No results found

Try adjusting your search terms

Financial Services Case Studies and Customer Success Stories with Observe.AI

DailyPay - Financial Services

Observe. AI helped DailyPay improve customer support quality. DailyPay used Auto QA and Conversation Intelligence to automate quality checks and...give faster feedback to agents. The company saw a 22.3% increase in customer satisfaction scores and an 8.5% rise in service quality scores. DailyPay saved over $2 million by streamlining QA and operations. New agents improved faster with daily coaching and real-time feedback.

Read on →

Leading Financial Services Company - Financial Services

Observe. AI Real-Time AI helped a leading financial services company improve contact center performance. The company used live conversation intelligence...to coach agents during calls. They saw a 23% reduction in average handle time. Hold time violations dropped by 60%. Agents handled 24% more calls. Real-Time AI gave agents prompts and alerts, improving compliance and customer satisfaction.

Read on →

Debt relief leader - Financial Services

Observe. AI helped a leading debt relief company cut overhead costs by 62%. The company used Observe.AI to monitor 100%...of calls, improving compliance monitoring by 97%. Teams doubled their output, completing 14,000 quality evaluations per month instead of 7,000. The solution reduced compliance risk and freed up budget for strategic roles. The company improved efficiency and client care with automated workflows.

Read on →

Top Finserv Company - Financial Services

Observe. AI Auto QA helped Top Finserv Company automate quality assurance for all agent calls. Before, they could only review...10% of interactions each month using manual spreadsheets. With Observe.AI, they increased QA volume by 83% and sped up QA workflows by 5x. Speech analytics accuracy improved by 30% in 30 days. The company now ensures compliance and better agent performance, using insights to coach teams and boost revenue.

Read on →

Stellantis Financial Services - Financial Services

Observe. AI Post-interaction AI helped Stellantis Financial Services analyze 100% of customer calls. The company improved collection rates by 9.7...percentage points. Promise-to-pay rates increased by over 5 points. SFS recovered $6.2 million in payments. The Auto QA tool let them coach agents better and reduce silence on calls. Teams now spend more time on improvements, not just finding issues.

Read on →

SoFi - Financial Services

Observe. AI helped SoFi automate its QA process for contact centers. Before, SoFi could only review 2% of customer interactions....Now, they review 100% of interactions. This lets them spot risks faster and coach agents better. SoFi uses insights from calls to improve products and agent performance. Automation saves time and connects QA, coaching, and product feedback in one system.

Read on →

Health, Wellness and Fitness Case Studies and Customer Success Stories with Observe.AI

Affordable Care - Health, Wellness And Fitness

Observe. AI helped Affordable Care improve patient interactions in their dental support centers. The company used Conversation Intelligence, Auto QA,...and Coaching to analyze calls and automate quality assurance. Appointment scheduling rates increased by 11.7%, and patient attendance rose by 17%. These improvements generated $8 million in extra revenue. Post-call satisfaction scores also went up by 8%.

Read on →

Accolade - Health, Wellness And Fitness

Observe. AI Summarization AI helped Accolade cut after-call work by over 50%. Accolade used to have Care Advocates spend a...lot of time writing notes after calls. With Observe.AI, they automated notetaking and made notes more consistent. This saved time and let Care Advocates focus on helping members. Accolade improved service quality, increased productivity, and reduced costs.

Read on →

Signify Health - Health, Wellness And Fitness

Observe. AI helped Signify Health improve agent onboarding and coaching with Real-time Agent Assist and Auto QA. Onboarding time dropped,...and new hire proficiency rose from 70% to 82%. The company now audits 65 million calls a year, up from 70,000. Conversion rates increased from 30% to 34%. Agents feel more confident and supported during calls.

Read on →

Personify Health - Health, Wellness And Fitness

Observe. AI helps Personify Health analyze 100% of contact center calls, up from just 2%. This gives them clear insights...into hold times, dead air, and call drivers. They now find deeper reasons for member calls and see how these link to metrics like AHT and CSAT. The data shapes coaching, operations, and product decisions. Personify Health uses these insights to support agents and improve member experience.

