Generative AI Adoption for a Major Financial Services Provider

The client was struggling with employee knowledge access and processing issues across insurance, pensions and asset management. They needed to draft and summarize communications and documents and find information across disparate systems, typically taking 20-30 minutes per query, meaning thousands of hours lost per year. Onboarding and training were also impacted, with new employees taking over six months to reach full productivity. Inconsistent access to knowledge increased the risk of compliance errors in a highly regulated industry.

We partnered to define use cases and governance mechanisms for enterprise-ready generative AI. We built a custom internal chatbot, enabling rapid document drafts, report summaries and instant access to institutional knowledge. The solution improved productivity for thousands, reduced data leakage risk and provided a scalable, future-ready foundation for customer-facing AI. It offered immediate business value while minimizing complexity.