Name: Wealthsimple innovates in customer service with Ada’s AI Agent
Uploaded: 2024-02-27T16:24:53.000Z
Duration: 4 min 39 s
Description: How Wealthsimple improved customer service with Ada’s AI Agent, improving their the Automated Resolution Rate and increasing CSAT.

Customer Success Management Training

Help Desk

Web and Video Conferencing

Customer Support

Continuous Integration

Development

Business Intelligence (BI)

Collaboration

Environmental, Social, and Governance (ESG)

Payment Facilitation

VoIP

Enterprise

Accounting

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Course Authoring

HR Management

Payroll

Professional Employer Organizations (PEO)

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Governance

Access Gateways

Cloud Storage

Disaster Recovery as a Service (DRaaS)

Fraud Detection

Graph Database

High Availability Cluster

Infrastructure-as-Code (IaC)

Infrastructure-as-a-Service

Integration Platform as a Service (iPaaS)

Network Behavior Analysis

Network Performance Monitoring

SOA Application Gateways

SaaS Management

Secure Email Gateway

System Monitoring

Traffic Switching

Value-Added Resellers (VARs)

Virtualization Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audience Engagement

Content Management

Content Marketing

Customer Reference Management

Data Management

Email Marketing

Gamification

Marketing Automation

Mobile Marketing

SMS Marketing

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Gamification

Social Commerce

Sales

Architecture

Commercial Drone

Equation Editors

Home Health Care

Insurance Agency Management

Membership Management

OSS/BSS (Operations Support/Business Support)

Online Voting

Practice Management

Revenue Cycle Management (RCM)

Simulation

Text Analysis

Vertical-Specific

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AWS Chatbot

Amazon AWS

Google Gemini

Google

Conversica

MobileMonkey

Chatfuel

xAI Grok

X Corp (formerly Twitter)

Khoros Service

Khoros (Formerly Spredfast + Lithium)

Fin by Intercom

Intercom

LocaliQ

Gannett

Genesys DX (discontinued)

Discontinued Products

Drift

Facebook Messenger

HubSpot Marketing Hub

Calendly

Zendesk Sunshine Conversations

Zendesk Chat

Zendesk Talk

Salesforce Service Cloud

Salesforce Health Cloud

Adobe Marketo Engage

Twilio

Twilio SendGrid

Gorgias

Kustomer

Contentful

Oracle API Platform Cloud

Clearbit

Dixa

Shopify

IBM® watsonx™ Orchestrate® leverages AI to automate complex workflows. The solution helps build, deploy, and manage AI assistants and agents. It offers a catalogue of pre-built agents and tools, low-code agent builder, multi-agent collaboration capabilities, and integrations with enterprise apps.

Essential

Standard

Essentials

IBM watsonx Orchestrate

Zoom Custom AI Companion gives admins the ability to customize AI Companion outputs by accessing an organization’s internal data sources, as well as third-party applications within Zoom AI Studio for expanded knowledge, helping users drive decisions, actions, and complete tasks.

Zoom AI Companion

AI Chatbot

the Ada AI-native customer service automation platform, capable of resolving a majority of inquiries.

the AI Agent connected to a knowledge base and web pages. Rather than trying to match a scripted response to a unique problem, the AI Agent draws on existing knowledge sources to reason through and automatically resolve customer service inquiries.

the setup of an integration using plain language (no code required). Specify the data the AI Agent should retrieve, when it should be used, and when to update data across systems, and the AI Agent is ready to perform tasks.

Ada’s proprietary Automated Resolution measurement system that measures the AI Agent’s accuracy, relevancy, and safety. It describes the AI Agent’s behaviour and measure the business impact of recommended improvements.

Ada's AI management tooling, which just like coaching, supports team on the tone, language, and procedures to follow.

an onboarded AI Agent, which can use knowledge of company and products, and deployed instantly across messaging, voice and email channels.

Ada Support

The generative AI toolkit for customer service leaders

How Wealthsimple improved customer service with Ada’s AI Agent, improving their the Automated Resolution Rate and increasing CSAT.

Wealthsimple innovates in customer service with Ada’s AI Agent

Wealthsimple offers 3 million Canadians ways to make their money work harder, from high-interest savings accounts to commission-less trading and free fiduciary advice. Combining smart technology with deep expertise,  Wealthsimple makes financial services transparent and affordable so more people can achieve financial freedom.

When Wealthsimple launched an AI Agent with Ada, they saw immediate results that far surpassed the capabilities of their scripted chatbot.

Learn more: https://www.ada.cx/case-study/wealthsimple

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