Every pending loan application generated another status call—and every status call required a live agent. As application volume grew, a financial services provider was spending valuable agent capacity answering the same routine questions customers needed resolved quickly. The organization saw an opportunity to use AI voice automation to handle these high-volume inquiries while keeping live agents focused on more complex customer needs.
Enter RDI. Rather than jumping straight into full-scale automation, RDI took a crawl-walk-run approach with Lynn, an AI voice agent built to handle pending application status inquiries. The solution started with a focused pilot, evolved through real customer interactions, and quickly scaled into production—reaching 54% containment and an estimated 64% reduction in handling costs within the first 20 days.
See how RDI and the financial services provider turned one high-volume use case into a measurable starting point for scaling AI across the customer journey by downloading the full case study below.