Finance
Solutions

In today’s financial sector, slow onboarding, unqualified leads, and broken customer service cost brokerages and fintech firms six-figure losses annually.

Many leaders don’t recognize the full impact until it’s too late, by then, customer churn and operational inefficiencies have eroded profitability.

AITELOR partnered with brokerages across three continents, deploying AI-driven SDR Voice Agents and multilingual Customer Support Chatbots that deliver measurable performance from day one. By aligning automation with compliance frameworks like MiFID II and KYC, our solutions empower financial firms to scale faster, reduce risk, and unlock millions in recovered revenue without operational bloat.

DOWNLOAD THE PDF

DATA SNAPSHOT

6% automatic lead conversion rate

AI SDR Voice Agent

1 AI agent = 15 concurrent calls

42k+ connected calls per month

AI CS Chatbot

92% FAQ resolution vs. 8% escalation

Multilingual, localized, 24/7 availability

38,000+ monthly interactions

Performance Impact

Doubled outbound call volume within 30 days

Up to €2M in annual savings for clients

ROI within 6 months or less

Compliance & Security

Fully aligned with MiFID II, KYC, and financial regulations

Enterprise-grade development with 24/7 monitoring

Built for scalability without sacrificing security

Lead Interactions

Lead Generation Bot
Lead Qualification Agent
SDR Voice Agent
NDA Signature Bot
Reactivation Agent

Customer Support

24/7 Multilingual Agent
Localized Chat Bot
Enrollment Bot
KYC + Questionnaire
Deposit Agent

Internal Processes

Real Time P/L
Conversion Reports
Voice Agent Statistics
Chat Bot Statistics
Reputation Stack

Achieved 6% SDR Agent automatic conversion rate

Our SDR AI Voice Agent it’s a high-performing, revenue-generating solution designed specifically for outbound lead conversion. Compliant with financial and regulatory standards (e.g., MiFID II, KYC)

1 AI Agent = 15 concurrent calls

CS Chat Bot Resolved 92% FAQ vs Escalation Rate

Multilingual Localized Instant response, 24/7 availability. Seamless escalation to human agent when needed (only 8%). Speeds up resolution, reduces cost, and improves customer experience

Doubled Outbound Call and CS Chat volume

42'000/Month outbound AI Calls

38'000/Month AI CS Interactions

Volume doubled in just one month

Our SDR AI Voice Agent is built for lead conversion at scale. It autonomously handles cold outreach, lead qualification, follow-up, and reactivation. All with natural human tone, adaptive logic, and regulatory compliance.

Conversations at scale, converts cold leads, revives dormant pipeline, always compliant

Average Conversion Rate

Our AI SDR Agents are closing 6% of all leads directly from initial outreach including cold leads. This is on par with mid-tier human SDRs, but with 24/7 availability, unlimited scalability, and zero fatigue.

Reingagement rate

34% of previously inactive or “cold” leads re-engaged after interaction with our AI SDR system. These are leads that were previously marked as disinterested, unreachable, or dormant.

Compliant Execution

All calls are 100% compliant with regional and industry-specific regulations (GDPR, MiFID II, ASIC, HIPAA, etc.) Scripts are vetted and contextually enforced

Our AI Voice Agent for Customer Support delivers

enterprise-grade automation with real human tone and empathy, operating 24/7 across multiple languages.

It automates inquiries, solves problems in real-time, and knows when to escalate.

Secure. Fast. Human-like. Drastically reduces cost per resolution and support pressure.

Escalation Rate

This means over 91% of customer interactions were handled completely autonomously, reducing workload, queue times, and support costs significantly.

Success rate

78% of user’s requests were fully completed during the call without requiring further input or follow-up.

"Success" is defined by

completion of the intended task

Resolution Rate

85% of inquiries were resolved by automation alone or by intelligent routing. "Resolution" means the customer's issue was answered and closed to satisfaction

Week 1

Discovery & Initial Build

Map your current tech stack, gather APIs, define workflows, and begin custom development tailored to your operations.

Week 4

Pilot-Ready Build

80% of the project is complete. Deploy a pilot version to test integration, performance, and scalability readiness.

Week 6

Refinement Phase

Resolve bugs, perfect missing components, and finalize key elements to prepare for full operational scaling.

Week 8

Full Deployment

100% completion. System ready to scale across all venues handling thousands of calls and support requests daily.

After Care

Ongoing Optimization

Your dedicated Dev Team ensures continuous monitoring, compliance alignment, and iterative improvements based on live interactions.

Customer Service AI Voice Agent

Performance Insights

First Call Resolution 72%
Escalation Rate 8.2%

Customer Service Chat Bot

Chat Metrics

Average Chat Duration 4.2 min
Concurrent Chats Handled 〜8.5
Resolution Rate 94.3%

FROM OUR PAST DEPLOYMENTS: HUMAN SDRs VS HYBRID MODEL

How Strategic AI Adoption Matched Revenue While Cutting Costs

Our client transitioned from human conversion agents to AI Voice Agents within two months, reaching full ROI in just five months despite initial setup costs. While monthly deposits remained steady at €1.56M, salary expenses dropped by more than 60%, offset by scalable AI costs.

By June 2025, automation delivered €214K in operational savings, proving the strong long-term efficiency and profitability of our AI integration.

Excluding performance bonuses, which would further strengthen the value proposition of our AI integration.

6-Month Forecast:
€292K in Savings with AI

For the second half of 2025, with AI fully implemented, projected costs drop to €97,050/month (agents + AI) compared to €154,000/month in 2024.

Despite reduced spending, deposits remain stable: €1.83M vs €1.88M resulting in projected savings of €292,794 over six months. This underscores how AI can maintain revenue performance while dramatically reducing operational costs.

CUSTOMER SUPPORT MONTHLY SAVINGS OVERVIEW

Client A

AI Service Cost: €1,663
AI Maintenance: €1,250
Total Monthly Cost: €2,913
Saved Salaries: €5,600
Team Reduction: From 10 agents to 4

Client B

AI Service Cost: €2,640
AI Maintenance: €2,342
Total Monthly Cost: €4,982
Saved Salaries: €12,000
Team Reduction: From 15 agents to 5

These figures reflect the immediate and recurring cost-efficiency achieved through AI-driven customer support.

In both cases, clients reduced their support teams by over 60% while maintaining high-resolution rates and improving response times, achieving savings between €2,700–€7,000 monthly after AI integration.

We don’t just offer AI, we deliver high-performance automation built to reduce operational costs, scale with your growth, and generate tangible ROI from day one. With AITELOR, you're not just buying software. You're gaining a strategic partner with deep experience across regulated industries like Finance, Healthcare, and Hospitality, with systems already in place and proven results on the field.

We’re ready to build it for you. Now.

Speed
to ROI

Most of our partners recover their investment within 6 months, some even sooner.

Our case studies prove it.

100%
Human-Level

Multilingual, empathetic, conversion-focused.

Our clients regularly achieve up to 92% automation rates with only 8% escalation.

Secure Infrastructure

Enterprise-grade development, 24/7 maintenance, full compliance across industries.

Built once, scaled endlessly.

Strategic Advantage

This is not shelf software, this is a custom system built around your current stack, your processes, and your market.

Finance Solutions