— Case Study / Financial Services

54% of routine calls handled. Zero transfers.

A mid-market bank deployed Chit Chat Agent's voicebot on top of its existing IVR. Within 90 days, balance inquiries and payment-status calls resolved without a single transfer to a human queue.

Measured outcomes

Numbers from the first 90 days

54%

18%

0

Drop in average handle time for human-handled calls once queue pressure dropped and agents worked lower-volume, higher-complexity cases.

Changes to the agent desktop. The voicebot layered onto the existing IVR and CRM without touching the tools agents already use every day.

Of balance-inquiry and payment-status calls fully resolved by the voicebot—no transfer, no queue wait.

Close-up of a contact center agent's hands on a keyboard mid-call, a headset cord visible in the foreground, dual monitors displaying a CRM interface in the background, even office fluorescent lighting, tight framing focused on the hands and screen detail
Close-up of a contact center agent's hands on a keyboard mid-call, a headset cord visible in the foreground, dual monitors displaying a CRM interface in the background, even office fluorescent lighting, tight framing focused on the hands and screen detail
/ Integration path

Deployed on the stack they already owned

The voicebot connected to the client's existing telephony IVR via SIP and pulled account data directly from their core banking CRM through a read-only API. No new software on agent workstations.

Interaction types configured at launch: account balance, payment status, last transaction date, and branch hours. Edge cases outside those boundaries transferred cleanly to a human agent with full context passed.

Similar environment? Let's map the deflection path.

A scoping call takes 30 minutes. We'll identify which interaction types in your queue are candidates for automation and what the integration looks like against your current telephony setup.