← PortfolioFinTech Startup Achieves 5x Pipeline Growth
The Challenge
A Series B fintech company was generating plenty of leads, but their sales team was overwhelmed with unqualified prospects. Only 8% of leads were converting to demos, and the sales cycle was painfully long. They needed a way to scale lead generation while improving lead quality—without adding headcount.
Our Solution
We deployed an intelligent conversational AI system combined with predictive lead scoring. The AI chatbot engages website visitors 24/7, asking qualifying questions and routing hot leads directly to sales. Our ML-based scoring model analyzes behavioral signals to predict which leads are most likely to convert, allowing sales to focus on the highest-value opportunities.
Our Approach
Analyzed historical lead data to identify patterns that predict conversion, building a custom lead scoring model.
Designed conversational flows that qualify leads through natural dialogue, capturing key information without friction.
Integrated the AI chatbot with their CRM to automatically update lead records and trigger appropriate follow-ups.
Implemented real-time lead routing that sends hot leads directly to available sales reps with full context.
Created automated nurture sequences for leads not yet ready for sales, keeping them engaged until they are.
Technologies Used
“Our sales team used to waste hours chasing bad leads. Now the AI qualifies everyone before they even reach us. The leads we talk to are genuinely interested and informed. Our close rate has never been higher.”
Results Achieved
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