PhotonInnovation. Relationships. Scale.

Home | Consulting | Client Outcomes

Transforming Customer Support and Automated Testing with GenAI

Support specialist standing on a city street with a laptop
  • Client

    A Fortune 100 Financial Services Company

  • Industry

    Financial Services

  • Capabilities

    GenAI chatbots, IVR, and AI-driven test automation

  • Key outcomes

    Reduced call volume, 20% less testing effort, improved customer satisfaction

Overview

A leading global financial institution sought to enhance its customer support and reduce operational costs through Generative AI (GenAI). By implementing AI-driven chatbots and automated testing strategies, the organization aimed to reduce reliance on contact centers and optimize its testing strategy to cut costs. Partnering with Photon, the institution developed a phased approach to leverage GenAI for both customer service and automated testing processes.

The Challenges

The financial institution faced several operational challenges in its customer service and testing strategies:

  • Customer Support automation

    The organization sought to reduce its dependency on traditional contact centers by improving its chatbot and Interactive Voice Response (IVR) systems. The goal was to automate responses to common customer inquiries, reduce call volume, and lower operational costs.

  • Testing Strategy Optimization

    The institution also wanted to revolutionize its testing processes across its portfolio. By reducing the manual effort involved in software testing and enhancing quality assurance, the organization aimed to achieve a 20% reduction in testing costs.

The solution

Photon introduced a comprehensive GenAI solution to tackle both challenges by leveraging AI-driven automation.

Customer Support Automation

Unified Platform

A unified interface was created to manage all customer interactions, integrating chatbots and virtual assistants to automate responses to common customer issues.

Customer support specialist at a workstation

Customer Support Automation

Staged Approach

The solution was rolled out in stages, progressively improving chatbot and IVR systems to reduce overall call volume and reliance on human agents.

Colleagues collaborating in an office

Customer Support Automation

GenAI-Powered Chatbots

Generative AI was used to train and improve the chatbot systems, enhancing their ability to handle complex queries and direct customers to appropriate solutions.

Support specialist wearing a headset

Automated testing

AI-Based Automated Testing

A new testing strategy was introduced, using AI-trained Software Development Engineers in Test (SDET) to produce higher quality test cases, automate testing processes, and verify results.

Engineer reviewing code on a laptop

Automated testing

Pre-Development to Post-Development

GenAI was integrated into all phases of development, from pre-development planning to post-development testing, ensuring continuous improvement in testing efficiency.

Team planning work around a table

Technical stack

  • Generative AI Chatbots and IVR Systems

    Powered by advanced AI models to automate customer interactions and optimize service response times.

  • Generative AI Chatbots and IVR Systems

    Powered by advanced AI models to automate customer interactions and optimize service response times.

Results

The GenAI-driven solutions delivered significant improvements across both customer service and testing operations:

  • Customer Support Automation

    Reduced Call Volume

    The enhanced chatbot and IVR systems reduced the need for contact center support, lowering call volume and reducing operational costs.

  • Customer Support Automation

    Improved Customer Satisfaction

    Automated responses and faster issue resolution led to an increase in customer satisfaction.

  • Automated testing

    Cost Reduction in Testing

    The AI-based testing strategy reduced testing effort by 20%, cutting costs and improving the quality of test cases and overall software performance.

  • Automated testing

    Increased Efficiency

    Both customer service and testing processes were streamlined, allowing the institution to reallocate resources to higher-value tasks.

Conclusion

Through its partnership with Photon, this leading global financial institution successfully transformed its customer support and testing operations using Generative AI. The automation of customer inquiries and the implementation of AI-driven testing strategies resulted in significant cost reductions, increased efficiency, and enhanced customer satisfaction. This case study demonstrates how GenAI can revolutionize both customer service and software development in the financial industry.

Do more. With less. Request your GenAI workshop.

Connect with us →