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Financial Services Case Studies and Success Stories with i2x.ai
CASE STUDY financial services provider
A financial services provider in Germany faced a challenge as bank branches closed, making phone calls the main way to help customers. Customers needed personal and clear answers about sensitive fina...ncial topics. The company used the i2x Assistant for real-time coaching and feedback during calls. The solution also included post-call analysis to improve training. As a result, the first call resolution rate increased to over 90% and training measures increased.
A company in the financial services industry wanted to increase customer satisfaction by up to 30%. Many customers preferred to contact them by telephone, but it was hard to keep call quality high as... more people worked from home and coaching became harder. They used the i2x Assistant for real-time coaching and feedback during calls. The tool helped agents use better language and follow conversation guides. It also analyzed calls and shared best practices. This led to better and more consistent customer communication.
A company in the financial services industry in Germany wanted to increase employee satisfaction by up to 15%. The shift to remote work made it hard for customer service agents to get support and fee...dback. They used the i2x Assistant for real-time coaching and feedback during calls. The tool gave tips and advice to agents while they talked to customers. It also recorded and transcribed calls for later review. This helped agents feel more confident and improved the quality of customer interactions.
Insurance Case Studies and Success Stories with i2x.ai
CASE STUDY insurance industry
A company in the insurance industry wanted to improve the quality of customer service on the phone. They faced challenges because phone interactions were hard to monitor and control. They used the i2...x Assistant for real-time coaching and feedback. The solution helped record, transcribe, and analyze all calls. As a result, the use of positively influencing keywords increased by 50%. Employees were able to communicate more clearly and reduce call duration.
Environmental Damages wanted to shorten the training period for new employees. They faced high call volumes and needed to get customer service agents ready quickly and with high quality. i2x provided... an AI-based real-time coaching tool for every call. The tool guided agents and ensured important data was collected. As a result, the training period for new employees was reduced by up to 50%.
An insurance company in Germany faced problems finding and keeping junior staff. They wanted to save costs in recruiting and coaching by up to 20%. They used the i2x Assistant for real-time coaching ...and feedback. The solution helped shorten agent training and speed up onboarding. Employee satisfaction increased and turnover rates went down. Training time for new employees was reduced by up to 50%, and cost savings in recruiting and coaching reached up to 20%.
