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Agents that find leads, qualify inbound, and execute the follow-up.
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Custom DeployedFinancial Services
Sourcing, intake and the existing book for regulated revenue teams, with every message reviewed before it sends.
Trusted by 100+ teams across critical industries
What we build for financial services teams
Borrower and account sourcing
Lists built from property records, UCC filings, funding events and hiring signals, with the context a relationship manager needs before the first call.
Inbound intake and pre-qualification
Inquiries and referrals answered the same day, documents requested and chased, the basics checked, and the file routed to the right relationship manager.
Maturities, renewals and cross-sell
The existing book watched for loans coming due, renewals and life events, with the follow-up drafted from approved content and cleared by compliance before it sends.
CRM and pipeline reporting
Records kept clean, stalled opportunities revived, and activity turned into the pipeline reporting management asks for.
Transform how you sell in financial services
Grow pipeline without headcount
Agents do the sourcing, research and follow-up, so the same team covers a far bigger book.
Inquiries pre-qualified before anyone picks up
Inbound interest and referrals answered the same day, documents collected and the basics checked, with every message reviewed and on the record.
The book worked, not just the pipeline
Maturities, renewals and rate resets get flagged and followed up ahead of time, so the next conversation with a client happens when the timing is right.
Agents for any sales responsibility.
SaaS CEOs
Jim Lee
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Inbound
An agent that works inbound while intent is hot.
25 records updated
Quickscopequickscope.ai
OverviewActivityNotesTeamCommunication
Details
Revenue$8M - $15M
Employees40 - 75
IndustryAI sales intelligence
LocationSan Francisco, CA
Phones
(415) 231-8042+2Enrichment
An agent that enriches every lead and account.
Found 325 more companies
Lists›AI startups recently funded
Company
Fundraising round
QuickscopeSeries A
LightsiteSeed
LuckilySeries A
StardeskSeries B
WarpdrivePre-Seed
Honey.ioSeries C
LossFunctionSeries B
Prospecting
An agent that finds and qualifies leads.
Meeting finished
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Meeting work
An agent that finishes the post-call work.
150 emails ready to send
AlextoJeff
Hey Jeff,
FYI - Sell can run hyper segmented outreach campaigns.
It writes the copy for each segment, tests it, and improves performance over time.
- Alex
ApproveOutreach
An agent that runs and improves your outbound.
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Analytics
An agent for reports, dashboards, and trends.
Win the next decade
Book a free assessment. We’ll start building as soon as this week.