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Case studies
Integral YatırımCustomer story · Financial

İntegral Asistan makes reaching financial markets faster.

Integral Yatırım wanted its clients to get quick, effective support in financial markets. With CBOT's natural language processing (NLP) technology, the İntegral Asistan virtual assistant was built to answer investors' financial questions instantly on WhatsApp, with an on-premise setup for data security and live-support integration for complex cases.

01Executive summary

Integral Yatırım is a reliable and innovative brokerage firm serving individuals and institutions who want to invest in financial markets in Turkey. Founded in 2000, it offers a wide range of investment products to individual investors, institutional clients, and high-net-worth individuals.

Its clients want instant access to information about investment products and financial services, and accurate, timely answers when markets move suddenly. To provide continuous, uninterrupted support, and let users manage their investments securely and consciously, Integral Yatırım set out to strengthen its communication channels.

Working with CBOT, the İntegral Asistan virtual assistant was built on CBOT's natural language processing (NLP) technology. It answers questions about gold, foreign exchange, and other investment instruments instantly, 24/7 over WhatsApp. The setup is on-premise, keeping customer data secure and strengthening internal control. When a question is more complex or personal, the assistant hands the user over to live support, a hybrid model that pairs a fast, AI-powered answer with human help when it's needed.

02The need

Integral Yatırım needed to strengthen its communication channels so clients could get quick, effective support in financial markets. Users want instant access to information about investment products and financial services, and accurate, timely answers to respond to sudden market changes, which made continuous, uninterrupted support essential.

Instant information

Investors wanted instant access to information about investment products and financial services.

Sudden market moves

When markets move suddenly, accurate and timely answers were critical for conscious decisions.

Continuous support

Uninterrupted, always-on support was needed so clients could manage their investments securely.

Data security

As a brokerage, the security of customer data and internal control were a priority.

03The solution

CBOT built the İntegral Asistan virtual assistant on its natural language processing (NLP) technology, serving investors 24/7 over WhatsApp. Trained on many investment-sector topics, it answers questions about gold, foreign exchange, and other instruments instantly, with an on-premise setup for data security. Integrated with CBOT's live support system, it forms a hybrid structure that routes complex or personal inquiries to a human team.

01
Instant NLP answers

Built on CBOT's natural language processing technology and trained on many investment-sector topics, the assistant answers questions on gold, foreign exchange and other instruments instantly.

02
On-premise setup

The setup is on-premise, keeping customer data secure and strengthening internal control.

03
Hybrid model

Integrated with CBOT's live support system, complex or personal inquiries are routed to a human team, pairing speed with human help when needed.

04Scope & technology
05Closing & what's next

İntegral Asistan gives investors both a fast, AI-powered solution and detailed help through human interaction when it's needed, raising customer satisfaction and adding flexibility.

IN LATER PHASES

The hybrid structure is designed to keep improving the investor experience as its scope of topics broadens.

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