Application follow-through
Capture loan, card, account, or advisory inquiries and trigger the next document request automatically.
Lower drop-off between lead and completed application.
Brixi for Fintech
Turn acquisition spend into activated, paying customers.
Fintech CAC is expensive — and most teams lose high-intent users to slow qualification, document friction, and generic support. Brixi's Aria AI agents respond in under 60 seconds across voice and digital channels, Workflows automate the KYC + activation path, and a unified CRM keeps growth, onboarding, and support working from one live customer timeline.
<3s
qualification across voice and digital channels
1 CRM
shared customer timeline for growth, onboarding, and support
Auto
lifecycle flows from first click to activation
One platform across every fintech channel
WebWhatsAppEmailCall center
CRM automation in practice
A fintech CRM for applications that cannot stall
Track every applicant from first inquiry through KYC, document collection, advisor assignment, and compliant follow-up.
KYC and document chase
Missing PAN, ID, address, or income proofs create reminders and owner tasks without manual spreadsheet tracking.
Ops teams spend less time chasing paperwork.
Advisor prioritization
High-intent, eligible prospects surface first with source, product fit, and conversation history in one view.
Advisors call the best opportunities first.
Who it’s for
Built for every fintech sub-vertical
Same platform, tuned for how your specific segment sells, books and retains revenue.
01
Retail lending & NBFCs
Faster loan disbursal from application to cash
Unsecured, gold, two-wheeler and personal loan providers lose qualified applicants because lead-to-disbursal stretches over days. Brixi automates KYC prompts, document chases and status updates so applicants stay warm and field agents focus only on high-intent cases.
Where it hurts
- 40–60% drop-off between application start and KYC completion
- Field teams drive to the wrong addresses because data is stale
- Ops inbox floods with “status?” messages from applicants
What Brixi delivers
- Aria nudges applicants at every KYC stage across WhatsApp + voice
- Behavioural scoring routes hot leads to field agents first
- Self-serve status portal cuts inbound “where’s my loan?” volume
02
Wealth & insurance distribution
Relationship-led acquisition at scale
Mutual-fund distributors, wealth RMs and insurance agents sell trust. They need rich conversation history, next-best-action nudges and compliant messaging templates so every meeting builds the book of business — without falling afoul of regulators.
Where it hurts
- RMs forget past conversations and lose mindshare at renewal
- Recorded calls and approvals sit in silos, not the CRM
- Marketing campaigns don’t segment by portfolio value or risk profile
What Brixi delivers
- Unified client card with every call, email, portfolio event and form
- Compliant nudges based on lifecycle stage and portfolio behaviour
- RM scorecards and renewal pipeline visibility for sales leaders
03
Neo-banks & BaaS
Onboarding that feels instant and stays compliant
Digital-first banks and BaaS platforms compete on onboarding speed. Brixi accelerates KYC, reduces fraud-driven abandonment with intelligent friction, and keeps a live audit trail for every regulator-required control.
Where it hurts
- High sign-up traffic but sub-20% KYC completion
- Fraud controls trigger too late or too hard — hurting UX
- Support team drowning in basic onboarding questions
What Brixi delivers
- Adaptive KYC flows with AI-assisted document review
- Risk-weighted friction that only triggers on anomalies
- Aria handles 80% of Tier-1 onboarding questions instantly
04
Payments & SME credit
Activate merchants and keep them using the rails
Merchant acquirers and SME-credit platforms win when onboarded merchants actually transact. Brixi automates activation nurture, first-transaction coaching, and dormancy recovery — so your GMV curve doesn’t stall after signup.
Where it hurts
- Merchants signup, receive a device, and never transact
- Dormant merchants aren’t spotted until monthly MIS
- Credit underwriting teams juggle WhatsApp and email for bank statements
What Brixi delivers
- Activation playbooks trigger the day a device ships
- Dormancy alerts with automated recovery via voice + WhatsApp
- Document collection bot that parses statements and flags risk
How Brixi works for Fintech
Fintech follow-up, configured on a flexible CRM
These examples use Brixi primitives every team can configure: lead records, custom fields, conversations, tasks, routing, reminders, and buyer-intent signals.
