How AI Prioritization & Summaries Doubled Collections Rate on a $100M AR Portfolio
By enabling teams to call the right clients with the right context instantly, this firm increased yield from 43% to 82% while saving 50+ minutes per call.
Read the full case studyThe Challenge
A specialized tax advisory firm faced dual challenges scaling collections on a $100M AR portfolio with a ~43% success rate. Challenge 1 (Inefficiency): Reps spent up to an hour prepping per call, manually reviewing 2+ years of scattered history, severely limiting outreach volume. Challenge 2 (Ineffectiveness): With thousands of accounts, reps struggled to proactively identify which clients truly needed attention now, leading to reactive efforts and missed opportunities on high-risk/high-value accounts.
The Solution
Narratic AI provided a solution for both challenges, integrated with HubSpot, call transcripts, and internal data. Instant Context: AI generated concise summaries of all interaction history, drastically cutting prep time and enabling more informed calls. Intelligent Prioritization: The platform continuously analyzed account status, communication patterns, outstanding tickets (missing docs, payment issues), and external signals to automatically rank and surface the most critical accounts needing outreach each day. This ensured the team's increased capacity (from saved prep time) was focused on the highest-impact activities, combining volume with precision.
Collection Success Rate
43% → 82%
Achieved via higher volume of effective, prioritized calls
Prep Time Reduced
50+ minutes
Saved per call via AI Summaries, enabling higher call volume
Client Satisfaction
Significant increase
Through relevant, informed & proactive interactions
Narratic AI transformed our collections process. Instant context lets us focus on meaningful conversations. Knowing who to call and why, based on the AI's prioritization, ensures we're effective, not just busy.