How do AI agents handle compliance requirements?

AI agents can flag leads based on regulatory requirements, geography, and business type. They help identify compliance considerations early in the sales process.

Yes. Miniloop uses enterprise-grade security, including encryption at rest and in transit. We do not train on your data.

Can you integrate with our existing CRM?

Yes. Miniloop integrates with Salesforce, HubSpot, and other CRMs commonly used in fintech.

How do you handle sensitive financial data?

We follow security best practices and can be configured to work within your data handling requirements.

How long does it take to set up AI agents for fintech?

Most teams have their first workflow running in under an hour. Connect your CRM, define your scoring criteria, and AI handles the rest. No code required.

Can AI agents help with KYC and onboarding workflows?

Yes. AI agents can trigger verification requests, track completion status, and route applicants through your onboarding process based on their responses.

AI Agents for Fintech | Automate Lead Scoring & Compliance Workflows

Qualify leads with compliance in mind

AI agents enrich leads with firmographic data, score them against your criteria, and flag compliance considerations before they reach your sales team.

Flag compliance requirements automatically
AI-powered lead scoring and prioritization
Keep Salesforce data accurate and up-to-date

Get started for free

Streamline your fintech sales process

From lead capture to CRM update, AI agents handle the data work so your team can focus on building relationships.

Centralize data from multiple sources
Score leads based on revenue potential
Route by segment, geography, or product interest

See how it works

Workflow Running

Capture lead

Enrich firmographics

Score compliance fit

Update CRM

How AI agents for fintech work

Connect your tools, define your criteria, and let AI handle qualification.

Connect your systems

Link your CRM, marketing tools, and data sources. Miniloop integrates with Salesforce, HubSpot, and fintech-specific platforms.

Define scoring criteria

Set up ICP criteria including company size, industry, compliance requirements, and product fit.

AI qualifies and routes

Every lead gets enriched, scored, and routed to the right team member automatically.

Compliance monitoring on autopilot

AI screens transactions, updates customer records, and generates required reports without manual work.

Learn More

Workflows

Lead Enrichment
Apollo → HubSpot
Email Outreach
Gmail sequences
Data Sync
Airtable pipelines
Social Publishing
Twitter + LinkedIn
Meeting Prep
Calendar briefings
Content Generation
Notion drafts
SEO Research
Ahrefs analysis
Growth Reports
Stripe + PostHog

Manual fintech ops vs AI agents

See how AI agents transform fintech workflows.

Without Miniloop

With Miniloop AI agents

Manual compliance checks slow down sales

Compliance considerations flagged automatically

Lead data is incomplete or outdated

Every lead enriched with complete data

High-value prospects wait for qualification

Instant qualification and routing

Inconsistent scoring across the team

Consistent scoring based on your criteria

CRM data quality degrades over time

CRM stays accurate with automated updates

What AI agents do for fintech teams

Stay compliant at scale

AI agents flag regulatory considerations and segment requirements before leads reach your sales team.

Respond to leads faster

Instant enrichment and scoring means your team can act on hot leads immediately.

Focus on high-value opportunities

AI prioritizes leads by revenue potential so your team works the best opportunities first.

Maintain data accuracy

Automated enrichment and CRM updates keep your data clean and reliable.

Scale without adding headcount

Handle more leads and applications without growing your ops team.

AI Agents for Fintech

Qualify leads with compliance in mind

Streamline your fintech sales process