WorkFlow finds, qualifies, and engages CFOs and CROs at banks and financial institutions — continuously, intelligently, and at scale. No manual work required.
From prospect discovery to booked demo — fully automated.
Multi-source sourcing via Apollo, Hunter, Snov, GLEIF, SWIFT, and CSV upload. 7-strategy adaptive search with probe-then-continue credit optimization. Claude AI qualifies every contact with dynamic ICP matching.
Claude Sonnet writes a unique, compliance-contextual cold email for each lead. Minimal HTML template for primary inbox placement. Regional case study proof, P.S. hooks, and A/B/C variant testing. Per-company daily send limits protect domain reputation.
Gmail monitored every 4 hours. AI classifies replies (interested, objection, question, OOO) and drafts context-aware responses for one-click human approval. Engagement scoring updates HubSpot deals in real-time.
Calendly polled hourly. Bookings auto-update HubSpot deals, create Google Calendar events, and send preparation reminders to prospects before the call.
Day 3, 7, 14, 21 follow-ups fire automatically. Warm leads prioritized first. Engagement-aware prompts for openers. Day 21 breakup email closes the loop respectfully.
Scans IASB, BIS, and 40+ central bank RSS feeds daily. Scores regulatory events 0-100 for urgency. Injects live IFRS/Basel deadline hooks into every cold email — "CBN's IFRS 9 deadline is 84 days away".
Builds Emmanuel-quality personalization briefs using Gemini 2.5 Flash. Selects Urgency, Proof, or Insight variant per lead. Matches the best regional case study from 16 profiles. Quality-scores each brief and re-generates if below threshold.
Enriches each lead with Sentinel urgency triggers, local regulator context, and account cluster intelligence. Assigns architect grades (A/B/C) that control CTA intensity and variant selection.
Runs at 4 AM daily. Reads Guardian recommendations flagged as code-fixable, generates patches, and opens GitHub PRs. Self-healing pipeline — fixes bugs while you sleep.
Scores pipeline health 0-100 using Gemini AI analysis. Monitors open rates, bounce rates, reply rates, qualification yield. Alerts when metrics collapse. Generates actionable recommendations for Code Healer.
A/B/C variant optimizer — tracks which email style gets best reply rates and auto-adjusts distribution. Runs competitive intelligence bi-weekly. Strategy optimizer refines ICP targeting over time.
Seven systems working 24/7 to keep the pipeline healthy, safe, and optimized.
Auto-throttles or stops sending if bounce rate spikes above 3%. Protects domain reputation from blacklisting. Three degradation tiers with auto-resume.
14-day warmup schedule. Gradually increases daily send cap from 10 to 100+. Tracks delivery by ISP (Gmail, Outlook, corporate). Prevents new domain from being flagged.
Real-time engagement tracking — opens, clicks, replies. Scores leads as Cold/Warm/Hot. Auto-creates HubSpot deals on first engagement. Warm lead alerts sent to your inbox.
Production-grade job queues with stalled detection, graceful shutdown, auto-cleanup, and rate limiting. Dedup guards prevent double-sends even after crashes.
System health checks every 5 minutes. Validates Redis, GCP, email providers, and API quotas. Auto-restart on failure detection.
Autonomous 3 AM health check. Catches missed cron runs, evaluates overnight metrics, and triggers catch-up jobs for any pipeline stage that didn't fire.
Drag-and-drop CSV/XLSX upload with auto column detection, preview, and mapping. Uploaded prospects flow through the same AI qualification pipeline. Upload history with status tracking.
Connects to your entire sales stack out of the box.
FineIT successfully implemented the IFRS 9 ECL solution at our institution, significantly enhancing our operational efficiency and regulatory compliance.
The excellent training session enabled us to confidently run ECL calculations in our own environment from day one. Exceptional delivery.
