AI-Driven Customer Support for Financial Planning Services

Investment Advice and Financial Planning Services - SmartInvest Solutions *1

AI-Driven Customer Support for Financial Planning Services

SmartInvest Solutions, a leading financial planning service provider, needed a robust solution to manage their growing customer support needs. They chose Deskhero for its advanced AI capabilities and comprehensive features.

Deskhero's AI system leverages OpenAI Embeddings from SmartInvest's previous tickets, knowledge base articles, uploaded files, and scraped website data. This feature has been instrumental in helping SmartInvest handle a large volume of customer queries efficiently. The AI system suggests replies based on relevant content, significantly reducing response times and improving customer satisfaction.

The AI system also enhances the search results within the platform. When the support team searches for information to assist a client, the AI system provides the most relevant results, making it easier for the team to find the required information quickly.

SmartInvest also benefits from Deskhero's REST API, which allows them to integrate the platform with their existing systems. The kanban board feature provides a visual representation of the support workflow, enabling the team to track and manage tickets efficiently.

Overall, Deskhero's advanced AI capabilities have revolutionized SmartInvest's customer support, improving efficiency and customer satisfaction.

 

How does Deskhero's AI system improve response times?
Deskhero's AI system uses OpenAI Embeddings to suggest replies based on relevant content from previous tickets, knowledge base articles, and other sources. This significantly reduces the time taken to draft responses.

How does the AI system enhance search results within the platform?
The AI system uses OpenAI Embeddings to provide the most relevant search results based on the context of the search query. This makes it easier for the support team to find the required information quickly.

How does SmartInvest use Deskhero's REST API?
SmartInvest uses Deskhero's REST API to integrate the platform with their existing systems, ensuring seamless data exchange and workflow.

 

* This article provides an example of how a fictive company in the Investment Advice and Financial Planning Services industry is using Deskhero. Sign up now for free to discover how it can benefit your own organization.