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Say goodbye to hit-or-miss lead strategies. Our AI Agents specialize in elevating fintech conversions, offering concierge-level, 24/7 support services.

Say goodbye to hit-or-miss lead strategies. Our AI Agents specialize in elevating fintech conversions, offering concierge-level, 24/7 support services.

Lead Generation

Lead Generation

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AI-Driven Growth and Support

Empower your fintech with our bespoke AI Agents, who not only understand but anticipate client needs, deliver hyper-personalized financial options, and automate up to 90% of customer support tasks 24/7, 365. This reduces support costs, eliminates long wait times, and ensures customers always receive fast, reliable service—leading to higher satisfaction and retention.

Effortless Operational Excellence

Let our AI agents transform your approach to customer interaction and transaction management. Fully integrated, they automate critical processes, sync with your systems, and ensure every client touchpoint is an opportunity for conversion. Step into a new era of fintech efficiency and let us do the heavy lifting.

AI-Powered Scheduling

AI-Powered Scheduling

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More Leads = More Results

More Leads = More Results

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Every. Lead. Matters.

Deploy AI that doesn't just respond to leads—it actively secures them. Instant engagement and sophisticated follow-up strategies mean you capture and convert interest swiftly, outpacing competitors and redefining responsiveness in the fintech industry. With Visionex, you're not just keeping up; you're setting the pace.

1

Personalization

We start by gathering your specific preferences and requirements, ensuring the AI Agent is customized and integrated with your brand's identity.

2

Building & Testing

Our team designs and develops your AI Agent, ensuring it meets high standards and expectations through rigorous testing.

3

Launch

After testing, we deploy your AI Agent across platforms like Meta and your website to engage with customers effectively.

4

Optimize & Improve

Post-launch, we provide continuous support and updates to enhance AI performance and user experience.

Free AI Audit & Demo

Request a free AI Audit from our experts and receive personalized insights, along with a free demo designed to revolutionize your fintech business.

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AI Audit Illustration

$1500 Build Fee

$750/Month

Basic

Custom-built AI Agent to efficiently automate the following:

  • Features:
  • ✅ Efficient Lead Capture System
  • ✅ Tailored Brand Customization
  • ✅ Fully-customized AI Agent
  • ✅ Custom Knowledge Base
  • ✅ Appointment Scheduling
  • ❌ Multi-Agent Scalability
  • ❌ Cross-Platform Compatibility
  • ❌ Website Deployment Flexibility
  • ❌ Access to Real-Time Analytics
  • ❌ Complex Workflow Automation
Choose Plan
Limited Availability

$2500 Build fee

$1500/Month

Premium

Expanded engagement across platforms with advanced lead scoring.

  • Features:
  • ✅ Complex Workflow Automation
  • ✅ Access to Real-Time Analytics
  • ✅ Efficient Lead Capture System
  • ✅ Tailored Brand Customization
  • ✅ Cross-Platform Compatibility
  • ✅ Fully-customized AI Agent
  • ✅ Custom Knowledge Base
  • ✅ Appointment Scheduling
  • ❌ Multi-Agent Scalability
  • ❌ Website Deployment Flexibility
Choose Plan

$5000 Build fee

$2000/Month

Elite

Drive sales with full-scale AI integration and strategic market acceleration.

  • Features:
  • ✅ Custom Knowledge Base
  • ✅ Appointment Scheduling
  • ✅ Cross-Platform Support
  • ✅ Multi-Agent Scalability
  • ✅ Lead Capture System
  • ✅ Workflow Automation
  • ✅ Brand Customization
  • ✅ Flexible Deployment
  • ✅ Real-Time Analytics
  • ✅ Custom AI Agent
Choose Plan
How do I know if the AI Agent will deliver results for my business? +
Our AI Agents are precisely tailored for the fintech industry, designed to enhance customer service, streamline transaction processing, and elevate lead generation. With a focus on adapting to your specific business needs, we ensure that every AI solution we deploy is equipped to improve your customer interactions and conversion rates, thereby guaranteeing a measurable impact on your bottom line.
What if I don’t have the technical expertise to manage the AI Agent? +
No technical expertise? No problem. We manage the complete setup, integration, and continuous optimization of your AI Agent. Our comprehensive support plans ensure that your systems operate flawlessly, with all updates and adjustments handled by our expert team, so you can focus on growing your business.
Why should I choose your AI Agents over other solutions? +
Our AI Agents are uniquely bespoke and white-labeled, crafted to align seamlessly with your brand and operational goals. Unlike off-the-shelf solutions, our AI is specifically developed to boost transaction rates, enhance customer interactions, and provide round-the-clock support—guaranteeing not just satisfaction but a substantial return on your investment.
What happens if the AI Agent doesn’t perform as expected? +
We offer robust, no-risk guarantees for all service levels. If our AI does not meet the performance benchmarks we set—such as improving customer service efficiency or automating routine inquiries—we'll refine and enhance it at no extra cost until your targets are met, ensuring you receive the full value of your investment.
How does the AI Agent improve my operations compared to hiring additional staff? +
AI Agents work tirelessly 24/7, handling routine customer service tasks, qualifying leads, and processing transactions more efficiently than humanly possible. This automation allows your team to concentrate on higher-value tasks such as strategy and customer relations, enhancing productivity while reducing operational costs.
How long does it take to set up and integrate the AI Agent? +
Our AI Agents are ready to go live within 5-7 days from implementation, depending on your specific needs and setup complexity. We manage all aspects of setup, customization, and integration with your existing systems—like your website, CRM, and communication platforms—ensuring a swift, hassle-free start with minimal input required from your side.