Leumi Bank: Savings Account Origination
Leumi Bank, one of the leading financial institutions, faced challenges in their savings account origination process. Many customers were unable to complete the process on their own, leading to abandoned applications and missed opportunities. Insait implemented digital agents to proactively engage customers and provide personalized assistance throughout the process.
Shay Dan, CTO of Leumi Bank, explained, “Savings Accounts opening is not easy, and Insait identifies, targets, and helps the clients that weren’t able to do it otherwise. We get fewer calls and more conversions.”
The results were remarkable:
– 200K calls handled by Insait’s digital agents
– 81% conversion rate
– 1,300 representative hours saved
– $1.5M in monthly profit, generating $434.32 in profit per client
By identifying clients who needed help and offering real-time support, Insait’s digital agents drastically improved Leumi’s conversion rates and reduced the strain on human representatives.
Bruntwork: Lead Generation and Qualification
Bruntwork, a leading outsourcing company, sought to improve its lead generation and qualification process. The company’s human staff struggled to keep up with the volume of incoming leads, and many conversations were missed or handled inefficiently. Insait deployed digital agents to engage potential leads in real-time, qualifying them more effectively than human staff.
Adam Pisk, Founder of Bruntwork, noted, “Insait’s agent is the only solution we found that was truly ‘AI,’ not just said so. It generated leads and qualified them better than our staff.”
Key results:
– 50 conversations per day
– 30% conversion rate
– 50% increase in website engagement
– 40% fewer irrelevant calls
By dynamically engaging leads on the website and qualifying them instantly, Insait’s digital agents helped Bruntwork streamline its lead generation process and convert more qualified leads into customers.
Service Seeking: Onboarding and Process Completion
Service Seeking, an online marketplace for hiring tradespeople, faced challenges in onboarding and process completion. Customers often struggled to complete job openings, resulting in incomplete transactions and high support ticket volumes. Insait’s digital agents were implemented to guide customers through the onboarding process, helping them complete job openings faster and with fewer complications.
Oliver Pennington, Founder of Service Seeking, said, “This is something we’ve tried ourselves and failed in numerous times. It helps our clients do things they couldn’t before, and much faster.”
Results:
– 150 conversations per day
– 33% conversion rate
– 50 job completions daily
– 20% fewer support tickets
The digital agents not only improved the customer onboarding experience but also led to a significant increase in job completions and a reduction in support inquiries.
Midwest Bank Centre: Personalized Marketing Campaigns
Midwest Bank Centre sought to enhance its personalized marketing campaigns to drive more deposits. Insait’s digital agents were deployed to identify the right clients and launch personalized, proactive outreach campaigns. These campaigns were tailored to the specific needs and preferences of each client, increasing interaction rates and boosting deposits.
Kelvin Taylor, CIO of Midwest Bank Centre, highlighted the impact: “True personalization is Insait’s platform. We are able to identify the right clients, create personalized proactive campaigns, and convert more people, better.”
Key outcomes:
– 20K targeted clients
– 8% conversion rate
– 400% higher interaction rate
– $5M in deposits
By using personalized digital agents to engage clients proactively, Midwest Bank Centre was able to significantly increase customer interactions and generate substantial deposits.
Conclusion
These case studies demonstrate the real-world impact that digital agents can have on sales growth. Whether it’s improving lead generation, streamlining onboarding, or enhancing personalized marketing campaigns, Insait’s digital agents are helping businesses drive conversions and achieve impressive results. The success stories from Leumi Bank, Bruntwork, Service Seeking, and Midwest Bank Centre highlight how AI-driven digital agents are transforming the sales landscape and providing businesses with a competitive edge.
