Fintech Securities Case Study
60% Decrease in Cost Per Acquisition (CPA) via AI Pipeline
Client: FinPrime Securities•
AI AutomationAnalytics SetupSales Funnels
CPA Reduction
0%
Demo Bookings
0%
Lead Response Time
0s
Client Overview
FinPrime Securities is a brokerage firm that captured high lead volumes from Meta Ads but struggled to qualify and contact leads before they went cold.
The Challenge
Sales reps spent hours calling invalid numbers. Cost per qualified lead (CPL) was unsustainable, and conversion timelines exceeded 45 days.
Our Solution
We set up server-side tag pipelines to measure lead quality in real time. We built a custom WhatsApp AI qualification agent that contacts leads within 60 seconds of submission, qualifications are scored, and hot leads are routed to reps via Slack.
“Cliqora’s AI marketing automation slashed our operations overhead by 60%. We now qualify, score, and route leads to our sales reps via automated WhatsApp and Slack bots.”
Rohan Das
Head of Operations, FinPrime Securities