AI case study

SoFiCustomer support

Basic tools couldn't handle tax season spikes. Now, AI connects to internal APIs to resolve complex loan and investment queries instantly.

Published|2 weeks ago

Key results

Containment Rate
61%
Chat NPS Increase
+33 points
Satisfaction Increase
2x

Result highlights

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The story

Context

A digital finance company serving more than 13.7 million members across checking, savings, investing, and lending products.

Challenge

Previous chat tools could only resolve basic queries, failing to provide comprehensive help during high-volume periods like tax season and market...

Solution
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Scope & timeline

  • 50k+ weekly conversations handled by AI

Quotes

The company

Personal finance platform offering banking, loans, and investment services.

IndustryFinancial Services
LocationSan Francisco, CA, USA
Employees1K-5K
Founded2011

The AI provider

Sierra logo

Sierra

sierra.ai

AI agent platform for autonomous enterprise customer service.

IndustrySoftware & Platforms
LocationSan Francisco, CA, USA
Employees51-250
Founded2023

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