Case Study: Applied Data Finance improves customer experience and reduces handle times with Upscope

Applied Data Finance - Customer Case Study

Applied Data Finance (ADF), which uses advanced data science to assess borrower creditworthiness for its Personify Financial loans site, needed a secure, integrated way to improve customer experience and support efficiency. To avoid forcing agents to use a separate tool and to meet strict security requirements, ADF turned to Upscope and its Co‑browsing capability via the Upscope REST API.

ADF embedded Upscope’s co‑browsing directly into their support systems so agents don’t need to log into a separate platform; Upscope provided the core co‑browsing service and met security needs through ISO certification and industry compliance. The result, according to ADF, was fast implementation with minimal training, positive agent and customer feedback, improved customer experience and a measurable reduction in handle times.

Applied Data Finance

Jeff Kacirek

Manager of Call Center Operations