Customer story · FinancialThe assistant that gets you to information and account opening faster.
DirektSor is the AI assistant that Osmanlı Yatırım and CBOT built together. Running around the clock, it answers the questions customers ask most about investment products and transactions, and can even kick off the account-opening process, all without adding operational load to the team.
Founded in 2010, Osmanlı Yatırım is a young and ambitious investment firm with 7 branches, more than 250 staff, and a wide range of products and platforms it manages or brokers. It serves investors at every level across asset management, custody, investment advisory and online capital-market trading platforms.
The questions customers asked most often were becoming an operational burden. Osmanlı Yatırım wanted these answered instantly, 24/7, without tying up its teams, and it wanted people to reach the information they needed the way they already prefer to: by simply asking.
Working with CBOT, Osmanlı Yatırım launched DirektSor: an AI-based virtual assistant, built and trained on CBOT Platform, that gives customers uninterrupted support and instant access to information. Built with the tools and modules of CBOT Platform, it was ready in a very short time, with the CBOT team taking full responsibility for delivering the project.
“When users write that they want to open an account, the account-opening process is initiated and the relevant staff reach out to complete it.”
The questions Osmanlı Yatırım was asked most often needed to be answered instantly, without creating an operational burden for its teams.
The questions customers asked most often were creating an operational load and pulling teams away from higher-value work.
Osmanlı Yatırım wanted these questions answered the moment they were asked, without interruption.
It wanted to meet people on the channels they already use: web, WhatsApp and Facebook Messenger.
By offering the fastest, easiest account-opening flow, it aimed to grow its customer base quickly.
An AI-based virtual assistant, DirektSor, built and trained on CBOT Platform, to give Osmanlı Yatırım customers instant, 24/7 support.
DirektSor was built and trained on CBOT Platform; thanks to the platform’s tools and modules it was ready in a very short time.
When a user writes that they want to open an account, the process is initiated and staff reach out to complete it.
DirektSor serves across the websites of Osmanlı Yatırım’s different brands, as well as on WhatsApp and Facebook Messenger.
DirektSor serves across the Osmanlı Yatırım, Yatırım Direkt, Borsa Direkt, Osmanlı Portföy and Osmanlı Özel websites, plus WhatsApp and Facebook Messenger.
Built on CBOT Platform, DirektSor answers the most-asked questions instantly and kicks off account opening right in the chat, helping Osmanlı Yatırım grow its customer base quickly.
A second assistant supporting employees was also launched; the next step is to expand DirektSor’s coverage to serve even more topics.
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