ProsperityPartners handles a wide range of client communications, from general inquiries to specific questions about investment portfolios. Before implementing Deskhero, the firm struggled with managing these communications efficiently. Now, with Deskhero's user groups and ticket management features, the firm can categorize and prioritize communications more effectively.
Deskhero's advanced AI capabilities have been a game-changer for ProsperityPartners. The AI uses OpenAI Embeddings from previous tickets, knowledge base articles, uploaded files, and scraped website data to suggest relevant replies to client inquiries. This has significantly reduced response times and improved the accuracy of the firm's communications.
The AI-powered comprehensive search bar is another feature that ProsperityPartners finds invaluable. It allows the firm's customer service representatives to quickly find relevant information from the company's extensive database, enabling them to provide accurate and prompt responses to client inquiries.
ProsperityPartners also uses Deskhero's custom email domains to maintain a consistent brand image in its communications. The firm has integrated Deskhero's REST API with its existing systems, ensuring seamless data exchange and up-to-date information across all platforms.
Overall, Deskhero's advanced AI capabilities have revolutionized ProsperityPartners' client communication and support services. The firm has seen significant improvements in response times, accuracy of communications, and client satisfaction rates.
How does Deskhero's AI improve client communication?
Deskhero's AI uses OpenAI Embeddings from previous tickets, knowledge base articles, uploaded files, and scraped website data to suggest relevant replies to client inquiries. This significantly reduces response times and improves the accuracy of the firm's communications.
How does ProsperityPartners use Deskhero's custom email domains?
ProsperityPartners uses Deskhero's custom email domains to maintain a consistent brand image in its communications. This helps the firm present a professional image to its clients and stakeholders.
How does the AI-powered search bar enhance client support services?
The AI-powered search bar allows the firm's customer service representatives to quickly find relevant information from the company's extensive database. This enables them to provide accurate and prompt responses to client inquiries, enhancing the firm's client support services.
* This article provides an example of how a fictive company in the Private Wealth Management industry is using Deskhero. Sign up now for free to discover how it can benefit your own organization.
