Case Study: SaveSavvi achieves $15,000 in new opportunities in two weeks with SalesboxAI (AI advisor Jenni)

SaveSawi adds $15,000 worth of Opportunities in first 2 Weeks using SalesboxAl

SaveSavvi, the world’s first savings comparison website for expats, needed a highly automated way to deliver timely, personalized savings and investment advice worldwide. Their challenge was to generate instant, individualized quotes from website inputs, answer common product queries by email, and follow up on inbound leads — all at scale — so they partnered with SalesboxAI to build an AI-driven solution.

Using SalesboxAI, SaveSavvi launched “Jenni,” an AI-powered Investment Advisor that listens for leads, pulls customer data from Microsoft Dynamics CRM, crafts and emails personalized quotes instantly, answers routine email queries, escalates to live agents when needed, and logs activities back to CRM. The SalesboxAI deployment delivered $15,000 in new opportunities within the first two weeks and, according to SaveSavvi’s CEO, paid for itself many times over within three months while vastly improving response speed and lead follow-up.

SaveSavvi

Stephen Douglas

Founder and Chief Executive Officer