Industries / Fintech

Sell Smarter Financial Products Without Wasting Time on Unqualified Leads

We help fintech teams engage only income-qualified, product-fit users instantly and at scale.

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Industry Challenges

RMs spend most of their day chasing job-seekers, students, or ineligible users

Lead forms are filled, but no system verifies AUM, income, or product fit

Manual checks slow down the funnel and increase drop-off

Same pitch goes to everyone — from interns to HNIs

Zero prioritization = lost deals and frustrated sales teams

How Revspot Solves It

Lead Enrichment & Activation

Filter Out the Noise. Fast.

Lead Enrichment & Activation

Filter Out the Noise. Fast.

Custom Audience Builder

Segment by Financial Readiness — Not Just Demographics

Custom Audience Builder

Segment by Financial Readiness — Not Just Demographics

AI-Driven Intent Validation & Calling

Qualify in Minutes. Route in Real-Time.

AI-Driven Intent Validation & Calling

Qualify in Minutes. Route in Real-Time.

Real Results from Indian Teams

70%

reduction in advisor time spent on unqualified leads

increase in conversions from verified HNIs

90%

of eligible leads qualified within 5 minutes of form fill

50%

lower CPL for premium wealth products

Replace low-intent inquiries with verified buyers ready to book site visits.

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Built for India’s fastest-growing

B2C revenue teams.

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