NAME & TITLE of respondent
John O’hanesian, CEO
About the company
Lear Capital is a leading national precious metals company that helps investors diversify and protect their wealth through physical gold, silver, and other precious metal investments. Founded in 1997, Lear Capital has placed over $3 billion in metals with investors and built a reputation for transparency, education, and personalized service, assisting clients nationwide in adding tangible assets to their portfolios through IRAs, 401(k) rollovers, and direct purchases.
What are your main use cases for Conversational AI and the Whisper transfer? What problem or challenge does it solve?
New lead engagement. New leads are very expensive (average $348 per lead) and we needed an instant and more efficient way to get a hold of them.
How did you solve that challenge before implementing Voice AI or the Whisper transfer?
We used a phone system that had workflows that human sales reps would use to call customers as quickly as possible when a lead came in.
Are there any quantifiable results or benefits you’ve seen from the Whisper transfer implementation that you can share? Such as cost savings, increased delivery, and reduced development time
Since implementing the 2X system with the Whisper Transfer feature, we’ve seen measurable and meaningful results across our sales process. We experienced an 8% increase in lead contact rates, which translates to more than $66,000 in additional leads contacted compared to our previous approach. In our old system, when dialers transferred a connected lead to a sales rep, we saw about a 3.7% drop-off rate during that handoff. With 2X and Whisper Transfer, that number has dropped to less than 0.025% – essentially eliminating lost transfers.
Our sales reps also love that they can join the call while the AI is still speaking and take over instantly with a single tap. This creates a seamless, professional transition for the customer and maximizes every connection. In addition to performance improvements, we’ve reduced our sales rep and dialer headcount by six positions, saving approximately $30,000 per month in overhead.
Why did you choose 2x solutions (and Telnyx) as your Voice AI provider?
We chose 2X Solutions after being impressed by the hands-on demonstration they provided. It gave us a clear picture of what to expect and the quality of the Voice AI experience. From there, compliance was our top concern, so we involved both our legal team and theirs to review the platform. We were impressed by some of the built-in TCPA compliance, as well as the SOC 2 certification for data security.
What really sealed the decision, though, was how well 2X understood sales and marketing operations. They didn’t just deliver technology—they set up the entire program for us, including scripting, workflows, telecom numbers, and system integration. The process was seamless, well-planned, and executed flawlessly. Every step was thoughtful and easy, which made the partnership an easy choice.
Do you anticipate any future changes or additions to your Voice AI capabilities in the future?
We’re very excited about the upcoming addition of pre-texting within the 2X system. This new capability sends a text message to a new lead 3–5 minutes before a call, letting them know that we’ll be reaching out.
Early beta tests have shown excellent results—this small step has significantly improved connection rates. The 2X platform automates both the text and the follow-up call, making it easy to reach the person live and seamlessly transfer them to a sales representative.
Is there anything that you’re able to do better as a business since moving to 2x Solutions (and Telnyx)? New capabilities you’ve added with us?
One of the biggest advantages we’ve gained with 2X Solutions has been the ability to effectively work our aged leads. Previously, none of our sales reps wanted to spend time calling older leads. Now, with 2X, we automatically re-engage those leads every 120 days to check for renewed interest.
The platform also helps us stay compliant by running every record through the DNC list before outreach. What’s been surprising is how much untapped business we’ve uncovered in those older records—leads that our sales team had essentially written off are now turning into real opportunities.
Do you have any upcoming public-facing launches or rollouts that you’d like us to highlight in the case study?
We’re excited to be rolling out a new AI Data Analysis feature. This enhancement will allow users to automatically analyze their dashboard data to gain clear insights into key performance metrics—such as contact rates, transfer rates, voicemail callbacks—and benchmark those against industry standards.
Beyond that, the system will also analyze call scripts and voicemail recordings to identify ways to improve messaging and conversational effectiveness. It will even evaluate efficiency metrics, such as workflow duration, to reveal when engagement begins to drop off after a certain number of calls—helping teams optimize campaigns and stop outreach at the point of diminishing returns.
Would you like to have any particular quote about our partnership featured prominently in the piece? If so, please provide the quote, author, and author’s title here:
“Telnyx has been a critical partner in our success. Their reliable, high-performance infrastructure allows 2X to deliver seamless, real-time Voice AI experiences at scale. From day one, the Telnyx team has been deeply collaborative—helping us innovate faster, maintain industry-leading call quality, and ensure full compliance across all our workflows. They’ve truly enabled us to focus on what we do best: building intelligent automation that drives measurable results for our clients.” — Kevin DeMeritt, Founder & CEO, 2X Solutions
