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Driving ROI and results: Understanding the Impact of Conversational Intelligence in Financial Services

 

Carta - Financial Services - Medium

San Francisco, USA

Terret Nexus helped Carta improve sales team performance by analyzing 45,000 calls across 345 reps. The platform identified three key... behaviors that top closers used to outperform others. Terret then built and deployed a playbook to 354 reps, updating call briefs in real time. Carta's CRO praised Terret for integrating seamlessly with their revenue team's workflow and passing strict infosec requirements. The solution enabled Carta to address root causes and drive better sales outcomes.

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Capital Recovery Corporation - Financial Services - Medium

Columbus, USA

Floatbot Voice AI helped Capital Recovery Corporation collect about $1M in 90 days. The AI agents increased monthly collections by... 2.6 times. No new hires were needed to achieve this growth. Agents could focus on complex negotiations while automation handled routine billing. The solution ensured HIPAA compliance and 24/7 coverage for patient payments.

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EY: Ernst & Young - Financial Services - Very Large

Arria NLG helps EY automate a large percentage of their reports. This lets EY analysts focus on non-repetitive work. Arria’s... Excel add-in gives fast, detailed narratives from company data. The tool reduces report writing time and boosts internal efficiency. Out-of-the-box NLG narratives help finance professionals with no coding experience.

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WorldRemit - Financial Services - Large

ServisBOT's conversational AI platform helped WorldRemit automate 60% of live chat interactions during the COVID-19 pandemic. The digital assistant handled... 140,000 monthly interactions, diverting 60% of queries away from live agents and engaging 30% of all support page visitors. The solution launched in just two weeks, improving customer support efficiency and enabling self-service for common queries. WorldRemit reduced pressure on its support team and enhanced digital customer experience.

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Conversational Intelligence in Action in Consumer Services

 

Marianne Strokirk Salon - Consumer Services - Small

Chicago, USA

Concerto’s AI front desk co-pilot helped Marianne Strokirk Salon boost after-hours bookings to over 25%. The salon used the AI... tool to handle routine front desk tasks, freeing staff to focus on personalized guest experiences. In just one month, the solution generated $10,000+ in new revenue. Customers now get real-time support for booking and questions, even outside business hours. Staff productivity improved, and customer satisfaction increased.

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TruGreen - Consumer Services - Large

Memphis, USA

TruGreen used Capacity's AI-powered platform to improve sales conversions. The solution included intelligent virtual agents and real-time agent assist for... contact center support. TruGreen saw a 10% increase in sales conversions after implementation. The platform helped automate customer interactions and streamline workflows. This led to faster resolutions and better customer engagement.

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Storage360 - Consumer Services - Medium

Florida, USA

Enthu. AI helped Storage360 improve sales conversion rates by 23 percentage points. The company automated QA for 100% of calls,...reducing QA time by 90%. Managers now coach agents with instant AI feedback and standardized scorecards. Coaching sessions are shorter and more targeted. Agents receive feedback in real time, leading to faster learning and better performance.

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Conversational Intelligence in Action in Real Estate

 

BuildingSteps Technologies - Real Estate - Small

India

SmatBot’s WhatsApp chatbot helped BuildingSteps Technologies automate real estate lead capture. The chatbot engaged customers instantly, answered questions, and qualified... leads for the sales team. This reduced response times and eliminated missed opportunities. The solution worked in multiple languages and was easy for all users. BuildingSteps improved customer engagement and streamlined their sales process.

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PropLeaf Realty Tech - Real Estate - Medium

Gallabox helped PropLeaf Realty Tech boost their customer connect ratio by 25%. Before Gallabox, they struggled to track responses and... respond quickly on WhatsApp. With WhatsApp chatbots and a shared team inbox, they now reply instantly and never miss a lead. Automated reminders improved customer inspection rates. Chatbots handle night-time queries, reducing wait times and follow-ups.

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The Conversational Intelligence Blueprint for Better Selection Decisions in Education

 

Northside ISD - Education - Very Large

San Antonio, USA

Swivl helps teachers at Northside ISD be creative in the classroom. The tool gives teachers more ways to engage students.... It opens up new learning possibilities. Yvonne Post, an academic technology coach, says Swivl supports creative teaching. Teachers use Swivl to make lessons more interactive. The platform helps teachers try new ideas for student engagement.

