Easynvest

Easynvest provides 24/7 support to investors thanks to AgentBot

Easynvest has used innovative technology for nearly 50 years to make of investing an easy and simple task. Their main concern? To offer exceptional customer experience.

The company has a leading position in the development of technology and innovations in financial services in Brazil. Founded in 1968, Easynvest was one of the first companies to build a digital investment platform in the 90s and to popularize investment products, otherwise inaccessible to the large Brazilian public. Through a simple and quick process, people can make investments safely and without complications everyday, everywhere.

Their search for living up to their customers’ expectations never ends. So when in 2017 they decided to provide them with instant support, they trusted AgentBot to take care of such a difficult job. Soon after, they realized the virtual assistant was a key ally to meet the customer service standards they were looking to have.

Goals

  • Offer the best customer experience in the market
  • Deliver Instant answers
  • Give an omnichannel experience

“We needed a virtual assistant that was completely integrated in all of our attention channels. AgentBot was the only virtual assistant that met this requirement.”

Amerson Magalhães
Director of Operations

How it works

The virtual assistant uses artificial intelligence to make all information available to investors. As it answers, it also learns from customers’ behavior and their most frequent inquiries. With time, it will become prepared to provide automatic responses to more complex questions.

However, Magalhães’s team does not believe in a complete dissociation between clients and human agents. On the contrary, the idea is to make that relationship deeper and to focused on more significant issues.

How it works

The virtual assistant uses artificial intelligence to make all information available to investors. As it answers, it also learns from customers’ behavior and their most frequent inquiries. With time, it will become prepared to provide automatic responses to more complex questions.

However, Magalhães’s team does not believe in a complete dissociation between clients and human agents. On the contrary, the idea is to make that relationship deeper and to focused on more significant issues.

And see how they did it

Experience & Results

The main topics AgentBot takes care of are:

  • Password and Electronic Signature
  • Fixed Income
  • Shares
  • Finance Options
  • Custody
  • Forward Market
  • Account
  • Deposits and Withdrawals
  • Social Media
  • Rent
  • Investment Advice
  • Margin Account
  • Investment Funds

As a result, investors get premium content with no waiting time. This would be impossible with only human support. In addition to this, AgentBot’s human-like dialogues improve the overall experience.

Easynvest relies on AgentBot to resolve their customers’ demands immediately, 24/7 and across all their channels.


The bot is powered by artificial intelligence for customer support, allowing us to learn about the customers’ behavior and most frequent inquiries.

Paulo Avian
Strategic Director

+260k

Conversations

+57%

Retention

1:13′

Average support time

Experience & Results

The main topics AgentBot takes care of are:

  • Password and Electronic Signature
  • Fixed Income
  • Shares
  • Finance Options
  • Custody
  • Forward Market
  • Account
  • Deposits and Withdrawals
  • Social Media
  • Rent
  • Investment Advice
  • Margin Account
  • Investment Funds

As a result, investors get premium content with no waiting time. This would be impossible with only human support. In addition to this, AgentBot’s human-like dialogues improve the overall experience.

Easynvest relies on AgentBot to resolve their customers’ demands immediately, 24/7 and across all their channels.


The bot is powered by artificial intelligence for customer support, allowing us to learn about the customers’ behavior and most frequent inquiries.

Paulo Avian
Strategic Director

+260k

Conversations

+57%

Retention

1:13′

Average support time

And see how they did it

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