How a Financial Platform Saves $4.5M/Year with 70% AI Resolution Across All Segments

A financial automation platform serving 500,000 SMBs and 8 million users replaced its underperforming AI support with DevRev, reaching a 70% AI resolution rate and $4.5M in annual savings — with full deployment in 15 weeks.

Company

The customer is a financial automation platform serving over 500,000 small and midsize businesses, with 8 million members and users across its platform. This case study is presented anonymously at the customer's request.

Challenge

The company's existing competitive AI solutions were underperforming. It needed a platform that could process millions of transactions while delivering consistent AI-powered support across in-product, web, and mobile channels. Its internal savings goal was $5M.

Solution

After a proof-of-concept using 200,000 real customer queries that exceeded the company's 30% resolution threshold, DevRev's AI agent was deployed across 100% of customer segments in just 15 weeks. Computer for enterprise search was added to handle 600,000 annual search queries, giving internal teams instant answers.

Impact

The deployment beat the company's underperforming incumbent and delivered savings at scale: