Financial Services|Sales

Klubi
Sales lead qualification

Reps wasted hours on silent leads. AI agents now educate and vet prospects—even in noisy traffic—routing only qualified buyers.

PublishedJan 28, 2026|2 weeks ago

Key results

Automation Rate
90%+
SDR Roles Automated
~40
vs ~40 human SDRs

Result highlights

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The story

A digital provider of regulated, interest-free group purchasing for high-ticket goods in Brazil, serving consumers who often lack access to traditional credit.

Approximately 60% of leads were unresponsive on first WhatsApp contact, creating a bottleneck for the 50-person sales development team. Manual...

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Scope & timeline

  • ~30k monthly AI-led voice interactions

Quotes

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The company

Digital consortium fintech for vehicle, property, and electronics financing.

IndustryFinancial Services
LocationSão Paulo, SP, Brazil
Employees51-250
Founded2020

350 AI case studies in Financial Services

126 AI case studies in Sales