Narratic AI
Case Study

How AI Transformed Collections for a $100M Accounts Receivable Portfolio

By streamlining client data access and communication, this collections team doubled their success rate while saving hours per call.

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The Challenge

To accelerate the collections process for a client with $100 million in outstanding accounts receivable, we tackled significant inefficiencies in their workflow. Their collections team was spending up to one hour per call reviewing two to two and a half years of recorded conversations just to understand each client's situation. This bottleneck severely limited their capacity to make timely and effective outreach, negatively impacting their recovery rates.

The Solution

Our AI-powered solution transformed their workflow by integrating directly with their HubSpot CRM, internal client portal, and call transcripts, delivering concise summaries of client data instantly. By dramatically reducing call preparation time, collectors quickly gained clarity on each client's history and current situation, enabling more informed and purposeful calls. Additionally, the system supported proactive outreach by highlighting key issues and relevant client context, fostering consistent, unified, and professional client interactions.

Collection Success Rate

2x improvement

Significant increase in portfolio recovery

Prep Time Reduced

50+ minutes

saved per client call

Client Satisfaction

Significant increase

through more informed interactions

Narratic AI transformed our collections process. Instead of spending hours digging through past conversations, we now have instant access to the context we need. This lets us focus on what matters: having meaningful conversations that get results.

Sarah MartinezHead of Collections Operations
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