Income Max

We developed “Max”, a friendly AI chatbot that supports the IncomeMax advisors who help people struggling with their finances. Max streamlines the information-gathering process so agents more effectively support customer needs.

Now a friendly, on-brand interaction with chatbot Max greets users and guides them through a series of required questions. We integrated the platform with Salesforce for efficient account management. We also delivered a robust backend "AI-Brain" that integrates FAQ documents, implements goal-oriented Large Language Models (LLMs), and ensures a stable and secure infrastructure. 

AE Studio's collaboration with UK-based social enterprise IncomeMax highlights a significant step towards using AI and LLMs in humane ways--in this case, by directly empowering financially vulnerable families. Since 2009, IncomeMax has offered a free, confidential money advice service, finding over £38 million of new income for people struggling with their finances.

They were superb and always overdelivered! Phenomenal productivity, interest and passion for their work.”

Leigh Thomspon, IncomeMax Services Director

IncomeMax Screenshots
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