Case Study: Funding Options by Tide improves broker coaching and cuts admin with Natterbox AI

Funding Options by Tide empowers 100 brokers with Natterbox AI

Funding Options by Tide, a leading UK platform for small business lending, faced significant challenges scaling its broker team due to high call volumes and manual administrative tasks. The team struggled with time-consuming post-call work and inconsistent coaching, limiting their productivity. To address this, they partnered with Natterbox and implemented its AI Advisor and SMS products to automate workflows and gain better visibility within Salesforce.

The Natterbox solution automated call summarization and follow-up tasks with AI Advisor, giving brokers time back for more conversations. It also enabled consistent, AI-powered coaching at scale and opened a new SMS channel for customer communication. The results included 100 brokers empowered with AI, 50 users live on SMS, and 100% call visibility in Salesforce, leading to a more efficient team and a more personal customer experience.

Funding Options by Tide