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Financial ServicesClient: Global Fintech

Scaling Revenue Operations with AI Automation

400+
Hours Saved
+60%
Pipeline Velocity
3.5x
ROI

The Problem

The client was manually processing hundreds of high-ticket leads using disjointed CRMs and spreadsheets, leading to a 48-hour response time and significant lead leakage.

The Solution

We designed a unified Growth Infrastructure integrating their CRM with an autonomous AI triage agent that pre-qualifies and routes leads instantly.

Implementation

Using Next.js for the internal dashboard, Supabase for realtime data sync, and n8n + OpenAI for the autonomous workflows, we deployed the entire system in 8 weeks.

The Result

Lead response time dropped from 48 hours to 2 minutes. The sales team closed 60% faster, directly increasing quarterly revenue by over 30%.

Tech Stack Utilized

Next.jsSupabasen8nOpenAI