver hyper-personalized support powered by real-time customer data.

JODO Digital – Real-Time Engagement for Web & Apps

Integrate JODO's digital communication capabilities directly into your websites and apps for onboarding, support, and customer engagement—all in real time.

Jodo Video KYC

Verify customer identities securely with real-time video-based KYC flows.

Self-Service Journeys

Let customers onboard, update info, or submit requests without human intervention.

Digital Campaigns

Launch targeted digital campaigns from within your website or CRM workflows.

Embedded Onboarding

Guide users with contextual, step-by-step flows tailored to your platform.

JODO Digital Integrates With

Oracle

Enhance customer interactions and data management with Jodo’s powerful CRM integrations, including Oracle

HubSpot

Supercharges HubSpot by layering in digital onboarding, self-serve journeys, and campaigns—right where marketing and sales already work their magic.

Zendesk

Weaves onboarding, help journeys, and proactive support directly into Zendesk—turning your support desk into a self-service and lifecycle powerhouse.

Zoho

Integrates with Zoho CRM to power onboarding, campaigns, and lifecycle engagement—without disrupting workflows or creating data silos.

Salesforce

Embeds onboarding, campaigns, and lifecycle journeys directly into Salesforce—eliminating context-switching and unlocking full data visibility.

MSDyanmics

Brings native onboarding, campaign orchestration, and lifecycle flows into Microsoft Dynamics—empowering teams to act on insights without ever leaving the platform.

CRMNext

Cut operational lag with JODO Digital inside CRMNext. Launch campaigns, trigger onboarding flows, and enable self-serve—all without switching tabs or compromising compliance

ServiceNow

Transforms ServiceNow into a seamless digital experience layer by embedding onboarding, lifecycle support, and campaign workflows into every employee and customer touchpoint

HRMS

Embed onboarding, support, and lifecycle workflows directly into your HRMS—giving employees seamless, self-serve journeys from day one.

JODO Unified Integrates With

Oracle

Enhances Oracle CRM with regulation-ready alerts and native omnichannel messaging—inside your workflows.

HubSpot

Turns HubSpot into a real-time engagement hub—where marketing, sales, and ops talk and act in sync.

Zendesk

Plugs into Zendesk to unify support threads, alerts, and team communication—no toggling, no context lost.

Zoho

Powers Zoho with embedded alerts and multichannel messaging—so teams never have to chase context.

Salesforce

Brings omnichannel messaging and alerts into Salesforce—so every conversation drives action within your CRM.

MSDyanmics

Turns Microsoft Dynamics into a live command center with built-in messaging, alerts, and regulatory compliance.

CRMNext

Integrates deeply with CRMNext to enable compliant messaging and synced alerts across every customer journey

ServiceNow

Layers real-time messaging onto ServiceNow—bridging service tickets with team conversations, natively.

HRMS

Adds employee messaging, real-time updates, and compliance-ready communication to your HRMS—right where work happens.

JODO SDK – Power Your Platform with Native Journeys

Build powerful, platform-native digital journeys with JODO’s SDK—customizable, scalable, and enterprise-ready out of the box.

JODO APIs – Seamless Backend Power, Infinite Frontend Possibilities

Plug into JODO’s robust APIs to power real-time, context-rich conversations across your CRM, HRMS, and customer support stack.

JODO Link – Your Always-On Communication Gateway

From solopreneurs to scaled teams, JODO Link delivers a smart, all-in-one digital link—voice, video, and chat—anywhere your customers connect with you.

Jodo Link for Individuals

An all-in-one link with live voice, video, and chat—built for freelancers, consultants, and solopreneurs to stay reachable, professional, and personal.

Jodo Link for Teams

One smart link for your entire team—route voice, video, and chat conversations by skills, shifts, or region, all from a single point of contact.

JODO Link Integrates With

WordPress

Whether you're selling or showcasing, JODO turns WordPress into a digital concierge—with live support and guided flows.

