AI-Powered Transformation for a Leading Global Financial Centre
Quick glimpse
The client aimed to elevate its digital experience across the RA Portal, internal officer workflows, and public-facing websites. We delivered an AI-first engagement layer that streamlines customer onboarding, accelerates officer decision-making, and unifies knowledge access across multiple divisions, all through trusted, compliance-grounded AI.
Impact Delivered
- Enhanced Customer Experience
- Faster Decision Cycles
- Unified Access & Lower Effort
- Future-Ready Intelligence
Tech Stack
- Agentforce, Salesforce Data Cloud, Knowledge Integrations, Multi-Site AI Chat Interface
Client
- A Leading International Financial Centre & Regulatory Authority
Project Highlights
- Introduced conversational AI to simplify RA Portal submissions and reduce user friction
- Equipped officers with AI-driven insights for faster pre-screening and decision-making
- Automated document retrieval, summarization & compliance guidance with AI Copilot
- Delivered unified AI search across multiple services & knowledge repositories
- Laid the foundation for scalable, modular, and secure reasoning-based automation
Industry
- Financial Services, Government, Regulatory Technology
Challenge
As service volumes grew, the organization needed to deliver clearer guidance, quicker responses, and easier access to information. Manual steps and fragmented knowledge slowed customers and officers alike. A conversational, AI-driven engagement layer was essential to streamline submissions, enhance navigation, and support faster, more confident decision-making.
How we helped
1. Conversational AI for Customer Submissions
- AI assistant deployed to guide users through service request submissions
- Automated validation, knowledge checks, and accuracy prompts
- Reduced submission errors and improved onboarding outcomes
2. AI Copilot for Officer Productivity
- Automated retrieval of case records and supporting documents
- Generated concise summaries and compliance-aligned insights
- Enabled faster pre-screening and reduced manual workload
3. Unified AI Search Across Multiple Services
- Built an AI-powered, cross-service chatbot integrating multiple sites and knowledge hubs
- Responses grounded in authorized documentation and internal sources
- Enhanced query precision using business keyword enrichment
4. Modular, Scalable AI Architecture
- Introduced reusable prompts, validation layers, and structured orchestration
- Ensured consistent and reliable automated responses
- Prepared a stable foundation for future reasoning-based expansion
Unifying Customer and Officer Experiences Through AI Intelligence
AI became the connective intelligence layer across portals, officer tools, and public websites. Conversational assistance improved submission accuracy, AI-generated insights accelerated review cycles, and unified AI search offered a single, seamless entry point to diverse services.
The organization gained speed, clarity, and consistency, powered by a trusted, compliant AI foundation.
Reimagine digital services, onboarding, and knowledge access with enterprise-grade AI? Get in touch with us now.
