AI agent workforce for fintechs that chases KYC/KYB documents, reactivates dormant accounts, flags churn, and audits every support call.
What it does
Rulebase provides dedicated AI agents that work across a financial company's KYC/KYB stack, CRM, and support tools to move customer accounts from approval to active use. Agents handle onboarding follow-up, dormant-account reactivation, and churn-risk detection, while a separate set of agents reviews 100% of customer interactions for QA and coaching. It targets fintech and financial-services revenue and customer-operations teams.
Core features
Onboarding agent that chases missing KYC/KYB documents across channels
Reactivation agent that ranks and works dormant accounts
Retention agent that flags churn signals before cancellation
AutoQA reviewing every customer interaction instead of a sample
Automatic coaching triggered by QA findings
Multi-channel outreach (email, SMS, WhatsApp, calls)
Best for
→Fintechs needing to reduce onboarding drop-off and stalled KYB cases
→Revenue teams trying to win back dormant merchant or customer accounts
→Customer ops teams wanting 100% interaction QA instead of sampling