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Pinnacle Career Institute - Education - Medium

JustCall helped Pinnacle Career Institute boost enrollments by 52%. The school faced high call volumes and inefficient workflows with their... old phone system. By integrating JustCall with HubSpot, PCI automated bulk SMS, improved call routing, and enabled call analytics. Agents now save time with click-to-dial and better reporting. These changes led to higher agent efficiency and a surge in new student signups.

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Conversational Intelligence in Action in Other Industries

TourRadar - Travel - Medium

Boost. ai's conversational AI platform helped TourRadar automate 82% of customer inquiries and save over 780 hours monthly. The AI...Agent now deflects 80% of live chat traffic, up from 50%, and delivers 98% response accuracy. TourRadar's team can focus on complex cases while the AI handles routine support. The solution improved customer satisfaction and made support available 24/7.

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NetUno

Engageware helped NetUno reach a 90% resolution rate. NetUno also cut call center volume by half. The solution improved customer... service efficiency. Engageware's platform enabled faster problem solving. NetUno saw big gains in support operations.

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Conversational Intelligence in Action in Retail

 

Express Wear - Retail - Small

Netherlands

Spotler Activate Search helped Express Wear, a Dutch fashion retailer, improve their onsite search. After implementation, search conversions increased by... 33.4%. Average order value rose by 7.2%. Pageviews from search jumped by 113%. The tool was easy to set up and use, even for non-technical staff. Customers now find products faster, boosting user experience and sales.

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Mytheresa - Retail - Large

AX Semantics helped Mytheresa automate content creation for their luxury e-commerce site. Mytheresa used automated category descriptions to improve SEO... and speed up content writing. The solution increased primary keyword visibility by 80%. Google rankings improved by up to 20 positions in six months. Content automation made processes faster and more cost-efficient while keeping quality high.

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The Conversational Intelligence Blueprint for Better Selection Decisions in Banking

 

Unitus Community Credit Union - Banking - Medium

Portland, USA

Unitus Community Credit Union used Glia to better serve the Hispanic community in Oregon. They launched a Spanish-language virtual assistant... and expanded chat, audio, and video support in Spanish. This led to a 428% increase in Spanish chats and an 87% containment rate for the virtual assistant. The average handle time was 2.21 minutes, and the abandonment rate dropped by 8.75%. These changes made banking more accessible and helped more members get financial support quickly.

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Bank of Ireland - Banking - Large

Dublin, Ireland

Personetics helped Bank of Ireland move from basic transaction banking to cognitive banking. The bank used generative AI and predictive... analytics to give customers real-time, actionable insights. Customers now get personalized nudges to help them save money and reach financial goals. The solution reduced financial stress and provided support across all channels. Bank of Ireland now offers a simple, secure, and trusted digital experience.

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Conversational Intelligence in Action in Telecommunications

 

One of the world’s largest telecommunications companies - Telecommunications - Very Large

Interactions helped one of the world’s largest telecommunications companies fix high misrouting of customer calls. The company serves millions of... customers and needed better intent recognition. Interactions implemented an IVA that achieved a 98.9% intent capture and routing accuracy. This led to major business savings and higher customer satisfaction. The solution improved self-service, reduced average handle time, and increased CSAT by 9%.

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Unspecified BPO/Call Center - Telecommunications - Large

VoiceBase helped a large call center use AI-powered speech analytics to improve key metrics. Sales conversions increased by 104%. Average... handle time dropped by 10%. Agent training time was cut in half. First call resolution rose by 17.2%. The platform analyzed every customer interaction, replacing manual spot checks. This led to better agent performance and higher operational efficiency.

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The Conversational Intelligence Blueprint for Better Selection Decisions in Information Technology And Services

 

Lemon.io - Information Technology And Services - Small

Kyiv, Ukraine

Jiminny helped Lemon. io cut churn from 66% to 25% in just two months. The team used Jiminny to review...calls and target the best customer personas. Win rates increased from 8.5% to 12% within 30 days. Onboarding time for new reps dropped by 20%. Sales reps closed twice as many deals in their second month. Data-driven coaching improved employee retention and performance.

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Article Forge internal SEO test - Information Technology And Services - Small

Article Forge tested its AI content generator against human writers for Google rankings. Both Article Forge and human-written articles ranked... for 8 out of 10 keywords. The AI-generated content matched human content in ranking trends and top 5 Google positions. No extra SEO or link building was used. Google treated Article Forge content as equal quality to human-written content.

