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Financial AI agents

Next-gen Fintech &
Insurance AI agents.

Failed payments are leaking revenue. Slow underwriting is losing customers to competitors. Periscope deploys purpose-built AI agents that recover revenue automatically and generate insurance quotes in minutes - so your teams focus on growth, not admin.

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Faster
Revenue recovery
Failed payments recovered before customers even notice
Minutes
Quote turnaround
Down from days - instant responses drive conversion
Zero
Manual collections
Smart retry logic and automated outreach replace ops overhead
The fundamentals
AI agents built for financial precision

Both agents integrate directly with your payment gateways, CRM, and insurance platforms - no rip-and-replace. They run autonomously, recovering revenue and generating quotes while your team focuses on relationships.

Real-time execution
Agents act instantly - retrying failed payments and scoring applicants the moment a trigger fires, with no delay, no queue, no human in the loop.
Native stack integration
Connects directly to Stripe, payment gateways, your CRM, and insurance platforms via API - no migration, no new tools, no disruption to existing workflows.
Zero Trust security
Every agent runs in a hardened private vault. Financial and customer data never touches a public model - built to meet PCI DSS, SOC 2, and enterprise compliance standards.
Agent use cases
Two agents. One financial operations engine.

Each agent targets a distinct revenue bottleneck - one recovers money already earned, the other converts prospects faster than any manual process can.

Agent 1.1
Fintech Agent - Revenue Recovery
Payment recovery
The problem
High failed payment rates from expired cards and bank declines silently drain monthly cash flow.
Manual collection follow-ups waste operations time - teams chase payments instead of building products.
Customers churn after payment failures when no one follows up fast enough to save the relationship.
No real-time visibility into revenue leakage - finance teams discover problems in the monthly close, not in the moment.
What the agent does
Automatically retries failed payments using smart retry logic - timing retries to maximise success rates.
Detects root causes instantly - insufficient funds, network issues, expired cards - and routes each case correctly.
Sends personalised WhatsApp, SMS, and email recovery reminders automatically - no manual outreach needed.
Predicts churn risk and prioritises high-value recovery accounts so ops focus where it matters most.
How it integrates into your current system
Payment fails
Stripe / gateway webhook
→
Root cause detected
Card / funds / network
→
Smart retry fired
Optimal timing logic
→
Customer contacted
WhatsApp / SMS / email
→
Revenue recovered
CRM updated in real time

The agent connects to your payment gateway (Stripe, Braintree, Adyen) via webhook - firing the moment a payment fails. It diagnoses the failure type, schedules a smart retry at the optimal window, and simultaneously triggers a personalised recovery message via WhatsApp, SMS, or email depending on the customer's preferred channel. All recovery activity is logged back into your CRM and surfaced on a live dashboard so finance teams see cash flow status in real time, not at month-end.

See it in action
Fintech Revenue Recovery Agent - live walkthrough of smart retry logic, churn prediction, and automated multi-channel outreach
Faster
Revenue recovery
Failed payments recovered before customers even notice - protecting cash flow and retention simultaneously.
Lower
Customer churn
Proactive reminders and seamless retries improve retention - turning payment failures into saved relationships.
Zero
Manual collections overhead
Automated end-to-end recovery eliminates the ops cost of chasing payments by hand.
Agent 1.2
Insurance Agent - Fast Quote & Underwriting
Underwriting automation
The problem
Long underwriting turnaround times - customers get quotes from a competitor before your team responds.
Incomplete or incorrect customer applications delay approvals and create rework cycles for underwriters.
Manual risk assessment delays approvals - underwriters spend hours on data gathering instead of decisions.
High operational cost for underwriting teams scales poorly as application volume grows.
What the agent does
Pre-scores applicants instantly using AI risk models - giving underwriters a head start before they open the file.
Auto-validates submitted documents and customer data - flagging gaps and errors before they reach an underwriter.
Generates real-time eligibility and risk insights - turning raw application data into a structured decision brief.
Flags fraud risks and underwriting anomalies automatically - protecting the book before a policy is issued.
How it integrates into your current system
Application submitted
Web form / portal / API
→
AI pre-score
Risk model fired instantly
→
Data validated
Docs + fields checked
→
Quote generated
Personalised in minutes
→
Underwriter reviews
Exceptions only

The agent integrates with your insurance platform, CRM, and document storage via API. The moment an application is submitted, it runs an AI risk pre-score, validates all documents and data fields, and generates a personalised quote in minutes. Clean applications are approved automatically - underwriters only see flagged exceptions, fraud risks, or edge cases that genuinely need human judgement. This scales quote capacity without scaling headcount.

See it in action
Insurance Fast Quote Agent - live walkthrough of AI risk pre-scoring, document validation, and instant personalised quote generation
Minutes
Quote turnaround time
Down from days to minutes - instant responses win customers before competitors can even respond.
Higher
Conversion rates
Instant responses improve customer acquisition - speed is the biggest driver of quote-to-policy conversion.
Smarter
Risk decisions
AI-driven underwriting improves accuracy, reduces fraud exposure, and scales without adding headcount.

Accelerate innovation. Scale smarter. Lead with autonomy.

Book a 30-minute call. We'll show you exactly how both agents fit your stack and demo them live against your use case.

Schedule a call

Next-Gen Fintech & Insurance AI Agents

1.1 Fintech Agent - Revenue Recovery

  • The Challenges:
  • High failed payment rates from expired cards and bank declines
  • Manual collection follow-ups waste operations time
  • Customers churn after payment failures
  • Delayed recovery impacts monthly cash flow
  • No real-time visibility into revenue leakage
  • AI Agent Solutions:
  • Automatically retries failed payments using smart retry logic
  • Detects root causes (insufficient funds, network issue, expired card) instantly
  • Sends personalized WhatsApp/SMS/email recovery reminders automatically
  • Predicts churn risk and prioritizes high-value recovery accounts
  • Provides live dashboards for failed transactions and recovery status
  • Key Benefits:

Faster Revenue Recovery

Recover failed payments before customers even notice.

Reduced Customer Churn

Proactive reminders seamless retries improve retention.

Increased Operational Efficiency

Eliminate manual collections and support overhead.

Accelerate innovation. Scale smarter. Lead with autonomy.

Schedule A Call

1.2 Insurance Agent - Fast Quote & Underwriting

  • The Challenges:
  • Long underwriting turnaround times
  • Incomplete or incorrect customer applications
  • Manual risk assessment delays approvals
  • Low quote conversion due to slow responses
  • High operational cost for underwriting teams
  • AI Agent Solutions:
  • Pre-scores applicants instantly using AI risk models
  • Auto-validates submitted documents and customer data
  • Generates real-time eligibility and risk insights
  • Delivers personalized insurance quotes within minutes
  • Flags fraud risks and underwriting anomalies automatically
  • Key Benefits:

Faster Quote Generation

Reduce quote turnaround fromdays to minutes.

Higher Conversion Rates

Instant responses improve customer acquisition.

Smarter Risk Decisions

AI-driven underwriting improves accuracy and reduces fraud.

Accelerate innovation. Scale smarter. Lead with autonomy.

Schedule A Call
Periscope Technologies, Inc.
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