Financial Advisory Voice Agent
Autonomous multilingual calling agent: qualifies leads, handles objections, schedules advisor appointments and syncs CRM and WhatsApp. 100+ calls a day.
- Engineering
- 2026
- Delivered
- LLM
- Voice AI
- FastAPI
- Deepgram
- Exotel
- AWS Polly
100+
Outbound calls a day
~90%
Less manual calling effort
Problem
Lead qualification for financial advisory is a calling job: dial, qualify, handle the pushback, book the meeting and update the CRM, over and over, in the customer's language.
Approach
An autonomous multilingual voice agent makes the calls end to end. It qualifies the lead, handles objections, schedules an appointment with an advisor and syncs the result to the CRM and WhatsApp.
Pipeline
- Call. Outbound calls placed through Exotel.
- Listen and speak. Deepgram for speech recognition, AWS Polly for the voice, an LLM for the conversation.
- Act. Objection handling, appointment scheduling and CRM and WhatsApp sync.
- Feed and protect. A lead pipeline collects and scores prospects, and the campaign runner checks do-not-disturb and TRAI compliance before dialling.
Outcome
The agent places 100+ outbound calls a day and removes roughly 90% of the manual calling effort. It was delivered as freelance work.