AI Sales Agent · Financial Services
Meet Fabien.
The AI voice agent who calls your leads, talks rates like your best advisor, and books meetings for your sales team.
Fabien is live and making calls today.
Fabien, c’est moi
Your leads don’t wait.
A prospect requests information about your financial products. Then nothing happens for two days. By the time your team calls, they’ve moved on — or signed with someone faster.
Financial products make this worse. Rates change. Conditions vary by profile. Every conversation needs real product knowledge, not a script. So calls pile up on your best people — the same people you need in meetings, closing.
Fabien exists to close that gap.
Your first call, handled.
Fabien is not a chatbot with a phone number. He’s a sales agent trained on your financial products, connected to your data, working your lead list around the clock.
He calls with context.
Fabien reaches out with the client's data in front of him: who they are, what they asked about, which product fits. No cold scripts. Every call starts warm.
He knows your products.
Rates, terms, eligibility, conditions. Fabien discusses the details of your financial products with confidence — and stays strictly within the limits you define.
He handles the conversation.
Questions, objections, comparisons. Fabien listens, answers naturally, and knows the difference between a curious lead and a qualified one.
He books the meeting.
When a lead is ready, Fabien puts them directly on your SDR's calendar. Your team walks into every meeting with a full transcript and a warmed-up prospect.
From lead list to booked meetings.
01
Connect
Plug Fabien into your CRM and product data. He learns your offer, your rates, your rules.
02
Call
Fabien works through your leads — new inquiries in minutes, dormant lists at scale. Hundreds of calls a day, every one of them personal.
03
Converse
He presents the right product, answers questions about rates and conditions, and qualifies interest in real time.
04
Book
Qualified leads land on your SDRs' calendars automatically. Everything else — notes, transcripts, outcomes — syncs back to your CRM.
Don’t take our word for it. Take his call.
This is a real conversation with Fabien. Not a recording of a human. Not a script.
Sample call · Savings product follow-up · 1 min 20 s
Fabien
Bonjour Madame Laurent, je suis Fabien, j'appelle de la part de votre banque. Vous avez demandé des informations sur notre livret épargne — c'est toujours d'actualité ?
Cliente
Oui, mais je voulais savoir le taux exact.
Fabien
Bien sûr. Sur ce livret, le taux est de 3,5 % brut annuel, sans frais d'ouverture. Vu votre profil, il y a aussi notre offre premium qui pourrait vous intéresser. Vous préférez que je vous explique la différence, ou que je vous organise un rendez-vous avec un conseiller ?
If your team sells financial products, Fabien works for you.
Brokers
Put prospecting on autopilot, keep advising human.
Neobanks
Activate dormant leads for savings and credit products.
Fintechs
Scale outbound without scaling headcount.
CGPs
Follow up every inquiry in minutes, and spend your day advising, not dialing.
Questions, answered.
Do clients know they're talking to an AI?
Yes. Fabien introduces himself as an AI assistant calling on behalf of your company. Transparency isn't just a legal requirement — it builds trust, and it doesn't hurt conversion.
What if a client asks something Fabien can't answer?
Fabien only discusses what you've validated. Outside that perimeter, he says so honestly and offers to book a call with an advisor. He never improvises on rates or conditions.
Can Fabien give financial advice?
No — and that's deliberate. Fabien informs and qualifies; regulated advice stays with your licensed humans. He's the best first call your prospects will get, not their advisor.
How does Fabien get our product data?
You provide your product sheets, rates, and rules. We structure them, and you validate every claim Fabien is allowed to make before he says a word to a client.
Which tools does Fabien integrate with?
Fabien connects to the tools you already use — your CRM for lead data and outcomes, your team's calendars for booking. If your stack is unusual, ask us.
How fast can we launch?
Weeks, not months. Once your product data is validated, Fabien starts calling.
The best way to evaluate a voice agent is to get a call from one.
Leave your details. Fabien will call you within minutes and show you exactly what your leads would experience.
Prefer to start with a human? Book a call with the team.
Your information is only used for this demo call. We don’t store or share your data.