Read on →

Affordable Care - Health, Wellness And Fitness

VoiceAI Agents from Observe. AI helped Affordable Care automate calls for over 400 dental practices. The company used VoiceAI to...reduce call transfers and improve customer satisfaction. After deployment, 95% of callers did not need to speak to a live agent. Affordable Care achieved over 90% first call resolution and saved more than 2,000 agent-hours per month. Human agents now focus on complex cases and building patient trust.

Read on →

Verida - Health, Wellness And Fitness

Observe. AI helped Verida reduce training time and improve service quality for 4 million annual calls. Verida used Real-Time Agent...Assist and Post-Interaction AI to speed up agent onboarding and ensure compliance. The platform gave managers better visibility into calls and agent performance. Verida saw faster call resolution and reduced average handle time. Insights from Observe.AI led to updates in scripts and policies. The solution also helped Verida meet HIPAA requirements by redacting sensitive data automatically.

Read on →

Insurance Case Studies and Customer Success Stories with Observe.AI

Leading direct-to-consumer homeowners insurance technology company - Insurance

Observe. AI helped a leading homeowners insurance technology company improve sales training and compliance. The company used Observe.AI to automate...feedback, coach agents, and redact sensitive data. Managers tracked agent performance and delivered targeted coaching. Within three months, average scores improved by 5%. In eight months, conversions increased by 10%. Agent fails dropped by 30%. The company met compliance needs and scaled its sales team quickly.

Read on →

Figo Pet Insurance - Insurance

Observe. AI Auto QA helped Figo Pet Insurance save $700,000 a year. The company gained 100% visibility into customer interactions....Figo saved 27,000 hours by using automation. Before, they only reviewed a small percent of calls. Now, they use insights from every call to improve coaching and business decisions. Auto QA lets them act fast and avoid hiring a large QA team.

Read on →

Assurance IQ - Insurance

Observe. AI helped Assurance IQ improve customer experience and increase transparency. Assurance IQ used Observe.AI to analyze over 15 million...calls and review more than 50,000 calls. The platform gave 100% visibility into customer conversations. Assurance IQ used Moments in Observe.AI to track agent performance and ensure compliance. The solution made it easier to coach agents and deliver a better sales process.

Read on →

American National Insurance - Insurance

Observe. AI helped American National Insurance automate quality assurance for over one million calls. The team moved from manual reviews...to real-time insights, allowing targeted coaching and better efficiency. Supervisors now spend more time coaching instead of reviewing calls. Real-time agent help and automation are being piloted. The company improved accuracy and delivers a more consistent, empathetic customer experience.

Read on →

Root Insurance - Insurance

Observe. AI helped Root Insurance improve compliance by 15% using conversation intelligence. The company moved from a manual quality review...process to 100% call coverage. Root Insurance increased monthly interactions from 29,000 to 102,000 and migrated 150 agents to remote work overnight. The adoption of mandatory call disclosures rose by 15% in the first month. The solution enabled tailored coaching and better compliance monitoring for the growing team.

Read on →

Automotive Case Studies and Customer Success Stories with Observe.AI

Fortune 300 car dealership group - Automotive

Observe. AI helped a Fortune 300 car dealership group improve its call quality assurance process. The company faced slow, manual...QA and a reduced team after moving to remote work. With Observe.AI’s conversation intelligence platform, they automated call selection and scoring, making evaluations faster and more accurate. Analysts increased evaluations completed within 30 days by 7.6%. They monitored 100% of voice calls. Time to evaluate calls dropped by 75%, from one hour to just 15 minutes.

Read on →

Fast-growth mobile mechanic startup - Automotive

Observe. AI helped a fast-growth mobile mechanic startup analyze 100% of its customer calls. The company used the platform to...improve agent coaching and performance management. This led to a 32% increase in agent empathy scores, a 4x increase in bookings, and a 6x increase in conversation courtesy scores in just 3 months. The startup now has better business insights and delivers a stronger customer experience.

