/

Adquisición Outbound

Fintech

Fintech

Conversational

Conversational

Adquisición Outbound

Contacts 100% of your prospect list by WhatsApp, email and voice, qualifies every profile against your criteria and hands advisors only the warm leads.

THE CONTEXT

Most of the prospect list is never actually contacted

A human acquisition team covers fifteen to thirty percent of the available list, limited by hours and headcount. With no qualification beforehand, around sixty percent of an advisor’s time goes to prospects who were never going to qualify. Objections are never captured in a structured way, so the script never improves on real data.

Context illustration
Solution illustration

THE SOLUTION

The whole list contacted, only qualified leads handed over

The agent opens the conversation with every prospect on the list over WhatsApp, email or voice, with no schedule limit. It qualifies each profile against your criteria, presents the product and handles the usual objections from a knowledge base your team maintains. When a prospect qualifies and shows interest, the advisor receives a complete brief.

A qualifying conversation, in real time

Watch the agent qualify the prospect and hand off a warm lead.

00:00
Outbound Client Acquisition Agent — live

KEY CAPABILITIES

Full coverage of the list, without adding headcount

Contacts the whole list

Opens the conversation with every prospect over WhatsApp, email or voice, in parallel and with no schedule limit.

Qualifies before the advisor

Scores each profile against your configured criteria — zone, company type, estimated income, product of interest — and drops what does not fit.

Handles the usual objections

Presents the product and answers the frequent objections from a knowledge base the product team updates without code.

Hands over a briefed lead

Escalates only qualified, interested prospects, with the full conversation and the reason they qualify, so the advisor never starts cold.

Before / After

The list stops being the constraint and advisor hours go to the right prospects.

The full list contacted

Under 20 percent of advisor time on unqualified prospects

Every objection recorded against the outcome

FAQs

Still have questions?