How Brex Rebuilt QA Into a Conversation Insights Engine

From coaching transformation to predictive Voice of Customer intelligence, Brex turned QA from a distraction into a strategic advantage.

Industry
FinTech
Use Case
Company Size
~5000 Employees

Increase in CSAT

30%

Decrease in agent ramp time

120%

Increase in monthly coaching sessions

300%

CHALLENGE

QA was a Distraction to the Business

As Brex scaled rapidly, its quality assurance program couldn’t keep pace. QA had become a manual, score-based exercise — focused on compliance rather than insight. Managers spent hours grading a handful of tickets each week, generating repetitive reports that measured accuracy but missed what truly mattered: the customer experience.

“We were spending hours on QA every week, but it wasn’t driving customer outcomes—it was just generating scores.”

Brian Klaja, Sr Director, Operations Strategy & Enablement, Brex

Because only a fraction of conversations were reviewed, Brex’s leadership lacked a clear view into the themes, risks, and behaviors driving satisfaction or churn. QA insights stayed siloed, disconnected from coaching, retention, and product decisions — creating friction between data, performance, and growth.

SOLUTION

From QA to Strategic Intelligence

After Brex’s COO saw MaestroQA’s AI in action, she made a decisive call:
“Stop doing manual QA and rebuild it around insights.”

That moment sparked a company-wide transformation—redefining QA as a predictive system that connects coaching, retention, and executive decision-making. The new model replaced time-intensive scoring rubrics with AI-driven insight, turning QA from an operational task into a real-time business signal that informs performance, customer health, and growth strategy.

“In years of doing QA, nothing like this came out of the process. Now, we’re actually protecting customers and revenue.”

Medha Mayawala, QA Associate & Analyst, Brex

See how MaestroQA can help you unlock the power of conversation data

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  • Uncover business-critical issues hidden in support conversations
  • Replace disconnected metrics with insights that drive action
  • Equip teams across product, ops, and support with data that matters
  • Connect the dots between customer experience and company outcomes

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How Brex Rebuilt QA Into a Conversation Insights Engine

Watch the Webinar

Industry
FinTech
Use Case
Company Size
~5000 Employees

Increase in CSAT

30%

Decrease in agent ramp time

120%

Increase in monthly coaching sessions

300%

CHALLENGE

QA was a Distraction to the Business

As Brex scaled rapidly, its quality assurance program couldn’t keep pace. QA had become a manual, score-based exercise — focused on compliance rather than insight. Managers spent hours grading a handful of tickets each week, generating repetitive reports that measured accuracy but missed what truly mattered: the customer experience.

“We were spending hours on QA every week, but it wasn’t driving customer outcomes—it was just generating scores.”

Brian Klaja, Sr Director, Operations Strategy & Enablement, Brex

Because only a fraction of conversations were reviewed, Brex’s leadership lacked a clear view into the themes, risks, and behaviors driving satisfaction or churn. QA insights stayed siloed, disconnected from coaching, retention, and product decisions — creating friction between data, performance, and growth.

SOLUTION

From QA to Strategic Intelligence

After Brex’s COO saw MaestroQA’s AI in action, she made a decisive call:
“Stop doing manual QA and rebuild it around insights.”

That moment sparked a company-wide transformation—redefining QA as a predictive system that connects coaching, retention, and executive decision-making. The new model replaced time-intensive scoring rubrics with AI-driven insight, turning QA from an operational task into a real-time business signal that informs performance, customer health, and growth strategy.

“In years of doing QA, nothing like this came out of the process. Now, we’re actually protecting customers and revenue.”

Medha Mayawala, QA Associate & Analyst, Brex

Webinar

QA that Drives Real Impact: How Chegg Delivers Value with QA and Insights

Chegg’s Support Insights and QA teams have transformed how they capture and act on customer feedback. Learn how they leverage AI-powered analysis and targeted QA to surface critical insights, influence product decisions, and improve student experiences. Discover how structured Voice of the Customer (VoC) programs can drive real business impact—reducing churn, enhancing product usability, and aligning support with company strategy.

Webinar

Perfecting Chatbot Performance

Chatbots are often the first point of contact with your customers, and their performance can make or break the customer experience—don’t leave their performance to chance. Join Natalie Langdale, the driving force behind Betterment’s chatbot strategy, in a webinar that’s all about maximizing your chatbot’s effectiveness with MaestroQA.

Webinar

Quality & Risk Operational Excellence in CX

Discover how TaskRabbit transformed its approach to risk management, leveraging data-driven insights to enhance safety protocols, optimize training, and drive continuous improvement. Hear firsthand from TaskRabbit's team as they share their challenges and strategies. Learn how MaestroQA's tools can revolutionize your risk management practices!

