The challenge: The average lead waited 3.2 days. Most had already moved on.

Meridian Wealth Advisors is a mid-tier wealth management firm based in Sydney, serving high-net-worth individuals and pre-retirees across New South Wales. Their advisers generate leads through seminars, digital campaigns, and referral partnerships, but the bottleneck was always the same: qualifying those leads.
The firm's two business development representatives were expected to call every new lead within 24 hours, qualify their financial situation, gauge their intent, and book a consultation with the right adviser. In reality, the average lead waited 3.2 days for a callback. By then, many had already spoken to a competitor.
With a growing lead volume of 700+ per month and a cost-per-lead of $85 AUD from digital campaigns, every unqualified or slow-to-contact lead was money wasted.

The solution: Every new lead called within 15 minutes of submission

Thrumble AI now calls every new lead within 15 minutes of submission. The AI speaks in a natural Australian English voice and runs a structured qualification conversation: confirming the prospect's financial goals, investment timeline, portfolio size range, and preferred meeting format (in-person, video, or phone).
Qualified leads are instantly matched to the most relevant adviser based on specialisation and availability, and a consultation is booked on the spot. Leads that don't meet the minimum criteria are politely directed to Meridian's self-service resources. Leads that need follow-up are tagged and scheduled for a second attempt.
Every call produces a structured lead profile: qualification score, financial summary, adviser match, and conversation notes, all pushed directly into Meridian's CRM.

The results: The numbers speak for themselves

• 620 leads qualified per month, up from 410 when handled by the two BDRs.

• Lead response time dropped from 3.2 days to under 15 minutes.

• Consultation booking rate increased from 22% to 40% of qualified leads: an 18-percentage-point improvement.

• Average qualification call duration: 2 minutes 30 seconds, compared to 8 minutes with human BDRs.

• 96% data completeness on CRM lead profiles, up from 61% when BDRs were manually entering notes post-call.

The commercial impact: $1.2M in additional advisory revenue. Fully deployed in 4 weeks.

The increase in booked consultations translates to an estimated $1.2 million AUD in additional annual advisory revenue, based on Meridian's average client value of $8,500 in first-year fees.
BDR costs of $190,000 AUD per year have been reallocated. One BDR now focuses exclusively on high-value relationship nurturing, while the other has moved into an adviser development role.
Fully deployed in 4 weeks.

15-minute response time. 40% booking rate. $1.2M in additional advisory revenue.