Oracle Merchant Services Financial Services
Fintech / Merchant Services AI Voice Agent

Custom AI Voice Agent closes
the speed to lead gap

Oracle Merchant Services
10+ FTE Equivalent Output

How a bespoke AI Voice Agent transformed top of funnel operations from a manual grind into an automated outreach engine.

The Challenge

Oracle Merchant Services faced a challenge familiar to many high growth financial service providers: the "speed to lead" gap. In the competitive merchant services industry, a lead can go cold in minutes. Their team was spending significant time on manual cold outreach and initial qualification, which often led to inconsistent follow ups and missed opportunities.

The leadership team needed a way to scale their lead generation without exponentially increasing their headcount or losing the personal touch that defines their brand.

Our Approach

We partnered with Oracle Merchant Services to build a bespoke Automated AI Voice Agent. Unlike standard robotic dialers, this agent was designed to be a seamless extension of their existing team.

01
Voice Cloning & Persona
We used advanced voice synthesis to model the agent after an actual employee's voice. This ensured the outreach felt familiar, professional, and consistent with the Oracle Merchant Services brand.
02
Knowledge Integration
We trained the agent on the company's specific service offerings, industry specific terminology, and common merchant pain points.
03
Autonomous Outreach
The agent was programmed to handle high volume outbound calling, identify decision makers, and deliver a tailored pitch designed to spark interest.
04
Smart Qualification
The agent didn't just talk; it listened. It was built with a logic layer to qualify prospects in real time, ensuring that only high intent leads were passed on to the human closing team.

Technology Stack

Custom Voice Synthesis Natural Language Understanding (NLU) CRM Integration Automated Scheduling Proprietary Voice Cloning Real Time Lead Qualification

The Results

By implementing the AI Voice Agent, Oracle Merchant Services transformed their top of funnel operations from a manual grind into an automated engine.

10+
FTE Equivalent
0s
Lead Decay
100%
Brand Consistency
Instant
Data Processing
High
Intent Handoffs
First
To Reach Leads
  • Massive Lead Volume: The agent maintained a consistent outreach pace that would have required a team of 10+ full time callers.
  • Zero Lead Decay: New data sets were processed and contacted within seconds, ensuring Oracle was always the first to reach a potential client.
  • High Intent Handoffs: The sales team stopped "fishing" and started "closing," as every lead delivered by the agent was pre vetted and interested.
  • Brand Consistency: Every prospect received a perfect, high energy pitch, regardless of the time of day or call volume.

Key Takeaways

  • Identity Matters: Using an employee's actual voice significantly increases trust and engagement rates compared to generic AI voices.
  • Efficiency at Scale: AI Voice Agents allow boutique firms to compete with enterprise level outreach budgets.
  • Focus on Closing: By automating the "first touch," human agents can focus their energy on high value consultations and complex deal structures.
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