A voice & text AI assistant for lead processing and compliance.
How an investment firm automated lead handling across phone, WhatsApp and web — cutting handling time in half and saving over $500k a year.
01 —The Impact
The results, up front.
The firm processed far more leads, faster and more consistently — while keeping every interaction compliant and freeing advisors to focus on closing.
02 — The Challenge
Where they started.
A fast-growing investment firm was drowning in inbound leads across multiple channels and languages. Slow response times meant hot leads went cold, while compliance requirements made every interaction high-stakes.
Scaling the human team further was expensive and hard to control for quality and compliance.
03 —What We Did
The work.
Voice & text AI
We deployed a multilingual AI assistant handling leads across phone, WhatsApp and web 24/7.
RAG & compliance
We grounded the assistant in approved knowledge so responses stayed accurate and compliant.
Qualify & route
The assistant qualified leads and routed hot ones to advisors instantly, with full CRM integration.
04 — Approach & Methodology
How we got there.
We designed the assistant around the firm’s real lead lifecycle and compliance constraints, grounding it in approved knowledge using retrieval-augmented generation so every response stayed accurate and auditable.
Conversations were engineered with behavioral persuasion principles and tuned across languages and channels, with hot leads qualified and routed to advisors in real time through full CRM integration.
"It is like having a tireless, perfectly compliant first responder on every channel at once."
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