Our client – a multinational financial group operating in over 20 countries & territories, which specializes in life insurance, asset management, and financial solutions – strives to improve agent productivity with a bespoke integrated & AI powered platform.

To achieve this, the client partnered with FPT to implement its flagship AI-Agent Digital Platform (AIDP). The solution provides a 360-degree view of agent activities, enabling streamlined daily operations, efficient task management, and stronger support for sales and customer engagement. As a result, agents can reduce time spent switching between applications by up to 40%, significantly improving productivity. In addition, AI-driven lead scoring equips agents with deeper insights into customer needs, allowing for faster, more accurate targeting - ultimately increasing lead conversion rates by up to 20%.