1. 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
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.
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