Sales AI Agents for Fintech: work the pipeline from first touch to closed-won.
Sales AI 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
- AgentQualify and score inbound leads
- In your toolsBook meetings automatically
- DoneDraft and send follow-ups
THE PROBLEM IN FINTECH
Teams in fintech lose hours and revenue to work that sales AI 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
- Qualify and score inbound leads
- Book meetings automatically
- Draft and send follow-ups
- Keep the CRM clean
- Answer prospect questions 24/7
- Route hot leads to reps instantly
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
“I was the skeptic here. I'd been burned by software that promised a lot and needed babysitting. Thirty days after the sales agent went live, our reps stopped losing afternoons to leads that were never going to buy. Now I'm the one asking what we automate next.”
“Onboarding and KYC prompts used to eat two or three hours of every day. The agent owns it now, our CSAT went from 4.1 to 4.7, and the only cases that reach us are the ones that need a person.”
“The numbers sold it: we closed $180,000 in deals that started as after-hours inquiries, and our reps stopped losing afternoons to leads that were never going to buy. It paid for itself in the first month. What I didn't expect was how much calmer the office feels.”