Agentic AI-Powered Revenue Engine for a Mid-Sized Lending Company

An Intelligent Analytics & Optimization Solution for a B2B Financial Services Provider

Our client, a prominent B2B financial services provider operating across North America for over a decade, specializes in delivering flexible working capital and equipment financing solutions to growing businesses. Aiming to incorporate Artificial Intelligence for continued competitive advantage, their initial exploration of AI readiness unexpectedly revealed a more immediate need: unifying critical business data to truly understand performance drivers. Discover how this pivotal insight led to an intelligent software solution delivering substantial revenue growth and clarity of marketing investment efficiency.

The Context:

Assessing AI Readiness, Discovering Foundational Needs

Our collaboration began when the client, aiming to stay ahead in the competitive finance landscape, sought to understand their potential for integrating innovative tech to drive more efficient client acquisition and deepen market intelligence. They partnered with Master of Code Global to conduct an AI Readiness Audit, tasking our team with evaluating their existing data infrastructure, system capabilities, and operational processes to identify promising use cases and the necessary preparations for enablement. While assessing data quality, accessibility, and integration points – prerequisites for effective AI – we identified a critical underlying issue: significant fragmentation in how core business performance data was managed and analyzed.

The Challenge:

How could the firm accurately measure and optimize marketing performance when critical data was scattered across disconnected platforms?

Our AI readiness audit brought a fundamental business challenge into sharp focus. Essential information—marketing expenditures from ad networks, lead progression within their CRM, and final transaction values from their core lending system—existed in separate silos, preventing a holistic view of their operations.

This fragmentation forced teams into laborious, manual reporting routines, painstakingly stitching together data in spreadsheets. The resulting reports were not only slow to produce but offered only a partial, often superficial, glimpse of performance. They could track leads generated, but not easily connect them to actual revenue or understand the true cost per acquired client.

Consequently, vital metrics like Return on Marketing Investment (ROMI) per channel or campaign remained elusive. Without this financial clarity, strategic decisions about budget allocation relied heavily on assumptions rather than verifiable data. The firm was investing substantially in growth initiatives but lacked the clear sightlines needed to confidently steer those investments toward maximum profitability.

What We Created:

An integrated analytics platform featuring a custom dashboard powered by an Agentic AI assistant.

We engineered a comprehensive solution designed for end-to-end visibility and actionable intelligence. This involved seamlessly integrating data from their disparate systems (ad platforms, CRM, core financial system) via robust APIs into a unified analytical environment.

Our team developed custom logic specifically tailored to their business model, enabling the accurate calculation and attribution of revenue back to originating marketing efforts. This powered a dynamic, web-based reporting dashboard delivering real-time insights into key performance indicators like true Customer Acquisition Cost (CPA) and Return on Marketing Investment (ROMI).

The cornerstone of the solution was an Agentic AI assistant embedded within the dashboard. This intelligent agent proactively analyzed data streams to:

Surface critical insights and performance anomalies automatically for marketing and sales leaders.
Allow users to query complex reports using simple natural language questions.
Provide data-driven recommendations for optimizing campaign spend and strategy.
Automate the generation of tailored performance analytics overviews for different stakeholders.

Services We Performed:

Conducted an AI Readiness Audit that uncovered foundational data integration challenges
Built custom algorithms reflecting the client's business for precise ROI/CPA metrics
Integrated an Agentic AI assistant to automate analysis and guide optimization efforts
Established a foundation for reliable, data-informed decisions on resource allocation

Designed and implemented a cohesive data architecture uniting siloed information sources
Delivered an intuitive, dynamic dashboard for immediate performance monitoring
Enabled marketing and sales personnel with self-serve analytics via natural language
Provided thorough training and ongoing support to ensure successful adoption

The Results:

35% Increase registered in overall marketing Return on Investment (ROMI) within six months
22% Reduction achieved in the effective Cost Per Acquisition (CPA) for new clients
15+ Hours freed up weekly across teams, previously lost to manual data gathering
40% Faster recognition and capitalization on high-performing marketing initiatives

Your Business Vision Meets Technology Mastery Now

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