Lending growth
Stop losing KYC drop-offs to silence
The gap between “application started” and “documents uploaded” is where lending pipelines die. Brixi runs behaviour-triggered nudges across WhatsApp, email and voice the moment a step stalls — with variations by product, ticket size and risk score. Hot leads jump the queue to field agents; cold ones cool off politely instead of burning support time.
- Stage-aware reminders with dynamic language and offer
- Field agent routing with geo + intent prioritisation
- Auto-drop-off dashboard by step, product, source and cohort
- Two-way sync with your LOS and underwriting engine
Relationship CRM
Every RM walks into the call already knowing the client
Wealth and insurance sales still live on relationships. Brixi gives every RM a live client card with portfolio events, last 5 conversations, upcoming renewals, life events surfaced from public data, and suggested next-best-action — so every meeting starts warm and every renewal feels effortless.
- Unified client profile across email, call, app and policy admin
- Next-best-action engine tuned for cross-sell and retention
- Compliant templates pre-approved by your legal team
- Sales leader dashboards by book, geography and tenure
Compliance-grade AI
AI that your auditor can read
Most AI agents are a black box. Brixi is not. Every voice interaction is recorded, transcribed, scored for sentiment and compliance, and stored with versioned scripts. Your auditor can reconstruct any conversation — including which approved template was used, what consent was captured, and what escalations fired.
- Script version control with approval workflow
- Automatic PII redaction on stored transcripts
- Exception queues for calls that violate policy
- SOC 2, ISO 27001 and region-specific hosting options
Where revenue leaks today
What Fintech teams lose without Brixi
From first ad click to activated account to retention: Brixi protects expensive fintech CAC by accelerating qualification, automating onboarding nudges, deflecting routine support volume, and flagging high-value accounts for human attention at the right moment.
01
Paid acquisition burns up as leads go cold
Fintech CAC is among the highest in SaaS. When response times lag by even minutes, high-intent users abandon and your paid budget evaporates with them.
Brixi closes this leak
02
Onboarding friction kills activation revenue
Users stall on KYC, document uploads, and unclear product flows — and when no one resolves confusion fast enough, they never become paying customers.
Brixi closes this leak
03
Growth, onboarding, and support work from different stories
Without a shared timeline, teams re-ask the same questions, miss upsell signals, and frustrate the high-value users worth retaining.
Brixi closes this leak
For every role on your team
Role-specific views on the same customer record
Brixi keeps the underlying record shared while each role sees the context, tasks, and next actions relevant to their work.
Head of Sales / Collections
More booked apps, fewer stalled files
Pipeline visibility by product, stage and agent. Drop-off alerts with one-click reassignment. KPI boards that mirror your own monthly scorecard.
Operations lead
Cut manual follow-ups by 70%
Workflows handle document chases, reschedules, and status updates. Ops teams focus on exceptions, not the happy path.
Compliance officer
Audit-ready by default
Immutable logs of every AI conversation, script approval workflows, and consent captures mapped to applicable regulations.
CX & retention
Renewals you don’t have to chase
Lifecycle nudges, sentiment detection, and portfolio-aware retention playbooks that quietly add basis points to IRR.
The Brixi journey
How fintech teams use Brixi to grow ARR
Run one connected flow from paid click to activated, retained customer — Aria qualifies in real time, Workflows automate onboarding friction, Pulse flags high-value accounts, and the unified CRM keeps every team aligned.
Step 1
01Acquire & qualify (Aria)
Aria engages every paid and organic lead in under 3 seconds across chat, WhatsApp, voice, and email — scoring fit, urgency, and activation readiness before interest cools.
Step 2
02Guide through KYC & activation (Workflows)
Workflow automation nudges users through document uploads, product setup, and first transactions — cutting activation drop-off and protecting CAC.
Step 3
03Route high-value cases (CRM + Omnichannel)
Exception cases and high-ARR prospects are auto-routed to the right human with full context — every call, message, and touchpoint already attached.
Step 4
04Grow & retain (Pulse)
Pulse intent signals surface upsell moments, churn risk, and service-recovery needs before customers complain or leave.
