A leading SEBI‑registered securities firm in India sought to scale its outbound liabilities acquisition engine. Despite large calling operations, it had low conversion visibility, inefficient lead prioritization, and high acquisition costs. Gnani.ai’s Acquire365 voice‑AI solution was implemented to generate and qualify leads at scale.
The Solution
We implemented a highly adaptive Voice AI workflow to automate lead qualification, scoring, and campaign optimization. The solution was designed for scale, enabling consistent and personalized conversations with millions of prospects. It allowed the company to reduce human dependency while improving accuracy and speed in acquisition.
A robust AI-powered voice bot engaged over 2 million prospects in multiple sessions, validating investment readiness and customer intent without manual intervention.
The system integrated with the company's CRM, ensuring real-time lead updates and streamlined routing of high-intent customers to relationship managers for faster conversions.
Dynamic lead prioritization based on behavioral insights and predictive scoring ensured that top prospects were contacted at the right time, maximizing efficiency.
Iterative call script optimization and personalized engagement strategies were deployed continuously, enhancing customer trust and improving conversion rates across campaigns.
These measures led to a smarter, more scalable acquisition workflow: fewer manual calls, improved agent efficiency, and a continuous feedback loop for campaign refinement.
The Impact
The automation framework brought measurable impact—higher ROI, reduced costs, and consistent performance gains. Post-deployment, the Top 10 Stock Broking company achieved operational efficiency while freeing up agent bandwidth for strategic engagement.
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