Bank

Operational Performance Increase of 200%

CA Auto Bank - formerly FCA Bank - Chooses Stip AI and Automatically Handles 25,000 Tickets in a Month

Industry:

Banking

Company size:

+2000 employees

Location:

Torino, Italia

Core features:

Integration with Microsoft Dynamics

Spam content archiving

Non-relevant content archiving for CS

Categorization of Incoming Requests

Customer Identification and Contract Code

Ticket Routing

CA Auto Bank Integrates Stip AI with its CRM and Triples Operational Efficiency

How do you manage over 300,000 assistance requests arriving via email?
Before integrating Stip AI with Microsoft Dynamics, CA Auto Bank operated as follows:

customer service operators read and analyzed each incoming email

differentiated between spam, non-relevant, or non-team-specific emails and those containing information or assistance requests

manually categorized each email

identified the customer by searching for the necessary identifying data in the email text or subject (e.g., contract code, customer code, VAT number, tax code)

manually created a ticket and assigned it to the department or team responsible for handling it, following company guidelines

manually requested the necessary data and information from the customer to handle the request

What Changed with the Integration of Stip AI

By integrating Stip AI into Microsoft Dynamics, CA Auto Bank revolutionized its email management process, making an entire part of the process fully automatic and real-time while leaving internal operations unchanged. Some results of Stip AI's intervention:
3X
increase in customer service operator efficiency
15%
of tickets created and closed automatically by Stip AI
93%
success rate in automatically identifying the customer and contract code
80%
accuracy in categorization and routing to the relevant team

How Stip AI Achieved These Results: the Process

Automatically identifies assistance and information requests within the CS team's expertise

Archives all non-relevant and/or spam content

Identifies the customer and associates the request with their account through the contract code, customer code, tax code, VAT number, and much more

Automatically manages and resolves simple requests in real-time

Partially recognizes and manages complex requests, collecting missing data

Creates categorized tickets and routes them within the company's CRM

Assigns categorized tickets to the department or team responsible for handling them

Stip AI and Microsoft Dynamics Integrated for CA Auto Bank's Success

Management of spam and non-relevant content for CA Auto Bank
Stip AI automatically identifies spam-type content and those not within the customer service team's expertise. It reports these requests within the CRM and closes them, preventing operators from viewing them or having to archive them, allowing them to focus on value-added activities for the end customer.
Identification of the account and contract number or code
Unlike any CRM, Stip AI not only identifies the customer and reference contract using the sender's email address. In cases where, as often happens, the email is sent by third parties, Stip searches for more precise unique data within the text (e.g., contract number, customer code, tax code, VAT number, or others) and assigns them to the corresponding contact. Once the customer is identified, Stip AI automatically associates the request with the relevant account.
Identification of the request reason and data collection
Stip's artificial intelligence analyzes the email content and identifies the type of request sent by the customer. It thus understands what information the operator needs to handle that type of request and, if this information is missing, asks the customer for it and reports it within the ticket, avoiding further unnecessary contacts between operator and customer.
Ticket creation and routing
Once all the necessary data and information to handle the request have been collected, Stip AI creates a categorized ticket within the company's CRM and automatically routes it to the department or operator responsible for handling it.

Customer Stories

Automotive

Reduction of Management Time by 80%

Retail

+260 Sales Opportunities Every Month

Step into the Future of Customer Service with Stip AI

If you're seeking innovation, a customized solution, and a team of experts to propel your company into the world of cutting-edge technologies, Stip AI is the ultimate choice.