The challenge
Executives at an $80B+ regional bank spent hours searching filings and reports, often at critical moments. Off-the-shelf AI tools lacked the security, audit trails and role-based access a bank needs, teams worked from different sources, and ungoverned AI use brought vendor cost and compliance risk.
Our approach
We deployed a branded AI copilot with single sign-on through Azure AD and role-based access. A retrieval-based knowledge base grounds every answer in verified internal documents, custom agents serve analysts, executives and operations teams, and full audit logging supports compliance and governance.
The outcome
Executives find information 80% to 90% faster, in seconds rather than hours, saving $200K to $500K or more a year in avoided software licenses and headcount, with a return in four to six months. The bank controls its own data and customization, with no vendor lock-in, and has a platform ready for further uses.
a year in avoided licenses and headcount, up to $500K+
to return on investment
