A U.S. Finance Firm Cut Missed Client Calls by 58% with AI Voice Agent

How a U.S. Finance Firm Reduced Missed Client Calls by 58% with AI Voice Agent 

A U.S.-based financial services firm needed a better way to manage after-hours and overflow calls from prospects and clients. Many callers were reaching out about loan eligibility, required documents, application status, repayments, and consultation requests, but limited live-agent availability led to missed calls, delayed callbacks, and no record of who called or what they needed — leaving follow-up entirely to chance. 

With 360 CTI AI Voice Agent, the firm brought real-time AI-led voice conversations into Salesforce. The solution helped answer routine finance inquiries, capture caller intent, escalate priority conversations, and log summaries, outcomes, and follow-ups directly inside Salesforce. 

In this case study, you’ll learn how we: 

• Reduced missed client and prospect calls by 58%  

• Improved follow-up speed on high-intent finance inquiries by 47%  

• Automated after-hours and overflow call handling with AI Voice Agent  

• Captured caller intent, summaries, outcomes, and next steps directly in Salesforce  

• Freed up 42% of live agent time previously spent on routine inquiry calls 

• Created clearer follow-up ownership for pending documents, callbacks, and priority inquiries