Zypriotische Investmentfirma. Sprach- und Text-KI-Assistent für Lead-Verarbeitung und Compliance
Wir haben einen mehrsprachigen Sprach- und Text-KI-Assistenten entwickelt, um die Lead-Bearbeitung über Telefon, WhatsApp, Telegram, Web-Chat und eingebettete Widgets zu automatisieren. Das System integriert RAG, CRM-Synchronisierung, Kalenderbuchung und eine Compliance-Engine, die sicherstellt, dass keine Anlageberatung erfolgt. Die KI reduzierte die Bearbeitungszeit um 40–50 %, erhöhte die bearbeiteten Leads um 25–30 % und erzielte über 500.000 US-Dollar pro Jahr an kombinierten Kosteneinsparungen und zusätzlichen Einnahmen.
01 —The Impact
The results, up front.
40–50% reduction in handling time 25–30% more leads processed $200k–$250k yearly cost savings $300k–$500k in additional revenue Fully automated scheduling and lead assignment
02 — The Challenge
Where they started.
The client operated with high staffing costs and a heavy multi-channel inbound load. Compliance requirements restricted how agents answered investment-related questions, creating operational friction. We designed a conversational AI system capable of voice and text interactions, operating across all customer entry points — phone lines, WhatsApp, Telegram, widgets, and website chat. The AI used RAG-based retrieval for accurate information sharing, MCP tools for actions, and CRM integration to synchronize leads. A calendar booking module allowed fully automated meeting scheduling with advisors. A compliance engine monitored every interaction to ensure zero unapproved investment advice.
04 — Approach & Methodology
How we got there.
Lead leakage was significantly reduced by instant response handling. Call center dependency dropped because the AI correctly handled questions, collected lead details, and booked meetings automatically. Compliance controls ensured the system stayed within regulated boundaries while still providing a personalized and fast customer response.
The unified AI assistant created a consistent customer experience across all touchpoints, enabling faster conversions and reduced operational strain.
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