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From the firm's own write-upReceipt no. 2426
What sucked

Corporate banking clients relied on phone and email support for routine account and service questions, which meant response times varied and staff spent significant time on repetitive requests instead of higher-value client work.

Financial ServicesCustomer Service4–6 months
What they built

ModernEdge built an AI assistant for a corporate bank's client support channels, trained on the bank's service policies and product knowledge. It answers routine account and service questions directly and routes complex requests to a relationship manager or support specialist.

What changed
Faster response times

For routine client support questions

Reduced staff workload

On handling routine client support conversations

Time to results
4–6 months
Company size
51-250 people
Project cost
$500K+
More fixes like this
Who did it
Kevin Malaekeh
Co-Founder, ModernEdge AI

Pulled from work they published. Pluris hasn't reviewed it yet.