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.
You might like this
Banking, Finance & Insurance (BFSI)
Soaring Client Satisfaction Scores
Explore how a leading UK-based financial consultancy resolved up to 60% queries with AI customer support.
Retail
Retail Seasonal Hiring Reinvented
Explore how LeoBrain’s AI ATS automated 50% of seasonal hiring, saving 80% of hiring time.
EdTech
Empowering EdTech with AI
Learn how an ambitious EdTech enabled personalized learning and interaction with conversational AI.
Retail
Peak Season Hiring Spike
Here’s how a UK-based retail agency recruited 500 seasonal associates in 4 weeks using AI-driven ATS.
Healthcare
Healthcare Heroes Hired with AI
Explore how a pioneering hospital network redefined traditional recruitment with LeoBrain’s AI ATS.
Hospitality
Seamless Multilingual AI Support
A premier hospitality group deployed LeoBrain’s AI chatbot achieving a 55% improvement in multilingual response.
Healthcare
Transforming Nonprofit Recruitment
Here’s how a healthcare NGO saved 50% of the time for rural health campaign managers using AI ATS.
Banking, Finance & Insurance (BFSI)
Smarter BFSI Service
A leading UK-based BFSI enterprise boosted customer loyalty with 24/7 AI customer support software.
SaaS/Enterprise Software
Scale Tech Hiring 3X Faster
Explore how a fast-growing SaaS Unicorn hired 15 senior engineers in 4 weeks with AI ATS.
EdTech
Slash Query Backlog with AI
Learn how a fast-scaling EdTech startup slashed query backlog by 70% with AI customer support chatbot.
Small & Medium Business
Five-Star Service With AI
Here’s how a growing UK-based F&B chain tackled escalating hiring demands during peak seasons with AI ATS.
Enterprise
Error-Free Hiring with AI
Explore how AlliedMec Industries deployed LeoBrain’s AI ATS to overcome error-prone technician recruitment.
Small & Medium Business
Filled 40+ Engineer Roles
A mid-sized manufacturer filled 40+ field engineer roles across 3 cities with smart candidate matching.
Retail
Transforming Multilingual Support
Explore how a ModaWorld Global boosted multilingual support and spiked conversion rates by 40% with AI support.
Banking, Finance & Insurance (BFSI)
Scaling Blockchain Hiring
Explore how a leading Fintech enterprise leveraged LeoHire’s AI recruitment tools reducing time-to-hire by 70%.
Healthcare
Support AI Automation
Explore how a diagnostics centre boosted operational efficiency by 45 % with an AI customer chatbot.
Automotive
Driving Faster Automotive Hiring
Discover how a leading car rental giant hired 50% top talent 2x times faster using AI ATS.
Automotive
Automotive Cyber Talent Breakthrough
Discover how VoltAuto accelerated cybersecurity hiring with a compliant AI recruitment software in 30 days.
FinTech
FinTech Smart Hiring
Hiring 10 elite growth marketers in just 2 weeks, this FinTech startup leveraged artificial intelligence like never before.
Enterprise
FinTech Giant’s Support Enhancement
Explore how a global FinTech giant enhanced customer satisfaction & overseas operation with AI chatbot.
Chosen by Industry Leaders Worldwide
Join the league of forward-thinkers who drove complete digital transformation and revolutionized their business with our AI-driven solutions.
Cutting Edge-AI Tailored For Your Industry
Elevate your business with AI-generated automation across recruitment, finance, and customer support. LeoBrain’s cloud-based platforms are built to future-proof your business in an ever-evolving AI landscape.
Technology
Lead your business with AI tools that accelerate development, automate workflows, and enhance operational growth.
Healthcare
Empower your care teams with personalized treatment plans, predictive insights, and automated admin processes.
Retail
Stay ahead of the curve with artificial intelligence that powers everything from customer insights to faster hiring for retail success.
Fintech
Secure your transactions and automate financial processes with zero friction by hassle-free integration of AI in finance.
Ready to Transform with AI?
Manufacturing
Boost productivity and reduce downtime with AI-driven solutions that reduce delays and boost industrial efficiency.
Hospitality
Deliver five-star experiences with streamlined staffing, service, and guest personalization, every step of the way.
Automotive
From showrooms to supply chain, optimize production, recruitment, and logistics to transform all your operations efficiently.
Real Estate
Ditch paperwork with automated hiring, client interactions and property management with AI for real estate.
Ready to Grow with AI?
Future-proof your business with AI. Whether you’re hiring top talent or streamlining operations, unlock growth at every level with leading-edge tech solutions that simplify all your business operations.
Inspire.
Ignite.
© Coretus Technologies Pvt. Ltd.