For this financial organization, a leader in investment banking and financial services, optimizing the Client Relationship Manager (CRM) report task was key to support its asset management business.
The CRMs spend most of their working hours on the road meeting clients and attending new prospects. After engaging with each client, they must report the outcome of the meeting and store this data in their client data center. However, this process was completely manual, and CRMs could only carry it out once they were back in the office, with the risk of delay or loss of valuable information.
The company used the Teneo Platform to build a conversational application that would allow these teams to submit reports on the phone, by conversing with a Virtual Assistant (VA) in a very natural way.