Case Study: Emerging B2C Fintech Company achieves 40% increase in customer satisfaction with Happiest Minds' AI-powered Cognitive Virtual Assistant

Emerging B2C Fintech Company - Customer Case Study

An early-stage B2C fintech focused on helping millennials manage spending and set financial goals faced a common challenge: millennials’ nontraditional spending patterns and busy lifestyles made it hard to deliver fast, personalized financial guidance. The company needed a cost-efficient, scalable AI solution that could predict behavior, provide seamless omnichannel interactions, and resolve customer problems quickly.

Happiest Minds built a multi-platform AI Digital Query Assistant that uses NLP and anticipative gamification to act as a virtual financial advisor, gathering minimal input to deliver personalized savings and spending plans. The deployment improved customer savings by 15%, optimized spend patterns by 20%, increased customer satisfaction by 40%, sped up financial decision-making, and helped the firm reach new customers.