Manual note entry bottlenecked sales. Now, wholesalers dictate to an AI agent that auto-logs summaries and triggers follow-ups instantly.
A global financial services leader managing $1.5 trillion in assets relies on wholesalers to sell investment products through financial professionals rather than directly to consumers.
Wholesalers build trust-based relationships through personal connections, but manual note entry after meetings created administrative bottlenecks....
“The customer is at the heart of everything we do. We must continue to innovate to meet customers’ broad and evolving needs.”
Life insurance, investment management, and retirement products and services.
IT tracked just 26% of live events. Now, AI monitors everything and resolves bugs autonomously.
Manual fixes held back IT. Deployed in six weeks, AI now resets passwords and triages tickets, cutting L1 volume by 43%.
Account managers manually synthesized 50+ signals. An on-prem agent now analyzes the data to draft the pitch.
Manual role-plays pulled staff off the floor. Now, AI agents run infinite drills and answer queries instantly, keeping experts selling.