Ashlynn KenterAtlas TradersDay 1
The revenue workforce for financial services.
Take every account from approved to transacting. A dedicated agent works across your KYC stack, CRM, and support tools, cutting friction and drop-off until the account transacts.
Watch how Rho transformed their CX team to generate revenue and scale faster.
Watch videoTrusted by the fastest growing financial services.
Catch every stall, run every follow-up, and activate accounts 3x faster.
Agents watch every account across the lifecycle, catch stalled revenue, and run the follow-up until the account is transacting.
Agents that own the gaps where accounts stall and revenue slips.
From application to first transaction, agents triage every account, chase what’s missing, and fast-track the ones that matter.
Spot dormancy the day it starts and run the outreach that brings the account back to transacting.
Flag closure risk while the customer is still talking, then act to keep them.
See how leading fintechs turn customer ops into revenue.
Stas Johnson-Chyzhykov
Chief Operating Officer of Rho
Watch video"Rulebase is AI for customer ops at fintechs. It watches every interaction, flags risk in real time, and works the follow-up."
Oremeyi Adeola Okah
Chief Customer Officer at Interswitch
The operating system for
revenue operations
Proactive agents that turn approved accounts into transacting ones.
Agents that review every conversation, coach every rep, and resolve every complaint before deadlines pass.
Real-time insights into every customer interaction, risk score, and revenue opportunity.
We catch the stall the moment it happens and follow up across email, SMS, WhatsApp, and calls until the case moves.
We chase outstanding KYC, KYB, and UBO documents. Collected once, stored, never requested twice.
We work thousands of stalled, migrating, or expiring-KYC accounts as one run with daily progress reports.
We find dormant accounts, rank them by recoverable volume, and run outreach per merchant until they transact again.
Your KYB stack flags the case. We work it: resolve mismatches, chase what’s missing, and return it decision-ready.
Compliance and security
guardrails built in.
SOC 2 Type II. GDPR. PCI DSS. Zero AI training on your data. Built for the compliance demands of regulated financial services.
Read moreSOC Type 2
We meet SOC 2 requirements to ensure secure and compliant management of data across all our systems.
GDPR
With our technical team based in Sweden, we operate under GDPR – the world's strictest standard for data privacy.
PCI DSS
We protect cardholder and payment data in line with PCI DSS standards, ensuring secure processing across all transactions.
Encryption
We encrypt your data with AES-256 at rest and TLS in transit, ensuring end-to-end protection for every byte.
Today, revenue is leaking through silently. Customers drop off during onboarding. Support goes unanswered. Valuable customers slip away.
Sarah K.
Lindsey LipshutzLindsey LipshutzRuns on the stack you
already have.
Your tools hold the data. Rulebase does the work reading signals across every system and acting on them, without changing how your team operates.
Agents that drive revenue across any timeline
The AI revenue workforce for financial services. From approved to transacting, no account left behind.
