The Challenges

Finmo is a leader in the financial technology space, specifically  Treasury Operating System. They wanted to launch and scale outbound efficiently. The key priorities were:
  1. Avoiding AI-sounding outreach – Previous AI tools they tried sounded artificial, lacked depth, and relied on mass 'spray and pray' tactics.
  2. Ensuring high-quality engagement – They needed AI-driven outreach that closely mimicked a human SDR, capturing their brand’s voice and positioning accurately.
  3. Experimenting with multiple outbound strategies quickly – Finmo wanted to test event follow-ups, partnership outreach, and engaging prospects with competitor capability gaps at scale.
We have experimented with AI SDRs before. The main problem with this have been they have been more artifical than intelligent. Luru has been a breath of fresh.
Raj
Co-founder, Finmo

The Solutions

  1. AI-driven Outbound with Human-like Messaging
    - Luru's AI SDR helped Finmo launch targeted multi-channel outreach that sounded natural and engaging.
    - The messaging, positioning, and brand tone closely mirrored how a Finmo team member would engage.
  2. Agile Testing Across Multiple Strategies
    - Event follow-ups: AI SDR engaged attendees post-event with tailored messaging. This became a constant source of qualified leads.
    - Partnership outreach: Identified and reached out to potential strategic partners with context-driven communication.
    - Competitor gap targeting: Positioned Finmo as a better alternative by highlighting missing capabilities in competing products.
  3. Scalable, Predictable Outbound Growth
    -
    AI-powered outreach delivered high-quality engagement across multiple ICPs.
    - Rapid experimentation allowed Finmo to refine strategies dynamically.

The Results

  1. A Predictable and Efficient Outbound Engine
    - AI SDR helped Finmo launch outbound effectively without compromising quality.
    - Outbound became a structured, scalable function with clear ROI.
  2. High-Quality Engagement, Not Just Volume
    - AI messaging matched Finmo’s brand voice, improving response and conversion rates.
    - Conversations felt authentic, avoiding the pitfalls of robotic AI outreach.
  3. Fast Experimentation and Strategy Optimization
    - Rapidly tested and refined multiple outbound plays, ensuring consistent improvement.
    - Adjusted and scaled successful strategies instantly.

Finmo is a next-generation Treasury Operating System (TOS) designed for global companies. Built on real-time payment rails, Finmo enables businesses to manage cross-border payments, optimize liquidity, and navigate financial complexities with ease. Their platform offers solutions for money movement, cash management, FX risk management, and compliance automation—all within a single, scalable system.

HQ
Singapore
Founded
2021
Company size
50 - 100
Category
Interactive Demo Software