Unlock Trapped Cash: Double Collection Yield with AI
See how one firm facing collections chaos doubled their success rate (43% to 82%) by using Narratic AI to give reps instant context and prioritize high-impact outreach.
Read the full case studyThe Challenge
A $100M AR portfolio was hampered by slow cash conversion. Reps wasted up to an hour prepping per call, sifting through years of scattered history (HubSpot tickets, calls, notes). This inefficiency limited call volume. Worse, without clear prioritization, reps called randomly or based on flawed metrics (like dials), often missing critical accounts needing urgent follow-up (e.g., for missing documents blocking payment) or appearing unprofessional due to disjointed communication. This led to a low ~43% collection yield and strained client trust.
The Solution
Narratic AI integrated with HubSpot, call data, and internal systems to attack both bottlenecks: 1. Instant Context: AI summaries of all interactions slashed prep time (~50+ min/call), enabling significantly higher call volume. 2. Intelligent Prioritization: AI analyzed account status, communication patterns, document issues (like expired 8822Bs), and payment risk to automatically surface the most critical accounts daily. This ensured the increased call capacity was focused on resolving blockers and collecting from high-priority accounts, directly accelerating cash flow.
Accelerated Cash Conversion
43% → 82%
Directly improve cash flow by focusing collection efforts on the highest-impact accounts and resolving payment blockers faster.
Boosted Team Capacity
50+ Min Prep Saved / Call
Drastically cut prep time with AI summaries, allowing reps to handle significantly more high-quality, informed outreach.
Effective Prioritization
Focus on High-Impact Accounts
Ensure reps consistently contact the right accounts at the right time based on AI-driven risk and value analysis.
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.