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Charles Schwab+ Commerce.AI
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Transform Charles Schwab's Client Experience

See how Commerce.AI's auto-AGENTS™ technology reduces wait times, improves accuracy, and enhances client satisfaction.

See the Demo in Action
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Before auto-AGENTS™

30+ Minute Wait Times
Clients currently experience long wait times when calling to open accounts or get information, leading to frustration and poor experience.
Staff Burnout
Call center staff face high pressure and repetitive tasks, resulting in burnout and increased turnover rates.
Client Complaints
Inconsistent service quality and information accuracy lead to client dissatisfaction and complaints.

After auto-AGENTS™

Instant Response
Clients connect immediately with no wait times, and information is retrieved in seconds rather than minutes.
99% Accuracy
Client information is captured with near-perfect accuracy, eliminating errors in records and account setup.
90% Satisfaction
Client satisfaction scores increase dramatically due to faster service, accurate information, and personalized communication.

Interactive Call Simulation

Try the Voice AI Demo

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Live Call Simulation
Schwab Representative

Thank you for calling Charles Schwab. My name is Sarah, how may I help you today?

Active auto-AGENTS™:
auto-ASSISTANCE- Providing checklist for new client intake and managing the call flow
auto-ASSISTANCE
Speed:1x
ROI Per CallWith auto-AGENTS™
Time Saved
0m 0s
Accuracy Rate
85%
Client Satisfaction
75/100
Call Center Capacity
+15%
Cost Savings
$0.00/call

Call Time Comparison

Traditional Process
16:35 + wait time (avg. 30+ min)
With auto-AGENTS™
2:10 average (no wait)

Implementation Timeline

A measured approach to transform your client experience with minimal disruption

Phase 1Planning & Assessment
  • Needs assessment and current state analysis
  • Solution design and customization planning
  • Technical requirements and integration mapping
  • Stakeholder alignment and project kickoff
Phase 2Pilot Implementation
  • Initial setup in limited department or call type
  • Staff training and change management
  • Baseline metrics collection and monitoring
  • Iterative improvements based on feedback
Phase 3Expansion & Optimization
  • Rollout to additional departments and call types
  • Advanced integration with existing systems
  • Continuous improvement and workflow refinement
  • Long-term support and enhancement planning

ROI Summary

See the projected impact of implementing Commerce.AI's auto-AGENTS™ technology at Charles Schwab

Key Metrics Comparison
Projected Annual Savings
$12.0M
Monthly Savings
$144.0M
Annual Savings
+35%
Staff Efficiency
-75%
Error Reduction

Additional Benefits

  • • Reduced client wait times by 93%
  • • Increased first-call resolution by 45%
  • • Improved data accuracy for client records
  • • Reduced staff turnover by 28%
  • • Enhanced regulatory compliance with automated protocols

Seamlessly Integrate with Charles Schwab's AI Ecosystem

auto-AGENTS™ complements your existing financial AI initiatives to create an end-to-end intelligent service experience

Your AI-Powered Future is Already Underway

Charles Schwab is leading financial services AI adoption with solutions like robo-advisors and automated portfolio management. auto-AGENTS™ extends this vision to client communications, creating a cohesive experience across all touchpoints while maintaining the same rigorous standards for privacy and security.

Integration Visualization

Investment AI
Robo-Advisors
Advisor Experience
Communication AI
auto-AGENTS™
Client Experience
Complete Financial Experience

Enterprise-Ready Implementation

Following Charles Schwab's proven approach to AI deployment, Commerce.AI provides:

  • Phased implementation with quality checkpoints
  • Client privacy and consent management
  • Seamless integration with existing systems
  • Comprehensive staff training and adoption programs
  • Continuous performance monitoring and optimization

Ready to Transform Charles Schwab's Call Experience?

See how Commerce.AI's auto-AGENTS™ can revolutionize your client interactions, reduce costs, and improve satisfaction.

Call an auto-AGENT

Experience auto-AGENTS™ in action with a direct call.

(669) 305-3623

Consultation

Discuss your specific needs with our financial AI specialists.

Book Consultation

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