case study Archives - Fulcrum Analytics

Case Study: Transforming Call Center Insights with Generative AI

Case Study: Transforming Call Center Insights with Generative AI Author: Tony Ojeda In the ever-evolving landscape of customer service, understanding the nuances of customer interactions is paramount. Our recent project with a nationwide financial services provider exemplifies how leveraging Generative AI can revolutionize the way businesses extract and utilize insights from unstructured data. This case […]

Case Study: Generative AI Chatbot for Annuity Customer Service Representatives

AI, datascience

Case Study: Generative AI Chatbot for Annuity Customer Service Representatives Author: Tony Ojeda This case study explores the development and implementation of a Generative AI chatbot designed to assist customer service representatives (CSRs) at a nationwide annuities provider. The chatbot aimed to improve CSR efficiency and effectiveness when addressing complex customer inquiries regarding annuity products.

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