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Conversational Intelligence in Action in Design

 

frog - Design - Large

San Francisco, USA

Voiceflow helped frog create interactive AI decision-makers for SXSW 2023. Designers built two bots—one as a machine, one as an... alien—to test if people would let AI make choices for them. Attendees engaged deeply, asking both simple and personal questions. The bots' natural conversations impressed even those familiar with AI. Designers found Voiceflow fast and easy to use, building operational bots in minutes.

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A mobile app design company - Design - Medium

SUPA helped a mobile app design company grow its interface design database by 16 times in just 3 months. The company needed... to classify mobile app screens into 117 categories to train its AI model. SUPA provided a skilled labeling team and a proprietary platform for efficient, accurate data classification. The project achieved 90% accuracy and freed the client’s team to focus on AI innovation. This partnership enabled faster database expansion and improved resource allocation.

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Recent adoption and success with Conversational Intelligence software in Hospitality

 

Advantage Reserve - Hospitality - Small

Fort Lauderdale, USA

MiaRec helped Advantage Reserve automate quality assurance for its hospitality contact center. The team moved from reviewing 10% of calls... manually to 100% automated coverage. This change eliminated outsourced QA, saving over 800 hours per year. Agent evaluation scores rose from 73% to 85%, a 12% increase. Incomplete transactions dropped from 10 per month to zero. MiaRec enabled targeted coaching, improved guest satisfaction, and fostered a culture of accountability.

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Best Western PLUS Grosvenor Airport Hotel - Hospitality

CASH+ Call Management by Hansen Software helps Best Western PLUS Grosvenor Airport Hotel manage call accounting. The hotel uses the... software to track calls and post charges to their property management system. Staff find the software easy to use and the training helpful. The solution fits the hotel's needs and supports efficient telephone cost recovery. The hotel recommends CASH+ for other Best Western properties.

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The Conversational Intelligence Blueprint for Better Selection Decisions in Non Profit Organization Management

Best Friends Animal Society - Non Profit Organization Management

Voicify helped Best Friends Animal Society create the "Pet Resources" voice app. The goal was to support pet owners and... reduce shelter killing. Voicify enabled conversations across multiple voice assistants. The solution made pet information easy to access for everyone. The project focused on content management, team collaboration, and ongoing improvements.

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Conversational Intelligence in Action in Marketing And Advertising

 

Treehouse Media - Marketing And Advertising - Small

Victoria, Canada

Treehouse Media uses Collect. chat to help real estate clients generate more leads. The agency values the DIY setup and...quick customization of chatbots. Collect.chat integrates with Google Analytics, Google Ads, and Facebook Pixel for better reporting. Treehouse Media has nearly a dozen chatbots live for clients. Clients are eager to use the tool to improve lead generation.

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The Conversational Intelligence Blueprint for Better Selection Decisions in Food And Beverages

 

Probiotic Maker - Food & Beverages - Small

USA

Probiotic Maker used Relish AI to increase Shopify store sales by 30%. The brand wanted to boost engagement and improve... conversion rates. Relish AI chatbot was added to their Shopify store. Customers interacted with the chatbot for product information and support. This led to higher engagement and more purchases. The result was a 30% increase in sales.

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Conversational Intelligence in Action in Consumer Electronics

 

Livpure - Consumer Electronics - Medium

India

Livpure used Convin’s AI-powered call audits to improve customer service. The platform enabled 100% audit coverage of customer calls, up... from just 2%. Livpure cut customer escalations by 50%. Agent onboarding time dropped from 21 days to 11 days. Supervisors used real call data for targeted coaching and better retention. The solution helped Livpure boost process visibility and customer retention.

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Driving ROI and results: Understanding the Impact of Conversational Intelligence in Automotive

 

RoadVantage - Automotive - Medium

Austin, USA

CallFinder helped RoadVantage cut average talk time by 10–14%. The company used speech analytics to improve agent script compliance and... coaching. RoadVantage integrated CallFinder with their telephony platform for better reporting and managed support. Insights from CallFinder led to faster claims processing and higher customer satisfaction. The data-driven approach improved training, messaging, and overall contact center performance.

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Recent adoption and success with Conversational Intelligence software in Events Services

 

EventEngage - Events Services - Small

EventEngage used Fireflies to save hours on documenting client meetings. Fireflies is an AI tool that transcribes and organizes meeting... notes. EventEngage no longer spends extra time writing up meeting details. The tool helps them keep track of important discussions and decisions. This makes their work faster and more organized.

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