How financial services teams win more clients with Dialanta
In financial services, trust and timing are everything. Prospects expect instant responses and smooth scheduling for consults. Dialanta helps mortgage brokers, banks, and insurers follow up leads within seconds, qualify prospects via WhatsApp, and schedule appointments automatically. With AI-driven analysis and forecasting, your sales process becomes predictable and scalable.
The challenge in financial services
- Leads come in via forms, campaigns, or referrals.
- Manual qualification and scheduling slow down the process.
- Missed follow-ups = lost opportunities and trust.
How Dialanta solves it
- Instant lead follow-up: reach out within seconds via call or WhatsApp.
- AI WhatsApp agent: qualifies leads with dynamic Q&A flows.
- Smart appointment scheduling: consults booked directly in your calendar.
- AI call analysis: highlights client objections and advisor strengths.
Real impact for finance teams
- Shorter time-to-consult → more closed deals.
- Consistent client communication = more trust.
- Increased efficiency with automated reminders and follow-ups.
Qualify smarter with the AI WhatsApp agent.
Forecasting for financial growth
- Predict monthly and quarterly revenue.
- Spot weak points in your sales funnel.
- Optimize advisor performance with objective data.
Predict revenue with
sales funnel & forecast management.
Join the thousands of small businesses that trust Dialanta to help them grow
Frequently asked questions
Everything you need to know about Fixora and our software.
Is Dialanta compliant with data regulations?
Yes, Dialanta is fully GDPR-compliant and supports secure storage of client interactions.
Can I use Dialanta for both B2C and B2B finance clients?
Absolutely—it’s configurable for both markets.
Does Dialanta replace my current CRM?
No, it integrates seamlessly with your existing CRM via Zapier or native connectors.
Ready to qualify more leads and book more consults? Start your free trial today.