Financial markets Business challenge Getting on the property ladder for the first time can be tricky, and people don’t always know when they’re ready. SPF Private Clients wanted to jump the best candidates to the front of the queue. Transformation With help from Tectonic, SPF Private Clients created an online web portal where applicants can upload documentation and interact with an AI chatbot, with the top leads passed automatically to brokers. “The IBM and Tectonic Works solution enabled us to speed up processing of Help to Buy mortgage applications by 400 percent.” —Freddie Savundra, Associate, SPF Private Clients Business benefits: 400% faster processing of Help to Buy mortgage applications and higher conversion rates Fast-tracks responses to the most promising leads, enhancing client experiences Offers a valuable competitive advantage SPF Private Clients Finding diamonds in the rough: harnessing AI solutions to identify the best mortgage leads Solution components IBM® Cloud™ Foundry IBM Cloud Object Storage IBM Cloud Platform IBM Compose for MongoDB IBM Watson® Assistant IBM Watson Tone Analyzer Client Name SPF Private Clients Company Background SPF Private Clients helps its clients achieve their financial goals through funding, wealth management and insurance advice. With offices in London, Manchester, Guernsey, Nottingham and Oxford, the company is one of the market leaders in UK financial services. Business challenge Getting on the property ladder for the first time can be tricky, and people don’t always know when they’re ready. SPF Private Clients wanted to jump the best candidates to the front of the queue. The benefit 400% faster processing of Help to Buy mortgage applications and higher conversion rates. Fast-tracks responses to the most promising leads, enhancing client experiences. Offers a valuable competitive advantage. Pull Quote “The IBM and Tectonic Works solution enabled us to speed up processing of Help to Buy mortgage applications by 400 percent. ” —Freddie Savundra, Associate, SPF Private Clients Solution components IBM® Cloud™ Foundry IBM Cloud Object Storage IBM Cloud Platform IBM Compose for MongoDB IBM Watson® Assistant IBM Watson Tone Analyzer Case study Link https://www.ibm.com/case-studies/spf-private-clients-ibm-cloud-watson-ai-chatbot SPF Private Clients helps its clients achieve their financial goals through funding, wealth management and insurance advice. With offices in London, Manchester, Guernsey, Nottingham and Oxford, the company is one of the market leaders in UK financial services. Share this