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FinTech AI Agents

An AI support agent that resolves 60% of tickets

An AI agent that handles real customer conversations end to end and escalates the rest with full context.

Client
FinTech company
Industry
FinTech
Services
AI Agents
Timeline
8 weeks
Team
4 specialists
  • -45%Support Costs
  • 60%Conversations fully resolved
  • <10sFirst response
  • 4.7/5Customer satisfaction

Challenge

Demand outgrowing the team

Volumes kept climbing while response times slipped. Most requests were repetitive, but every one still waited in the same queue as the hard cases.

Objectives

What we set out to achieve

Resolve routine requests instantly and give people more time for the complex ones.

  • 50%+Automated resolution
  • <10sResponse time
  • 0Drop in satisfaction

Strategy

Automate the top intents first

We analysed six months of conversations, ranked intents by volume and risk, and launched with the ten that covered most of the demand.

Solution

An agent that can actually do things

Grounded in policies and connected to the CRM, booking and billing systems, the agent completes tasks — not just answers — and hands off with a summary when it should.

Technology

The stack behind it

Chosen for reliability, speed and easy ownership by the client team.

  • OpOpenAI
  • ClClaude
  • TwTwilio
  • HuHubSpot
  • NoNode.js
  • PoPostgres
  • ZeZendesk
  • LaLangSmith

Implementation

8 weeks, four phases

Weekly demos kept the client team involved at every step.

  1. Weeks 1–2Conversation analysisIntent mapping, policies, success metrics.
  2. Weeks 3–5Agent & integrationsTools, knowledge base, hand-off flow.
  3. Week 6TestingRed-teaming and real-transcript replays.
  4. Weeks 7–8Launch & tuneGradual traffic ramp and weekly tuning.

Results

Faster answers, happier customers

-45% Support Costs in the first 90 days, while satisfaction scores held steady or improved.

Want Results Like These?

Tell us about your goals and we’ll show you how we’d approach them.

Avenix experts talking over coffee in a relaxed, plant-filled lounge
Arjun Mehta, Founder & CEO of Avenix, ready to discuss your project

Talk to Arjun & the team

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