AI CX Platform Builds US Market Momentum with Callbox
Financial Services, Healthcare, Insurance
66
Marketing Qualified Leads
112
Social Media Connections
341
Industry
AI Technology
Location
California
Headquarters
United States
Campaign Type
Lead Generation, Appointment Setting
Target Location
New York, Texas, California, Florida, Illinois
Target Industries
Financial Services, Healthcare, Insurance
Target Contacts
Heads of CX, QA Directors, CCOs, VP of Digital Transformation
The Client
The Client is a US-based AI technology company specialising in contact centre intelligence. Their platform enables real-time agent coaching, call quality assurance, sentiment analysis, and compliance monitoring, powered by conversational AI. They serve enterprise-level organisations in finance, telecom, insurance, and retail.
The Challenge
The Client’s internal sales team had successfully established a presence in the tech-forward segment of the contact centre industry, but was struggling to generate traction in more traditional verticals like finance and insurance. Breaking into these highly competitive markets required high-touch outreach, persona-driven messaging, and a scalable lead generation engine.
