AI Chat Automation for Loan Program Queries

Empowering Loan Officers with AI-driven chat automation for faster program insights, seamless communication, and real-time knowledge access.

Icon REQUIREMENT

Customer And Their Requirement

A financial services company in Atlanta sought an AI-powered chat solution to help Loan Officers quickly access portfolio program details, streamline internal communication, and manage knowledge base updates through an intuitive dashboard with reporting and analytics on their Microsoft 365 intranet portal.

Icon OUR SOLUTIONS

Gathered client requirements, defined project scope, finalized timelines, and assigned roles for smooth execution.

Developed a functional prototype to validate feasibility, confirm design alignment, and ensure client satisfaction.

Trained Telena using client guidelines, added vector search, and integrated AI widgets into the intranet portal.

Conducted user testing, fine-tuned prompts, deployed the solution, and monitored post-launch performance.

Experience smarter conversations with AI-powered automation; connect with our experts today.

RESULTS
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RESULTS

Faster Responses
AI platform simplified information access, helping Loan Officers retrieve accurate answers instantly.
AI platform simplified information access, helping Loan Officers retrieve accurate answers instantly.
Improved Efficiency
Centralized dashboard managed user roles, visibility, and real-time knowledge updates effectively.
Centralized dashboard managed user roles, visibility, and real-time knowledge updates effectively.
Smarter Search
Vector search enabled accurate results from tabular and unstructured program data.
Vector search enabled accurate results from tabular and unstructured program data.
Smooth Deployment
Phased rollout ensured stability, monitored performance, and supported successful onboarding.
Phased rollout ensured stability, monitored performance, and supported successful onboarding.
Icon Client Success Stories

Client Success Stories Real Results Delivered

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Reduced Catalog Turnaround by 50% for a US eCommerce Brand

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Reduced Catalog Turnaround by 50% for a US eCommerce Brand

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Reduced Catalog Turnaround by 50% for a US eCommerce Brand

Tech Support Services for the Med-tech Industry to Speed Up Ticket Resolution...

— Back Office

Reduced Catalog Turnaround by 50% for a US eCommerce Brand

Tech Support Services for the Med-tech Industry to Speed Up Ticket Resolution...

— Back Office

Reduced Catalog Turnaround by 50% for a US eCommerce Brand

Tech Support Services for the Med-tech Industry to Speed Up Ticket Resolution...

— Back Office
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