Customer Financial Management

• Document-Aware Banking Assistant

  • Customers upload statements, bills, or financial documents
  • AI extracts and analyzes key information
  • Provides personalized insights and recommendations
  • Initiates relevant transactions via chat commands

• Visual Transaction Verification

  • Users photograph receipts or invoices
  • AI matches to transaction data
  • Automatically categorizes for expense management
  • Flags anomalies or duplicate charges

Advisor Productivity Tools

• Client Meeting Assistant

  • Financial advisors activate during client calls
  • AI transcribes conversation in real-time
  • Retrieves relevant portfolio information on demand
  • Generates follow-up summaries and action items
  • Automates compliance documentation

• Investment Research Copilot

  • Analysts query in natural language
  • "How have rising interest rates affected mid-cap tech stocks?"
  • AI analyzes market data and generates visual insights
  • Maintains context for follow-up questions

Measurable Outcomes:

• 42% increase in advisor productivity
• 30% reduction in document processing time
• 65% of customer queries resolved without human intervention
• 28% improvement in compliance documentation quality