Qualify and follow up every applicant — in seconds, 24/7.
AI-powered lead qualification, application-nudge and follow-up for fintech brands — so no applicant drops off and your team works only qualified, ready customers.
15+ yrs
Google Premier Partner
₹50Cr+
in managed ad spend
2.5L+
leads generated across India
In short
We build AI automations for fintech that respond to and qualify every enquiry instantly over WhatsApp and calls, nudge applicants through incomplete applications, and follow up until they convert — so you recover the applicants who'd otherwise drop off, and your team spends time only on qualified, ready customers.
What is AI automation for business?
AI automation for business uses artificial intelligence and workflow tools to handle repetitive, rules-based tasks without manual effort — instantly responding to and qualifying leads, syncing data between WhatsApp, CRM and ad platforms, drafting content, and generating reports. Unlike simple scripts, AI-assisted automations can understand messages, make decisions and personalise responses, so processes like lead follow-up run 24/7 in seconds, reducing cost and lost opportunities.
AI Automation built for fintech & financial services.
Qualify in seconds
AI captures and qualifies enquiries instantly, so your team works only ready, eligible applicants.
Recover application drop-offs
Automated nudges bring back people who started but didn't finish an application — a huge fintech leak.
Follow up until converted
Persistent, personal follow-up over WhatsApp keeps cautious financial buyers engaged to approval.
Compliant, human when needed
AI handles routine qualification and nudges, then hands to a human — with consent-aware, compliant messaging.
Everything included in your Fintech & Financial Services ai automation.
How we get from kickoff to results.
Map
We map your customer journey and find the slow, repetitive, error-prone steps worth automating first.
Design
We design the workflows and pick the right AI + tools — no over-engineering, just what moves the needle.
Build
We build and connect everything — forms, WhatsApp, CRM, calendars — and test it against real scenarios.
Optimise
We monitor, refine the prompts and rules, and expand automation as the time and revenue come back.
Hear it straight from the founders we work with.
Real clients, on camera, in their own words — what changed after partnering with Global Info Edge.
“From invisible to #1 on Google Maps.”
Sukhman Singh, founder of Flow Joinery in Gisborne, New Zealand, on what changed after partnering with Global Info Edge — a redesigned website, local SEO and a complete growth system that took his joinery brand to #1 in local search.
“1,500+ patient leads in month one — fully policy-compliant.”
Prashanth Vastred, founder of Guduchi Ayurveda in Bangalore, on how we built a health-policy-compliant Google Ads channel his brand had struggled to get approved for years — live with leads flowing into his CRM from day 15, at a 64% lower cost per lead.
Operators trust us with their growth.
Rahil Samyal
PTW Holidays
“Our lead CPL reduced by 50% and the team consistently delivered beyond expectations. Global Info Edge transformed how we generate and nurture leads.”
Irfan Khan
All Auto Part Store
“Global Info Edge helped us far beyond advertising. They optimized our landing pages, implemented CRM systems, managed our hosting infrastructure, and continuously improved our Google Ads campaigns. Having one team…”
Prashanth Vastred
Guduchi Ayurveda
“I'm very happy with the progress Chandan Kumar and his team at Global Info Edge have delivered. They built our entire website and landing pages to be fully compliant with…”
Sachin Chaturvedi
Prarambh Smart City
“Global Info Edge helped us rethink our entire digital growth strategy. Their team redesigned our website, improved our landing pages, implemented advanced tracking systems, and optimized our lead generation campaigns.…”
Arun Gupta
Age Ventures India
“Working with Chandan Kumar and the Global Info Edge team was one of the best decisions we made for our marketing efforts. One of the biggest achievements was helping us…”
Rajesh Chadha
The Ushmaya
“Global Info Edge is a genuine company, always helpful — and Chandan ji is a real problem solver when it comes to designing a business growth system. Their team redesigned…”
Rachit Goel
The Hotel Adviser
“The landing page build became a game changer. Within the first week of launch, qualified hotel owners were booking strategy calls — a predictable way to start conversations with our…”
Narendra Kumar
Saime Green Energy
“I approached Chandan Kumar and the Global Info Edge team with what many agencies would have considered an impossible deadline — a complete corporate website built over a single weekend,…”
Sukhman Singh
Flow Joinery
“Global Info Edge completely transformed our digital presence. Before working with their team, we had very little visibility online and our website was not generating meaningful enquiries. They redesigned our…”
Vivek Verma
Gava Finance
“When we started Gava Finance, we had the vision but no digital infrastructure. Global Info Edge helped us build everything from the ground up — from our logo and branding…”
Saurav Verma
Leela International Travels
“Global Info Edge helped us build a complete digital lead-generation system for our Dubai travel business. Their team designed high-converting landing pages, managed our Google Ads campaigns, implemented tracking systems,…”
Lisa Lamba
Power Of Mind
“I have worked with Chandan Kumar and Global Info Edge for more than ten years, and throughout that time they have consistently been a dependable technology partner for my business.…”
Lalan Soni
Bandhan Marriage Hall
“Before partnering with Global Info Edge, most of our business came through traditional referrals. We had almost no online visibility and no structured digital marketing system. Their team built our…”
Varun
A Little Monkey Business
“Global Info Edge helped us create a predictable lead-generation system for our wildlife tourism business. Their team built high-converting landing pages, implemented advanced tracking systems, and managed our Google Ads…”
Sibam
Etripto
“Global Info Edge helped us unlock a completely new lead source through Google Ads. Before working with their team, we relied heavily on influencer marketing and struggled to generate consistent…”
AI Automation for Fintech — your questions.
How much does ai automation for fintech & financial services cost?
We quote to scope — ai automation for a fintech & financial services business is priced to what you actually need, not a fixed package. After a short discovery call we give a clear price up front and a free, no-obligation proposal within 24 hours.
Can AI reduce application drop-off?
Yes — incomplete applications are one of fintech's biggest leaks. Automated WhatsApp nudges that answer objections and link back to the form recover a meaningful share, at near-zero marginal cost.
Is applicant data handled responsibly?
Yes — we design consent-aware flows, keep sensitive data in your controlled, secure systems, and build messaging that respects financial-privacy expectations.
Will it integrate with our systems?
Yes — we route qualified applicants and their data into your CRM or loan-origination system with source and campaign attached, so follow-up is organised and compliant.
Other ways we grow fintech & financial services businesses.
Ready when you are
Let's build something worth talking about.
30-minute intro call. We'll listen, sketch the shape of a plan, and tell you honestly if we're the right partner — or who else might be.