How a Financial services provider Automated Lead Qualification with Arahi AI
See how a financial services provider automated lead qualification with Arahi AI. Results: Dramatically reduced lead response time, Significantly improved lead-to-opportunity rate. Read the full case study.
Company Profile
Company Type
Financial services provider
Team Size
50-250 employees
Industry
Finance
Key Challenge
Struggling with inefficient manual lead qualification processes that were slowing growth and increasing operational costs. Their primary concern was data accuracy.
Tools Connected
The Challenge
Before implementing Arahi AI, this financial services provider was drowning in unqualified leads. Their sales team of 50-250 employees was spending an average of 4.5 hours per day manually reviewing and scoring incoming leads. With hundreds of new prospects entering their pipeline weekly, the team could not keep up. Hot leads went cold while reps were busy sorting through low-quality inquiries, and there was no consistent scoring framework across the team.
The lack of systematic qualification was costing them real revenue. Their finance sales cycle averaged 45 days, but follow-up on qualified leads often didn't happen until 24-48 hours after initial contact — well past the critical response window. They estimated that 30% of their qualified leads were being lost to competitors who simply responded faster. The manual process also meant zero visibility into why leads were or weren't converting, making it impossible to optimize their finance marketing spend.
The Solution
After evaluating several options, the team chose Arahi AI to automate their finance lead qualification process. The implementation started with connecting their existing tools — QuickBooks, Stripe, and Slack — to Arahi AI's no-code platform. Within two hours, they had an AI agent that could automatically score, enrich, and route every incoming lead based on their specific finance ideal customer profile criteria.
The AI agent was configured to evaluate leads across 15+ qualification signals including company size, budget indicators, technology stack, and finance-specific buying triggers. Leads scoring above threshold were instantly routed to the appropriate sales rep via Slack with a complete profile, score breakdown, and AI-generated talking points. Below-threshold leads were automatically added to nurture sequences, while disqualified leads were archived with clear reasoning. The team also set up automated follow-up emails that went out within 60 seconds of a lead submitting a form — ensuring they were always first to respond.
The Results
Measurable improvements across key finance lead qualification metrics.
Lead Response Time
Dramatically reduced
Before
Hours
After
Minutes
Lead-to-Opportunity Rate
Significantly improved
Before
Low
After
Significantly higher
Sales Rep Productivity
Major time savings
Before
Hours/day on qualification
After
Minutes/day oversight
Qualified Lead Coverage
Full coverage
Before
Partial
After
Complete
Cost per Qualified Lead
Significant reduction
Before
High
After
Much lower
“The difference is night and day. Our finance clients used to wait days for lead qualification to be completed. Now it happens in minutes, and the quality is consistently higher than what we achieved manually. Customer satisfaction scores went through the roof.”
VP of Customer Success
Financial services provider
Key Takeaways
The most important lessons from this finance lead qualification automation project.
AI-powered lead qualification automation dramatically reduced manual processing time for this finance team, freeing staff to focus on high-value strategic work.
Implementation took less than a day — the no-code approach meant no IT bottleneck or months-long development cycle.
Error rates dropped significantly, improving data quality and downstream decision-making.
The ROI was realized quickly, with the solution paying for itself through cost savings and productivity gains.
Implementation Timeline
From zero to production in 3 hours — here's how they did it.
Step 1: Connected finance tools to Arahi AI
Integrated QuickBooks, Xero, and Plaid with Arahi AI using pre-built connectors — no API keys or custom code required. The team verified data flow between systems in under 15 minutes.
Step 2: Configured AI agent business rules
Defined the finance-specific rules for lead qualification: scoring criteria, routing logic, escalation thresholds, and exception handling. The team used Arahi AI's visual rule builder to translate their existing process into automated workflows.
Step 3: Tested with live finance data
Ran the AI agents on a week's worth of historical lead qualification data to validate accuracy and identify edge cases. Made minor adjustments to scoring weights and routing rules based on the results.
Step 4: Launched and monitored
Deployed the AI agents to production with the entire team notified via Salesforce. Monitored the first 48 hours closely, confirming high accuracy before reducing oversight to weekly reviews.
Setup Time
3 hours
AI Agents
2 AI agents
Tools Connected
5 integrations
Frequently Asked Questions
Common questions about automating lead qualification in finance.
Related Case Studies
Explore more AI automation success stories.
More Finance Case Studies
Lead Qualification in Other Industries
This case study represents a typical customer scenario. Individual results may vary.