Finance & Consulting

AI Lead Intake & Workflow Engine

Deployed an autonomous conversational AI agent that qualifies inbound client prospects 24/7 across WhatsApp, web, and CRM.

Primary Outcome

< 30s

Response Time

Client:

Enterprise Financial Advisory

Industry:

Finance & Consulting

Timeline:

3 Weeks

Start Similar Project

Core Stack:AI AutomationLLM AgentWhatsApp APICRM Sync

The Challenge

High inbound lead volume during off-hours with over 40% lead drop-off due to next-day callback delays.

Key Obstacles:

Manual triage took advisors 3-4 hours daily
Loss of hot prospects submitting queries on weekends
Inconsistent qualification criteria across internal reps

The DAN Agency Solution

Built a custom GPT-4-powered qualification agent that converses fluently, scores lead eligibility based on MAS compliance guidelines, and automatically books calendar slots.

Measurable Business Impact

100% of inbound leads engaged within 30 seconds 24/7
Consultation booking rate surged from 14% to 38%
Saved 25+ advisor man-hours per week on administrative triage

Next Case Studies

Explore More Success Stories

Automotive & Mobility

Bike Choice Singapore

Scaled qualified test-ride inquiries and retail showroom foot traffic across Singapore through targeted Meta and Google search campaigns.

Read full study

Clean Energy & Solar

Isun Clean Energy

Captured high-value commercial and residential solar installation leads with data-driven search marketing and technical SEO optimization.

Read full study