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Air Rey Services Secures Client Data and Saves $96K (USD) Annually

By replacing error-prone manual credit checks with Intelligent Automation,

Valenta helped streamline operations and strengthen compliance

Industry

INDUSTRY:

HVAC & Contracting

Location

LOCATION:

United States & Mexico

Solution

SOLUTION:

AI-Powered Intelligent Automation

Who We Helped

Air Rey Services is a full-service contractor providing quality heating and air conditioning installation and repair for residential, commercial, and builder clients.

CHALLENGE

Air Rey Services faced growing inefficiencies in their credit approval process. Manual tasks slowed down approvals, created errors, and raised security risks.

  • Credit analysts manually submitted applications across 15+ finance portals.
  • All sensitive client data was shared via WhatsApp groups, exposing Personally Identifiable Information (PII) and causing delays.
  • High rate of errors from handwritten forms and manual transcription.
  • Analysts spent most of their time entering data instead of evaluating the right financing options.

BUSINESS PAIN POINTS

  • Delays in providing clients with financing options.
  • Increased labor costs from extended work hours.
  • Risk of compliance and data privacy breaches with 14+ employees handling PII via WhatsApp.
  • High error rates from manual entry and difficult-to-read forms

SOLUTION

Through AI-Powered Intelligent Automation, Valenta implemented a custom-built Digital Assistant to automate the end-to-end credit approval process, significantly reducing manual intervention.

Feature Icon

Credit Score Check

The Digital Assistant automatically gathers client information, performs credit checks through Experian and TransUnion, and updates the CRM with relevant results. It also flags the finance portals that best match the client’s profile, so analysts can quickly identify the right options.

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Credit Request

Once a finance portal is selected, the Digital Assistant prepares and submits the full credit request, then returns the approval status, terms, and interest rate directly into the CRM.

BUSINESS IMPACT

Within just weeks of going live, the Digital Assistant already began showing measurable impact:

  • Increased operational capacity to handle 40+ transactions per day with faster turn around.
  • Improved turn around times of credit processing increased revenue for the client.
  • Eliminated manual transcription errors from handwritten forms.
  • Improved data security by migrating all Personally Identifiable Information (PII) from WhatsApp into a secure CRM.

RETURN ON INVESTMENT: 12X

ROI Icon
$96,400 Saved Annually
On average $385 saved daily
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Digital Assistant Replaced the Workload of 3 Full-Time Employees
22.7 hours saved each day—equating to 709 workdays annually
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Credit Processing Completed 87.5% Faster
Reduced processing time from 40 minutes to 5 minutes manually
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Payback Period
3 weeks after implementation, validation and go-live assurance phase

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