AI Voice Agent for Business Financing

Julian answers every call from businesses seeking capital—guiding them through pre-qualification questions and booking follow-up calls with your advisors, all without human delay.

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Julian the Phone Agent

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Use Cases

First to reply, first to close. Accelerate pipeline generation with an always-on digital worker, converting prospects 24/7. Julian is your always-on voice agent for business loans, answering every call from businesses seeking capital. He guides callers through pre-qualification questions and schedules follow-up meetings with your loan advisors – all without any human delay. Every entrepreneur gets immediate attention and clear next steps.

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Inbound qualification and speed to lead

Julian responds within seconds to inbound leads, qualifying prospects using your exact criteria before routing to your team.

Lead nurture and funnel optimization

Lead nurture and funnel optimization

Julian resurrects inactive leads. He rekindles old conversations and uncovers fresh opportunities from your CRM.

Consented multi-channel outbound

Consented multi-channel outbound

Julian works 24/7 to engage prospects and scale outreach while maintaining a genuine connection with borrowers at every touchpoint.

Listen to Julian

Julian delivers delightful and personalized conversations. Always available, endlessly patient, and able to reason, predict, and act in real-time.

A better way to accelerate your inbound conversion.

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Sales

Answer incoming calls from potential borrowers immediately, so you never miss a chance to engage a prospect.

Follow up with past loan prospects and schedule calls with business owners who have regained interest in financing.

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Marketing

Promptly call back leads generated from financing ads, referral partners, or online calculators, converting more inquiries into applications.

Re-engage contacts from lapsed campaigns or declined applications with new offers or programs when they become eligible or show interest again.

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Revenue Operations

Monitor each stage of the loan intake funnel – call volumes, qualification rates, and advisor hand-offs – to identify bottlenecks.

Julian’s persistence ensures fewer prospects slip away, keeping your pipeline of qualified SMB borrowers consistently full.

Julian's Average Impact

Speed to lead

<20s

Julian calls prospects less than 20 seconds after they complete an inbound form.

Inbound conversion %

+61%

Decreasing lead response time results in a better buying experience.

Win rate

+3.5%

80% of buyers buy from the first vendor to respond. Julian drives a higher win-rate by always being first.

Trusted by 100s of world class GTM teams:

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Hire AI Voice Agents for Business Financing

Automate every step of your loan intake pipeline – from answering every inbound call and pre-qualifying applicants to nurturing leads and scheduling consultations.

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