ClearVoice — AI Voice Agent for Financial Services Support
An insurance and lending firm handling 4,000+ inbound support calls a month was staffing a 14-seat contact centre that spent most of its time on fully automatable questions: balances, payment dates, policy status, branch hours and payment instructions.
- Client: ClearVoice Financial · Industry: Financial Services
- Three months of consented, PII-redacted call recordings were classified by intent, showing that 15 intents covered most call volume. A real-time voice pipeline was then deployed on the existing phone number — Twilio audio, Deepgram speech recognition, LLM intent routing, live Salesforce and…
- 58% of inbound calls resolved without a human agent
- 380+ agent hours freed per month; average wait reduced from 4.5 minutes to under 30 seconds
- Post-call CSAT of 4.2/5 on AI-handled calls
- 650–900 ms round-trip voice latency
- Call deflection: 58%
- Handle time: 87s — Average
- CSAT: 4.2/5 — AI-handled calls
- Technologies: Python, Twilio, Deepgram, ElevenLabs, GPT-4o, Llama 3.1 8B, Salesforce API, FastAPI
- Figures as reported in Ortem Technologies' published case study.
- Delivered by Ortem Technologies — Full case study on ortemtech.com: https://ortemtech.com/case-studies/voice-ai-support-agent/