WealthSecure manages a vast amount of data from its clients, including financial records, investment portfolios, and personal information. Managing this data and providing timely, accurate responses to client inquiries was a significant challenge. With Deskhero's structured data lists and custom fields, WealthSecure can now organize its data more effectively and provide faster, more accurate responses to client inquiries.
Deskhero's advanced AI capabilities have been instrumental in improving WealthSecure's ticket management system. By leveraging OpenAI Embeddings from previous tickets, knowledge base articles, uploaded files like policies/manuals/presentations, and scraped website data, Deskhero can suggest relevant replies to customer inquiries. This has significantly reduced the time taken to respond to tickets and improved customer satisfaction.
The AI-powered comprehensive search bar has also been a game-changer for WealthSecure. It allows customer service representatives to quickly find relevant information from the company's vast database, enhancing their ability to provide accurate and timely responses to client inquiries.
WealthSecure also uses Deskhero's REST API to integrate the platform with its existing systems, further enhancing its efficiency. The API allows for seamless data exchange between Deskhero and WealthSecure's other platforms, ensuring that all systems are always up-to-date.
Overall, Deskhero's advanced AI capabilities have transformed WealthSecure's customer support operations, making them more efficient and effective. The company has seen significant improvements in response times, accuracy of responses, and overall customer satisfaction.
How does Deskhero's AI improve ticket management?
Deskhero's AI leverages OpenAI Embeddings from previous tickets, knowledge base articles, uploaded files, and scraped website data to suggest relevant replies to customer inquiries. This significantly reduces the time taken to respond to tickets and improves customer satisfaction.
How does the AI-powered search bar work?
The AI-powered search bar allows customer service representatives to quickly find relevant information from the company's vast database, enhancing their ability to provide accurate and timely responses to client inquiries.
How does WealthSecure use Deskhero's REST API?
WealthSecure uses Deskhero's REST API to integrate the platform with its existing systems. The API allows for seamless data exchange between Deskhero and WealthSecure's other platforms, ensuring that all systems are always up-to-date.
* 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.
