Automate your fintech or financial institution with AI
Serve more clients, manage applications, and stay compliant without increasing costs
Onboarding, inquiries, loan applications, collections, and support fully automated with artificial intelligence.Ideal for fintechs, credit unions, and financial brokers looking to scale without operational chaos.
The operational chaos that slows the growth of your financial business
If you're experiencing this, you're losing clients every day.
Loan applications piling up unprocessed
Clients abandoning onboarding due to slow processes
Manual collection follow-ups consuming hours
Repetitive inquiries about financial products going unanswered
Information scattered across WhatsApp, emails, and internal systems
All of this increases client churn and reduces conversion.
The SBX360 Solution
A platform that automates your entire financial operation
From first contact to post-sale management, without manual tasks.
- Responds to financial inquiries automatically 24/7
- Manages loan applications without human intervention
- Sends intelligent payment reminders
- Centralizes all client information in one place
Key Benefits
Onboarding and instant support (24/7)
Automatically handles every inquiry via WhatsApp, web, and email, even outside business hours.
Automatic document verification- AI-assisted credit scoring
- Automatic follow-up on pending applications
Result
More clients onboarded, less abandonment.
Loan management and collections without friction
Automate the full cycle of applications, approvals, and payments.
- Automatic application processing
- Intelligent payment notifications
- Automatic delinquency escalation
Result
Less delinquency and greater operational efficiency.
Full compliance and traceability
Your entire operation documented and auditable.
- Complete record of client interactions
- Centralized transaction history
- Automatic compliance reports
Result
Regulatory control and professional operation.
Scalable and profitable growth
Manage more clients and products without growing your team.
- Automatic cross-selling of financial products
- Intelligent client segmentation
- Scalability without increasing operational costs
Result
More revenue with an efficient operation.
How does it work?
1
The client reaches out via WhatsApp, webchat, email or SMS
2
AI responds, qualifies, and manages the application automatically
3
Payment notifications and reminders are sent
4
The system follows up until closing or collection
5
Everything is recorded and centralized
No spreadsheets, no manual follow-up, no chaos.
Designed for financial businesses like yours
Fintechs and lending platforms- Credit unions and savings cooperatives
- Insurance brokers and financial advisors
- Small banks and microfinance institutions
Results you can expect
+45%
more applications processed
-40%
less onboarding abandonment
+30%
better portfolio recovery rate
Savings
significant operational time
(Estimated results based on implementation and volume)
Start today
Don't lose more clients due to slow processes or lack of follow-up.
Automate your financial operation with AI and start growing from the first month.