Financial Services
From manual inbox triage to AI-powered client service
AI that responds to, routes, and processes client requests automatically.
The Challenge
Client service reps were manually handling every incoming request—routing to different teams, writing entries to CRM, creating follow-up tasks. Copy. Paste. Forward. Repeat. All day, every day.
Manual routing of every request to 5+ departments
Hand-written CRM notes for each interaction
Task creation done one by one
Reps buried in admin instead of client relationships
What We Built
An AI system that reads incoming requests, understands context, and takes action—automatically.
AI reads and categorizes incoming emails
Routes requests to the right team automatically
Creates tasks in Salesforce
Updates CRM records with interaction notes
All in a secure, compliant private deployment
The Results
Client service reps now spend their time on what actually matters—building relationships and growing the book. Not copying and pasting.