AI Agent for Fintech & Digital
Lending.
Simplexi AI Agent helps fintech companies reduce drop-offs, recover failed payments, and keep customers engaged throughout the full lending lifecycle.
How it works
Enhance every patient interaction —
from first call to follow-up.
Reduce KYC Drop-Offs and Complete More Applications
KYC Questions Answered Instantly
Every KYC question answered from your onboarding knowledge base — before the customer gives up.
Abandoned Users Followed Up Automatically
Abandoned users followed up automatically with a clear next step — re-engagement tracked.
Identity Verification Queries Handled 24/7
Verification issues resolved at any hour — no waiting until the next business day.
Every KYC question answered instantly — abandoned users followed up automatically with a clear next step
Recover Failed Payments Automatically
Failed Payment Alerts Sent Right Away
Simplexi AI Agent reaches out the moment a payment fails — clear message, reason explained, and direct link to retry or update payment details.
Repayment Reminders With Tap-to-Pay Built In
WhatsApp sent 3 days before every due date — exact amount and tap-to-pay included.
Borrowers Who Reply Routed to an Agent Immediately
Complex replies handled by human agents with full account context on screen — no re-explaining.
Failed payment alert sent instantly — tap-to-pay reminder delivered 3 days before every due date
Identify At-Risk Customers Before They Leave
At-Risk Customers Identified by Sentiment
Frustrated conversations surfaced immediately — personalised messages sent before the account is closed.
Lapsed Users Reactivated With Targeted Outreach
Lapsed users reactivated via personalised broadcast — every reply handled automatically.
Compliance Records Ready When Auditors Ask
Every interaction logged and searchable — 90-day audit export ready in hours.
At-risk customers identified by sentiment — personalised outreach sent before the account is closed
FAQ
Frequently Asked Questions
Simplexi AI Agent answers every KYC question from your onboarding knowledge base instantly — document requirements, verification steps, and next actions explained clearly. Abandoned users followed up automatically with a clear next step message.
Simplexi AI Agent reaches out the moment a payment fails — reason explained, and direct link to retry or update payment details. Scheduled repayment reminders with tap-to-pay sent 3 days before every due date.
Post-Conversation Insights filtered by sentiment score surfaces every frustrated conversation — AI Agent summary shows exactly what went wrong. Personalised message sent before the customer makes the decision to leave.
Every conversation across voice, WhatsApp, and SMS logged, timestamped, tagged, and searchable. One-click CSV export — 90-day audit log ready in hours, not a week of manual data pulling.
Most teams go live within 48 hours. No engineering required.