BD

Bell Direct

201-1000 employees· Australia·Website ↗

Australian online share trading and investment platform serving retail investors and self-managed super funds.

Financial Services
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Use Cases (1)

BD
Bell Direct
20%
operational efficiency gain

Bell Direct, the online broking arm of Bell Financial Group, processes more than 800 client emails per day across service requests, client issues, and onboarding. The company deployed ClickUp AI Agents to fully automate email triage and task routing, replacing work that previously required two dedicated staff. The result was a 20% improvement in operational efficiency across the entire team.

Financial ServicesCSClickUp Super AgentsCBClickUp Brain
Bell Direct AI Use Cases & Strategy | Applied