Al-assistant for investment platform

Expertise:

Backend

Frontend

DevOps

Tech Stack:

PostgreSQL

Prometheus

Python

Grafana

Client: Investment platform

A leading investment platform that provides financing solutions for businesses and individuals. The company aimed to improve the efficiency of its application process and enhance user experience.

About the Client

The client sought to address a critical issue: a significant drop-off rate in financing applications, with 70% of applications not reaching completion. To tackle this challenge, the company decided to implement an AI-powered assistant with a voice interface to guide users through the application process in a more intuitive and interactive way.

Project Overview

Challenges & Objectives

High drop-off rate: 70% of financing applications were abandoned before completion.
Lengthy application process: The process took an average of 28 minutes to complete.
High demand for customer support: A significant portion of customer queries was related to application completion, requiring extensive human intervention.
Need for automation: The client sought to improve efficiency by reducing manual consultations while maintaining a high level of customer support
Enhancement of user experience: The goal was to create a seamless and user-friendly process for applicants.

Implementation

01

Development of AI Assistant: Created an AI-powered assistant capable of guiding users through the financing application process.

02

Voice Interface Integration: Enabled voice-based interaction to provide a more natural and engaging experience.

03

Proactive User Engagement: Implemented proactive notifications and real-time guidance to prevent drop-offs.

04

Automation of Customer Support: AI assistant handled common queries and guided users step-by-step, reducing the need for human intervention.

05

Optimization of Application Flow: Streamlined the process to make it more intuitive and efficient for users.

Outcomes & Business Impact

230% increase in application completion rate, significantly improving conversion rates.
Reduction in application time from 28 minutes to 12 minutes, enhancing user efficiency.
Automation of 65% of consultation-related queries, reducing the burden on human support teams and improving scalability.
Enhanced customer satisfaction through a more seamless and intuitive application experience.
This AI-driven transformation helped the investment platform improve operational efficiency, boost customer engagement, and achieve better business outcomes.

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