Webinar

Next-Level Agent Performance

Discover the unique blend of empathy and efficiency that characterizes Getaround's modern coaching model. Learn how they use data-driven coaching conversations to strengthen the core relationship between team leads and frontline agents, reinforcing their core values and enabling them to adapt quickly to dynamic customer needs.

How Brex Rebuilt QA Into a Conversation Insights Engine

10x

More insights uncovered than through traditional QA & surveys

20x

More at-risk customers flagged than with traditional surveys

10x

More org engagement with insights

100%

Of conversations analyzed, up from 3%

After a quick preview of Maestro, our COO stopped us and said, ‘No more manual QA. Go deep into this platform—this is going to be incredible for us.’ That was the catalyst to burn our QA playbook and rebuild it from the ground up.

Brian Klaja, Sr Director, Operations Strategy & Enablement, Brex

About Brex

Brex is a financial platform that helps the next generation of companies move faster and scale responsibly by uniting payments, expense management, and AI-driven insights.

FinTech
~5000 Employees

CHALLENGE

QA was a Distraction to the Business

As Brex scaled rapidly, its quality assurance program couldn’t keep pace. QA had become a manual, score-based exercise — focused on compliance rather than insight. Managers spent hours grading a handful of tickets each week, generating repetitive reports that measured accuracy but missed what truly mattered: the customer experience.

“We were spending hours on QA every week, but it wasn’t driving customer outcomes—it was just generating scores.”

Brian Klaja, Sr Director, Operations Strategy & Enablement, Brex

Because only a fraction of conversations were reviewed, Brex’s leadership lacked a clear view into the themes, risks, and behaviors driving satisfaction or churn. QA insights stayed siloed, disconnected from coaching, retention, and product decisions — creating friction between data, performance, and growth.

SOLUTION

From QA to Strategic Intelligence

After Brex’s COO saw MaestroQA’s AI in action, she made a decisive call:
“Stop doing manual QA and rebuild it around insights.”

That moment sparked a company-wide transformation—redefining QA as a predictive system that connects coaching, retention, and executive decision-making. The new model replaced time-intensive scoring rubrics with AI-driven insight, turning QA from an operational task into a real-time business signal that informs performance, customer health, and growth strategy.

“In years of doing QA, nothing like this came out of the process. Now, we’re actually protecting customers and revenue.”

Medha Mayawala, QA Associate & Analyst, Brex

Use case
1

Proactive Retention Through Predictive VoC

Brex uses Predictive CSAT and Churn Risk LLMs to surface dissatisfaction weeks before surveys or lagging indicators appear. These signals are integrated directly into CSM workflows, making risk detection part of their daily operating rhythm.

Use case
2

Voice of the Customer Insights

Custom AI Classifiers categorize every conversation into themes like onboarding friction, product gaps, sentiment drivers, and competitor mentions. This creates a structured, searchable VoC layer that surfaces patterns across 100% of interactions.

Use case
3

Scalable Coaching Through AI

Using AskAI and AI Metric Builder, Brex analyzes every agent conversation to identify behavioral patterns, process adherence, and skill gaps. AI-generated insights help managers review large volumes of interactions quickly and focus coaching on specific behaviors.

Use case
4

Executive Visibility and Alignment

Predictive dashboards and AI-powered QA metrics consolidate customer health signals into a single operational view. Conversation, performance, and risk indicators are centralized in MaestroQA, providing a unified analytical environment for decision-makers.

Impact

Conversation Insights Drive Business Performance

Predictive retention

AI models flag churn risk and dissatisfaction before surveys do, triggering proactive recovery.

Voice of the Customer at the center

Structured VoC insights now guide roadmap decisions, renewal strategy, and GTM enablement, giving leaders a unified view of friction, sentiment, and competitive pressure.

Smarter coaching

Managers coach from insights across 100% of conversations,  uncovering patterns and inefficiencies impossible to detect manually—leading to faster, more focused agent development.

Executive-level visibility

Insights from conversation data now informs bi-weekly business reviews with the COO and CX leadership.

With leadership buy-in and measurable results, Brex’s QA program evolved into an enterprise-wide intelligence framework — one that empowers teams to act faster, focus smarter, and anticipate customer needs before they arise.

“Maestro's platform became the way Brex listens to its customers, understands its business, and drives its next chapter of growth."

Brian Klaja, Sr Director, Operations Strategy & Enablement, Brex

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