Case study — Financial services

A third of the day, spent typing it up.

The hard part of a service call didn't end when the customer hung up. Agents spent nearly a third of every day writing summaries, tagging cases and keying data into an ageing CRM — while new calls queued and records went patchy. We handed the write-up to the machine.

ClientA leading financial-services corporation
ScaleTens of thousands of customer interactions a month
The workLegacy telephony + CRM bridge, automatic summaries & tagging, human-approved sync
Outcome−49% handle time · +35% centre capacity · 100% record accuracy
The problem

The work that starts when the call ends.

In any service centre, the grunt work doesn't end when the customer hangs up. Here, agents were burning nearly a third of the workday on after-call work — and it was quietly draining the whole operation.

After every call, an agent had to spend two to three minutes writing a summary by hand, choosing the right case category, and keying the details into the core system. That clerical drag built long queues of waiting callers, because agents tied up in paperwork weren't available to pick up the next call — and calls were abandoned.

It also hurt the record. Under pressure to move to the next call, agents dropped critical details from a summary or picked the wrong category, so the notes in a customer's file were often incomplete or inaccurate — which crippled the ability of other teams to carry on the case.

What we did

We wrote the summary the moment the call ended.

An engine on top of the old systems drafts it; the agent glances, approves, done.

Bridge, don't replace

On top of the legacy stack

We connected an advanced language engine directly to the telephony system and the corporate CRM — a bridging layer — with no need to rip out and replace the old systems the business runs on.

Auto-summary

Structured, the instant it ends

The system analyses the call or chat in real time, identifies the core issue, extracts the key data, and generates a structured, accurate, to-the-point summary automatically the moment the interaction closes.

Auto-tag

The right category, chosen for them

Instead of picking a case category under time pressure, the agent is handed the correct tag already selected — ending the mis-categorisation that used to send cases down the wrong path.

Glance & approve

A tap, not a re-type

Rather than typing from scratch, the agent gets a ready summary and tag on screen, reviews it in a quick glance, clicks “approve,” and the system writes the fields straight into the CRM in the background.

Capacity back

Available for the next caller

With the two-to-three minutes of wrap-up per call gone, agents are free to take the next call — the queues and abandoned calls that the paperwork created simply ease.

Human decides

The agent still signs off

Nothing is written to the record without a person. The engine drafts and tags; the agent verifies and approves — accuracy and accountability kept with a human, at a fraction of the effort.

The result

The paperwork stopped eating the day.

Shorter calls, more capacity, cleaner records.

Live

Handle time down up to 49%

Average handle time fell by as much as 49%, purely from removing the keying and clerical wrap-up — saving two to three minutes on every interaction, which freed thousands of agent-hours a month and lifted the centre's capacity by 35%.

And clean data

100% accurate records

Documentation in the CRM reached 100% accuracy and consistency, with zero loss of critical information about promises or agreements made with the customer — so any team could pick up a case with the full, correct picture.

Why it holds

The boring work, done right, every time.

Automating the after-call write-up doesn't just save minutes — it makes the record complete and consistent in a way a tired human at the end of a shift never could, because the agent approves instead of retypes. It's the natural companion to our agent-assist work: one assistant helps during the call, this one handles everything after it — and both keep a person on the final word.

Agents drowning in after-call admin?

Book a strategy call Bring the wrap-up work that eats your queue. Thirty minutes, no slides — or see more case studies.