Coveo
85 Case Studies
A Coveo Case Study
Trouba (pseudonym), one of the largest wealth providers in the US, struggled as rapid growth created product- and SharePoint-based knowledge silos. Outdated keyword search left CSRs spending excessive time finding answers, produced inconsistent client responses, increased transfers and callbacks, and slowed new-hire ramp-up—undermining first-contact resolution and customer trust.
Trouba deployed Coveo’s Relevance Cloud to centralize content into a unified index and deliver ML-powered, natural-language search with smart snippets, personalized recommendations and permission-aware results. The intelligent search cut CSR search time by 86%, reduced average handle time by 11.25%, saved 2.5 days of knowledge ramp time, lowered transfers and delivered measurable value in about eight weeks.