Case Study: Financial Services Organization achieves compensation equity and increased staff retention with Happiest Minds cloud modernization

Financial Services Organization - Customer Case Study

Happiest Minds is a next‑generation digital transformation and product engineering company that worked with leading banks, fintechs and claims providers to tackle legacy inefficiencies that were hurting customer experience and business agility. Clients faced high call volumes, manual service-desk processes, poor knowledge delivery, outdated desktop apps and payment-processing risks that limited employee productivity, compliance and customer retention.

Happiest Minds deployed AI-powered digital assistants, NLP chatbots, self-assembling knowledge bases, agent-assist bots, RPA, cloud migrations and advanced analytics to automate requests, modernize contact centers and digitize payments and HR systems. Results included a 55% increase in relevant knowledge delivery, 30–40%+ improvements in customer satisfaction, over 40% reduction in L1 calls, 40% gains in operational efficiency, 40–60% faster call resolution/summarization, $61K in lookup savings, 2,880 agent hours saved and increases in cross-sell, retention and compliance.