Lead Qualification Agents for Fintech: score and route every lead around the clock.
Lead Qualification 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
- AgentScore leads against your rules
- In your toolsAsk the qualifying questions
- DoneRoute to the right owner
THE PROBLEM IN FINTECH
Teams in fintech lose hours and revenue to work that lead qualification 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
- Score leads against your rules
- Ask the qualifying questions
- Route to the right owner
- Enrich from other sources
- Respond in seconds, any hour
- Log the outcome automatically
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
“Meetings booked went from 14 a month to 41. That's the headline. What won my team over is how the lead qualification agent handles the odd cases: it hands them to a person with full notes instead of guessing.”
“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.”
“We were about to hire someone to ask the qualifying questions. The lead qualification agent does it for a fraction of the salary. Two months in, inbound pipeline more than doubled. That hire never happened, and nobody misses it.”