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Client Overview
Industry
Financial Services
Company Size
Not Disclosed
Region
United States
Solution/Product Used
360 CTI AI Voice Agent with Salesforce CTI
How a U.S. Finance Firm Reduced Missed Client Calls by 58% with AI Voice Agent
A U.S.-based financial services firm needed a better way to manage after-hours and overflow calls from prospects and clients. Many callers were reaching out about loan eligibility, required documents, application status, repayments, and consultation requests, but limited live-agent availability led to missed calls, delayed callbacks, and no record of who called or what they needed — leaving follow-up entirely to chance.
With 360 CTI AI Voice Agent, the firm brought real-time AI-led voice conversations into Salesforce. The solution helped answer routine finance inquiries, capture caller intent, escalate priority conversations, and log summaries, outcomes, and follow-ups directly inside Salesforce.
In this case study, you’ll learn how we:
- Reduced missed client and prospect calls by 58%
- Improved follow-up speed on high-intent finance inquiries by 47%
- Automated after-hours and overflow call handling with AI Voice Agent
- Captured caller intent, summaries, outcomes, and next steps directly in Salesforce
- Freed up 42% of live agent time previously spent on routine inquiry calls
- Created clearer follow-up ownership for pending documents, callbacks, and priority inquiries