Intelligence
Case studyFinancial services7 min read · 19 May 2026 · Inifye Revenue Research

A lender kept its compliance controls and still halved time-to-decision

Approvals were the delay, not the analysis. Every AI action is logged, so risk got faster and safer at the same time.

LinkedIn WhatsApp

-52%

Time to decision

+34%

Applications handled

0

Audit exceptions

under 6 hrs

Approval queue age

Governance is a feature, not a brake

Every action an agent takes is recorded append-only with the acting agent, how much it was allowed to do on its own, and a content hash. The risk committee got a better audit trail than the manual process produced.

  • Qualifier pre-checks applications against policy before a human sees them.
  • Router escalates anything outside policy with the reason attached.
  • Revenue Analyst reports on queue age so nothing sits unnoticed.

Your decision maths

Two numbers from your business, pre-filled with the financial services benchmark. Everything else assumes a conservative 20% close rate on the deals AI recovers.

$3,782,976

Extra revenue a year

+56

Extra deals a year

256 hrs

Selling hours returned

See it run on your business

See it run on your business

Enter what you sell and watch Sales Intelligence build the page, answer the enquiry and route the buyer — in about two minutes.

Financial services benchmark

Average deal
$68,000
Enquiries a month
61
Median first reply
11 hrs
Close rate
19%

Biggest leak in financial services: compliance-heavy handoffs losing days between teams.

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