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OMX Sales

Case Study on

Financial Services – Intelligent Lead Nurturing for High-Trust Sales

Client: A boutique wealth management firm offering financial planning and investment advice

Financial Services – Intelligent Lead Nurturing for High-Trust Sales

Challenges

Financial services rely heavily on trust and timely communication. This firm was struggling with:

Leads falling through the cracks due to inconsistent follow-ups

Long sales cycles with high-value clients requiring personalized nurturing

No centralized view of client communication or sales status

The OMX Sales Solution

AI-powered Lead Scoring: Automatically prioritize leads based on engagement and potential value

Multi-channel Nurturing: Set up automated follow-ups via WhatsApp, email, and SMS to keep clients engaged

CRM Integration: Provided a 360° view of each client—past interactions, touchpoints, and deal stage

Results & Impact

Lead conversion rate increased by 40% due to consistent, smart follow-ups

Advisor productivity improved as sales time was focused on hot leads

Customer satisfaction improved as communication became faster and more relevant