FINTECH & B2B FINANCIAL SERVICES
Stop Losing Customers to Competitors You Never Saw Coming
AI agents that predict churn 60–90 days early, flag competitor moves the moment they happen, and trigger interventions automatically. SOC 2 Type II. GDPR ready.
PROBLEM STATEMENT
Three Reasons Fintech Teams Lose Revenue They Should Have Kept
Your Churn Signals Are Buried in Regulated Channels
Support tickets, Gong calls, and NPS surveys all carry early churn signals — but piecing them together manually takes weeks. By then, the account has already renewed elsewhere.
Competitor Moves Hit You in the Renewal, Not the Demo
A rival neobank cuts fees. A payments player launches embedded lending. You find out when a customer asks "why don't you do what they do?" That's 6 weeks too late.
15+ Hours a Week on Manual Research That's Already Stale
Your team monitors G2, reads newsletters, updates spreadsheets. By the time the deck is ready, the market has moved. You're always one quarter behind.
solution
Two Agents. One Platform. Built for the Speed and Regulation of Fintech.
Voice of Customer
VoC Agent monitors every customer signal across your Zendesk, Gong calls, Intercom threads, and NPS responses — automatically surfacing which friction points are driving churn risk in your lending, payments, or wealth platform. All processing compliant. All insights audit-logged.
Compliance Features:
SOC 2 Type II certified
GDPR and CCPA compliant
Full audit trail on every insight
AES-256 encryption at rest and in transit
Configurable data retention (30 to 365 days)
No model training on your customer data — ever
FinTech Benefits:
Predict account churn before renewal discussion
Surface friction in onboarding, KYC, flows, & payment rails
Automated Slack alerts for at-risk triggers
Understanding customer feedback on interest rates, fee structures, etc
Competitive Intelligence & Analysis
CIA Agent monitors 12+ competitor sources — pricing pages, G2 reviews, job postings, press releases, and customer conversations — delivering 24h alerts when a rival neobank, payments processor, or embedded finance player makes a move that affects your pipeline or renewals.
Compliance Features:
Competitive monitoring uses public sources only
Full audit trail on every competitive alert
No storage of third-party customer PII
Compliant with EU AI Act transparency requirements
FinTech Benefits:
Know competitor rate changes before your customers do
Auto-updated battlecards when rivals launch new verticals
Detect competitor features showing up in lost deals
Spot regulatory shifts that hurt your win rate
How it Works
How AI Agents Works
Autonomous. Intelligent. Action-Driven.
One-click integration with Zendesk, Intercom, Salesforce, Jira, Gong, G2—agents start monitoring immediately.
RESULTS
SOC 2 Type II, GDPR, CCPA certified. Zero audit failures across all customer deployments.
Time from customer signal to product requirement. Teams eliminate manual ticket-reading entirely.
protected per fintech customer in the first 90 days of deployment.
Usecases
Use Cases for Fintech & Financial Services Companies
usecase 1
Churn Prediction
- Lending & Payments Platforms
VoC Agent flags accounts likely to churn 60–90 days before renewal. CS gets a Slack alert with context and a suggested playbook. Average: 3–5 accounts saved per quarter per 100-account cohort.
usecase 2
Competitive Rate & Feature Monitoring
CIA Agent alerts your team the moment a rival changes rates or launches a product. Example: "Stripe Treasury launched real-time payout API — mentioned in 8 customer conversations this week. 3 accounts evaluating switching."
usecase 3
Regulatory-Aware Feature Prioritization
When customers flag PSD2 gaps, open banking limits, or AML friction, VoC Agent clusters these by revenue impact and creates a prioritized requirements list — within 24 hours, not 6 weeks.
FAQ
How long does setup take?
5 minutes to connect sources. Agents start working within 24 hours after historical import.
What feedback sources do you support?
50+ including Zendesk, Intercom, Gong, G2, Salesforce, surveys, and more.
Is my data secure?
Yes. All data is encrypted and processed securely, following industry best practices.
Do I need to replace my existing tools?
No. Agents integrate with Jira, Linear, Productboard, and your existing stack.
How is this different from Productboard or Enterpret?
We're autonomous agents that work 24/7, not dashboards you must check. Agents alert you to threats and generate requirements automatically.
How quickly can my team get started?
Most teams are up and running in under a day. HyperOrbit is designed to be simple and intuitive, so you can start immediately without long onboarding processes.
What kind of support does HyperOrbit provide?
We provide dedicated email support, detailed documentation, and regular product updates. Every customer also gets access to a free 30-minute onboarding call to help tailor HyperOrbit to your workflows.