Virtual agent solution handles high volume requests with a personalized experience and unbeatable security for a financial services company.
Case Study
Virtual agent solution handles high volume requests with a personalized experience and unbeatable security for a financial services company.
A specialist financial services organization in the United States faced the challenge of managing a large volume of customer requests for account information, payments, and other sensitive transactions. The organization needed an efficient and secure way to handle these requests while providing a personalized experience to each customer.
Waterfield Tech deployed a conversational AI solution that could handle a variety of customer requests in the caller’s preferred format, including voice and touch-tone inputs. The virtual agent was designed to guide customers through the process of
By automating simple and repetitive tasks, the virtual agent solution improved their operational efficiency by freeing their representatives to focus on more complex requests that required a human touch. The solution also provided a personalized experience for each customer, helping to build brand loyalty and increase customer satisfaction with
