With the support of an AI workforce platform, Rulebase has rolled out Revenue Agents – an autonomous solution built upon the innovative Customer Agent Runtime that enables a customer journey management system across customer onboarding, remediation, and activation in financial services and fintech companies. Traditional regulated financial entities can face serious loss of pipeline when application pipelines are delayed due to missing documents, complex exceptions or initial transactions left incomplete because old support tools are designed to optimize isolated single-ticket resolution over extended engagement. Rulebase solves this problem by introducing specially tailored, event-driven AI agents that regard every user journey as a persistent and evolving task.
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These agents keep progress records and perform multiple complicated actions while keeping track of the human-in-the-loop safeguards. The platform blends perfectly into existing ticketing, CRM, and identity confirmation infrastructure systems and has already delivered twice as many accounts recovered and nearly halved activation time measures compared to its enterprise customers in USA, Europe, and Africa. Emphasizing the operational necessity of continuous, lifecycle-focused automation, Gideon Ebose, CEO and co-founder of Rulebase, explained: “Every fintech is leaking revenue it has already won. Customers who clear verification but never go live. Accounts approved but never funded. Customers who transacted once and quietly went dormant. That revenue isn’t lost to bad decisions, but to follow-up work that nobody owns long enough to finish. Revenue agents put an agent on every one of those cases and work until the account is live and transacting, with a human in the loop where it counts.”
