The AI System for Financial Services
Your leads are expensive.
We make them profitable.
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Trusted by Leading Debt Settlement, Lending, and Mortgages Companies in the US
Barry Kornfeld
Owner & Principal
Daniel Smolensky
Owner & CEO
I had an excellent experience with witzzy AI company! The staff was incredibly friendly and professional, and they went above and beyond to help me with my needs. The service was prompt, and the equity exceeded my expectations. I highly recommend them!
PJ Pirmoradi
Owner & CFO
Debt Settlement, Lending, Mortgage leads — doesn’t matter, the pain is the same:
- Direct mailers have never cost more.
- Live transfers have never converted less.
- Paid ads deliver one week and disappear the next.
Our Edge: Built Exclusively for the
Financial Services Funnel
Increase Contact Rate
Turn more fresh leads into sales calls.
Never Miss a Call
24/7 coverage so no weekend or after-hours calls are lost.
Recover Old Leads
Turn old or lost leads into new sales calls.
Recover Old Leads
Turn old or lost leads into new sales calls.
Never Miss a Call
24/7 coverage so no weekend or after-hours calls are lost.
Never Lose a Deal
Automate document collection and follow-through so clients don’t slip away.
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Put Alex to the test. Ask anything about our services and see our AI in action.
This Is Not a Bot. It’s a System.
✔️ Infrastructure Built on CRM – Everything in one place, fully connected.
✔️ The Android – Makes the calls, sends SMS, sends emails.
✔️ Carrier Integration – Agreement with major carriers to guarantee maximum delivery.
✔️ Smart Number Management – rotating and protecting numbers so nothing gets flagged or broken.
Explore the Witzzy AI Suite
Speed-to-Lead
Our AI system calls new leads within seconds and follows up with a proven mix of calls, SMS, and email tailored to how financial service leads respond.
The higher contact rate achieved can increase revenue by 10–30%.Smart Reactivation
Our AI system reactivates old and lost leads by nurturing them, tracking when they’re ready to take action, and calling at the right moment.
On average, this recovers around 20% in profit that would otherwise be lost.Never-Miss-A-Call AI
Our AI system answers every call, day and night — weekends, holidays, and early mornings — booking meetings whenever your team is available.
This recovers 10–40% of revenue that would otherwise be lost.AI Document Collection
Our AI-powered platform makes document collection simple, guiding leads step by step so they can easily upload everything needed.
This prevents drop-off and boosts revenue by 20–40%.| Humans | Witzzy AI | |
|---|---|---|
| Cost | High—hourly wages, training, turnover, and overhead. | Low—no payroll, no turnover, no overtime. |
| Consistency | Inconsistent — depends on agent skill and training. | Consistent — delivers the same high-quality response every time. |
| Availability | Limited — bound by working hours, breaks, and turnover. | Always on — 24/7 coverage with no downtime. |
| Speed | Slow — delays depend on workload and response time. | Instant — engages every lead the moment they come in. |
| Scalability | Limited — capacity capped by team size and hiring costs. | Unlimited — scales to handle any volume instantly. |
Expertise in Financial Leads First. AI Second.
AI alone isn’t enough. Every industry has its own funnel, lead behavior, and decision triggers. The real advantage comes from tools built on deep industry psychology.
Financial services funnels are unlike any other. Our AI is designed around those differences — never forced into a one-size-fits-all model.
FAQ - Frequently Asked Questions
Is Witzzy just another AI bot or automation?
No — Witzzy is not a bot, it’s a system.
Think of it like running a Meta ad campaign. You wouldn’t set it up once and hope for the best. Week over week, it evolves — and without constant optimization, performance drops.
That’s why Witzzy is built differently. We don’t just drop in automations. We build everything on top of our CRM, connect it to your existing CRM, and manage the system for you. You also get a dedicated account manager to oversee performance and keep the funnel running smoothly.
And because AI itself is evolving faster than anything else in tech, we stay on top of every change. Month after month, we bring new optimizations so your business stays ahead while others fall behind.
