Case Study: Major Insurance and Finance Company achieves higher appointment attendance and increased conversions with Alterian’s Real-Time CX Platform

How Alterian’s Real-Time CX Platform helped this leading insurance and finance company better qualify leads, drive engagement, and boost conversions

Major Insurance and Finance Company was losing potential clients who booked financial-advisor appointments but then failed to attend, wasting time and resources. With no end-to-end visibility into customer journeys, siloed teams, disconnected channels, and unreliable survey data, the company couldn’t understand prospect behavior or stop spamming leads with ineffective follow-ups. To address this, they engaged Alterian and its Real-Time CX Platform.

Alterian implemented Journey Analytics and AI-driven Real-Time Journey Orchestration across web, email, SMS, IVR, CRM and branch systems (in a 12-week rollout) to reveal friction points, qualify intent, and serve next-best-actions. As a result, Alterian helped the company better qualify prospects, reduce no-shows by increasing attendance at scheduled meetings, and drive higher conversions for financial planning and insurance services.