An intelligent automation platform that transforms how financial technology professionals manage leads, automate follow-ups, and maintain 100% compliance readiness.
FinTech sales professionals spend 40+ hours per week on manual tasks - updating CRMs, chasing compliance documents, and rewriting follow-up emails.
Managing KYC/AML verification deadlines, policy renewals, and document expirations manually leads to missed deadlines and regulatory risk.
Prospects go cold while reps juggle spreadsheets, miss follow-ups, and struggle to remember which leads need what action next.
Critical client information scattered across calls, emails, notes, and CRM systems makes seamless handoffs and consistent follow-ups nearly impossible.
A unified AI-powered platform that acts as an always-on digital assistant for FinTech professionals, automating the busywork while keeping every lead engaged and every compliance requirement met.
Add leads by simply speaking - natural language understanding extracts company, contact, revenue, and pain points automatically.
Every morning, get a prioritized action list with urgency flagging based on compliance deadlines and lead engagement signals.
Leads captured from forms, calls, and emails even at 2 AM with automated qualification and instant CRM sync.
Input transaction volume and rates to get instant savings calculations, auto-generated comparison tables, and AI-drafted follow-ups.
Visual status tracking showing which deals have expired, expiring, or valid documentation at a glance.
Get notified days before KYC/AML deadlines hit with complete document management and expiration monitoring.
Complete activity trails with every call, email, meeting, and document automatically logged with timestamps.
Turning complex FinTech challenges into powerful automation features.
Challenge: Sales reps needed to add leads quickly without filling out lengthy forms, but free-text input is inherently unstructured and error-prone.
Solution: Built an AI-powered NLP pipeline that extracts structured lead data from conversational input with validation fallbacks.
Challenge: Tracking dozens of compliance deadlines (KYC, AML, PCI) across hundreds of prospects manually was causing missed renewals.
Solution: Implemented a color-coded compliance engine with automatic expiration tracking and proactive alert system.
Challenge: Sales reps started each day overwhelmed - unsure which leads to contact first, which deadlines were urgent, and what follow-ups were overdue.
Solution: Created an AI-powered daily task generator that analyzes lead status, compliance deadlines, and engagement signals.
Challenge: CRM interactions are typically click-heavy and time-consuming. Reps needed a faster way to query and act on their pipeline.
Solution: Built a conversational AI assistant that understands natural commands and executes actions instantly without form navigation.
Challenge: Critical client context was lost between interactions - reps could not remember conversation details and handoffs lacked continuity.
Solution: Implemented a chronological activity feed per lead that auto-logs all updates, notes, and interactions with timestamps.
Challenge: Compliance documents were scattered across email attachments, local folders, and various cloud services.
Solution: Centralized document storage with type categorization, lead association, expiration tracking, and secure cloud upload.
Our target outcomes for FinTech sales teams and compliance operations.
| Metric | Before | With Lumora |
|---|---|---|
| Lead Entry Time | 5-10 min | 30 sec (voice) |
| Daily Admin Work | 4+ hours | 1-1.5 hours |
| Missed Follow-ups | 30-40% | Near zero |
| Morning Prep | 30+ min | 5 min |
As a Founding Engineer, I built the full-stack system using Next.js 16 and Firebase, integrated Generative AI for natural language lead parsing and task prioritization, built the compliance automation engine with color-coded status tracking, and established enterprise-grade security standards.