Financial Services
Reduced Manual Lead Scoring by 80%
8 hrsTime saved weekly
The problem
Sales team spent 10 hours weekly manually qualifying leads from inbound sources
What we built
Deployed agentic workflow to score leads in real-time using proprietary data and LLM reasoning
How the engagement ran
1
Discovery call to map the current process and define success metrics
2
Architecture design for the specific workflow or system
3
Two-week build sprints with Friday demos
4
Production launch, then a 30-day support window
Services used
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