Your sales team, always first with hot leads
Lead Scoring for Fintech is an AI solution that analyzes every lead coming in through your website, chat, email, or WhatsApp (customer sign-ups, funding requests, product demos, or API integrations), classifies it as hot, warm, or cold, and automatically uploads it to your CRM sorted by priority. This way your sales team focuses first on the leads most likely to close. And the scoring is yours: you decide what makes a lead hot, warm, or cold.
All leads arrive looking equal, but not all are worth the same
Fintechs receive leads via website, chat, email, and WhatsApp: consumers, SMEs, and enterprises requesting demos, financing, or integrations. Without prioritization, high-value accounts wait just like sign-ups with no real intent.
B2C and B2B leads mixed together
Consumer sign-ups, business applications, and demo requests arrive together without any distinction of value.
High-value accounts left waiting
An enterprise with high transaction volume requesting a demo waits days and ends up signing with another platform.
Sales reps sorting through sign-ups
The team spends hours validating data and logging sign-ups into the CRM instead of closing deals.
AI determines each lead's temperature and your CRM reflects it instantly
Lead Scoring reads every lead as soon as it arrives, evaluates its intent and fit with your ideal customer profile, and registers it in your CRM with its priority level. Your team opens the CRM and knows exactly where to start.
Omnichannel capture
Collects leads from web, chat, email, and WhatsApp into a single flow, without your team having to check each channel separately.
Hot, warm, or cold classification
Analyzes the message, urgency, budget, company type, and history to assign a score and temperature to each lead.
Automatic CRM registration
Creates or updates the contact in your CRM with their details, score, temperature, and a summary of their request, with zero manual data entry.
Clear priority for the team
Leads are sorted by priority and, if needed, assigned to the right sales rep to tackle those with the highest closing potential first.
From the first message to a prioritized CRM, without manual intervention
Everything happens within seconds from when the lead reaches out. Your team only steps in once they already know who to call first.
Connects with what you already use, frictionlessly
Sits between your acquisition channels and your CRM, without changing how your team works.
Web, chat, email, and WhatsApp
Sign-up and demo forms, website or app chat, sales emails, and WhatsApp Business as lead sources.
Lead Scoring
Analyzes, scores, and classifies every lead with your own scoring model, tailored to your business.
CRM and sales team
Automatic registration in your CRM with temperature, score, and summary, plus an alert to the rep when a hot lead comes in.
Human oversight at every moment: your team can review and adjust the qualification, and the AI learns from those criteria.
Where the impact is felt most in fintech
Payments and POS
Prioritizes merchants with higher transaction volume so the sales team reaches them first.
Financing and lending
Detects applications with the right amount, profile, and urgency, uploading them to the CRM as high priority.
B2B solutions and APIs
Identifies companies with genuine integration projects and assigns them to the account team.
A payment platform that was slow to call high-volume merchants
Example of the type of situation this solution solves in fintech.
Every week hundreds of sign-ups and demo requests came in via web, chat, and email, and the sales team handled them first come, first served.
Merchants with high transaction volume were mixed with test registrations. By the time a sales rep reached out, some had already signed with another provider.
Every sign-up is scored in seconds by volume, industry, and urgency, entering the CRM as hot, warm, or cold.
Hot merchants are assigned instantly to the account team, warm ones move to onboarding sequences, and cold ones to automated communications. The team focuses its time on high-revenue accounts.
Make your team always start with hot leads
We'll prepare a demo for fintech with your own channels, your CRM, and your scoring criteria, so you can see how every lead arrives classified and prioritized in real time.