Case studies
CASE STUDY #1
Industry: Retail Banking
  • Challenge
    Our retail banking client faced significant operational inefficiencies that hindered customer service and employee productivity:

    • Fragmented Data: Customer information was dispersed across siloed systems, preventing employees from accessing a complete customer view.
    • Manual, Time-Consuming Research: Staff spent 10–15 minutes per inquiry navigating multiple systems, causing long wait times and customer frustration.
    • Inconsistent Service: The lack of a unified view led to conflicting or incomplete information across departments.
  • Solution
    We designed and implemented an AI-powered Customer Intelligence Platform that consolidates fragmented data and delivers real-time, comprehensive customer summaries to bank employees on demand.
  • Results
    Operational Efficiency
    • 85% reduction in time to access customer information (from 10-15 minutes to under 10 seconds)
    • 60% increase in employee productivity, enabling staff to handle more customer interactions per day
    • Eliminated manual data aggregation, freeing employees to focus on customer relationship building
    Customer experience
    • Improved first-contact resolution rates by 40% through comprehensive customer context
    • Enhanced customer satisfaction scores due to faster, more informed service delivery
    • Consistent information across all customer touchpoints and departments
    Measurable Benefits
    • Enabled real-time, data-driven decisions at the point of customer interaction.
    • Established a scalable foundation for future AI-driven innovations.
    • This solution shows how AI can transform traditional banking operations by turning fragmented data into actionable insights that elevate both operational efficiency and customer experience.
CASE STUDY #2

Industry: Financial Services

  • Challenge
    Compliance documents are scattered across SharePoint, network drives, and other systems, making it time-consuming for employees to find specific procedures or regulations. Critical information is buried in hundreds of PDFs, complicating the application of CFPB, OCC, FDIC, and FinCEN requirements.
  • Solution
    AI-based chatbot provides contextual answers with exact citations from regulatory documents, reducing interpretation errors.
  • Results
    Every query and response is logged with timestamps, creating a comprehensive audit trail for regulators. The AI-based chatbot delivers contextual answers with exact citations from regulatory documents, reducing interpretation errors. Available 24/7, the assistant provides instant answers, accelerating onboarding from months to weeks while significantly reducing the compliance team’s workload.

    Measurable Benefits:
    • Reduce Risk: Fewer compliance errors, faster regulatory response, lower exposure to fines.
    • Save Costs: Fewer compliance queries, faster onboarding, less reliance on consultants.
    • Improve Operations: Instant, consistent answers with real-time updates.
    • Enhance Compliance: Full audit trail, evidence of training, and a strong compliance culture.