How much more revenue can Witzzy AI add to my business?
Every client is different — each has its own sales team, processes, and way of working. But here’s what we generally see:
- 1. Speed-to-Lead + Inbound Call Assistant → Increasing contact rate usually delivers 10%–30% more revenue collected from the same leads.
- 2. Smart Reactivation → Brings back about 20% in revenue that would’ve otherwise been lost.
- 3. Smart Document Collection → Prevents drop-offs and often adds another 10%–30% more revenue closed.
Depending on which of these you need most — or the combination we deploy — clients typically see 20% to 50% more revenue captured without buying a single extra lead.
Why does AI in financial services demand industry expertise?
Because leads in financial services don’t behave like leads in roofing, medspas, or retail. You can’t just drop in a “generic AI funnel” and expect it to work. Our deep domain knowledge means every message, timing, trigger, and conversion path is built around how financial consumers actually think and respond. That kind of nuance can’t be faked — it’s what makes the difference between an AI that flops and one that drives real sales.
Most companies fail because they try to create a “one-size-fits-all” solution. That approach is impossible in financial services — the funnels, compliance rules, and client psychology are too specific. If you force AI into a generic model, it will fail. Period.
What’s the ugly truth about AI providers?
The biggest risk is working with companies that treat AI as a marketing gimmick rather than an engineered system. They build fragile automations that look good in a demo but collapse in real use. The common failures include:
- Systems built on a single model with no fallback, so when the model fails, the entire automation fails.
- No error handling or monitoring, meaning the first unexpected input or API change breaks everything.
- No adaptability — once built, the system can’t evolve with new funnels, compliance updates, or market shifts.
These setups don’t just underperform — they actively cost money and reputation when they break at scale. That’s why Witzzy builds with redundancy, modularity, and resilience from day one.
👉 For a deeper dive into why most AI automations fail, read this article from our founder:
https://www.linkedin.com/pulse/ugly-truth-ai-automations-and-how-waste-your-money-jose-mendiburo-ctgqc
Why is AI mandatory for financial services today?
Because the companies using AI can afford better leads — and you can’t compete without it.
AI increases conversion rates just enough that those businesses can pay more for every lead and still come out ahead. That means they win the bidding wars, grab the highest-quality leads, and scale faster. Companies without AI are left fighting over the cheapest, lowest-quality leads until the margins disappear.
In other words: AI isn’t just about efficiency — it’s about staying in the game when the market heats up.
👉 Read the full article from our founder here:
https://www.linkedin.com/pulse/ai-kill-your-debt-settlement-businessheres-how-jose-mendiburo-puu6c/
How much does Witzzy AI cost?
Pricing depends on the system we build for you, but one thing is non-negotiable: if we can’t deliver at least 3x–10x ROI, we don’t bother.
We typically charge based on the number of leads processed. In some cases, we also explore performance-based models — because we know we perform.
Do you offer a free pilot?
Yes. And as of today, every pilot has continued into a partnership.
How long does it take to set up Witzzy AI?
It depends on your company and the integrations required. On average, clients are fully up and running in two to three weeks, with more complex setups taking no more than a month.
Does Witzzy AI integrate with my CRM?
Yes. Witzzy integrates with virtually any CRM used in financial services. Whether you’re on one of the major industry CRMs or a custom setup, we connect through API — so integration is never a roadblock.
How secure is my data with Witzzy AI?
Data security is non-negotiable. Witzzy is headquartered in California, which means we are bound by strict federal and state regulations to safeguard your data. Beyond compliance, our business depends on reputation and trust — we treat your data with the highest level of care.
All of our systems run on secure, enterprise-grade data centers with robust safeguards in place. And to make it binding, our contract includes a strict NDA clause that legally requires us to protect every piece of data you share.
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Ready to Transform Your Business?
- Email us: jb@witzzy.com
- Our Location: Laguna Beach, California
- 668 N coast Hwy #530, Laguna Beach CA 92651