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Case Study2025-01-158 min read

Case Study: Internal Operations

How lowering operational costs with an AI Credit Analyst enabled a London fintech to target a new customer segment and increase revenue

Karsten Wysk · Founder, alldone.consulting

NEW AUTOMATION OPTIONS

AI enables computers to handle unstructured data, unlocking the automation of complex new processes

Deterministic“old” world
Agentic“new” world

Deterministic workflow

New lead
Send templated email
Add lead to CRM

Agentic workflow

Recommended approach
New lead
AI nodeResearch company on the internet
AI nodeSend mail with customized content
Add lead to CRM

Agent

New lead
AI AGENT

Agent freely deciding which tools to use based on his goal

Add to CRMSend mailResearch

BEST PRACTICES

Implementing agentic workflows requires intelligently integrating AI into existing human-driven processes

Find the parts of the overall process which fit well for AI

Establish “Human-in-the-loop” approach with proper escalation

Prioritize use cases based on business case, AI output quality & implementation speed

Plan for iterations: the hard part is to get the evaluations right (=output quality & reliability)

Establish tech stack, tools & guardrails so people can experiment quickly securely & compliantly

CREDIT ANALYST EXAMPLE

Deep dive: The agentic workflow for our credit analyst

New lead
AI nodeCreate description
AI nodeFind company & director news
AI nodeFind Northdata page
AI nodeResearch Revenue & Profits
AI nodeMatch with Industry Insights
AI nodeSummarize findings in briefing
Add Lead with Findings to CRM
Human Credit Analyst checks results & continues operations

Outcome

Step 1: Dramatically lower cost per lead analysis

Before (manual)

~5 EUR

(20 min analyst time)

After (AI)

0,20 EUR

(automated in seconds)

Cost reduction

96%

This unlocked a new opportunity

Step 2: Target a previously unprofitable customer segment

New leads analysed / month

+400

Previously too expensive to evaluate

Result

New revenue stream

from a segment that was not economically viable before

PROJECT APPROACH

We built quickly with n8n, evaluated it with a eval data set, tested in the real world via a web app and then integrated into their CRM

1/ Build agentic workflow with n8n low code workflow builder
2/ Evaluate with dataset of 20 input/output examples
3/ Test in real world with simple web app via 'copy+paste'
4/ Integrate into existing CRM to trigger automatically

DEMO

Try it out: Test the agentic workflow live

Show all debug data

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Case Study: Internal Operations | alldone.consulting