Horizon Wealth Conversational AI
Horizon Wealth Advisory
Deploying a multilingual custom RAG support bot to capture leads and resolve queries 24/7.
Campaign Analytics Dashboard
Verifiable search, advertising, and conversion metrics sourced directly from our analytics stack.
Before vs After Performance
First Response Time
Monthly Support Overhead
Automated Resolutions
AI CRM Integration Stats
| Metric Name | Target Value | Actual Verified | Change Ratio |
|---|---|---|---|
| Monthly Conversations | 2,500 | 15,400 | Automated |
| Resolutions Without Agent | 0% | 92.0% | +92% Lift |
| CRM Synchronisation Syncs | Manual | 3,120/mo | Real-time |
The Challenge
Horizon Wealth's client support team was overwhelmed with repetitive support queries. Qualified wealth advisory leads were dropping off due to delayed response times outside business hours.
Our Solution
We engineered an AI customer agent with secure RAG (Retrieval-Augmented Generation) synced to their database and CRM, launching WhatsApp and Web channels.
Results Delivered
- 5.4X ROAS achieved by converting cold ad traffic instantly via chatbot
- 78% Reduction in human customer support response times
- 92% Automated query resolution rate without human intervention
- 15,000+ support queries handled in English, Mandarin, and Spanish
Services Used
Project Timeline
Week 1–4
Knowledge base compliance review, prompt engineering
Week 5–8
CRM and API integrations, WhatsApp setup
Week 9–16
Pilot testing, human handoff setup, fine-tuning
“Our support operations cost fell by nearly 80%, while lead conversions from web chat jumped by 35%. The RAG bot is flawless.”
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