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FINANCIAL SERVICES

172.89% sales growth with a WhatsApp chatbot

A new digital journey for loan sales.

The challenge

The company, which sold loans only through physical branches and IVR, modernized its processes with 2CX. A pipeline was created on the omnichannel platform and integrated with a WhatsApp chatbot, providing a fast, personalized and efficient experience aligned with market demands.

Results achieved

  • 172.89%

    172.89% more new sales

  • ↗

    Reduced demand on branches and IVRs

  • ↗

    Operational savings

  • ↗

    Faster customer service

Solutions used

  • 2CX Omne+ ↗
  • 2CX Smart Agent for text ↗

Other cases

BPO

Higher ROI and lower operational CCR

View case ↗
COLLECTIONS

97.62% WhatsApp message delivery

View case ↗
INSURANCE

40% increase in call containment

View case ↗
TELECOM

80% containment of completed interactions

View case ↗
EPS

154% more settlements with an unprecedented strategy

View case ↗
EPS

100% of voice interactions monitored by AI

View case ↗
Proven results

I want results like these

Talk to a 2CX specialist and discover how to transform the results of your operation.

2CX

Brazilian technology for smarter, smoother and more human experiences.

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