Case Study: a leading North American bank achieves $6.1M in annual savings with Intradiem customer service automation

Leading North American Bank saves $6.1M annually with Intradiem

A leading North American bank faced operational challenges from manual scheduling and adherence management, which slowed efficiency and contributed to advisor burnout. To modernize its customer service operations for its over 20 million clients, the bank implemented Intradiem’s customer service automation solution to gain real-time visibility and optimize its workforce.

Intradiem’s solution integrated with the bank's existing systems to act as a real-time virtual assistant, automating schedule adjustments and breaks. This implementation delivered $6.1 million in annual recurring savings, moved over 26,000 breaks automatically per week, and improved advisor engagement, all while being deployed to thousands of users in a matter of months.