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2M+ customer interactions orchestrated monthly

AI agents that drive business
outcomes for financial institutions

Built for the operational realities of financial services across scale, security, and complex decision-making.

Powered by Signal OS™ Trademark

Signal OS™ continuously evaluates customer signals, historical interactions, business rules, and operational outcomes to determine the next best action, channel, and workflow progression.

01
Customer history and memory
02
Behavioural engagement signals
03
Conversion and repayment propensity
04
Channel effectiveness
05
Cohort value and prioritisation
06
Operational performance outcomes
01
Which customer to engage
02
Which channel to use
03
Which agent should intervene
04
When outreach should happen
05
Which workflow should trigger next
06
How resources should be allocated

Fueling the Decision Engine

Examples include:

  • Customer details
  • Product information
  • Loan or policy data
  • Application status
  • Payment history
  • Delinquency status
  • CRM attributes

A collections customer may enter the platform with:

  • Loan Status
  • Outstanding Amount
  • Delinquency stage

Customer Behaviour Drives Customer Journeys

  • Lending

    • High Conversion Intent
    • Application Incomplete
    • Documentation Pending
    • RM Intervention Required

  • Collections

    • Escalation Required
    • Early Payers
    • Broken Promise Customers
    • On-Time Payers

  • Insurance

    • Renewal Ready
    • Grace Period Customers
    • Revival Opportunities
    • Renewal Risk

Customer Journeys

Autonomous, multi-channel workflows designed to move customers forward across key lifecycle moments.

Journey

Acquisition → Onboarding → Servicing

Outcome

Maximized conversion through intelligent channel switching

Dynamic Journey Routing diagram
Journey

Acquisition → Onboarding → Servicing

Outcome

Maximized conversion through intelligent channel switching

Dynamic Journey Routing diagram

Journeys adapt in real time as customer behaviour changes.

What Fundamento automates across the financial services lifecycle.

Credit & Insurance Selling

Challenge

Low product conversion rates

How Fundamento Helps

AI qualification and guided selling

Up to 40%

Increase in lead-to-customer conversion

Lead Qualification & Scoring

Challenge

Poor lead quality and CAC inefficiency

How Fundamento Helps

Intent capture and qualification journeys

Up to 50%

Increase in high intent lead qualification

Appointment Booking

Challenge

Scheduling friction and missed opportunities

How Fundamento Helps

Automated booking and routing

Up to 60%

Increase in end-to-end appointment booking

Buy Now Pay Later Activation

Challenge

Low activation after approval

How Fundamento Helps

Eligibility checks and activation nudges

Up to 45%

Increase in activation completion

Application Completion

Challenge

Abandoned customer applications

How Fundamento Helps

Drop-off detection and re-engagement

Up to 50%

Increase in application re-engagement

KYC Nudges

Challenge

Incomplete verification journeys

How Fundamento Helps

Document reminders and nudges

Up to 70%

Increase in KYC completion

Your customer journeys already exist.
The opportunity is in what they can deliver.

Explore how Fundamento can help your institution unlock stronger revenue outcomes, better customer progression, and greater operational performance.

Talk to our team