A global financial services firm partnered with Insight to attract millennial clients by developing a multichannel AI chatbot on Microsoft Azure. Employees’ insights informed its design, enabling features like stock transactions, branch location, quotes, and educational content. Built in just 10 weeks, the chatbot improved customer engagement and response times, reducing inquiry resolution from 15–20 minutes to seconds. The initiative drove a 72% increase in new millennial accounts, expanded multichannel engagement, and enhanced customer satisfaction. With continuous learning, the chatbot evolves to deliver better, more personalized support over time.

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