Back to Case Studies
AI Automation & SaaS

FinTech AI Lead Qualification Pipeline

FinTech AI Lead Qualification Pipeline

The Challenge

Inbound sales leads were sitting in email inboxes for hours, leading to high drop-off rates before sales calls could be booked.

Our Strategy

Built an autonomous AI Agent that instantly responds to inbound inquiries, qualifies financial requirements, logs parameters in CRM, and schedules Google Meet calls.

What AamirbyAi Implemented

  • Custom RAG AI Agent for product Q&A
  • Automated Google Calendar & CRM booking integration
  • Instant WhatsApp & Email notification triggers for sales reps

Real Measured Results

450% faster lead-to-call response time (< 45 seconds)

99.8% system uptime across 40,000+ monthly interactions

32% boost in qualified sales meetings booked

Want to Review Live Dashboard Evidence?

Schedule a 1-on-1 Google Meet call with Aamir Hussain to inspect campaign data.