AI Sales Reps for Financial Services
Inbound Lead arrives
Receive your leads: Website, Forms, Paid Media
AI Agent contacts
On the channel you decide: Call, WhatsApp, Email
Book Consultation
Generate results in autopilot: Book consultation, qualify lead and sell.
Book more consultations, appointments and convert inbound leads into opportunities in autopilot.
Book a DemoAI Loan Qualification Demo
Real-time conversation example
Can I apply for a personal loan?
Welcome! I'll help you check available options
I need $10,000 for 12 months
You're pre-approved for that amount. Shall we start your application?
Complete Financial Services Automation
From pre-loan qualification to financial product sales, every aspect of your financial services process runs on autopilot with intelligent AI agents.
Qualify Leads with AI
Convert inquiries into new clients faster with automated lead qualification
Automate Outreach with AI
Launch personalized campaigns for credit products and investment opportunities
Financial Product Sales
Intelligent sales pipeline for credit products and financial services
Real-time Sales Dashboard
Monitor your financial services performance in real-time. Watch AI agents pre-qualify loan prospects, book consultations, and close financial product sales automatically.
Track key metrics like pre-qualifications, consultation bookings, and product sales. See exactly how your autopilot financial services are performing.
Get insights into which financial products are selling best and watch your AI agents optimize for better results.
Financial Services Command Center
Live sales monitoring and control
Financial Services Autopilot Active
24/7 sales operation
AI Sales Optimization
Optimizing financial product strategies
Pre-Loan Qualification Automation
AI agents manage loan inquiries and pre-qualify prospects automatically
Lead Capture
Capture loan inquiries from website, social media, and ads
AI Pre-Qualification
AI pre-qualifies prospects based on loan amount and credit criteria
Application Initiation
Automatically start loan applications for pre-approved prospects
Financial Product Sales Automation
Complete sales cycle automation for credit products and investment opportunities
Prospect Engagement
Engage prospects with personalized financial product recommendations
Follow-up Automation
Automated follow-ups for loan approvals and investment updates
Sales Closure
Close financial product sales and generate revenue automatically
Financial Services Outreach
Intelligent outreach campaigns for credit products and financial planning
Campaign Launch
Launch personalized campaigns for credit products and investments
Data-Driven Messaging
Tailor messages based on client financial profiles and preferences
Response Management
Convert responses into qualified leads and sales opportunities
How Yarvis Agents can help your financial institution
Our AI agents work across multiple channels to qualify leads, drive product adoption, and increase revenue for your financial services business.
Voice Agents
Professional phone conversations that qualify leads and close financial products
WhatsApp Agents
Instant messaging that nurtures leads and drives product adoption
Email Agents
Targeted email campaigns that nurture leads and drive conversions