Type
Intelligent Conversational
Agent (Agentic AI)
Industry
Financial Services
Our customer, a major financial institution, was facing a major operational challenge: its advisors were wasting considerable time navigating between different systems to retrieve customer data, draft communications or consult internal documents.
Each interaction could take up to 30 minutes, to the detriment of personalized advice.
To remedy this, we designed and deployed an agentic AI solution: an autonomous agent capable of integrating with existing tools and acting as a true digital teammate.
Advisors were facing several recurring issues that slowed them down and limited their effectiveness.
The solution we implemented directly addressed these friction points:
The multiplication of tools fragmented access to information, with data scattered across several systems.
The lack of fluid access to documentation slowed down advisors’ interactions and distracted them from their core mission.
Reliance on support teams for simple tasks lengthened lead times and fragmented the advisor experience.
4
The manual drafting of standard e-mails and documents took up precious time, to the detriment of customer relations.
The deployed AI agent enables advisors to:
Instantly retrieve customer data, transactions or portfolio summaries.
Generate customized lists and export them in PDF format.
Search SharePoint for compliance-approved documents.
Auto-generate communication drafts, e-mails, letters, sales scripts, based on the advisor’s instructions.
Since going live, the AI agent has become a performance lever for the teams:
1,000 hours saved per day by automating repetitive tasks.
60–70% fewer support tickets thanks to intuitive tools and self-service answers.
Advisors respond more quickly and improve the quality of client interactions.
In an industry where precision, responsiveness and compliance are essential, implementing an intelligent agent transforms the way advisors work.
This project demonstrates that a well thought-out AI assistant doesn’t replace humans, but augments them, freeing up their time to focus on what really matters: advice and customer relations.
We combine business acumen, data, and artificial intelligence to make your business more productive. Period.
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