Without Silia
- Coverage stuck at 15 to 30%
- Advisors on unfit profiles
- Objections never logged
Outbound Client Acquisition Agent
Part of the Fintech
Contacts 100% of your prospect list by WhatsApp, email and voice, qualifies every profile against your criteria and hands advisors only the warm leads.
Fintech
The context
Acquisition teams reach barely 30% of every list
Human acquisition teams reach between 15% and 30% of available prospect lists due to time and schedule limits. Advisors fragment their day across unqualified profiles, objections never get logged in a structured way and scripts improve blindly, with no real data.
The solution
Full list coverage without growing the sales team
Silia contacts every prospect in parallel by WhatsApp, email or phone call, qualifies them against the target credit profile and presents the product handling objections from the knowledge base. Interested leads reach the advisor with a full brief and a CRM record.
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Key capabilities
What the agent does in your operation.
Full parallel contact
Starts a conversation with 100% of the list by WhatsApp, email or phone, with no schedule limits and no headcount ceiling at all.
Custom qualification
Evaluates every prospect against your defined criteria: zone, business type, estimated income volume and product of interest.
Objections from the KB
Presents the product and answers objections from the knowledge base the team keeps updated: terms, requirements and replies.
Escalation with a brief
When a prospect qualifies and shows interest, it books the advisor with a full brief and logs every single outcome in the CRM.
With Silia
- 100% of the list contacted
- Advisors only on qualified
- Every outcome in the CRM
System
System integrations
Silia connects live to the systems your business runs on: it updates records, triggers workflows and confirms actions.
FAQs
Still have questions?
Every operation is different. Let's talk about yours.
Tell us what you're working on. We'll find a time to show you how Silia can help.
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