Finance·AI Consulting
Generative AI assistant for relationship managers
Regional Bank
6 hrs
Time saved / RM / week
94%
First-response accuracy
90 days
Rollout time
The problem
Relationship managers spent up to 40% of their week searching product, compliance and client documents across siloed systems.
Our solution
Azure OpenAI + RAG assistant grounded on the bank's product library and CRM, with strict guardrails, audit logs and regulation-aligned governance.
The outcome
Adopted by 600 RMs in 90 days; average query resolved in seconds, freeing an estimated 6 hours per RM per week.
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