Why fintechs look at ai support + kyc follow-up.
Fintech onboarding has more steps than most apps: identity verification, sometimes a bank link or card order, then a first transaction. Every step loses users, often for fixable reasons.
Support teams spend their time on questions answered in the help centre, while complaint deadlines run.
What the agent does, step by step.
User stuck at a step for a set time (from your CDP or app events).
Message explaining that step, in-app, email or with consent on WhatsApp.
Fees, limits, transfer times from approved content.
Complaint language detected and routed with full context.
Where users get stuck and what they ask.
Systems it works with.
Funnel events come from your app or CDP; we agree the exact events in the Blueprint.
Where a human decides.
Regulated communication needs approved wording.
How you know it works.
Measure: completion rate per onboarding step, tickets per 1,000 users, and complaint response times.
Example with assumed numbers: if 5,000 users a month start onboarding and 40% stall at bank linking, a nudge that helps one in ten of them finish adds 200 linked accounts a month.
The example uses assumed numbers to show the method. It is not a client result or a promise.
What it costs.
All prices excl. VAT. The fixed quote comes from the AI Blueprint.
When this is not the right build.
Very early fintechs with a few hundred users learn more from talking to each stuck user personally.
Common questions.
Can it see balances?
Only if you choose, read-only and for authenticated users. Many start without it.
Which channels?
In-app chat, email, push and, with consent, WhatsApp.
Want this in your business?
Tell us how you work today. We'll tell you honestly what AI can take off your team's plate, what it costs, and whether we are the right fit.