Human Resources

Provident Maximizes Sales Team Efficiency with Autonomous AI Agents

Provident, a top financial institution, uses DRUID's AI to give employees instant access to information, boosting engagement and efficiency.

Delivering on the hyper-automation promise

The business world understands today that digital transformation is more than a compelling opportunity for success, but instead that it is gradually converting into a critical “condition of survival” in a fast-changing, hyper-competitive context. Increasingly, as we move towards turning temporary working habits into permanent pathways of companies’ modus operandi, organizations need more business process automation and IT innovation.

In today's digital world, hyper-automation is key to efficient operations. It combines various technologies to automate tasks, provide quick access to information, and improve productivity and collaboration across departments.

The Challenge

Today's workforce is often spread across different locations, with many employees working remotely. This is also the case for Provident, which relies on a unique business model with sales representatives at its core, serving customers who often lack access to traditional financial institutions.

  • Main goals

  • Key wins

  • Testimonial

Digitalize Access to Information and Boost Productivity

Sales representatives spend most of their time outside the office, constantly on the go. Provident wanted to empower its distributed workforce with the same quick access to information and tools as its office-based colleagues. This would boost productivity and enable them to complete tasks efficiently, regardless of location.

  • Improve the efficiency of accessing internal information, regardless of the storage system.
  • Offset back-office workload towards higher value-added tasks.
  • Design a solution that was easily accessible via mobile for 1400+ employees.
  • Offer a simplified, efficient experience with HR.
  • Automate HR admin tasks.

HR Automation for Better Business Decisions

Embracing DRUID's agentic AI technology and automating essential processes, Provident is freeing up business resources allowing the sales team to focus on the company initiatives that matter.

Key wins for Provident:

  • Securing operational and cost efficiencies through faster access to information and relieving teams from the grind of manually sifting through data.
  • 100% accuracy for the information accessed by remote or on-premise employees.
  • Empower employees with easy access to information for better engagement and support.
  • Streamline the journey towards a hyper-automated enterprise by leveraging the extensive capabilities of DRUID's AI agents. 

"As our business continues to move forward, we wanted to give our sales representatives the best tools to keep them engaged and remove the
friction in their day-to-day interaction with internal systems and departments. Collaborating with DRUID on the implementation of our AI agent EMA, we have become effective in creating more conversational engagement that ultimately improves business outcomes and optimizes how time is spent."

Oana Negut,
European Business Inovation,
Manager

 

The Solution

For Provident, salesforce mobility, speed, and independence to act are vital components of success. This included over 1,400 sales representatives who visited customers at their homes across a large region. It also included hundreds of back-office staff who supported the sales team remotely and from the office. For them, real-time access to information consolidated from various internal business systems and quick resolution of different administrative tasks could free up valuable time and positively impact productivity.

This change came about in the form of EMA, an AI agent built to harness the full power of agentic AI technology to quickly connect to internal systems and streamline access to information and collaboration.

Redirecting time away from administrative tasks allows sales representatives to focus on high-quality interactions with clients, deliver tailored solutions for an exceptional customer experience, and ultimately, increase the revenue stream.

With a simple query, EMA allows agents to seamlessly review their monthly objectives, closed contracts, upcoming bonuses, and even their standing compared to other colleagues for an extra energy boost. In addition, these valuable insights and reports act as real-time support for faster and better business decisions across the entire company. EMA also uses AI to simplify and automate HR processes, providing a self-service platform where employees can submit leave requests, automatically generate certificates, check pay slips and extra-salary benefits, or request files from the electronic HR folder.

 

Learnings

Companies face many challenges today. One of the biggest is keeping employees happy and productive. This is even more important now that work is changing.  Creating a great employee experience will help companies stand out.

While technology cannot miraculously solve all problems or replace meaningful human interactions, AI agents have the unique power of helping HR departments meaningfully communicate with their employees and get actionable insights for improved business decisions. Thus, HR teams retain control of all communications but can leverage AI to gain intelligence and drive informed decision-making for the benefit of employees and customers.

 

LEARN MORE

Boost your team's productivity. See how HR departments can benefit from conversational AI!

CASE STUDY

Download this case study

Download the full Provident Human Resources case study to learn how conversational AI and automation can increase the sales team efficiency and productivity.

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