Email and phone support buckled under tax-season spikes. An AI agent now resolves 50% of cases, freeing experts for complex strategy.
The largest direct-to-investor platform for alternative assets manages approximately $3 billion in equity capital for over 2 million users, generating more than a million tax documents annually.
Support staff relied on email and phone to handle a mix of complex investment strategy queries and repetitive administrative tasks like password...
“Historically, we’ve used the standard toolbox of email and phone support (no chat) to connect both prospective and existing investors directly with our Investor Relations team for any type of question. The core challenge was responding to all cases in a timely manner while carving out sufficient resources for our team to spend on providing thoughtful answers to the questions that warranted them.”
Private market investment platform for real estate, venture capital, and private credit.
Intercom is a SaaS company that specializes in customer communication and engagement.
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