[ Fintech · 2025 ]
Automated onboarding reminders lifted activation by 38%.
We rolled out NHS Autopilot to nudge new merchants through activation. The agent scheduled every reminder and logged each touch in the CRM — no rep had to chase.
The challenge
Meridian Pay was leaking revenue in the gaps between conversations — leads going cold, appointments missed, renewals slipping past their date. Follow-ups depended on someone remembering to send them, and people forget.
What we did
We rolled out NHS Autopilot on top of their existing tools. Every contact now flows into the CRM automatically, and the agent owns the timing and delivery of each reminder across the channels their customers actually read.
The outcome
Within a quarter the numbers moved — and stayed moved, because the system runs whether anyone is watching it or not.
+38%
activation
-91%
manual follow-ups
60k
reminders/mo
Next case studyAppointment reminders cut no-shows nearly in half.→