Bajaj Capital Transforms Its Employee Experience With Gen AI
Pulse surveys were scheduled by hand, and turning responses into insight needed people to pull it together.
An AI agent now runs the surveys, reads the sentiment, and shows HR who may be disengaging.
Bajaj Capital's people work in demanding environments, focused on their clients' financial well-being. Leadership knew there were better ways to read their pulse and passion for the work — through real-time feedback that could become the basis for action.
There was one condition: the improvements had to be made using the existing HR stack.
- Surveys were scheduled manually, and insights depended on people to surface them.
- The new approach had to run on top of the HR systems already in place.
- Survey participation rose by 30%, to 70%.
- Sentiment analysis flags potentially disengaged employees so HR can act early.
What engagement was missing
Three things held the engagement programme back: periodic surveys were scheduled by hand, surfacing insights needed human input, and the tech systems could not calibrate engagement properly.
For a team working in demanding environments focused on the financial well-being of our clients, we knew there were better ways to assess their pulse levels and passion to work. We had to capture this through real-time feedback which would become the foundation to plan remedial measures. And we had to make these improvements using our existing HR stack.
Sunaina Mattoo KhannaChief People Officer & Head Transformation, Bajaj CapitalWhy it had to fit the existing HR stack
Replacing systems would have disrupted workflows and added effort across HR. The team charted a technology-driven approach that worked with what it had: ongoing feedback, personalised engagement and data-driven insight.
Using Leena AI has been a game-changer in our employee engagement strategy. The team has been open in offering customizations, creating a personalized experience for our entire workforce.
Jitender MohanSenior AVP – L&D, Bajaj CapitalWhat Bajaj Capital built
Bajaj Capital's AI agent automates survey rollout and response tracking, and assesses employee sentiment. Engagement practices are now automated and data-driven.
Five changes to how engagement runs
- FasterShorter engagement cyclesCustomisable pulse surveys are published automatically, so feedback loops are faster.
- PersonalPersonal attentionEngagement approaches tailored to individual needs, using employee data.
- IntegratedLess HR effortWorks with existing HR systems, avoiding disruption to workflows.
- DataDecisions on dataSentiment analysis on survey data feeds dashboards that track morale.
- RetentionEarly warningDetails of potentially disengaged employees are surfaced so HR can act right away.
What changed
Survey participation jumped by 30%, and eNPS improved. The numbers now back up the transformation:
| Measure | Result |
|---|---|
| Survey participation | 70% |
| ESAT score | 90% |
| eNPS score | 60% |
Our partnership with Leena AI has been invaluable in driving effective employee engagement. The dynamic dashboards, an user-friendly interface, and regular feature updates have provided a seamless experience for employees and HR teams alike.
Bimla BambhaSenior VP & Head Business HR, Bajaj CapitalHeard and supported
Bajaj Capital sees AI improving engagement further in three ways: better analysis of sentiment for more actionable insight, personalised interactions so every employee feels heard, and spotting trends in satisfaction so disengagement surfaces sooner.
The aim is a culture of continuous improvement and well-being, not a survey score.
About Bajaj Capital
Bajaj Capital is a premier investment services and wealth management firm in India. It provides financial services such as mutual funds, insurance and investment advisory to individuals and businesses, with personalised investment solutions to help them meet their financial goals.
Take this with you
The full Bajaj Capital case study, as a PDF.
Pick your next stop
More customer stories — short on filler, long on what changed.
Beacon Mobility’s employee support gets an AI makeover
Beacon Mobility Recruitment Cuts Time-to-Contact from 19 Days to 15 Minutes, Recovering $7.5M with One AI Colleague
The HR digital transformation journey of Coca-Cola Vietnam with Leena AI
Coca-Cola KSA Revolutionizes Employee IT Support with Leena AI’s Autonomous Agent
DCM Shriram Elevates The Employee Experience to new levels with Leena AI
