An AI Coach that Drives Leads and Financial Literacy

Voiceflow · Beginner ·🤖 AI Agents & Automation ·1y ago

Key Takeaways

Voiceflow's AI Coach drives leads and financial literacy, aligning with Sanlam's company strategy to be an advice-led business, utilizing AI to deliver high-quality advice to a wider audience.

Full Transcript

the one thing we got right was that the the use case we bought which is coach is actually aligned perfectly with the overall company strategy swim with the tide if you can salam's overall strategy is to be an advice Le business so we said well we think we can use AI to live up to that strategy and to help help that strategy in terms of delivering advice with the AI the vast majority of business that comes into sunam is driven through human activity and and advice given by humans and while that really good it obviously has some shortcomings it's very expensive to do and you can't scale it you can't scale the numbers overnight because the vesting periods of advisor is going on to three years because it's so expensive and hard to scale you leave a huge part of the market that you can't afford to give advice to so we said we think we can give high quality AI based advice to a much wider audience but it's not going to threaten the existing channels it's going to complement the existing CH channels and that story kind of made sense so that's how we positioned it

Original Description

Learn how Peter and the Sanlam team found their AI agent use case
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Uploads from Voiceflow · Voiceflow · 27 of 60

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An AI Coach that Drives Leads and Financial Literacy
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Learn how Voiceflow's AI Coach drives leads and financial literacy, aligning with Sanlam's company strategy to be an advice-led business. Discover how AI can deliver high-quality advice to a wider audience, complementing existing channels. Understand the importance of scalability and vesting periods in advisor expense.

Key Takeaways
  1. Identify areas for AI-driven improvement in financial literacy
  2. Develop AI-powered coaching tools to drive leads
  3. Implement AI-based advice platforms to complement existing channels
  4. Ensure AI-driven advice is unbiased and transparent
  5. Align AI solutions with business strategy
💡 AI can be used to deliver high-quality advice to a wider audience, complementing existing channels and driving business growth.

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