Answer every call,resolve every claim,without the wait.
We implement Freshworks and ElevenLabs for banks, lenders, insurers, and financial services teams, automating support, service, and voice workflows without disrupting how your business actually runs.
- 0%
- Routine volume automated
- 0
- Hours of call cover
- 0 wks
- To first go-live
Support queue — live
automation on- #48211Claim status — policy renewalAuto-routed
- #48212Account balance enquiry — voiceResolved
- #48213Card dispute — needs specialistEscalated
- #48214Appointment reschedule — voiceResolved
Where do financial services teams lose time to manual work?
01Support volume grows faster than headcount
Every new customer, policy, or account adds the same manual ticket handling, status checks, and routine queries.
02Call and service queues back up
Customers calling about claims, account status, or policy questions wait in the same queue as complex cases that actually need a specialist.
03Knowledge lives in people, not systems
New agents take months to ramp because process knowledge isn't captured anywhere searchable.
04Tools bought, not fully used
Many financial services teams already run Freshdesk or Freshservice but haven't configured the automation or AI features that would actually reduce manual load.
Where should a financial services team start with AI?
We don't start with a generic AI rollout. We start with your existing support and service operation: what's on Freshdesk or Freshservice today, where ElevenLabs voice could remove friction, and which workflows are costing the most manual time. Then we implement against that, in order of impact.
/01
Foundation
Freshdesk and Freshservice configured properly, with automation rules, SLAs, and Freddy AI set up to match how your team actually works.
/02
Voice
ElevenLabs voice agents handling routine inbound calls, including account status, claims status, and appointment scheduling, so your team handles the calls that need a person.
/03
Automation
Cross-platform workflows connecting support, service, and voice, so a customer interaction in one channel updates the record everywhere else automatically.
What does this look like in a financial services operation?
- 01
Support ticket automation
Freshdesk configured to auto-classify and route account, billing, and service queries, cutting response time on routine requests.
- 02
Service desk automation
Freshservice handling internal IT and operations requests, including access provisioning, system issues, and employee onboarding, with workflow automation reducing manual ticket handling.
- 03
Voice agents for routine calls
ElevenLabs voice agents handling account status, appointment scheduling, and common service questions, with warm handoff to a person for anything more complex.
- 04
Multilingual voice and support
Voice and support content produced consistently across every language your customer base needs.
- 05
AI copilot for agents
Freddy AI Copilot and connected tools surfacing relevant information to human agents in real time, so they spend less time searching and more time resolving.
What changes when Freshworks and ElevenLabs run the workflow
| Today | With Haass |
|---|---|
| Manual ticket triage on account and claims queries | AI agent auto-classifies and routes by request type |
| Phone queues for routine account or claims status calls | ElevenLabs voice agent handles status checks and bookings directly |
| New agents ramp over months, learning by shadowing | Freddy AI Copilot surfaces the right answer in real time |
| Support headcount scales with customer growth | Automation absorbs routine volume as you grow |
Human in the loop, by design
Every implementation keeps a human in the loop wherever a decision affects a customer. The goal is removing manual busywork, not removing judgment.
Who is this for?
Banks and lending institutions running high call and ticket volume on account servicing, applications, or collections.
Insurers and brokers handling claims status inquiries, policy questions, and renewal servicing at volume.
Financial services operations teams already on Freshdesk or Freshservice who haven't configured the automation and AI features available to them.
Why implement with Haass?
Reason 01
Two platforms, done properly
We implement Freshworks and ElevenLabs end to end, not a partial setup you have to finish configuring yourself.
Reason 02
Built around your existing operation
We configure the platforms around your workflows, not the other way around.
Reason 03
Ongoing support after go-live
We stay on as your implementation partner, not a one-time vendor.
A clear implementation process from day one
/01
Requirement gathering
We document your current support, service, and call workflows, team structure, and goals.
/02
Solution design and configuration
We design your Freshdesk, Freshservice, and/or ElevenLabs setup around what we learn.
/03
Testing
Every workflow and integration tested in a staging environment before your team touches it.
/04
Training
Hands-on training built around your actual setup, not a generic walkthrough.
/05
Go live
A managed launch with our team on hand to handle any issues in real time.
/06
Hypercare support
Close monitoring and fast fixes in the first few weeks after go-live.
Questions we get asked
Can you handle compliance requirements around call recording and data retention?
Yes. We build your call recording, data retention, and data handling rules directly into the implementation, based on your requirements. We follow your team's specification, not a generic default.
Do you work with regulated or sensitive customer data?
Yes. Every implementation is built around your data handling and security requirements from day one. Share your specifics on a discovery call and we'll scope accordingly.
How long does an implementation take?
Most Freshdesk or Freshservice implementations go live in a few weeks. ElevenLabs voice pilots move on a similar timeline. Complex or multi-system rollouts take longer, and we'll confirm a realistic timeline after requirement gathering.
Can this integrate with our existing core banking or policy admin systems?
Yes, in most cases. We integrate Freshdesk and Freshservice with the tools your team already runs. Tell us what's in your stack on a discovery call and we'll confirm what's possible.
Ready to reduce manual workin your financial services operation?
A 30 minute discovery call. We map your support, service and call workflows, and tell you honestly what to automate first.