Société d'investissement chypriote. Assistant IA vocal et textuel pour le traitement des leads et la conformité.
Nous avons créé un assistant IA vocal et textuel multilingue pour automatiser le traitement des leads sur téléphone, WhatsApp, Telegram, le chat web et les widgets intégrés. Le système intègre le RAG, la synchronisation CRM, la prise de rendez-vous et un moteur de conformité garantissant qu'aucun conseil en investissement n'est fourni. L'IA a réduit le temps de traitement de 40 à 50 %, augmenté le nombre de leads traités de 25 à 30 % et généré plus de 500 000 $/an en économies de coûts combinées et en revenus supplémentaires.
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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