BUSINESS SUCCESS CASE CORU
User growth and staff development enhancement
Platform that achieved a 70% increase in users, indicating a growing interest in the company's offerings. We provided a financial services technology platform that uses user profiling to match them with the most suitable product. The analogy of a financial gym and the incorporation of conversational intelligence aim to enhance users' financial education.
client: CORU
industry: Fintech
relationship: Since September 2023
Achievements
Update from GPT model 3.5 to 4
Allowed the reception of files in PDF format
Integration of the MKT Automation process
Technologies
- Use of OpenAI, Chat GPT 4
- Integration API with Active Campaign
- AWS
- Node JS
get started
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Business Value
Benefit card that facilitates access to Health, Education, and Leisure for those who need it the most.
About the client
Cartão de Todos is a benefits card that provides discounts on various products and establishments. Its objective is to facilitate access to Health, Education, and Leisure for those who need it the most, through discounts and benefits for the customer. It is the largest discount card in Brazil; by paying a monthly fee for the entire family you gain access to exclusive discounts.
Product/Services
Whatsapp Integration
- ADI is a Sales and Onboarding Assistant with the ability to contact prospects directly via WhatsApp, address inquiries, offer the product, and complete the onboarding process. Once the documents are obtained, a link is sent to complete the purchase on the Cartão de Todos website.
Business Challenge
Implement a strategy that increases users and implement a staff development team.
Solution
We provided a Financial services technology platform that uses user profiling to match them with the most suitable product. The analogy of a financial gym and the incorporation of conversational intelligence aim to enhance users' financial education.
How we helped
We provided a platform and a staff development team that helped them gain 70% more users.
Technology
For the platform implementation here are the technical changes we made to the product:
- Update from GPT model 3.5 to 4
- Allowed the reception of files in PDF format
- Integration of the MKT Automation process
"rocket code helped streamline the conversion process and make it 100% digital. Provide 24/7 customer support, including Sundays, a day when the Cartão de Todos sales team is not active."
Iván Hernandez
