A B2B payments and treasury management platform struggled to reach finance executives. AI agents opened doors at companies they'd been trying to reach for years.
* Company identity anonymized to protect client confidentiality. Results verified.
This fintech company provides treasury management and B2B payment automation for mid-market companies. Their product is technical, the buying cycle is long (6-9 months), and the decision-makers—CFOs, VPs of Finance, Treasury Directors—are notoriously hard to reach.
Their single SDR was burning through lists with minimal results. Finance executives don't respond to generic outreach, and the SDR didn't have the bandwidth to research each prospect deeply enough to write compelling, personalized messages.
They deployed 6 AI agents, each targeting a specific segment of finance leadership:
Messaging was built around specific pain points: manual reconciliation, cash flow visibility, vendor payment friction, and audit compliance. Each message referenced the prospect's specific industry and company context.
After 90 days, the results exceeded all expectations:
"We had CFOs on our target list for two years who never responded. Within 6 weeks, the AI had booked meetings with three of them. The personalization is better than what our best SDR could do."
See how AI sales agents can open doors with hard-to-reach decision makers.