Read on →

Cox Automotive - Automotive

Observe. AI Auto QA helped Cox Automotive standardize quality assurance across 13 brands. The company unified its contact center operations...and improved agent performance. Auto QA enabled evaluation of 100% of customer interactions, up to 90,000 evaluations per month. QA scores improved by 3%. The platform provided consistent, bias-free insights and streamlined processes for 2,000 support agents.

Read on →

Education Case Studies and Customer Success Stories with Observe.AI

Fortune 500 education company - Education

Observe. AI helped a Fortune 500 education company improve contact center performance. The company used conversation intelligence to analyze all...agent-customer calls and find reasons for low NPS scores. With Observe.AI, they tracked agent behaviors, used sentiment analysis, and unified their global QA process. Results included a 49% reduction in agent fails, a 200% improvement in QA output, and a 17% improvement in average handle time.

Read on →

Pearson - Education

Pearson used Observe. AI to improve customer service and sales. The company captured 100% of customer interactions and reduced negative...customer sentiment by 50%. Net promoter score rose by 25 points. Revenue in the clinical assessments division increased by $0.5 million over projections, reaching $2.7 million. Targeted training and analytics helped agents find more upsell opportunities and improve performance.

Read on →

Hospitality Case Studies and Customer Success Stories with Observe.AI

City Cruises by Hornblower - Hospitality

Observe. AI helped City Cruises by Hornblower improve their quality assurance process. Before, the team used manual spreadsheets and struggled...to review calls quickly. With Observe.AI, they automated call analysis and streamlined workflows. This let managers give faster feedback and focus more on training. City Cruises saw a 40% boost in operational efficiency in just two weeks.

Read on →

Events Services Case Studies and Customer Success Stories with Observe.AI

Freeman - Events Services

Observe. AI’s Post-interaction AI helped Freeman improve its contact center operations. Freeman used the platform to analyze 100% of customer...interactions and coach agents with real data. This led to an 11% increase in net promoter score over two years. QA scores rose by 6%, and not-ready time dropped by 22%. Call volume fell by 4% year-over-year as customer experience improved.

Read on →

Consumer Services Case Studies and Customer Success Stories with Observe.AI

ERC - Consumer Services

Observe. AI Evaluation Forms help ERC's QA team work faster and smarter. They evaluate calls 5x faster and give 10x...more feedback to agents. The platform lets QAs share data and coaching tips easily. ERC uses real call examples to improve agent performance and customer experience. The process is now more accurate and less tedious. Supervisors get actionable tips and timestamped examples for coaching.

Read on →

Banking Case Studies and Customer Success Stories with Observe.AI

Central Bank - Banking

Observe. AI's Post-Interaction AI helped Central Bank automate quality assurance in its contact center. The bank evaluated 167,000 calls in...one quarter, up from just 8 per month before. Average handle time dropped by 5%. The team saved time equal to hiring three more employees. AI-driven tracking reduced after-call work to 10 seconds, down from 30 seconds. Central Bank improved call categorization, agent performance, and customer experience.

Read on →

Human Resources Case Studies and Customer Success Stories with Observe.AI

Leading talent management - Human Resources

Observe. AI helped Leading talent management improve their QA process. The company doubled its support team after an acquisition and...needed better training and quality checks. With Observe.AI, they achieved 100% call coverage and 83% transcription accuracy, up from 67%. They created 15 custom AI-driven moments for deeper analysis. The solution enabled remote work, faster evaluations, and more coaching opportunities, boosting customer retention and agent performance.

Read on →

Transportation/Trucking/Railroad Case Studies and Customer Success Stories with Observe.AI

Leading Moving Company - Transportation/trucking/railroad

Observe. AI helped Leading Moving Company boost revenue by 74% using conversation intelligence and targeted coaching. The company used the...platform to analyze calls, coach its 30-person sales team, and identify new service opportunities. Sales talk track adoption increased by 20%, and first call resolution improved by 52%. Within 30 days, they generated $1M in extra revenue by responding to customer needs. Supervisor escalations dropped to less than 0.25% of calls due to better coaching.

