AI Call Agent Revolutionizes B2B Collections

A leading financial services company sought to enhance their B2B collections process by integrating advanced AI technologies. We developed a solution to improve efficiency, ensure compliance with regulations like FCRA and FCC, and maintain high customer satisfaction.

  • Client Type

    Enterprise

  • Headquarters

    Georgia, USA

  • Industry

    Finance

  • Market Reach

    National

  • Features
    • Data Security
    • Compliance Engine
    • Identity Verification
    • Payment Processing
    • Live AI QA
    • Training
  • Data Infrastructure

    Cloud

  • Learn more

Overview

An AI Call Agent was developed, capable of handling complex collection calls, verifying customer identities, and accepting payments—all while seamlessly integrating with existing systems and workflows.

The Challenge

Navigating regulatory complexities like FCRA, Data Protection laws, and FCC regulations required precise and detailed strategies. Real-time data integration was critical for accessing customer-specific information, while maintaining high accuracy in AI interactions necessitated rigorous quality assurance with human oversight. Additionally, ensuring the solution's scalability across the B2B team was essential to support seamless operations without disruption.

  • Regulatory Compliance

    Navigating the complexities of FCRA, Data Protection laws, and FCC regulations required meticulous attention to detail.

  • Data Integration

    Accessing and utilizing customer-specific data such as amounts owed and business names in real-time was essential.

  • Quality Assurance

    Ensuring the AI's interactions were accurate and appropriate necessitated a robust QA system with human oversight.

  • Scalability

    Implementing a solution that could be scaled across a team of B2B collectors without disrupting current operations.

Implementation

01.
AI model training

The AI model was trained on thousands of historical call recordings and scripts, focusing on effective communication strategies and compliance.

02.
Pilot testing

Launched a pilot program with a subset of collectors to gather feedback and make iterative improvements.

03.
Team training

Provided comprehensive training for the B2B collectors to work alongside the AI agent, maximizing its effectiveness.

What We Achieved

The implementation of the AI Call Agent transformed the company's B2B collections process, delivering significant improvements in efficiency, compliance, and customer satisfaction.

The integration of advanced AI technologies with human oversight provided a robust solution that met all regulatory requirements while enhancing operational performance.

25%

Imroved debt recovery rate

100%

Compliance assurance

30%

Reduced operational costs

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