How FinSync tripled demo-ready meetings without hiring more SDRs
Fintech vendor FinSync uses Bravin AI to pre-qualify inbound interest, collect compliance paperwork, and propose demo slots that sync with AE calendars.
Average qualification time
47s
From first message to calendar invite, compared to 18 minutes via human handoff
Compliance documents collected
94%
Prospects deliver KYC bundles before first demo, eliminating reschedules
Pipeline attribution
+212%
CRM now captures conversational data points that justify larger ad budgets
Ce a dăunat înainte de Bravin
Marketing generated demand but SDRs lost hours chasing incomplete forms and scheduling conflicts.
Critical risk questions were skipped, so compliance often rejected deals after demos had already happened.
Leadership wanted better pipeline visibility, yet manual notes rarely matched CRM fields.
Cum se desfășoară implementarea
Adaptive scoring tree
The AI asks deeper budget or security questions only when intent signals are high, keeping casual visitors engaged.
Calendar mesh
Two-way sync with HubSpot and Google Calendar ensures invite holds a temporary slot until the prospect confirms.
- Fallback to Zoom-only meetings during peak demand
- Automatic reminders 4h and 15m before the demo
Instant CRM transcription
Every field maps to Salesforce objects, including risk flags for compliance reviewers and keywords for marketing attribution.
Ce s-a schimbat după lansare
Sales velocity accelerated once human reps focused on bespoke solutioning instead of paperwork.
Demo no-show rate
3%
Down from 17% thanks to recap messages with agenda and success stories
Close rate on SQLs
+26%
Prospects arrive knowing pricing tiers and integration scope
SDR ramp time
-4 weeks
New hires shadow AI transcripts to learn positioning faster
Ritmul operațional zilnic
Monday playbook review
Marketing tunes question order based on the prior week’s conversion analytics.
Midweek compliance sync
Legal reviews flagged transcripts directly from Slack digest.
Friday insights recap
Dashboard highlights ad campaigns delivering highest qualified volume.
Automate your first-touch workflow
Request a sandbox where we configure your scoring rules, compliance questions, and calendar mesh in under 48 hours.
Explorați mai multe scenarii de automatizare Companie
Fiecare plan de mai jos este pregătit pentru producție. Deschide unul pentru a continua conversația cu echipa noastră folosind contextul care contează cel mai mult pentru tine.
Instant omnichannel response hub
Blend phone, email, WhatsApp, and chat into one AI layer that answers in seconds with brand-approved language.
Conversation intelligence control room
Analyse every chat, call, and email for sentiment shifts, product gaps, and churn signals in one dashboard.
Rapid infrastructure integration
Deploy conversational AI in legacy stacks with guarded security requirements and strict audit trails.