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A financial automation platform serving 500,000 SMBs and 8 million users replaced its underperforming AI support with DevRev, reaching a 70% AI resolution rate and $4.5M in annual savings — with full deployment in 15 weeks.
The customer is a financial automation platform serving over 500,000 small and midsize businesses, with 8 million members and users across its platform. This case study is presented anonymously at the customer's request.
The company's existing competitive AI solutions were underperforming. It needed a platform that could process millions of transactions while delivering consistent AI-powered support across in-product, web, and mobile channels. Its internal savings goal was $5M.
After a proof-of-concept using 200,000 real customer queries that exceeded the company's 30% resolution threshold, DevRev's AI agent was deployed across 100% of customer segments in just 15 weeks. Computer for enterprise search was added to handle 600,000 annual search queries, giving internal teams instant answers.
The deployment beat the company's underperforming incumbent and delivered savings at scale:
They deployed our AI agent across 100% of their segments in 15 weeks — 500K SMBs, 8M users. They hit a 70% resolution rate and are saving $4.5M annually. Their PoC used 200K real queries and blew past the 30% threshold. Plus Computer handles 600K enterprise search queries a year for their internal teams.
