Turn Cold Financial Leads Into Booked Consultations.
We reactivate your old pipeline with compliant, AI-driven outreach — then deliver qualified appointments directly to your advisors.
Financial firms spend heavily to acquire leads. Most never answer or drop off after first touch.
High-intent prospects get lost to slow follow-up, timing, and trust barriers. Your CRM holds dormant value.
Autoikigai re-engages, overcomes objections, and books warm conversations for your advisors.
We handle rates, fees, trust, and timing objections with compliant, helpful messaging that builds confidence.
How It Works
Import your old leads
Mortgage apps, insurance quotes, wealth inquiries. CSV or CRM.
AI outreach flow
Personalized SMS/email with trust-building and objection handling.
Booked appointment only
Qualified and confirmed. We drop it on your calendar.
Industry-Specific Qualifiers
Mortgage
Homeowner status, credit range, refinance vs. new home, timeline.
Insurance
Coverage interest, budget, renewal timing, prior carrier.
Wealth
Investable assets, goals, risk comfort, planning horizon.
Only conversations that matter reach your team.
Why Autoikigai for Financial Services
Performance-first pricing
No retainers. Pay per booked consultation.
Compliant & secure
PII handled securely; consent-first; TCPA, DNC, GDPR-aware.
Finance-tuned objections
Rates, fees, trust, and timing handled with care.
CRM integrations
Salesforce, HubSpot, Redtail, Pipedrive — plus CSV.
Scales with you
From hundreds to tens of thousands of dormant leads.
ComplianceBadge
Consent-first, opt-out honored instantly, configured to jurisdiction.
From dormant pipeline to daily consultations
A regional credit union reactivated thousands of old inquiries with Autoikigai. Within weeks, advisors were taking daily consultations — without adding headcount. No hype — just consistent, qualified conversations.
Pricing
One-time setup covers integrations and compliance. After that, you only pay per booked consultation. No upfront retainers. No risk.
Frequently Asked Questions
What counts as a qualified consultation?
We agree on qualification upfront (use case, budget, timeline, jurisdiction). Only qualified, compliant meetings count.
How do you ensure compliance with DNC/GDPR/CCPA?
Consent-first outreach with opt-out on every message. DNC respected; GDPR/CCPA principles followed; campaigns configured with your compliance team.
Can you integrate with our financial CRM?
Yes. Salesforce, HubSpot, Redtail, Pipedrive, and more — plus CSV uploads.
Do you handle sensitive customer data securely?
Yes. Encrypted storage, limited access, and least-privilege principles. We minimize PII exposure.
How fast can we see appointments?
Typically within days of launch. Volume builds over the next 2–3 weeks as long-tail leads re-engage.