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Fintech & Financial Services

AI-Powered Customer Support Transformation

How we helped a leading fintech company reduce customer support costs by 70% and improve response times by 90% using intelligent AI automation.

4-month project
500K+ customers
$2M+ annual savings

Client Overview

Company Profile

A leading digital banking platform serving over 500,000 customers across North America. The company offers a comprehensive suite of financial products including checking accounts, savings accounts, personal loans, and investment services.

  • $50B+ in assets under management
  • 500K+ active customers
  • 15+ years in financial services

Business Challenge

The company was struggling with escalating customer support costs and declining satisfaction scores due to long response times and inconsistent service quality across different channels.

The Challenge

Key Pain Points

  • High volume of repetitive customer inquiries (5,000+ daily)
  • 24/7 support requirements with limited staff coverage
  • Complex financial product questions requiring expert knowledge
  • Long response times during peak hours (average 2+ hours)
  • High operational costs for human support agents
  • Inconsistent answers across different support channels

Impact on Business

  • • $2.5M annual support costs
  • • 78% customer satisfaction score
  • • 2+ hour average response time
  • • 40% staff turnover in support team
  • • 15% increase in support tickets YoY

Our Solution

Implementation Strategy

  • Deployed intelligent AI chatbot with financial domain expertise
  • Integrated with existing CRM and knowledge base systems
  • Implemented multi-channel support (web, mobile, WhatsApp)
  • Created specialized AI agents for different product categories
  • Built real-time escalation system for complex queries
  • Established continuous learning and improvement processes

Technology Stack

  • OpenAI GPT-4 with financial fine-tuning
  • Custom RAG system with financial knowledge base
  • Real-time API integrations (CRM, payment systems)
  • Multi-language support (English, Spanish, Portuguese)
  • Advanced analytics and reporting dashboard
  • Security compliance (PCI-DSS, SOC2)

Key Features

Security First

PCI-DSS compliant with end-to-end encryption

Real-time Analytics

Comprehensive reporting and performance insights

24/7 Availability

Round-the-clock support without downtime

Results & Impact

70%
Reduction in Support Costs
Automated 85% of routine inquiries, reducing need for human agents
90%
Faster Response Times
Average response time reduced from 2+ hours to 12 minutes
95%
Customer Satisfaction
Improved from 78% to 95% with instant, accurate responses
24/7
Availability
Round-the-clock support without additional staffing costs

Business Impact

$2M+
Annual Cost Savings
85%
Inquiries Automated
6 months
ROI Payback Period

Project Timeline

1

Discovery & Planning

2 weeks

Analyzed existing support processes, identified automation opportunities, and designed solution architecture

2

Development & Training

4 weeks

Built AI chatbot, integrated with systems, trained on financial products and compliance requirements

3

Testing & Optimization

2 weeks

Rigorous testing with real customer scenarios, performance optimization, and security validation

4

Deployment & Monitoring

1 week

Gradual rollout, staff training, and continuous monitoring for performance and accuracy

“Commense AI transformed our customer support operations completely. The AI chatbot handles 85% of our inquiries with 95% accuracy, and our customers love the instant responses. We've saved over $2 million annually while dramatically improving customer satisfaction.”
SM
Sarah Martinez
VP of Customer Experience
Leading Fintech Company

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