Reported impact
Business outcome
The NDS-built assistant improved customer support efficiency for Clip, resolved most inquiries autonomously, shortened interaction times dramatically, and increased digital-service adoption among users who are often new to financial technology.
- Customer Experience
- Productivity Improvement
- Revenue Growth
- Scalability
Solution
NDS Cognitive Labs used IBM watsonx natural-language capabilities, NeuralSeek, and IBM Cloud to build a retrieval-augmented virtual assistant tailored to Clip’s fintech support model. The system identifies customer intent, retrieves real-time information from external sources, and generates context-rich responses about remote payments, credit lines, fees, and onboarding rather than serving static FAQ content. Salesforce Cloud integration lets the assistant validate identities, generate leads, and open level-2 support cases when conversations need escalation, while omnichannel delivery extends the experience across websites, social media, WhatsApp, and other digital touchpoints. By combining NLP, RAG, CRM data, and real-time retrieval, NDS created a service layer that advances financial inclusion for underserved businesses and individuals while also improving operational efficiency for the fintech. The result is a scalable conversational platform that handles high concurrency and leaves human agents free to focus on harder cases.
Data flow
Customer questions arrive through web, social, WhatsApp, and other digital channels, watsonx and NeuralSeek interpret the request and retrieve relevant real-time information, Salesforce Cloud contributes CRM context for validation or escalation, and the assistant returns a direct answer or opens a higher-tier support case.