AI case study

UpstoxCustomer support

Agents couldn't keep pace with 10M traders. An AI copilot now resolves complex queries, cutting handovers by 35%.

Published|1 year ago

Key results

Chat CSAT Increase
900bps
Agent Handover Reduction
35%

Result highlights

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The story

Context

A trading and investment platform serving over 10 million customers with a portfolio spanning stocks, mutual funds, and ETFs.

Challenge

Scaling support for such a large user base created significant operational bottlenecks, as human agents struggled to provide instant responses to a...

Solution
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Quotes

The company

Online stock trading and investment platform for the Indian market.

IndustryFinancial Services
LocationMumbai, MH, India
Employees1K-5K
Founded2009

The AI provider

Enterprise software, cloud infrastructure, and consumer electronics platform.

IndustrySoftware & Platforms
LocationRedmond, WA, USA
Employees100K+
Founded1975

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