Financial Services Inc.: 80% Automation Rate with AI Chatbot
Financial ServicesTimeline: 8 weeks

Financial Services Inc.: 80% Automation Rate with AI Chatbot

Financial Services Inc.

What we delivered

Built custom AI chatbot using OpenAI GPT-4, integrated with CRM systems, trained on company knowledge base, and implemented human handoff for complex queries.

Key takeaways

  • Inquiry Automation: 80%
  • Cost Savings: $45K/month
  • Response Time: <30 seconds
  • Customer Satisfaction: 95%
  • ROI: 6 weeks

Challenge

High customer service costs ($85K/month), long response times (average 45 minutes), and inability to handle peak inquiry volumes. Needed 24/7 support without hiring more staff.

Solution

Built custom AI chatbot using OpenAI GPT-4, integrated with CRM systems, trained on company knowledge base, and implemented human handoff for complex queries.

Results

80%
Inquiry Automation
Handled without human intervention
$45K/month
Cost Savings
Reduced customer service costs
<30 seconds
Response Time
Average response time vs 45 minutes
95%
Customer Satisfaction
Satisfaction rate with chatbot
6 weeks
ROI
Time to achieve positive ROI

Services

AI Chatbot DevelopmentCRM IntegrationAutomation

Technologies

OpenAI GPT-4PythonFastAPIPostgreSQLLangChain

The AI chatbot handles 80% of inquiries without human intervention, saving us thousands monthly. ROI was achieved in just 6 weeks.

Michael Chen
CTO, Financial Services Inc.