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
Technology (SaaS Startup)
Boosting Developer Hiring
Discover how a tech startup kickstarted growth by hiring 10 developers using AI-driven Applicant Tracking System.
Read More
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.
Read More
Retail
Retail Seasonal Hiring Reinvented
Explore how LeoBrain’s AI ATS automated 50% of seasonal hiring, saving 80% of hiring time.
Read More
FinTech
Crypto Startup Success
Here’s how a crypto startup filled 15 roles in 3 weeks with AI-powered recruitment software.
Read More
Real Estate
Smarter Lead Conversions
Learn how PropertyNow doubled qualified leads and improved client engagement by 60% using AI chatbot.
Read More
Small & Medium Business
Filled 40+ Engineer Roles
A mid-sized manufacturer filled 40+ field engineer roles across 3 cities with smart candidate matching.
Read More
Enterprise
Error-Free Hiring with AI
Explore how AlliedMec Industries deployed LeoBrain’s AI ATS to overcome error-prone technician recruitment.
Read More
Healthcare
Tackle Talent Shortage Smarter
Learn how a major hospital network leveraged AI ATS to fill 200+ nursing roles in 8 weeks.
Read More
Automotive
Driving Faster Automotive Hiring
Discover how a leading car rental giant hired 50% top talent 2x times faster using AI ATS.
Read More
Tech Startup
Startup Expansion with AI ATS
Learn about how a growing tech startup leveraged enterprise-level LeoBrain’s AI ATS to grow exponentially.
Read More
Banking, Finance & Insurance (BFSI)
Smarter BFSI Service
A leading UK-based BFSI enterprise boosted customer loyalty with 24/7 AI customer support software.
Read More
Hospitality
Seamless Multilingual AI Support
A premier hospitality group deployed LeoBrain’s AI chatbot achieving a 55% improvement in multilingual response.
Read More
Real Estate
Real Estate Expansion with AI
Learn how PrimeProperties expanded from 5 to 25 offices using LeoBrain’s AI Applicant Tracking System.
Read More
Enterprise
Revamped Resort Hiring with AI
Learn how a pioneering hospitality group automated seasonal hiring with AI.
Read More
Technology
Qualified Contractor Onboarding
LeoBrain’s AI recruitment software helped a tech firm onboard 50+ contractors 3x faster across multiple projects.
Read More
Hospitality Management
Transformed Luxury Hospitality Hiring
Learn how a global hotel hired multilingual staff in 30 days using LeoHire’s language AI
Read More
EdTech
AI Inclusive Hiring in EdTech
Learn how an education nonprofit built its most diverse leadership team with AI-driven ATS.
Read More
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.
Read More
Small & Medium Business
Local Retailer Scales Branch Hiring
Explore how a local retailer tackled unpredictable seasonal hiring across using AI recruitment software.
Read More
Retail
Zero Holiday Complaints
Discover how ShopEase Stores eliminated holiday season complaints by 35% with LeoBrain’s AI chatbot.
Read More
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.
Innovate.
Inspire.
Ignite.
Inspire.
Ignite.
© Coretus Technologies Pvt. Ltd.