Book a demo
Use case · Consumer fintech

Turn a first deposit into trust.

Fintech lives or dies on the first funded action and the habit after it. PilotX reads intent, times the ask, and protects your highest-value users.

Book a demoAll use cases
Live in 30 minutes. Works with your stack, or as your whole engine.
How PilotX works for consumer fintech

One customer, from signal to sent.

Elena V. is three days into a new savings wallet: KYC cleared, still unfunded, having opened the transfer screen twice and backed out both times.

1Sees the momentOn day 3 Elena has cleared KYC and opened the transfer screen twice without funding, so PilotX flags her on the first-deposit cliff.Opportunity Detection
2Decides the moveReading hesitation, PilotX picks the confidence move for Elena: link a card, move a small amount, withdraw whenever she likes.Intelligent Interventions
3Acts, on brandPilotX surfaces the nudge in-app while Elena is still in the transfer flow, and Brand Guard checks the money language is compliant and calm.Omnichannel
4Learns and sharpensThe report shows the safe-first-step lifted funded accounts +18% against a control group, and PilotX learns hesitant depositors respond to reassurance over a bonus.Reports
Moments PilotX acts on

The moments that decide growth or churn.

Every one of these is live, per customer, and gone if you wait for the next report. PilotX catches them and picks the move.

The first funded action

Guide a new user past the moment most drop off.

Ready to do more

Time the next product to real readiness, never a hard sell.

Protecting a VIP

Spot a high-value user cooling and act before they leave.

The capabilities behind it

What does the work, for you.

Opportunity DetectionCatches the first-deposit cliff and a cooling high-value user, the two moments that decide a fintech account.Intelligent InterventionsDecides per user: a reassuring first step, the next product at real readiness, or holding the ask back.Brand GuardChecks every message for compliant, non-promissory money language before it sends, keeping fast action within the rules.OmnichannelReaches a hesitant new user in-app instantly, and a cooling VIP on the channel they answer.
Who this covers

Built for consumer fintech of every shape.

WalletsSavingsInvestingPersonal financeRewardsRemittanceDigital money
The same engine, your world

One goal in. A decision for every customer out.

Set the goal in plain English. Four agents read every customer, decide the next best move, send it across the right channel, and get sharper every week. Live in 30 minutes, measured against a control group you set.

Other use cases
Ecommerce & RetailMobile AppsGamingiGamingFitness & Wellness

See where your store leaks.

Share your store and we will analyse where repeat revenue may be leaking from the customer journey, then email you the findings and the gap worth focusing on first. Nothing to connect and no meeting required.

Audit Your Leak for FreeBook a demo