01
Automated Websites & Funnels
A fintech site that converts and onboards
- Sign-up and waitlist funnels
- Pricing and product pages
- Partner and enterprise enquiries
- Trust and compliance pages
AI automation for fintech startups
Scale onboarding and support faster than your headcount.
KYC-aware onboarding automation, AI support from your help centre, trial and activation flows, compliance-safe workflows, and growth reporting — built for fintechs.
80%
Support automated
+35%
Activation
−50%
Onboarding drop-off
Typical results across fintech startups we've automated. Your numbers come from your audit.
✦Sound familiar?
What's quietly costing your startup every week
50% drop01
Onboarding drop-off at KYC
Users abandon at document upload without help.
Linear cost02
Support scales with users
Every 1,000 users means another support hire.
Low activation03
Activation is low
Sign-ups never make a first transaction.
Bottleneck04
Compliance slows communication
Every message needs review; automation stalls.
✦The fix
One connected system that runs the repetitive work for you
Not another tool your team has to check. The website, the phones, the messages, the reminders, and the follow-up all work together — built for fintech startups, monitored by us, owned by you.
1
Onboarding assistance and follow-up
Real-time help at KYC steps and nudges until verified.
2
AI support from your help centre
Account, payment, and product questions answered instantly with escalation and audit trail.
3
Activation flows
Behaviour-triggered sequences to first transaction and beyond.
4
Compliance-safe templates and reporting
Pre-approved messaging, logged interactions, and growth dashboards.
✦Everything we automate
Everything we automate for a startup like yours
Six connected systems, each built with the specifics for fintech startups.
02
Lead Capture & Instant Follow-up
Sign-ups and partner leads followed up instantly
- Onboarding nudges
- Enterprise/partner qualification
- Demo booking
- Win-back for abandoned sign-ups
03
AI Voice & Chat Agents
Support chat that resolves and escalates safely
- Account and payment questions
- KYC help
- Dispute intake
- Fraud escalation
04
Workflow & Back-office Automation
Onboarding, activation, and compliance on autopilot
- KYC follow-up workflows
- Activation sequences
- Dunning & limits notifications
- Audit logging
05
AI Customer Support Automation
Support resolved from your help centre
- Transaction and status questions
- Card and access issues
- Fee and limit questions
- Human escalation with context
06
Data, Reporting & AI Assistants
Activation, retention, and support cost live
- Sign-up → KYC → activation funnel
- Support deflection & cost per user
- Retention cohorts
- Ask-the-data assistant
✦Compare your options
Hire, outsource, or automate?
What actually changes for a startup when enquiries, calls, and follow-up are automated.
| Doing it manually | Answering service / agency | CODEVGROW automation | |
|---|---|---|---|
| Speed of first reply | Hours, or next day | Message taken, callback later | ✓Under 60 seconds, 24/7 |
| After-hours & weekends | Voicemail | Message only | ✓Answers, books, escalates |
| Books the appointment / job | When staff are free | No | ✓Yes — live availability |
| Reminders & no-show recovery | Manual, inconsistent | No | ✓Automated, with waitlist fill |
| Follows up until booked | Rarely | No | ✓Multi-touch, stops on reply |
| Knows your services & pricing | Yes | Script only | ✓Trained on your business |
| Logs everything to your system | Sometimes | Email summary | ✓Every call, chat, and booking |
| Reporting | Spreadsheets | Call counts | ✓Live dashboard + AI assistant |
| Monthly cost | Salary + turnover | Per-minute fees | ✓Fixed, lower than one hire |
✦How it works
Live in weeks, not quarters
- 1
Free audit
45 minutes mapping how enquiries, calls, admin, and follow-up flow through your startup today.
- 2
Ranked plan & fixed price
What to automate first, expected hours and revenue, and a fixed price — within 48 hours.
- 3
Build & soft launch
We connect your systems and go live on one channel first, with human fallback, in 2–4 weeks.
- 4
Run & improve
24/7 monitoring, weekly transcript reviews, and the next automation added each month.
Free discovery call
See exactly what we'd automate in your startup — in 45 minutes
You leave with a ranked automation plan and a fixed price, whether you work with us or not. No pitch deck.
✦What owners say
Heard from fintech startups we work with
★★★★★
“Support cost per user dropped by half while satisfaction went up.”
★★★★★
“Activation rose a third with follow-up tied to onboarding steps.”
★★★★★
“Every system was built, connected, and monitored by one team. No hand-offs, no ‘talk to the vendor’.”
Will users know they're talking to an AI?
The assistant introduces itself as your startup's virtual assistant and hands over to a person the moment someone asks — or when a question needs judgement. Satisfaction stays high because answers are fast and accurate.
Is our data safe?
Yes. Data stays in your systems, conversations are encrypted, and we configure retention and access rules for your regulatory requirements. Decisions that need a person always stay with your team.
Does it work with the software we already use?
We integrate with the major CRM, booking, ERP, and industry platforms via native integrations or API — and with your phone system, WhatsApp, and website. We'll confirm your exact stack in the audit.
How long until it's live?
Most fintech startups are live in 2–4 weeks, starting with one channel (usually phone overflow or web enquiries) and expanding from there.
What does it cost?
A fixed setup fee plus a monthly plan based on volume — typically less than one part-time hire, with the expected ROI shown against your current numbers in the audit.
Free automation audit for fintech startups · 45 min · ranked plan · fixed price
Free automation audit for fintech startups
Book free audit →