Case Study - Automated Leads, Amplified Results: The Accounting Website + Chatbot Success Story
Magistra is a accounting firm in the heart of Jyväskylä. We made a website and a AI chat bot interface for them.
- Client
- Magistra
- Year
- Service
- Website & AI Chatbot
Overview
Identifying the challenge in effectively gauging a potential client's accounting requirements, the Magistra team believed they could streamline their initial client engagement process.
Previously, clients were required to manually detail their financial situations and concerns. However, this often led to imprecise or missing information, subsequently impacting the accuracy of service recommendations.
To address this, we introduced an intelligent chatbot that interacts with clients during their onboarding phase. The chatbot poses specific, targeted questions to gather comprehensive financial data and better understand client needs.
What we did
- Chatbot Integration
- User Experience Design
- Automated Data Collection
- Website
The expertise of the team at Huotari AI has transformed our initial client interactions. Their innovative solutions ensured a smoother, more efficient onboarding process for our clientele.
CEO of Magistra
- Improved Engagement
- 40%
- Faster Onboarding
- 25%
- Client Satisfaction Rating
- 4.7
- Increase in Client Retention
- 15%