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Financial Services

OM Financial: AI Infrastructure Success Story

OM Financial, a Canadian financial services firm with offices in Toronto and Mississauga, serves a multilingual client base across insurance and investments. Agxntsix built and operates a production voice AI receptionist that answers both office lines around the clock, detects caller intent, routes to the right person on a 12-member team, and writes structured analytics for every call to the firm's database.

Agxntsix Team

Updated on Dec 2025

OM Financial AI Infrastructure Case Study
Case Study
  • Overview
  • Challenge
  • Solution
  • Results

Overview

OM Financial, a Canadian financial services firm with offices in Toronto and Mississauga, serves a multilingual client base across insurance and investments. Agxntsix built and operates a production voice AI receptionist that answers both office lines around the clock, detects caller intent, routes to the right person on a 12-member team, and writes structured analytics for every call to the firm's database.

The Challenge

A two-office firm with a dozen named roles — executive assistant, EVPs, regional VPs for insurance and investments, new business, compliance — needed every caller to reach the right person without a human switchboard, in whatever language the caller speaks.

  • Reception coverage was limited to business hours across two offices
  • Clients call in many languages — English-first reception created friction
  • Callers had to re-explain their reason for calling at each handoff
  • Executive time was exposed to unscreened inbound requests
  • No structured record of who called, why, or what happened next

The Solution

Agxntsix deployed a production-grade AI receptionist (built on Vapi with GPT-4o, Deepgram Nova-3, and ElevenLabs) running on the firm's two live Canadian office lines, hosted in a Toronto region for data locality.

Key Features
  • Answers inbound calls 24/7 on both office lines
  • Intent-based routing to 12 named staff roles with at most 1-2 clarifying questions
  • 29-language support with seamless mid-conversation language switching
  • Warm transfers that brief the receiving staff member with caller context
  • Executive gatekeeper pattern — all CEO/president requests route through the executive assistant
  • 8 structured analytics outputs per call (caller type, topic, destination, resolution, sentiment, prospect readiness, follow-up flag, summary) written to PostgreSQL

Implementation

The assistant configuration is version-controlled with sync scripts and an automated evaluation suite, so every prompt change is regression-tested before it reaches the live phone lines. The system runs as a containerized service in a Toronto cloud region with the firm's database alongside it.

The Results

OM Financial now operates a receptionist that never closes, never misroutes a known intent, and turns every call into structured business data:

MetricBeforeAfter
Reception CoverageBusiness hours, two offices24/7 on both live office lines
Language SupportEnglish-first reception29 languages, switchable mid-call
Call RoutingCaller re-explains at each handoffIntent-detected warm transfer with context briefing
Executive ScreeningUnscreened inbound requestsGatekeeper routing via executive assistant
Call IntelligenceNo structured call records8 data points captured per call in PostgreSQL

Additional Outcomes

  • Live in production on two Canadian phone numbers
  • Version-controlled assistant config with an automated eval suite for safe iteration
  • Hosted in a Toronto cloud region for Canadian data locality
  • 12 named staff routing destinations maintained as code
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Want a Receptionist That Never Closes?

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Want a Receptionist That Never Closes?

See how a production voice AI receptionist can route every caller to the right person — in their language.

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