AI SDR Agents for Banking: book meetings from inbound and outbound.
AI SDR Agents set up for banking, connected to your tools and run by your rules. Rent the ready-made version and go live within hours, or get a custom build live in 5 business days.
SEE IT WORK
- New leadA prospect fills in the contact form
- AgentResearch and personalize outreach
- In your toolsRun multi-step sequences
- DoneReply to inbound in seconds
THE PROBLEM IN BANKING
Teams in banking lose hours and revenue to work that AI SDR agents can handle. We build the agent around your process, so your people spend their time on the work that needs a human.
WHAT IT DOES FOR BANKING
- Research and personalize outreach
- Run multi-step sequences
- Reply to inbound in seconds
- Qualify against your criteria
- Book straight into rep calendars
- Hand off with a clean summary
WORKS WITH YOUR STACK
- Salesforce
- Twilio
Connected to your systems and set up for your compliance rules. Live in 5 business days.
Book a meeting with us nowThe proven version, live within hours, with a 30-day money-back guarantee.
Get the agent nowQuestions
How fast can it go live?
The ready-made agent goes live within hours. A custom build for your workflow goes live in 5 business days.
Does it fit our tools?
Yes. It connects to tools like Salesforce and Twilio, and to anything else through a secure API.
Is our data handled properly?
Data is encrypted and every action the agent takes is logged. Compliance status: compliant.
What teams in banking say
“We closed $180,000 in deals that started as after-hours inquiries. That's the headline. What won my team over is how the AI SDR agent handles the odd cases: it hands them to a person with full notes instead of guessing.”
“I've run this business for 14 years and tried every tool that promised to save time. This is the first one that did. First replies went from 9 hours to under a minute, and my team stopped dreading balance and transaction questions.”
“We were about to hire someone to run multi-step sequences. The AI SDR agent does it for a fraction of the salary. Two months in, meetings booked went from 14 a month to 41. That hire never happened, and nobody misses it.”