AI case study

CaixaBankCustomer service assistants

Agents dug through a vast catalog for answers. Now, AI preps calls and surfaces instant insights for 300 remote employees.

Published|4 months ago

The story

Context

Spain's leading bank serves over 20 million customers and manages 500 million monthly interactions across physical branches and digital channels.

Challenge

Front-line teams struggled to navigate complex inquiries across a vast catalog ranging from credit cards to mortgages. Previous attempts to build AI...

Solution
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Scope & timeline

  • Document processing tool built in 30 mins vs 3-4 months
  • 300+ remote support employees supported by AI agent

Quotes

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The company

CaixaBank logo

CaixaBank

caixabank.com

Banking and financial services group for retail and corporate customers.

IndustryFinancial Services
LocationValencia, Spain
Employees10K-50K
Founded2011

The vendor

AI-powered CRM platform for sales, service, marketing, and commerce teams.

IndustrySoftware & Platforms
LocationSan Francisco, CA, USA
Employees50K-100K
Founded1999

Use case

CaixaBank's Customer service assistants is part of this use case:

Support Chatbot
223 case studies(+42% YoY)
Proven impact?
LowModerateVery Strong
5.1Strong
4.0Moderatewithin Financial Services
4.7Moderatewithin Customer Service

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