Read on →

Professional Training & Coaching Case Studies and Customer Success Stories with Observe.AI

Professional training & coaching company - Professional Training & Coaching

Observe. AI helped a professional training & coaching company improve sales associate performance. The company used data-backed scorecards and 100%...interaction analysis to give clear feedback and boost coaching. Monthly call evaluations rose by 73%, from 55 to 205 in three months. Performance score averages improved by 84%. The company scaled onboarding and created a culture of continuous improvement.

Read on →

Computer & Network Security Case Studies and Customer Success Stories with Observe.AI

RealDefense - Computer & Network Security

Observe. AI helped RealDefense improve sales performance in their contact centers. RealDefense used the Intelligent Workforce Platform to get insights...into agent behavior and script usage. The platform revealed agents were missing required questions, leading to 100% auto-fail scores. With AI-driven coaching and better visibility, auto-fail scores improved by over 90%. Sales quota attainment rose to 103%, and revenue increased by 13%.

Read on →

Real Estate Case Studies and Customer Success Stories with Observe.AI

Nations Info Corp - Real Estate

Observe. AI Auto QA helped Nations Info Corp get full visibility into every customer conversation. The team moved from manual...call reviews to automated analysis of all interactions. Save rates improved from 9% to 18%. Average handle time dropped by 43%. The company saved over 400 hours each year. Data-driven insights led to better agent coaching and higher revenue retention.

Read on →

Marketing and Advertising Case Studies and Customer Success Stories with Observe.AI

411 Locals - Marketing And Advertising

Observe. AI Real-time Agent Assist helped 411 Locals cut training time from 4 weeks to 2 days. The digital marketing...agency improved script update speed by 93%, reducing the process from 2 weeks to 1 day. Agent ramp speed increased by 97%, with new hires reaching full productivity in 3–5 days instead of 3–6 months. The platform guided agents during calls, ensured script adherence, and enabled rapid coaching. 411 Locals now plans to expand Observe.AI to more teams after strong results.

Read on →

Consumer Goods Case Studies and Customer Success Stories with Observe.AI

Super-Sod - Consumer Goods

Observe. AI Post-interaction AI helped Super-Sod improve sales and customer service. The company used the platform to review 100% of...customer calls, not just a small sample. Sales per call increased by 13%, and the call-to-sale conversion rate rose by 8.4%. Staffing costs dropped by 20% as team leaders identified and retained top agents. Customer satisfaction also improved after using Observe.AI.

Read on →

Information Technology and Services Case Studies and Customer Success Stories with Observe.AI

3CLogic - Information Technology And Services

Observe. AI helps 3CLogic automate call reviews for contact centers. 3CLogic customers save up to 30 hours a week by...automating quality assurance. The platform speeds up onboarding and coaching, improving agent retention in 30 to 90 days. Deployment takes as little as two weeks for enterprise and BPO customers. 3CLogic uses Observe.AI to gain insights that guide business decisions and improve customer experience.

Read on →

Manufacturing Case Studies and Customer Success Stories with Observe.AI

Emtek - Manufacturing

Observe. AI helped Emtek improve agent training and feedback. Emtek used the platform to monitor and analyze 100% of calls....The solution reduced call evaluation time by over 25%. Agents received 4 times more feedback each month. Supervisors could coach agents faster and more effectively. Emtek improved both employee and customer experience with data-driven insights.

Read on →

Pharmaceuticals Case Studies and Customer Success Stories with Observe.AI

MaxorPlus - Pharmaceuticals

Observe. AI helped MaxorPlus improve agent coaching with screen recording and performance tools. MaxorPlus faced challenges training remote teams and...maintaining high customer service. With Observe.AI, supervisors gained full insight into calls and agent actions. This led to a 7% reduction in average handle time. Customer satisfaction and QA scores both increased by 2%. Over 100 member advocates earned promotions after better coaching.