WooCommerce

Turn WooCommerce from cart to conversation with JODO’s live support, product walk-throughs, and smart selling layers.

Shopify

JODO transforms Shopify stores into high-touch sales engines with multilingual chat, live demos, and guided conversions.

Magento

JODO brings dynamic, multilingual engagement and interactive selling to Magento—right on the product page.

Wix

JODO adds a conversational, guided sales layer to Wix sites—complete with live help and rich product storytelling.

JODO VBR – Virtual Business Rooms

Launch secure, enterprise-grade video rooms with built-in collaboration, document sharing, and full audit trails—no app-switching needed.

Virtual Business Rooms

JODO VBR empowers remote and hybrid teams with secure video collaboration, embedded documents, chat, and audit-ready logs—all from one seamless interface.

JODO Automation – AI-Enabled Conversational Intelligence

Automate customer engagement with multilingual, AI-powered bots across chat, voice, and dialers—delivering real-time support, personalized outreach, and seamless resolutions.

AI Chatbots

Automate customer support with intelligent, multilingual chatbots that resolve queries instantly across digital platforms.

AI Voicebots

Engage customers with natural-sounding voicebots that handle queries, route calls, and deliver service in multiple languages—without human delay.

AI Messenger Dialer

Launch AI-powered dialers that personalize conversations, adapt in real time, and automate follow-ups via voice and messaging platforms.

What Sets Us Apart

🌐

Omni-Channel

Voice, video & chat across platforms—websites, emails, and QR codes.

⚡

Quick Adoption

Seamlessly go remote & integrate with CRMs and collaboration tools.

📊

Accurate Data

Leverage reliable location, ID verification, and interaction history.

🔄

Digital + Traditional

Blend video, voice & chat across every channel & team.

🔒

Privacy First

Virtual numbers protect privacy with global-grade security.

✅

Fully Compliant

Meets OFCOM, APSEC, and TRAI compliance standards globally.

Impactful Outcomes

Enhanced Customer Experience

Curate highly personalized, seamless interactions that combine video calls, secure communication, and real-time support, ensuring every touchpoint reflects your commitment to excellence.

Operational Efficiency Reimagined

Streamline essential tasks such as reminders, claims processing, and customer verification through automation—saving time and cost while maintaining superior service quality.

Building Trust & Transparency

Cultivate deeper customer relationships by ensuring transparency in every process—from claims handling to securing customer data. Every interaction builds unwavering trust.

Mitigating Risk, Maximizing Security

Strengthen operational security by managing risks through robust communication channels, proactive measures, and compliance that protect both your brand and customers.

Scalable for Tomorrow

Grow your operations without compromising service. Whether scaling small teams or managing large volumes, JODO ensures efficiency and quality at every level.

Proven Use Cases

Automated Collections Management

Eliminate manual follow-ups and ensure timely communication by automating critical reminders, such as policy renewals.

Example: An Indian insurance provider integrated Jodo C3 with their CRM system, automatically dialing customers to remind them of policy renewals. The system seamlessly processed payments through advanced Text-to-Speech (TTS) capabilities, streamlining operations while enhancing customer satisfaction.

Efficient Claims Management

Accelerate the claims process by enabling real-time video assessments that improve transparency and streamline decision-making.

Example: An insurance company utilizes Jodo Digital’s Video Calling solution, empowering field agents and customers to conduct damage assessments remotely. This speeds up claims settlements, reduces administrative delays, and boosts customer trust with greater transparency.

Customer Engagement in Banking

Enhance the onboarding process with secure, live video support, making complex procedures clear and accessible to customers.

Example: A leading bank adopts Jodo Link to offer personalized video consultations during onboarding. This approach guides customers through complex banking processes while ensuring secure data handling, creating a seamless, transparent customer experience.

Ready to Transform Your Financial Services?

Contact us or initiate a live demo to learn more about how JODO World can revolutionize your customer relationships and internal operations in BFSI.

Contact Us Initiate a Live Demo