AI case study

DNBAdvisor call assistance

Advisors spent calls buried in after-call paperwork. Now AI Copilot drafts summaries and surfaces knowledge live, freeing them for customers.

Published

Key results

After-Call Work Reduction
50%
Summary Acceptance Rate
80%
vs 50% initial acceptance rate
Target Resolution Rate
80-90%

Result highlights

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The story

Context

Norway's largest financial services group, managing customer conversations that are becoming rarer each year as more interactions move to digital channels.

Challenge

A complex, heavily customized on-premises contact center environment made changes difficult and slowed the bank's ability to adapt as customer...

Solution
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Scope & timeline

  • 1,200 advisors using AI Copilot
  • 95% of customers opt into AI-supported calls

Quotes

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The company

Largest financial services group in Norway offering banking, insurance, and asset management.

IndustryFinancial Services
LocationOslo, Norway
Employees10K-50K
Founded1822

The vendor

AI-powered customer experience orchestration platform for contact centers.

IndustrySoftware & Platforms
LocationMenlo Park, CA, USA
Employees5K-10K
Founded1990

Use case

DNB's Advisor call assistance is part of this use case:

Enterprise Search
294 case studies(-13% YoY)
Proven impact?
Average
2.6Below average
2.6Below averagewithin Financial Services
2.6Below averagewithin Customer Service

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