A leading global financial services provider, operating across banking, insurance, and wealth management, faced mounting pressure to modernize its customer support systems. Despite investments in digital channels and AI chatbots, the organization struggled to deliver a truly conversational UX that felt intuitive, real-time, and context-aware. The absence of GenAI-powered systems limited their ability to provide personalized, seamless interactions, leaving customers frustrated and support teams overwhelmed.
The client’s support ecosystem was fragmented across multiple platforms—web, mobile, IVR, and email—with inconsistent user experiences and limited automation. Customers frequently encountered rigid decision trees, irrelevant responses, and long wait times. Internally, support agents lacked real-time assistance, leading to high handling times and low first-contact resolution.
1. GenAI-powered virtual assistants capable of understanding natural-language, context and sentiment.
2. Retrieval-Augmented Generation (RAG): Models for accurate, real-time responses.
1. Agent Copilot interface providing real-time suggestions, summaries, and compliance prompts
2. Contextual knowledge retrieval from enterprise repositories.
1. Unified conversational design system for consistent experiences across web, mobile, and voice.
2. Accessibility and inclusivity features for diverse user groups.
DeltaDot AI’s approach to conversational UX was rooted in human-centered design, GenAI innovation, and enterprise-grade integration.
Key highlights include:
DeltaDot AI ensured that the GenAI-powered support system adhered to the highest standards of security, compliance, and ethical AI governance.
The Deployment of DeltaDot AI’s GenAI-powered conversational UX platform marked a significant milestone in the evolution of enterprise support systems. By combining the power of large language models with human-centric design, the client was able to deliver intuitive, intelligent, and compliant support experiences across channels.
This case study demonstrates how conversational UX—when thoughtfully designed and powered by GenAI—can transform customer engagement from transactional interactions to meaningful conversations.