AI + CRM at work
AI response, intent signals, CRM, and workflows in one motion
Brixi does not require a separate vertical product to be useful. Teams configure the same CRM, channels, and workflow layer around their own lead stages and operating rules.
AI
Aria voice & chat agent
Real-time AI voice and chat that qualifies leads, answers product and KYC questions, and escalates exceptions without losing context.
Converts more paid leads before interest cools and deflects routine support load.
CRM
Unified customer CRM
Every touchpoint — ads, chat, calls, product events, support tickets — in one live timeline per customer.
Eliminates context loss so every team closes, activates, and retains faster.
Automation
Activation & onboarding workflows
Event-based flows trigger KYC nudges, product setup guidance, and retention touches based on real user behavior.
Lifts activation and first-value conversion without growing the onboarding team.
Intelligence
Pulse buyer-intent intelligence
Watches product engagement, conversation sentiment, and support urgency to detect expansion and churn windows.
Turns live behavior into the next-best revenue action for every account.
Numbers that move
What changes when Brixi goes live
Typical results within 60 days of rollout for fintech teams.
Lead-to-contact
Before
4–8 hours
With Brixi
< 5 seconds
KYC completion rate
Before
42%
With Brixi
78%
Field-visit utilisation
Before
58%
With Brixi
89%
Dormant merchant reactivation
Before
7%
With Brixi
24%
Ops hours saved / month
Before
—
With Brixi
1,800 hrs
Compliance-ready
AI that your auditor can read
Every conversation, consent and approval is logged — so you never trade speed for oversight.
RBI / central-bank guidelines
Call-script approval workflows, recording retention, and customer consent captures aligned to fair-practice codes.
KYC / AML policy enforcement
Structured document collection, liveness-aware selfie steps, and exception flagging for operations review.
Data residency & encryption
Tenant isolation, encryption at rest & transit, and regional hosting to match your regulator’s demands.
Recording & audit logs
Every voice call recorded, transcribed, redacted where needed, and available for periodic audits.
Core capabilities
Everything Fintech teams need in one platform
Qualify and convert paid leads instantly
Aria handles every inbound lead across voice, web, and messaging in real time — scoring urgency and activation potential before the customer looks elsewhere.
Automate KYC and activation nudges
Workflows coordinate document collection, product setup, and onboarding reminders to convert more signups into funded, active accounts.
Unified CRM across growth, onboarding & support
One customer record, one live timeline — so every team sees exactly what was asked, assigned, and resolved without re-asking the customer.
Pulse buyer-intent signals for upsell & retention
Detect engagement drop, product friction, and expansion intent so your team acts on real customer behavior — not lagging dashboards.
Works with your stack
Connect Brixi to the tools you already use
HubSpot
SalesforceIntercomStripeRazorpayZapierReal use cases
What teams ship with Brixi on day one
1
Rescue stalled KYC flows
When a user pauses mid-upload, workflows auto-trigger a voice callback + WhatsApp guide within minutes — recovering activation revenue.
2
Deflect repetitive support questions
Aria resolves routine transaction, app, and account questions 24/7 so the support team only handles revenue-critical escalations.
3
Spot upsell moments automatically
Pulse flags customers hitting plan limits or exploring premium features and cues the sales team to move on expansion in real time.
Frequently asked
Answers before you ask
Can Brixi integrate with our LOS / core banking system?+
Yes. We support REST, webhooks and file-based integration with common LOS (FinnOne, Temenos, Nucleus, Perfios) and can surface loan status inside the CRM.
How does Brixi support recorded-line compliance?+
Every inbound and outbound voice call is recorded, transcribed, tagged against the approved script version, and stored for audit.
Can we control which AI scripts go live?+
Yes. Compliance leads approve prompt versions via a workflow before any script reaches production. Nothing ships without sign-off.
Is Brixi available in our region?+
Brixi supports regional hosting in India, UAE, EU and North America. Talk to us about tenant isolation and specific regulatory needs.
Ready to grow revenue?
See Brixi working for your fintech team.
Book a 30-minute demo. We’ll map Brixi’s AI agents, CRM and workflows to your exact channels, team structure and revenue goals.
Trusted by revenue teams across 4+ channels.