AI Voice Agent & Automation for Arise Capital Advisors
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CLIENT
Arise Capital Advisory
Visit site
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TIMELINE
1 months
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SERVICES
Ai Chatbot
Custom CRM
AI Automation
AI Voice Agents
Website Design
CRM
AI Automation & Lead Generation for So Special Mobile Mechanic
Arise Voice Agent and Automation Flow
AI Chat Box
Arise Capital faced inefficiencies in handling client inquiries and bookings
Most leads came in through calls or forms that required manual follow-ups, leading to delays and lost opportunities. Their website was outdated, lacked automation, and didn’t reflect their professional brand. They needed a system that could engage leads instantly, qualify them, book appointments, and maintain a consistent client experience — all without constant human supervision.
How can we replace a human and create a AI that sounds just like a human to book appointments and automate process flows?
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SOLUTIONS
Human Sounding AI Voice Agents and Agentic Process Flows
To fix this, Zelu AI used Make.com to connect Wix Bookings with their custom CRM through API calls, creating a seamless data flow between incoming leads, jobs, and service records. We then integrated the setup with VAPI, allowing an AI voice agent to handle incoming calls, confirm appointments, and follow up with customers automatically — all while syncing everything in real time with their CRM.
We built a custom AI agent that:
Scored incoming leads based on behavior, engagement, and fit.
Integrated with the client’s CRM for real-time data updates.
Automatically routed qualified leads to the right sales rep.
Used machine learning to improve scoring accuracy over time.
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RESULTS
75% Increase in Lead Conversion:
With the AI voice agent managing inbound and follow-up calls, Arise Capital experienced a significant rise in qualified leads. The system handled initial inquiries, answered common questions, pre-qualified potential investors, and scheduled appointments automatically — reducing manual effort and improving conversion rates.
24/7 Client Engagement:
The redesigned website included an AI-powered chat assistant and integrated booking system, enabling visitors to get instant responses and schedule consultations anytime. This created a continuous engagement cycle and eliminated response delays that previously caused lead drop-offs.
Stronger Brand Image and Credibility:
The new website design positioned Arise Capital as a forward-thinking financial firm. With a professional, conversion-optimized interface, clear value propositions, and trust-driven visuals, it significantly enhanced user experience and client confidence.
Full AI Automation Across Operations:
Through Make.com and Vapi integrations, every lead, booking, and form submission now flows directly into their CRM. Automated workflows tag leads, send confirmation emails, and trigger internal notifications — saving more than 20 administrative hours each week.
Operational Efficiency and Measurable ROI:
Within 45 days of implementation, Arise Capital reported faster client onboarding, more consistent communication, and measurable ROI from the automation stack. The AI systems now manage over 70% of all first-touch interactions, allowing the internal team to focus on client growth and strategic operations.
75%
Increase In Lead Conversion
24/7
Client Engagement
20+
Manual Hours Saved/Week
