Every Unpaid Invoice Is Revenue You Have Already Earned
CXO deploys agentic AI systems that automate your entire collections and AR follow-up process — outbound calls, payment reminders, objection handling, CRM updates, and escalation workflows — running 24/7 without a collections team managing every touchpoint.
Hear Agentic AI Handling Live Financial Workflows
Two real scenarios. Every interaction handled autonomously — qualification, objection handling, booking, and back-end system updates completed without a human on the line.
FINANCIAL SERVICES — INBOUND QUALIFICATION
High-net-worth referral qualified, advisor matched, and consultation booked — in under 5 minutes.
What's happening behind this call: the agent captures the prospect's financial profile and trigger event, scores against qualification criteria, matches to the right advisor, books the appointment, and triggers a confirmation email with intake form — all before the call ends. CRM record created and populated automatically.
INSURANCE — OUTBOUND RE-ENGAGEMENT
Stale quote re-engaged, objection handled, and meeting booked — without a human making the call.
What's happening behind this call: the agent pulls the original quote and days-since-contact from the CRM, handles the "still comparing" objection with a specific value-add, offers two appointment slots, confirms the booking, and sends a text confirmation. Pipeline stage updated automatically on completion.
Every workflow you just heard was handled end-to-end by an agentic AI system — configured to the business's data, integrated with their live CRM and back-office systems, running autonomously around the clock. No scripts. No hold times. No missed follow-ups.
What would fully automated collections and AR follow-up mean for your revenue recovery rate?
What the Collections and AR Automation System Does
AR ages past 30 days with no follow-up → AI initiates outbound call, email, and SMS sequence automatically based on aging thresholds
Collections team spends hours on manual calls → AI handles unlimited concurrent outbound contacts without scheduling or staffing constraints
Contact details and call outcomes not logged → Every interaction captured and written to your CRM in real time — no manual entry required
Debtors raise objections your team struggles to handle consistently → AI applies a configured objection handling framework trained on your specific business rules
Escalations fall through the cracks → AI flags high-value or high-risk accounts for human review automatically based on your defined thresholds
Collections compliance is inconsistent → Every outbound interaction follows your configured compliance rules — documented and auditable
Why Financial Services Firms Automate Collections and AR
Financial services firms lose 15–20% of recoverable AR due to inconsistent follow-up. Automated outreach runs on schedule — every time, without exception.
Manual collections outreach costs an average of $8–$12 per contact when fully loaded. Agentic AI reduces cost per contact by 70–80%.
The first follow-up contact within 24 hours of invoice aging recovers 3x more than contacts made after 7 days. AI triggers outreach the moment your configured aging threshold is crossed.
Average time to hire and onboard a collections specialist: 6–8 weeks. CXO agentic collections system: operational in days.
Industries Where This System Delivers the Most Impact
Alternative lenders and equipment leasing — Automate aging AR follow-up, payment reminder sequences, and early-stage collections outreach across your entire loan or lease portfolio
Factoring and invoice financing — Trigger outbound contact the moment an invoice ages past threshold, handle debtor objections, and update your back-office system automatically
Insurance and financial advisory — Re-engage stale quotes, follow up on outstanding proposals, and recover pipeline that would otherwise go cold
Professional services firms — Automate invoice follow-up, payment reminders, and overdue account outreach without pulling billable staff off client work
Healthcare and medical practices — Handle outstanding patient balances, payment plan follow-up, and billing inquiry resolution autonomously
Property management — Automate rent reminder sequences, overdue rent outreach, and lease renewal follow-up across your entire portfolio
Operational in Days — Not Months
From process scoping to live deployment, the CXO Collections and AR Automation system is configured and operational within days — using your real aging data, your CRM credentials, your compliance rules, and your business logic.
Your results: Immediate AR follow-up coverage. Zero hiring delays. Zero missed contacts. No onboarding required.
Start Recovering More of What You Are Already Owed
Most clients identify their highest-value AR automation opportunity in the first Discovery Call.
We scope it, deploy it, and prove the ROI — then expand from there.
CXO deploys agentic AI systems that automate complex business operations for financial services firms and growth-stage companies - integrating directly into your existing software to eliminate manual work at scale.
COMPANY
LET'S CONNECT
LEGAL
Copyright 2026. CXO Corporation. All Rights Reserved.