Finance & Insurance
Pain
Complex credit materials and strict compliance requirements.
Solution
Full call QA, credit OCR, and product matching.
5% → 100%
QA coverage
30min → 2min
Matching time
Products: SAgent + FinScan
INDUSTRY SOLUTIONS
Combine QA, coaching, and closing tools around industry-specific sales pain points.
Complex credit materials and strict compliance requirements.
Full call QA, credit OCR, and product matching.
Large sales teams and long onboarding cycles.
AI coaching, mobile CRM, and WeChat engagement.
Inconsistent advisor scripts and hard-to-detect high-intent leads.
Models trained on high-converting advisor recordings.