Overview
A leading bank-linked brokerage in India wanted to modernise its customer engagement and sales operations. Despite significant investments in digital marketing, the final leg of customer conversion remained heavily manual. Sales agents often relied onstatic scripts, slow follow-ups, and fragmented systems that failed to deliver personalised experiences at scale.
The organisation sought to bridge the gap between marketing precision and sales execution, ensuring every lead received timely, contextual, and relevant communication.
The Challenge
While marketing communication was hyper-personalised, customer interactions on calls were not.
Agents were handling high volumes of repetitive calls, resulting in:
Missed follow-ups and delayed responses
Lack of personalisation in customer conversations
Long handle times and inconsistent performance
The organisation needed a solution that could bring intelligence and consistency to every sales touchpoint without increasing operational costs.
The Solution
The company implemented SquadStack’s Humanoid Voice AI Stack, a fully autonomous AI system designed to drive sales outcomes through personalised, human-like conversations.
The AI agent handled outreach, qualification, and follow-ups automatically while updating CRM in real time.
It used contextual data to reach dropped leads with the right message at the right time, replicating the empathy and precision of a skilled human agent while operating at scale.
The Results
The deployment of SquadStack’s AI Stack delivered measurable impact across key sales performance metrics:
These results demonstrated that Voice AI could outperform traditional human-led workflows while maintaining personalisation and contextual accuracy in every interaction.
Marketing today is personalised at a lead level, but contact centre interactions still are not.
Our vision is to change that using SquadStack’s AI to bring back dropped leads with the right message at the right time.
This is the vision SquadStack shares, and their platform makes it possible.
— Senior Product Manager – AI & Personalisation, Bank-Linked Brokerage
The Impact
By integrating Voice AI into their customer engagement workflows, the bank-linked brokerage transformed how sales conversations were managed and measured. The AI-driven system not only improved conversion efficiency but also allowed teams to scale outreach without additional headcount.
With real-time visibility, faster turnaround, and deeper personalisation, the organisation achieved a new standard for customer experience in the brokerage industry.
