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Project management platform with integrated AI for task tracking, team collaboration, and workflow automation.

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Use Cases

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Companies

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Industries

Companies Using ClickUp

BDBell Direct

Industries

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 ServicesCBClickUp BrainCSClickUp Super Agents
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