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Financial services

Meet BenBot, raising the bar for online capital raising

Client
DealMaker
Industry
Financial services
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01Client and problem

Customer conversations were spread across HubSpot, Slack and email, with inconsistent answers.

02What CWX delivered

BenBot, a conversational hub on Vertex AI trained on a generative playbook, across every channel.

03What changed

Faster, consistent customer communication, with real-time monitoring as the platform scales.

01

Highlights

DealMaker, a leading tech platform for online capital raises, partnered with CWX to develop BenBot, an AI-powered conversational hub designed to enhance customer interactions, improve efficiency, and streamline communication across their platform.

02

The challenge

DealMaker needed to improve customer experience by integrating advanced AI with their platform, streamlining communication, and enhancing scalability, accuracy, and consistency across various channels including HubSpot CRM, Slack, and email.

03

The solution

CWX built BenBot, a conversational hub integrated with multiple communication channels. BenBot was trained using a Generative Playbook, implemented NLU for domain-specific understanding, and leveraged Vertex AI for dynamic multi-channel responses.

04

The implementation process

BenBot streamlined customer interactions, improving efficiency and communication consistency. Integration with multiple channels and real-time monitoring boosted scalability and ensured a seamless, AI-driven experience for DealMaker’s platform users.

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