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Customer Overview
A U.S based consumer financial services company specializing in private-label credit cards, financing solutions, and digital payment products for consumers and businesses.
Business Challenges
Partner onboarding relied on long, complex forms, causing partner drop offs and slower lead conversion, while existing partners lacked timely, personalized product and offer guidance - driving heavy sales dependence and limiting scalability.
Birlasoft Solution
- Replaced lengthy onboarding forms with short, conversational questions
- Converted partner inputs into qualified leads for sales teams
- Provided partners with product and offer recommendations based on partner business context
- Captured partner insights and shared them with sales teams for personalization
- Enabled 24×7 partner support through an always on conversational agent
Value Delivered
- Simplified partner onboarding with conversational AI
- Faster and accurate lead capture
- Increased cross sell and upsell through personalized recommendations
- Higher sales productivity with always on partner support