Conversational AI for scalable

financial engagement

How an investment platform transformed click-based journeys into conversational intelligence.

Conversational AI for scalable

financial engagement

How an investment platform transformed click-based journeys into conversational intelligence.

Conversational AI for scalable

financial engagement

How an investment platform transformed click-based journeys into conversational intelligence.

As digital asset adoption scaled, a leading crypto investment platform needed to move beyond static, click-based journeys. Prometa introduced a conversational, agentic financial experience designed to serve millions of users with speed, trust, and intelligence.

As digital asset adoption scaled, a leading crypto investment platform needed to move beyond static, click-based journeys. Prometa introduced a conversational, agentic financial experience designed to serve millions of users with speed, trust, and intelligence.

As digital asset adoption scaled, a leading crypto investment platform needed to move beyond static, click-based journeys. Prometa introduced a conversational, agentic financial experience designed to serve millions of users with speed, trust, and intelligence.

The Challenge

7M+ active users, complex customer service needs

Needed a unified, reliable and scalable solution

Needed SDK-based integration for iOS and Android apps

The Challenge

7M+ active users, complex customer service needs

Needed a unified, reliable and scalable solution

Needed SDK-based integration for iOS and Android apps

The Challenge

7M+ active users, complex customer service needs

Needed a unified, reliable and scalable solution

Needed SDK-based integration for iOS and Android apps

Prometa Solutions

Prometa delivered a full Agentic AI Framework in just 6 months.

The solution included end-to-end conversational flow design, Azure-based agentic infrastructure, and custom SDKs for mobile platforms.

The AI assistant was deeply integrated with CRM and investment data systems to support secure, real-time financial interactions.

Prometa Solutions

Prometa delivered a full Agentic AI Framework in just 6 months.

The solution included end-to-end conversational flow design, Azure-based agentic infrastructure, and custom SDKs for mobile platforms.

The AI assistant was deeply integrated with CRM and investment data systems to support secure, real-time financial interactions.

Prometa Solutions

Prometa delivered a full Agentic AI Framework in just 6 months.

The solution included end-to-end conversational flow design, Azure-based agentic infrastructure, and custom SDKs for mobile platforms.

The AI assistant was deeply integrated with CRM and investment data systems to support secure, real-time financial interactions.

2x

Increase in customer engagement

2x

Increase in customer engagement

2x

Increase in customer engagement

40%

Reduction in support workload

40%

Reduction in support workload

40%

Reduction in support workload

Scalable voice & chat-based investment support

Scalable voice & chat-based investment support

Scalable voice & chat-based investment support

Explore agentic customer journeys

Explore agentic customer journeys

Explore agentic customer journeys