626

Case studies/

Wealth Management

Hoxton

Wealth

AI and ML Analytics, Data Centralisation, Contact Platform Optimisation

The challenge

What stood
in the way.

Hoxton Wealth provides bespoke financial advisory services for globally mobile professionals and high net worth clients. With expansion across multiple regions, the existing contact platform and analytics visibility were inconsistent, impacting customer engagement and operational efficiency.

01

Irregular customer contact rates across global regions and channels

02

Long agent wait times and inefficient queue management

03

Manual time zone allocation increased administration workload

04

Data fragmented across CRM, campaign and reporting tools

05

Limited visibility of agent performance, campaign data and contact conversion

The solution

How we
delivered.

We designed and deployed a full analytics architecture leveraging AI, ML and containerised systems to unify contact management and provide real time performance metrics.

01 / 06 features

Key features

Feature 01

01

Automated time zone management and contact routing logic for localised engagement

Delivery process

From discovery to go-live.

Step 1 of 6

Phase 01 of 06

01

Discovery phase analysing CRM integrations, SQL schema and existing queue flows

Up next · Redesign of data model and event streaming pipeline for

The results

What changed
after go-live.

The AI enabled analytics infrastructure improved engagement rates, reduced inefficiencies and provided Hoxton Wealth with transparent data-driven decision making.

Achievement 01

19% Increase in Contact Rate

Automated routing and AI informed scheduling improved regional contact success across time zones.

Achievement 02

29% Reduction in Agent Wait Time

Optimised queue algorithms and performance metrics reduced idle time and improved throughput.

Achievement 03

Operational Efficiency Gains

Reduced manual scheduling and administration through AI automation and unified workflows.

Achievement 04

Centralised SQL Data Warehouse

All interaction, campaign and agent performance metrics unified into one secure platform.

Achievement 05

Real Time Analytics with Docker

A containerised Apache PHP stack provided clear, scalable and secure access to live data metrics.

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