Customer story · FinancialThe virtual assistant that gets investors to information faster.
İnfo Yatırım's Virtual Assistant, built on CBOT Platform with CBOT's natural language processing and machine learning technologies, gives investors instant, 24/7 answers about accounts, markets, funds and more, on the company's website and Instagram DM.
İnfo Yatırım prioritizes delivering the best possible customer support experience in the most efficient way, without adding an operational burden to its teams.
The answer was to intelligently automate the simple, repetitive questions that reach the company every day. CBOT built İnfo Yatırım an AI-based virtual assistant that supports investors instantly, 24/7.
Built on CBOT Platform and trained on İnfo Yatırım's most frequently asked questions, the assistant covers accounts and subscriptions, the stock exchange, currencies, mutual funds, private pensions, commissions, money transfers and more. It guides users to the account-opening page for lead generation and connects to Forex to deliver live market information.
Available on İnfo Yatırım's website and via Instagram DM, the assistant lets customers reach information the moment they need it, while freeing customer representatives to focus on more complex, personalized interactions.
“The assistant lets customers reach information the moment they need it, freeing representatives to focus on more complex, personalized interactions.”
İnfo Yatırım wanted to deliver the best possible customer support experience in the most efficient way, answering the simple, repetitive questions that reach it every day without creating an operational burden for its teams.
The simple, repetitive questions reaching the company every day created an operational load on representatives.
Investors’ questions on accounts, the stock exchange and funds needed instant, uninterrupted answers.
The company wanted to guide users to open an account and support new customer acquisition.
Investors needed access to current market data at the moment of decision.
İnfo Yatırım partnered with CBOT to intelligently automate those queries: an AI-based virtual assistant, built on CBOT Platform, that supports its investors instantly and 24/7. CBOT took complete ownership of the assistant's design and implementation.
Trained on İnfo Yatırım’s most frequently asked questions, the assistant covers accounts, the stock exchange, currencies, mutual funds, private pensions and commissions.
The assistant connects to Forex to deliver live market information to investors.
It guides users to the account-opening page, supporting new customer acquisition.
The assistant serves on İnfo Yatırım’s website and via Instagram DM, covering accounts, the stock exchange, currencies, funds and pensions.
Built on CBOT Platform, the assistant takes on the repetitive questions to give investors instant access to information while freeing representatives for more complex work.
Plans are to expand topic coverage and bring the assistant to more channels such as WhatsApp Business and Facebook Messenger.
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