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For one global financial organization, optimizing the Client Relationship Manager (CRM) report task was key to supporting its asset management business.

The company sought a conversational AI solution to enable their customer service managers to complete time-consuming client reports through a voice channel. With Teneo and Vonage, employees went from spending 15 minutes pulling client reports to just 2.

To learn more about the financial company’s experience working with Teneo and Vonage, explore this case study.

Vendor:

Artificial Solutions

Posted:

Jan 10, 2022

Published:

Sep 27, 2021

Format:

PDF

Type:

Case Study