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Case Study: Vanta reaches a 71% Fin resolution rate after migrating to Intercom

Vanta Case StudySourced & dated by Case Study Desk
Key facts · TL;DR
Company
Vanta
Industry
Security & Compliance
Challenge
Unifying a fragmented support stack
Headline result
71% Fin resolution rate and 96.7% CSAT

Key results

71%
Fin resolution rate
~2,500 conversations/mo
96.7%
CSAT year to date
73%
Fin resolution in head-to-head eval
vs ~49% incumbent
55%
Deflection with Procedures
up from ~0, 94.1% CSAT on handoffs

The challenge

Vanta, a security and compliance automation company, ran a dual-stack setup of a ticketing system with a bolted-on AI chatbot that deflected around 45% of chat conversations, had stopped improving, and offered no coverage of email, its highest-volume channel. Three separate tools created fragmentation that made a consistent omnichannel experience hard to deliver.

The solution

After a structured head-to-head evaluation on 400 real customer conversations, Vanta migrated fully to Intercom with Fin as its front-line AI Agent, rebuilding routing logic for its multi-organization model, migrating 700+ help center articles, and deploying Procedures for complex, lower-resolution areas.

We are shifting from AI adoption to AI orchestration. AI becomes the core infrastructure that resolves, routes, and learns – not just an add-on.

MW
Margarita Wilshire
Director of Customer Support, Vanta

The results, in context

Vanta reported that Fin fully resolves 71% of the chat conversations it handles - nearly 2,500 each month - against a 50% target it had set, running about 40% above its deflection target. In the evaluation Fin resolved roughly 73% of cases versus about 49% for the incumbent, and Vanta held a 96.7% CSAT year to date, with Procedures lifting deflection in two complex areas from near 0 to 55% at 94.1% CSAT on handed-off conversations.

Products used

Intercom Fin Customer AgentIntercom ProceduresIntercom Intercom Suite