Success story
Financial Consultancy: Soaring Satisfaction Scores Slashes with AI Customer Support
MoneyMentors, a leading UK-based financial consultancy, faced high volumes of client queries during quarterly reporting cycles. By integrating LeoBrain’s in-built AI customer support tools, the firm automated query routing, enabling faster and more relevant responses. As a result, response times dropped by 60%, while overall satisfaction scores soared, reflecting how AI in banking and finance is revolutionizing client engagement.
Industry Type
Banking, Finance & Insurance (BFSI)
Location
London, United Kingdom
Number of employee
200+
Introduction
MoneyMentors, a leading UK-based financial consultancy, faced high volumes of client queries. By integrating LeoBrain’s AI customer support tools, the firm automated query routing, enabling faster responses and boosting client satisfaction.
Challenges Faced
Delayed Query Response Times
Agents were overwhelmed by large volumes of queries, leading to delayed responses and frustrated clients.
Manual Query Resolution
Queries weren’t reaching the right departments fast enough, causing inefficiencies and repeated contacts.
Lack of Personalized Engagement
Generic support didn’t meet the expectations of high-value financial clients.
Limited Multi-Channel Visibility
Fragmented queries across multiple channels (email, WhatsApp, web forms) made tracking difficult.
Inconsistent Performance Analytics
The firm lacked real-time insights into agent workload and customer satisfaction.
Solutions
AI-Driven Instant Query Resolution
LeoBrain’s AI chatbot routed queries based on urgency and topic, enabling faster resolutions.
Centralized Query Hub
All queries from different channels were centralized into one AI-powered SaaS platform.
Personalized AI Responses
AI tools generated context-aware responses based on past interactions and customer profiles.
Real-Time SLA Escalations
The AI system flagged high-priority issues, improving turnaround time and accountability.
Support Analytics Dashboard
Managers could monitor metrics like CSAT, resolution rates, and agent productivity in real-time.
LeoBrain’s AI SaaS solutions transformed client support at MoneyMentors. With intelligent query routing and real-time insights, our response time has improved drastically, and satisfaction levels have never been higher. It’s a no-brainer for any financial firm aiming for scalable, high-touch support.
Leila Whitmore
Conclusion
In a fast-paced industry like BFSI, automation is key to delivering meaningful client interactions at scale. MoneyMentors unlocked efficiency by leveraging AI in banking and finance for smarter customer support. If your support team is battling rising volumes and lagging satisfaction, LeoBrain’s AI-powered SaaS solutions offer a transformative, unified platform to meet and exceed expectations.
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