Client
Financial Services. Singapore

Problem

Traditional loan applications were painful—long, manual processes frustrated customers and overwhelmed financial teams. Manual data entry caused compliance issues and delays, fragmented approval workflows led to high abandonment rates, and legacy systems created operational bottlenecks that consumed hours per application.

Solution

Built an AI-powered voice assistant using VAPI and Twilio that handles loan applications conversationally over the phone. The system uses ChatGPT for intelligent analysis, n8n for workflow automation, and integrates directly with Airtable and Salesforce CRM. Applications are validated in real-time, routed intelligently, and synced automatically.

Results

  • Eliminated manual data entry and reduced compliance errors

  • Automated real-time application verification and validation

  • Reduced application abandonment through conversational UX

  • Cut processing time from hours to minutes per application

  • Seamless CRM integration with automatic data synchronization

  • 6-week deployment from AI training to production launch

  • Freed up financial teams to focus on approvals instead of paperwork

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