Enhancing Client Satisfaction and Retention in Finance with VoiceWaveAI

Finance company:

How to improve client satisfaction by 30% and boost retention with VoicewaveAI

About the client

SecureWealth is a financial advisory firm providing investment management services. As their client base grew, their team struggled to respond to routine inquiries, leading to delays and reduced client satisfaction.

BUSINESS PROBLEM

SecureWealth, a financial advisory firm, was experiencing delays in responding to client inquiries about investment plans, portfolio updates, and financial advice. With their human advisors busy, clients had to wait for responses, which led to dissatisfaction and in some cases, clients moving to competitors.

The purpose of our service

SecureWealth implemented VoiceWave AI’s Voicebot to handle initial inquiries about investment options, account balances, and basic financial advice. The Voicebot provided clients with up-to-date portfolio information and set up appointments with advisors for more detailed consultations.

Results of service implemetation

- Client satisfaction improved by 30%, as they received instant answers to routine questions.
- Advisor efficiency increased, allowing them to focus on more complex client needs.
- SecureWealth reported a 15% boost in client retention, thanks to the enhanced communication system.

Feedback from the client services director

"We’ve seen an immediate impact with VoiceWave AI. Routine inquiries are handled seamlessly, allowing our advisors to focus on providing high-level service to our clients. The retention boost has been fantastic."