AI SDR Agents for Fintech: book meetings from inbound and outbound.
AI SDR Agents set up for fintech, 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 FINTECH
Teams in fintech 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 FINTECH
- 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
- Stripe
- Intercom
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 Stripe and Intercom, 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: SOC 2 in progress.
What teams in fintech say
“We were about to hire someone to research and personalize outreach. 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.”
“Nobody owned onboarding and KYC prompts, so it happened whenever someone had a gap, which meant it often didn't. The agent owns it now. We got through peak season without the three temps we usually hire. Next up is support deflection.”
“Before the AI SDR agent, weekend inquiries were cold by Monday. Now it handles that around the clock, inbound pipeline more than doubled, and my team spends its day on work that needs a person.”