Menu
Menu
Calvary
Resources
FAQArticlesCase StudiesPrivacy PolicyTerms & Conditions
Navigation
HomeAbout usContact us
Request a Demo
Case Study

How FinTech Solutions Skyrocketed Their Sales with AI

January 1, 2024
FinTech Solutions Ltd.
Financial Services

A Sales Process Stuck in Slow Motion

FinTech Solutions Ltd., a rising player in the financial services industry, faced an uphill battle with outbound lead generation. Their sales team spent countless hours chasing cold leads, struggling with inconsistent performance, and dealing with high turnover. Compliance regulations added another layer of complexity, making every call a potential legal risk.

Low call-to-conversion rate (only 12%)
Frequent turnover leading to ongoing training expenses
Strict financial compliance requirements creating operational risks
Slow follow-ups causing missed sales opportunities
AI Outbound Agent
Handling outbound prospecting & follow-ups with human-like conversations
Implementing advanced sales tactics like objection handling & rapport-building
Ensuring 100% compliance with GDPR, FCA, and regional regulations
Running 24/7, allowing FinTech Solutions to engage leads at optimal times

AI-Powered Sales That Never Sleep

OptiVox’s AI Outbound Agent was introduced to revolutionize lead generation and sales engagement

From Struggling to Scaling in Record Time

With OptiVox’s AI Outbound Agent taking the reins, FinTech Solutions Ltd. saw game-changing results

Conversion rate skyrocketed from 12% to 28% in just three months
50% fewer human sales reps required for initial lead qualification
No compliance violations, ensuring peace of mind for management
Round-the-clock outreach, leading to faster deal closures and improved efficiency

The Verdict: A Sales Director’s Perspective

"OptiVox’s AI Outbound Agent has completely changed the game for us. Our team no longer wastes time on cold leads or repetitive tasks. Instead, we’re seeing real results—more deals closed, more efficiency, and full compliance without the headache. AI has taken our sales to the next level!"

‍
— James Mitchell, Sales Director, FinTech Solutions Ltd.

Ready to Transform Your Sales?

Experience OptiVox firsthand. Request a personalized demo and see how we can elevate your outbound sales or supercharge your existing team

Request a Demo