Financial Service

Virtual assistance for
sales support

Developed a GenAI based chatbot to improve sales efficiency by providing real-time, on-demand access to product knowledge and research assets from Client’s website.

Virtual assistance for sales support

Key Business
Challenges

The organization faced challenges due to data being siloed across multiple sources, making information scattered and difficult to access. Relationship Managers (RMs) struggled with complex information retrieval, often unable to quickly find relevant product knowledge and insights. This led to inconsistent service delivery, with variability in responses causing inefficiencies and impacting customer experience.

eClerx’s Solution

01.

Developed AI-powered virtual Assistant that leverages NLP to understand and process RM queries in natural language.

02.

Generates actionable insights using NLG, providing personalized recommendations

03.

Implemented the RAG approach, to combine retrieved data with generated content to ensure context driven response.

Business Benefits

95%

Accurate responses to RM queries.

3x

Improved team’s productivity

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