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Financial services · futures trading2025.01.28· 24/7 smart lookups · voice + text

Futures exchange AI customer service: smart lookups × professional support × 24/7 service

Turning scattered futures contract specs, margin levels, announcements, and regulations into one natural-language entry point: Qubby AI serves investors 24/7 by voice + text

#Finance#Natural-language lookup#24/7 service
Futures exchange AI customer service: smart lookups × professional support × 24/7 service

A futures exchange faces daily investor queries on contract specs, margins, announcement changes, and regulations. This information used to be scattered across different documents and announcements, forcing investors to spend significant time searching; at peaks, live support couldn't answer everything in real time. The exchange partnered with OSENSE to deploy Qubby AI customer service, integrating the scattered data into a single natural-language lookup entry.

Pain point: scattered info, time-consuming lookups, limited live capacity

  • Futures product and trading-rule info is complex and scattered; investors must search large numbers of documents themselves
  • Margin levels, announcements, and rule updates lack a single entry point, making lookups slow and hard to compare
  • No fast way to get standard answers to rule questions; beginners lack a friendly learning entry
  • Limited live capacity can't answer the large volume of queries in real time at peaks

Solution: Qubby AI unified lookup entry + 24/7 customer service

Qubby AI integrated futures contract specs (tick size, settlement method, last trading day), trading rules, margin adjustments, announcements, and regulations into a unified knowledge core, paired with natural-language understanding and document summarization — so investors can ask in their own words and get standardized, easy-to-read answers.

  • AI unified lookup entry: integrates contract specs, rules, announcements, and regulations with natural-language questions
  • Easy-to-understand rule explanations: turns complex rules like settlement price, trading hours, and settlement method into clear, standardized answers
  • Real-time margin and announcement lookups: instant initial / maintenance margin levels, announcement changes, and rule updates, all centralized and in sync
  • 24-hour availability: supports both voice and text, serving many users at once without live-support time limits

Results: investor self-service, expanded support capacity

After Qubby AI went live, the exchange turned information that previously required digging through documents, calling, or emailing into answers investors can get anytime by asking in natural language. For the exchange, this isn't just a support tool — it's key infrastructure that scales professional knowledge, reduces information asymmetry, and boosts market participation.

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