Retail bank
A grounded knowledge assistant for relationship managers
Gave RMs instant, cited answers from policies and product documents — inside the bank's perimeter.
40%less time spent searching for answers
The problem
Relationship managers spent significant time searching policies and product documents, slowing customer interactions and onboarding.
Our approach
- Built a retrieval-augmented assistant grounded in approved documents.
- Added citations and access controls for compliance.
- Deployed within the bank's secure environment.
Impact
The outcome
40%less search time
100%answers cited to source
↑RM productivity
Capabilities used
Services involved
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