Case Study: Global Financial Services Company achieves 72% more new millennial accounts with Insight’s AI Chatbot

Financial Services Firm Leans on AI for a 72% Surge in New Business

Global Financial Services Company, a global financial services firm, wanted to attract millennial clients and improve customer engagement by reaching tech-savvy consumers through new digital channels. It partnered with Insight, leveraging consulting services to design a multichannel conversational agent that could better connect with younger investors and support customer self-service.

Insight helped launch a 24/7 chatbot on Microsoft Azure in just 10 weeks, enabling customers to buy or sell stocks, find nearby branches, get quotes, and access educational articles and videos. The solution delivered a 72% increase in new millennial accounts, cut inquiry response times from 15–20 minutes to seconds, and improved overall customer engagement and service scalability.