Increase onboarding completion
Guide users and resolve verification issues in the moment.
Fintech
Scale customer operations at product speed, not headcount speed.
Unify onboarding, verification, support, disputes, repayments, collections, and compliance operations with AI agents that can act across your stack.
Payments and walletsDigital lendingEmbedded finance platforms
Who feels the difference
Users with instant answers
Empowered operations teams
Confident risk leaders
Business impact
Measurable gains for Fintech.
The operating model focuses on three industry priorities: Increase onboarding completion; Deflect operational contacts; and Control exceptions at scale.
Deflect operational contacts
AI resolves routine transactions and service cases end to end.
Control exceptions at scale
Route risk, compliance, dispute, and collection cases with complete context.
One connected operating flow
The fintech customer journey, from user activation to transaction, support, and retention.
Each stage shows the industry work, what Round Infinity automates, and the horizontal platform capabilities carrying context and control across the process.
1
Acquire & Start the User Journey
App, web, partner, embedded, campaign, and support channels identify intent, product, consent, and the next activation step.
In-app AI · Partner APIs
2
Verify Identity, Device & Eligibility
Identity, documents, liveness, device, account, bank, risk, and product rules are checked with confidence-based review.
eKYC · Fraud signals · Decision engine
3
Activate Product & First Value
Account, wallet, funding, mandate, limit, card, payment, or lending setup completes with guided next actions.
Workflow orchestration · Payment integration
4
Resolve Transactions & Exceptions
Payment status, disputes, refunds, chargebacks, account issues, and compliance exceptions move through one operational case.
Transaction 360 · Case management
5
Collect, Retain & Grow
Repayment, collections, service recovery, activation, retention, and next-use-case journeys respond to live user context.
Outbound AI · Collections · Analytics
Horizontal platform capabilities working across every stage
In-app and omnichannel service
Identity and document workflows
Transaction case orchestration
Dispute and chargeback workflows
Repayment and collection journeys
Real-time operations dashboards
Industry AI agents & accelerators
Purpose-built agents, engines, and copilots for fintech.
These are configured for the industry task, not generic chatbots. Each works inside permissions, confidence thresholds, human-review rules, and one audit trail.
User Onboarding AI Agent
Guides verification, resolves friction, and completes activation tasks.
Identity & Fraud Screening Engine
Scores identity, device, document, and behavioral signals for review.
Transaction Service AI Agent
Resolves payment, account, statement, status, and routine action journeys.
Dispute & Chargeback AI Agent
Captures evidence and coordinates operations, merchant, network, and customer actions.
Repayment & Collections AI Agent
Runs compliant reminders, promise tracking, and exception escalation.
Customer Recovery AI Agent
Detects failed experiences and launches approved service-recovery and retention action.
See Fintech operations running end to end.
We’ll map one priority workflow to your systems, controls, channels, and teams, and show how Round Infinity completes the work.
Book a focused walkthrough