Agentic AI for Financial Services

AI agents that drive business outcomes for financial institutions

Fundamento aids banks, NBFCs, insurers, and fintechs in deploying AI-driven customer communication systems that automate conversions and enhance repayments.

Unlock Growth

Increase Conversion Value

Recover more value from existing customer demand

Strengthen Renewals & Recovery

Improve persistency, repayment continuity, and lifecycle progression

Reduce Cost-to-Serve

Scale customer operations with stronger efficiency, and automation

  • ICICI Prudential
  • AXIS Max
  • Paytm
  • HERO FINCOP
  • IIFL Finance
  • Finnable
  • Fibe
  • BharatPe
  • Dezerv
  • Shriram
  • Bajaj Capital
  • Credlix
  • Bluevin
  • DRIP
  • INDIABOND

Built for the operational realities of financial services across sales, onboarding, customer servicing, and collections.

Experience Fundamento

See how AI-led journeys transform financial service workflows.

Live Simulation

Experience the Conversation That's Recovering Revenue at Scale

Choose a use case, enter your details, and experience how Fundamento initiates AI-driven engagement flows across acquisition, renewals, and collections.

2M+ customer interactions orchestrated monthly
The Shift

Customer engagement in financial services is evolving from fragmented communication to orchestrated business performance.

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Disconnected outreach systems
Personalised progression systems
Manual progression gaps
AI-led customer journeys
Customer drop-offs without intervention
Better business performance
Limited lifecycle continuity
Stronger lifecycle continuity
High servicing burden
Operational leverage

The opportunity is not more customer communication – it's more business value from every customer journey.

Outcome Infrastructure

What Fundamento automates across the financial services lifecycle.

Fundamento deploys AI agents, journeys, and enterprise systems across every major lifecycle stage — from acquisition and onboarding to renewals, servicing, collections, and compliance.

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

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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

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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

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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

View Solution

Application Completion

Challenge

Abandoned customer applications

How Fundamento Helps

Drop-off detection and re-engagement

Up to 50%

Increase in application re-engagement

View Solution

KYC Nudges

Challenge

Incomplete verification journeys

How Fundamento Helps

Document reminders and nudges

Up to 70%

Increase in KYC completion

View Solution

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.

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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
Fundamento Journeys

AI agents don't create outcomes. Connected journeys do.

Fundamento orchestrates omni-channel agents, deep customer intelligence and contextual memory omni-channel agents, deep customer intelligence and contextual memory into coordinated customer journeys that continuously adapt, learn, and optimise toward business goals. From acquisition and renewals to collections and servicing, every interaction becomes part of a larger decision system.

Journey

Voice Agent • WhatsApp Follow-Up • Application Completion Workflow • RM Handoff

Outcome

Higher lead recovery, improved conversion continuity, reduced acquisition waste.

Lead Recovery Journey Flow Diagram
Journey

Voice Agent • WhatsApp Follow-Up • Application Completion Workflow • RM Handoff

Outcome

Higher lead recovery, improved conversion continuity, reduced acquisition waste.

Lead Recovery Journey Flow Diagram

Every journey combines multiple agents, channels, workflows, and decision systems into a single coordinated operating model designed around measurable business outcomes.

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Connected intelligence behind every customer journey.

Fundamento journeys continuously learn from customer behaviour, historical interactions, and operational outcomes to determine the next best action at every stage.

Persistent Customer Memory

Every interaction contributes to a continuously evolving customer profile across voice, WhatsApp, workflows, and lifecycle stages.

Each conversation is informed by all previous customer interactions.

Dynamic Journey Routing

Fundamento determines the right channel, timing, sequence, and intervention strategy based on customer behaviour, intent signals, and business priorities.

Every journey adapts in real time.

Outcome Optimisation

Journey decisions are aligned to measurable business objectives such as conversions, renewals, repayments, servicing efficiency, compliance, and retention.

Every interaction serves a business purpose.

Fundamento Enterprise

Enterprise execution for financial institutions that need outcomes, not just deployment.

  • Design
  • Govern
  • Deploy
  • Scale
  • Optimise

Strategic oversight, stakeholder alignment, and ongoing performance accountability.

Customer success management workflow preview

Strategic oversight, stakeholder alignment, and ongoing performance accountability.

Strategic oversight, stakeholder alignment, and ongoing performance accountability.

Strategic oversight, stakeholder alignment, and ongoing performance accountability.

Strategic oversight, stakeholder alignment, and ongoing performance accountability.

Strategic oversight, stakeholder alignment, and ongoing performance accountability.

Customer success management workflow preview

AI-native contact centre operations

Most platforms stop at deployment. Fundamento goes further.
We work directly with contact centre teams to build, operate, and optimise AI-native customer engagement systems for outcomes—improving conversions, recoveries, servicing efficiency, and overall customer performance.

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Enterprise Trust Layer

Enterprise-grade security, compliance, and regulatory confidence.

SOC 2 Type II Certified
SOC 2 Type II Certified
RBI FREE-AI Framework Compliant
RBI FREE-AI Framework Compliant
TRAI Compliant
TRAI Compliant
ISO 27001 Certified
ISO 27001 Certified
PCI-DSS Compliant
PCI-DSS Compliant
GDPR Compliant
GDPR Compliant

Security Value

Auditability Regulatory Confidence Deployment Trust
Outcome Benchmarks

Built for enterprise scale. Designed for measurable business performance.

0M+

Customer interactions supported at peak capacity

0+

Languages supported — Indian and global

0%

Lower cost-to-serve potential

0+

Enterprise clients across BFSI verticals

Operational scale meets customer lifecycle performance.