키프로스 투자 회사. 리드 처리 및 규정 준수를 위한 음성 및 텍스트 AI 비서.
당사는 전화, WhatsApp, Telegram, 웹 채팅 및 임베디드 위젯을 통해 리드 처리를 자동화하는 다국어 음성 및 텍스트 AI 비서를 구축했습니다. 이 시스템은 RAG, CRM 동기화, 캘린더 예약 및 투자 조언을 제공하지 않도록 보장하는 규정 준수 엔진을 통합합니다. AI는 처리 시간을 40~50% 단축하고, 처리된 리드를 25~30% 증가시켰으며, 연간 50만 달러 이상의 비용 절감 및 추가 수익을 달성했습니다.
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.
Keep exploring Renascence
Your turn
Ready to write your own success story?
Book a discovery call and see what behavioral CX can do for your business.