We help FinTech teams deploy autonomous AI agents into your revenue stack. Compliant lead routing and enrichment into the CRM, without a human copying rows.
The difference is where the data lives.
Compliant lead routing and enrichment into the CRM, without a human copying rows.
The measurement layer runs inside your environment. Platforms get consented, hashed conversions and model scores — never the underlying records. We audit the signal you are actually collecting, harmonize it into a warehouse-native single customer view, engineer the server-side and identity layer on top, then activate it: hashed conversions to Meta and Google via CAPI, and model scores as audiences.
Most so-called AI agents are rule-based scripts in more sophisticated packaging. A genuine agent reasons toward a goal, selects its own next step, and recognizes when to stop and defer to a human. We build one only when the work is genuinely unpredictable, and we keep a person in command of anything that touches a customer or a budget.
Pipeline at machine volume, personalized precisely enough to earn the reply. Agents research target accounts, read live buying signals, and compose outbound personalized to each contact, booking meetings your reps close. A human approves every message before it sends.
Campaigns monitored around the clock, experiences tuned to every visitor. Agents catch spend drift or a broken pixel the moment it occurs, rebalance budgets toward what is performing, and deliver reporting on demand. On site, offers adapt to each visitor in real time, attributed to revenue.
Internal tools on your data, and a stack integrated so manual handoffs disappear. Claude- and GPT-powered proposal writers, research copilots, and knowledge assistants run on your data with scoped access. Your CRM, ad platforms, email, billing, and warehouse connect into workflows that keep every record in sync.
Guardrails, monitoring, and approval gates on every agent we ship. Every agent ships with an evaluation suite that scores output against real examples before production. High-stakes actions pass through human approval gates, and every action is logged and auditable.
We lead with architecture here rather than a logo. Our named public cases sit in adjacent high-consideration B2B — the transferable part is the measurement layer, and our Segment Select, Google and Meta partner status is the signal of data maturity that matters in this vertical.
We map every manual workflow across your revenue team and rank each by return. You get an automation plan that names which work agents should own, in order.
Each agent is scoped like a hire: a defined role, scoped data access, a clear escalation path, and one success metric tied to pipeline.
Agents ship into your CRM, ad platforms, warehouse, and Slack. The highest-return workflow goes live first, so value arrives early.
Approval gates on every high-stakes action, evaluation suites scoring output continuously, and monitoring that surfaces drift before it reaches your numbers.
Every workflow documented, every operator trained. Retain us to grow the roster, or run it yourself. Either way, you own it all.
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