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Click and Play AI
Project Type
AI-Powered Banking Solution
Location
Milan, Italy
Client
Italian Bank (High Net Worth + Retail)
The Impossibility;
How do you deliver personalized financial product recommendations based on individual personality and needs while simultaneously solving a customer service staffing crisis—all without massive technical overhead?
The Possibility:
Click and Play AI delivered two solutions. A loyalty program that analyzes social profiles (with permission) to suggest custom offerings like ETFs tailored to each client. And drag-and-drop AI customer service that works standalone in Italian or any native language, or assists live agents solving staffing shortages while elevating service quality.
Impact: Personalized wealth management • Scalable customer service • Zero hiring constraints
