Helios, a leading firm in the FX (Foreign Exchange) industry with a global footprint, faced the challenge of scaling their sales operations while keeping fixed costs under control. By integrating our AI solution, they reduced their human sales force by 64% while quintupling call volume and maintaining a steady conversion rate.
Before partnering with us, Helios operated under a traditional, labor-intensive sales model:
70 sales representatives covering English-speaking regions (US, CA, UK, AU, SA, EU).
Each agent was making 300-350 manual calls per day.
The CEO identified that salaries, office space, hardware (PCs), and VoIP infrastructure created a massive fixed cost that didn't fluctuate with profit.
The operational cost per FTD (First Time Deposit) stood at $220 USD. "I have 70 sales reps who get paid regardless of the profit I make. For every rep, I need an office, a PC, and technical support. It is a massive overhead." - CEO, Helios.
We implemented a strategic two-phase transition to shift the heavy lifting from humans to our AI:
We launched the initial cold flow within 1.5 months, establishing the framework for automated dialing and lead qualification.
In just 2 weeks, we reconfigured the workflow for high-intent leads:
We replaced manual lists (CSV/Excel) with a direct integration. The AI recognizes a "hot lead" the moment it enters the CRM and calls it immediately.
The AI handles the initial filtering (age, income, restrictions). If a lead does not meet the criteria, the AI closes the ticket without wasting a human agent's time.
Only fully qualified, interested leads are transferred to the remaining human closing team.
The transition allowed Helios to transform its cost structure from a heavy fixed burden to an efficient, variable model.
The AI contacts the lead the second they register, eliminating the "lead decay" that occurs with manual dialing.
Helios grew from 30k to 150k minutes in one year without hiring a single new employee.
The remaining 25 agents now only speak with prospects who have already been vetted and are ready to talk, eliminating burnout from bad leads.
Reduced the "headache" of managing a large workforce, office logistics, and technical churn.
Our partnership with Helios continues to push the boundaries of AI in Fintech:
We are currently developing a Quality Control Dashboard that uses AI to audit and grade the calls made by the human sales team.
Continuous expansion of minutes to dominate additional English-speaking market segments.
Constantly adjusting scripts based on the performance of top-tier human closers to ensure the AI remains indistinguishable from a top producer.
