An AI sales rep for fintech that never sleeps
My Sales Agent talks with every prospect on your own channel, understands what they need, and proposes the right product or terms, tailored to how a digital financial platform actually operates.
Selling in fintech demands fast, accurate answers
On a digital financial platform, every question left unanswered in time —about daily operations and transactions, terms, or timelines— turns into a sale lost to a competitor.
Late responses
A customer who asks outside business hours gets no answer until the next day, when they have already decided on another fintech provider.
Sector-specific questions
The customer needs precise answers about daily operations and transactions that a generic salesperson can't give without access to real data.
Little cross-selling
Without a salesperson present, no one suggests the complementary product or service that would raise the average order value.
A sales solution tailored to fintech
It fits into your website or app as one more salesperson, with real knowledge of daily operations and transactions and of how products and business lines work.
Lead qualification
Distinguishes who is ready to buy from who is just browsing, and prioritizes sales follow-up.
Contextual upselling
Suggests the product or higher-tier plan based on the customer's actual shown interest.
Conversational closing
Guides the customer to close the sale, resolving questions about product, terms, or delivery without leaving the conversation.
Your own channel, your own data
Runs on your website or app: the conversation and the customer's data stay within your ecosystem.
From visit to sale, with no middlemen
The solution converses in real time and escalates to a human sales rep only when the case requires it.
Connects with what you already use, frictionlessly
It connects to your catalog and ERP to know daily operations and transactions in real time.
Catalog and ERP
Checks real availability and terms of daily operations and transactions on the digital financial platform.
My Sales Agent for Fintech
Converses, qualifies, and recommends in natural language, following your brand's tone.
CRM and sales team
Sends qualified leads and the conversation history to the CRM or the right person.
Human oversight available at every critical step: the solution proposes, your team decides when it's needed.
Where it has the biggest impact in fintech
Direct-to-customer sales
Supports the buying decision with real information about daily operations and transactions.
Recurring B2B sales
Prioritizes and qualifies incoming leads from app and platform users before handing them to the sales team.
Seasonal campaigns
Absorbs spikes in inquiries during the sector's peak demand periods.
A fintech with several active financial products that was losing sales outside business hours
A real example of the kind of situation this solution solves.
Questions about daily operations and transactions arriving outside business hours went unanswered until the next day, and many customers had already decided to buy elsewhere.
The sales team could only respond during office hours. Any question about availability, terms, or timelines of daily operations and transactions turned into a lost sale if it arrived outside that window.
My Sales Agent answers those same questions within seconds, at any hour, with real data from the catalog and stock.
The solution identifies the question, answers it with up-to-date information about daily operations and transactions, and guides the customer to the close, escalating to a person only if the case calls for it.
Put an AI salesperson specialized in fintech to work
We'll set up a demo with your own catalog so you can see how it qualifies leads and closes sales in real time.