AI Agent Development
AI Sales Agent for FinTech
The Challenge
The primary challenge was to create an AI that could understand nuanced financial jargon, maintain context over long conversations, and integrate seamlessly with the company's existing CRM and calendar systems. The sales cycle was long, and human agents were spending too much time on unqualified leads.
The Solution
Our team built a custom AI agent using a combination of Large Language Models (LLMs) and a Retrieval-Augmented Generation (RAG) architecture. The agent was trained on the company's entire knowledge base, including product documentation, FAQs, and past customer interactions. We implemented a custom-built integration layer to connect with Salesforce and Google Calendar.
Measurable Outcomes
40%
Increase in Sales Pipeline
60%
Reduction in Time to Qualify Lead
95%
Customer Satisfaction with Agent