Case Study: Cyprus Investment Firm achieves faster lead processing and stronger compliance with Renascence’s Voice & Text AI Assistant

Cyprus Investment Firm reduces handling time by 50% with Renascence

The Cyprus Investment Firm, a wealth and investment firm, faced high staffing costs and operational friction due to a heavy multi-channel inbound lead load and strict compliance requirements that restricted how agents could answer investment-related questions. To address this, they partnered with Renascence to implement a Voice & Text AI Assistant for lead processing and compliance.

Renascence built a multilingual AI assistant that operates across phone, WhatsApp, Telegram, and web chat. The solution used RAG for accurate information, integrated with CRM and calendar systems for automated scheduling, and featured a compliance engine to prevent unapproved investment advice. This resulted in a 40-50% reduction in handling time, a 25-30% increase in processed leads, and delivered over $500k per year in combined cost savings and additional revenue for the client.