Reimagining Outbound: How Equentis Contacted 30,000 Leads in 18 Days Using 8loop’s AI Voice Agent

Equentis Wealth Advisory Services is a SEBI-registered equity advisory firm with 20 years in the market and 12 lakh+ registered users across India. They had a large database of prospects who had shown interest in their products, from entry-level plans like ‘Multiplyrr’ and ‘5 in 5’ to premium Portfolio Management Services (PMS), and were wanting to reach them at scale. 

8loop deployed Anaya, a bilingual AI voice agent, to change that. Across 18 calling days, Anaya contacted 30,018 unique leads, connected with 15,662 of them, surfaced 817 warm leads for the advisory team, and contributed to 23 paid conversions across the full product range.

Here's how it happened.

The Challenge

• A dormant lead database: Thousands of prospects had shown genuine interest, filled out forms, engaged with campaigns, and had then gone quiet. Sitting across 30-day, 90-day, and 1-year dormancy buckets. Advisors stuck at the wrong end of the funnel: Senior advisors were spending their time on cold discovery instead of closing. High-cost bandwidth was going to the lowest-value part of the sales process.
• A language barrier at scale: Equentis's lead base spans Hindi, English, and Hinglish speakers across Mumbai, Pune, Bangalore, and beyond. No human team could reach them consistently at this volume.
• No qualification layer: Without a systematic first-touch process, there was no structured way to separate who was ready to buy, who needed nurturing, and who to come back to later.

The 8loop Solution: AI as the First Conversation

8loop deployed Anaya as Equentis's frontline caller across four campaign waves covering re-engagement of dormant leads, reactivation of in-progress prospects, and retail cold outreach.

Anaya calls from Equentis's number, introduces herself as an AI assistant calling on behalf of Equentis Wealth Advisory, and runs a structured 3 to 5 minute discovery conversation. She uncovers investable capacity, time horizon, and prior equity experience while maintaining a natural conversational flow.

She speaks English and Hindi, switches mid-call without friction, and routes every prospect to the product that actually fits. ‘Multiplyrr’ for beginners, ‘MPO’ for monthly investors, ‘5 in 5’ for long-term wealth builders, ‘Combo’ for high-capacity prospects, and ‘PMS’ or ‘Dhanwaan’ for HNIs.

For anyone who shows interest, she books a specific callback with a senior advisor and hands off a pre-filled call summary with qualification data, a disposition tag, and full context. The human team walks into every conversation already prepared.

No ramp-up time. No attrition. No language drop-off. The same quality of conversation on day 18 as day 1.

The Results

A human caller makes roughly 150 calls a day. To contact 30,000 leads in 18 days, you would need close to 11 callers working flat out — all trained, all consistent, all bilingual, and all available at the same time. In practice, that's not how outbound works. Leads go stale, callers have bad days, and language gaps mean some prospects never get a proper conversation.

Anaya did it with none of those constraints.

In 18 calling days, she contacted 30,018 unique leads, connected with more than half of them, and handed the advisory team 817 warm, pre-briefed leads with call notes written, product fit identified, and callbacks already booked. The advisors primarily engaged with qualified prospects. 

23 paid conversions followed — spanning every tier of the product range, from entry-level plans to premium Portfolio Management Services. Financial services advisory rarely closes in a single call. These 23 reflect deals closed within the campaign window. The 817 leads in the pipeline represent the cycle still running, with most conversion timelines falling between 2 to 6 weeks post-callback.

The before and after is simple. Before: a database of 30,000 leads no human team could realistically work through. After: virtually every lead in the data-base contacted, interested prospects were pre-qualified, and a pipeline the advisory team could actually close.

What's Next

For Equentis, this was the first move in a longer game.

The campaign proved that AI can open conversations at scale without losing the quality a financial services brand depends on. What they're building toward now is a voice AI layer that runs across the entire customer lifecycle, not just acquisition.

A customer who came in through Anaya's outreach gets the same intelligent, context-aware experience when they call in for support, when their plan is up for renewal, or when they're ready to move up to a higher tier. No starting from scratch. No repeating themselves. The context built in the first call travels with them.

Upsells handled proactively before a customer thinks to ask. Renewals managed before they lapse. Support queries resolved without pulling a senior advisor off a closing call. The same infrastructure that worked through 30,000 leads in 18 days, now running across the full customer relationship.

In Their Own Words

"We had thousands of leads we knew were interested but just hadn't been able to reach them, and no real way to prioritise who to call first. Anaya worked through the entire database in 18 days, speaking to prospects in Hindi and English, qualifying them properly, and handing our team conversations that were already warm. It's changed how we think about outreach."

— Harsh Koli, Head of Quality Management, Equentis Wealth Advisory