Read on →

Other Industry Case Studies and Success Stories with Observe.AI

Leading BPO - Business Process Outsourcing (BPO)

Observe. AI helped Leading BPO improve agent onboarding and efficiency. The company used Observe.AI to monitor 100% of customer calls...and provide targeted coaching. QA efficiency increased by 87%. Overhead costs dropped by 47%. Agent onboarding time decreased by 20%. The platform also improved compliance monitoring and agent training.

Read on →

itel - Business Process Outsourcing

Observe. AI helped itel improve compliance monitoring by 40%. itel gained full visibility into customer interactions, reducing risk and improving...client retention. The platform enabled better performance management, letting CX coaches track and coach agents. This led to a 5% increase in CSAT. itel also reduced agent churn by increasing transparency and supporting up-skilling programs.

Read on →

Canadian BPO - Outsourcing/offshoring

Observe. AI helped Canadian BPO automate quality assurance in its contact centers. The BPO used Observe.AI's Auto QA to evaluate...100% of customer interactions, replacing manual processes. This led to a 77% gain in efficiency and saved 68 hours per month for supervisors. Compliance improved by 40% after implementation. The team now spends more time on coaching and business strategy.

Read on →

ServiceFirst - Contact Center Solutions Provider

Observe. AI helped ServiceFirst automate and improve its quality assurance process. ServiceFirst used Observe.AI's conversation intelligence platform and Auto QA...to speed up agent evaluations and scale operations. The company saw a 1,800% increase in assessments and a 77% ROI. Compliance monitoring improved by 44%. ServiceFirst also reduced voicemail camping by 43% and cut call hang-ups by up to 39%. The platform enabled ServiceFirst to save over $10,000 annually and increase loan volume by $3.7 million.

Read on →

One of the nation’s largest industrial staffing firms - Staffing

Observe. AI helped one of the nation’s largest industrial staffing firms find a $34M revenue loss by analyzing 4 million...yearly voice calls. The company used conversation intelligence and AI-powered coaching to improve call quality and agent training. They increased QA efficiency by 86% and now review 10x more calls per agent. The insights led to better coaching, more feedback, and a stronger workforce placement process.

Read on →

Customer Success Stories of Observe.AI

 

EmployBridge to Disrupt the Staffing Industry With Observe.AI Voice AI Platform

EmployBridge integrates Observe. AI's Voice AI platform to enhance its contact center operations. This integration, facilitated through Talkdesk AppConnect, enables...EmployBridge to improve quality assurance, agent performance, and call center metrics by providing actionable insights and capturing 100% of calls. The partnership aims to optimize customer-facing support teams and improve customer experience.

Read on →
 

GridWorks Leverages Voice Insights To Transform Customer Service In Medical Transportation With Observe.AI Voice Intelligence Platform

GridWorks is enhancing its customer service in medical transportation by integrating Observe. AI's Voice Intelligence Platform. This collaboration allows GridWorks...to analyze voice sentiment, improve agent coaching, and ensure compliance, thereby transforming customer experiences. The integration with Talkdesk's platform further enhances their contact center capabilities.

Read on →
 

itelbpo Nears Completion of Specialised AI platform

itelbpo is nearing completion of its implementation of Observe. AI's specialized AI platform to enhance learning and development. The platform...integrates with itelbpo's systems to improve training, quality assurance, and operational efficiency. Observe.AI enables 100% call audits and real-time speech analytics, empowering staff with actionable insights and improving customer service delivery.

Read on →
 

Observe.AI Closes Fiscal Year with Continued Record Growth, Propelled by Strategic Customer Acquisitions & Industry-Leading Product Innovation

Observe. AI reported nearly 150% ARR growth, driven by strategic customer acquisitions and product innovation. The company expanded its customer...base with significant wins like Concentrix and Assurance IQ, and launched new products such as the Agent Performance and Coaching line. The platform saw a 426% increase in AI-powered agent evaluations, enhancing customer experiences and operational efficiency.

Read on →