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AI Chatbot for Smart Investment 

Revolutionizing Customer Service: How Gedik Investment's Partnership with Jetlink's AI Chatbot Transformed Client Engagement and Operational Efficiency

In a bold move to redefine customer service excellence in the investment banking sector, Gedik Investment, a trailblazer with a rich history since 1991, has teamed up with Jetlink to deploy an innovative AI-powered chatbot. This strategic partnership marks a pivotal moment for Gedik Investment, known for its extensive client base and as a frontrunner in Turkey's financial market innovations.
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How it works
About Gedik Investment

Established in 1991, Gedik Investment is one of the leading investment banking advisory and brokerage firms in Turkey, providing research and brokerage services to domestic and foreign clients. The company is a member of Borsa Istanbul (BIST) and is authorized by the Capital Markets Board (CMB). Today, it has the largest customer base of any non-bank local brokerage house, with around 58,000 clients and counting. Gedik Investment boasts a widespread distribution network, with 40 main branches spread across Turkey’s primary cities.

Industry:  Finance

Company size: Enterprise 

HQ location: Istanbul, Türkiye
Products & Services used

Conversational AI Engine

Web Messenger

WhatsApp Business API

Mobile App Integrations

Introduction to the Problem

Stok Verileri

Gedik Investment, a prominent brand, sought to enhance its customer engagement and streamline service processes. In pursuit of this goal, they collaborated with Jetlink, a leading provider of AI-powered chatbot solutions. Objectives: To handle large-scale customer interactions efficiently. To integrate chatbot services with Gedik's existing platforms, including WhatsApp and their native application. To provide proactive customer engagement on their website and through bulletins.


Implementation: Jetlink deployed its innovative AI chatbot solution, leveraging state-of-the-art technologies such as Large Language Model (LLM) and Probabilistic AI™. This technology ensured: Enhanced understanding of customer queries. Contextual and relevant responses. Continuous learning and adaptation to customer needs.

Detailed Benefits Exploration

Jetlink's AI chatbot brings to Gedik Investment the unparalleled advantage of 24/7 availability, ensuring that customers can access support whenever they need it, regardless of their timezone. This round-the-clock service capability is a significant leap toward enhancing customer satisfaction, as it provides immediate responses to inquiries and support requests outside of regular business hours. The flexibility to engage with the service platform at any convenient time particularly benefits Gedik's diverse customer base, spread across various geographical regions, thus fostering a sense of reliability and responsiveness that customers cherish in today's fast-paced world. As Gedik Investment continues on its growth trajectory, expanding its customer base, the scalability of Jetlink's AI chatbot becomes increasingly vital.


This technology can effortlessly handle an escalating volume of queries without the necessity for a proportional increase in support staff. Such scalability is essential, especially during peak periods of customer interaction, ensuring that the quality of service remains uncompromised. This aspect of the chatbot not only supports operational efficiency but also guarantees that customer service quality scales with the company's growth. Personalization is at the heart of modern financial advice, and Jetlink's AI chatbot leverages advanced AI and machine learning algorithms to offer personalized investment advice and updates. By analyzing individual customer profiles and behaviors, the chatbot tailors its recommendations, enabling customers to make more informed investment decisions. This personal touch not only enhances the customer experience but also builds trust and loyalty, critical components in the competitive investment banking sector.



The automation of routine inquiries and transactions through the AI chatbot significantly reduces the workload on human agents. This shift allows Gedik Investment to reallocate resources more efficiently, focusing on complex customer needs and strategic initiatives rather than mundane tasks. The resulting cost efficiency is a boon for the company, lowering operational costs and enhancing the overall effectiveness of the customer service department. Data generated from interactions with the AI chatbot presents Gedik Investment with a treasure trove of insights. Analyzing this data reveals patterns in customer preferences, behaviors, and satisfaction levels, offering invaluable information for tailoring services, improving product offerings, and identifying market trends or gaps. These analytics support data-driven decision-making, enabling Gedik to stay ahead in the competitive landscape by continuously refining its offerings based on actual customer feedback.


In the financial sector, compliance and security are paramount, and the AI chatbot addresses these concerns by adhering strictly to financial regulations and privacy standards. This programming reduces the risk of human error, ensuring that all customer interactions are compliant and secure. Trust is a cornerstone of customer relationships in finance, and the chatbot's adherence to regulatory standards reinforces Gedik's commitment to maintaining a secure and trustworthy environment for its clients.


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Key Features

Omnichannel Messaging: Jetlink's solution offered seamless integration across platforms like WhatsApp, enabling consistent and personalized communication. Proactive Engagement: The chatbot utilized proactive pop-up messages on Gedik's website, fostering active customer interaction. Empathetic and Intelligent Interaction: The three-layer NLP engine allowed the chatbot to understand the context of inquiries and decide when to escalate issues to human support.

Conclusion: A Model of Innovation and Investor-Centricity

Within just six months of implementation, Jetlink's AI chatbot successfully managed over 300,000 messages, significantly boosting customer satisfaction and engagement for Gedik Investment. This proactive approach, coupled with omnichannel messaging capabilities, has been pivotal in achieving these results. In conclusion, Jetlink's AI chatbot has not only transformed Gedik Investment's approach to customer service but also unlocked a spectrum of benefits that extend well beyond operational efficiencies.


From ensuring 24/7 service availability to enabling personalized financial advice, the technology underscores Gedik's commitment to innovation and customer satisfaction. The chatbot's implementation illustrates a strategic alignment with Gedik's objectives, driving forward the company's legacy of pioneering in the Turkish market while setting new standards in customer engagement and service quality.

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