The challenge: 8,500 calls a month, most of them routine

Atlas Capital Partners is a mid-market investment management firm based in Manhattan, managing approximately $2.4 billion in assets across 3,200 client accounts. Their client services team of six handled everything from balance inquiries and distribution requests to tax document questions and beneficiary updates.
The volume was relentless. 8,500+ inbound calls per month, with the majority (around 70%) being routine, repetitive queries that didn't require any financial judgement. But every one of those calls still took a trained team member off the floor for 5-8 minutes.
During tax season and market volatility events, call volumes would spike 40-60%, and hold times would blow past 10 minutes. Client satisfaction surveys consistently flagged phone wait times as the number one complaint.

The solution: AI handles every routine query. Relationship managers handle everything else.

Thrumble AI handles all front-line client servicing calls. The AI authenticates callers using multi-factor verification (account number + date of birth + last four of SSN), then resolves the inquiry or routes it appropriately.
The AI handles: account balance and position inquiries, distribution status checks, tax document requests and mailing confirmations, beneficiary update initiation, and general account questions.
For anything requiring financial advice, trade execution, or compliance-sensitive decisions, the AI transfers the call to a relationship manager with a complete interaction summary already logged.
The voice is tuned to a professional, measured American English delivery, matching the tone Atlas's high-net-worth clients expect.

The results: The numbers speak for themselves

• 8,500+ client calls handled per month.

• 93% resolved autonomously without transfer to a human team member.

• Average call handling time: 1 minute 48 seconds, down from 6 minutes 15 seconds with human agents.

• Hold times eliminated entirely for routine queries.

• Client satisfaction score for phone experience increased from 3.4/5 to 4.7/5.

• During Q1 tax season, the AI handled a 55% spike in call volume with no degradation in response time or resolution rate.

The commercial impact: $320K saved. $2.8M in retained AUM annually.

$320,000 USD in annual client services staffing costs saved. Two team members have been redeployed to proactive client outreach and onboarding.
Atlas estimates the improvement in client experience has contributed to a 12% reduction in client attrition, worth approximately $2.8 million in retained AUM annually.
Deployed in 6 weeks, including compliance review and voice tuning.

93% resolution rate. Zero hold times. $320K saved. Even during tax season spikes.