TRUSTORYX.
Fintech & Finance185% Pipeline Boost

How we built an AI-driven lead routing pipeline scaling conversions by 185%

Replaced a slow manual qualification and enrichment process with autonomous CrewAI agent networks and n8n workflow systems, boosting speed-to-lead.

PROJECT OVERVIEW

Velo Capital was losing massive client conversion value because their underwriting team took up to 5 hours to verify corporate registries and LinkedIn data for new applicants. We engineered an automated AI enrichment engine.

THE CHALLENGE

•High lead drop-off rate (35% loss due to speed-to-lead)
•Manual, error-prone corporate records qualification
•Unstructured sales team notifications and delay loops

THE SOLUTION

Autonomous CrewAI scraper and qualifier agent bots
Real-time webhook routing engine triggering in <100ms
Slack/CRM lead profile enrichment alerts

THE STRATEGY & PROCESS

  1. 1

    Mapped manual underwriting workflows into sequential agent instructions.

  2. 2

    Built custom search APIs querying registry and security databases.

  3. 3

    Constructed dynamic notification builders delivering dossiers to sales reps.

  4. 4

    Implemented automated fallback queues for edge-case errors.

TECHNOLOGY USED

CrewAIn8n Workflow CoreFastAPIPostgreSQLSlack Webhooks API

VERIFIED RESULTS

Slashed average lead qualification time from 4.5 hours to 2 minutes
185% boost in booked sales consultation calls
Processed 10k+ complex corporate applications with zero downtime
“

"Trustoryx turned our slow sales routing into an instantaneous, enriched workflow. The speed-to-lead is unmatched."

A
Anjali MehtaHead of Operations, Velo Capital

PROJECT GALLERY

n8n Automation Flowchart

Visual orchestration of multi-agent lookup databases.

AI Qualification Logs

Enriched dossiers sent instantly to sales desks.

RELATED ARCHITECTURES

AI Solutions EngineeringWorkflow AutomationAPI Integration