A Securities & Brokerage Firm Modernizes Customer Support with AI

An India-based securities and brokerage firm is modernizing customer support by consolidating fragmented processes onto DevRev's AI-powered platform.

Company

The customer is a mid-market securities and brokerage firm based in India, serving retail investors in a regulated financial services market. This case study is presented anonymously at the customer's request.

Challenge

The firm needed to modernize customer support operations that were spread across fragmented processes. As a regulated financial services business serving retail investors, it required a scalable, AI-ready support platform that could consolidate systems and improve responsiveness.

Solution

The firm adopted DevRev to power customer support with AI and unify its support processes on a single platform. The deployment is focused on AI-assisted resolution and workflow consolidation, with the implementation currently onboarding.

Impact

The rollout is underway, with early focus on consolidation and AI-assisted responsiveness: