साइप्रस निवेश फर्म। लीड प्रोसेसिंग और कंप्लायंस के लिए वॉयस और टेक्स्ट एआई असिस्टेंट।
हमने फोन, व्हाट्सएप, टेलीग्राम, वेब चैट और एम्बेडेड विजेट पर लीड हैंडलिंग को स्वचालित करने के लिए एक बहुभाषी वॉयस और टेक्स्ट एआई असिस्टेंट बनाया है। यह सिस्टम RAG, CRM सिंकिंग, कैलेंडर बुकिंग और एक कंप्लायंस इंजन को एकीकृत करता है, जो यह सुनिश्चित करता है कि कोई निवेश सलाह प्रदान न की जाए। एआई ने हैंडलिंग समय को 40-50% कम किया, संसाधित लीड्स को 25-30% बढ़ाया, और संयुक्त लागत बचत और अतिरिक्त राजस्व में प्रति वर्ष $500k से अधिक प्रदान किया।
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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