Optimizing Client Assistance for a Financial Services Firm

A financial services client sought to improve response times and service consistency in customer support. NAVA delivered an AI-powered automation solution that handled routine inquiries and streamlined support processes.

Our Approach

  • AI Chatbot Integration: We deployed AI chatbots to handle common inquiries, reducing customer wait times and freeing agents for complex issues.
  • Workflow Automation: Our team automated ticket routing and follow-up reminders, improving support efficiency.
  • 24/7 Support Enablement: With AI-driven support tools, the client could provide round-the-clock customer service.

Results

  • 50% Improvement in Response Times: Automated responses and streamlined workflows enabled faster, more consistent customer service.
  • Reduced Support Costs: Automation reduced the need for live agents to handle repetitive tasks, lowering operational costs.
  • Higher Customer Satisfaction: Faster support improved customer satisfaction and retention.