Challenge:
Bank advisors struggled to prioritize customer requests and cross-sell appropriate products.
AI Solution:
Integrated agentic AI assistant using OpenAI GPT, CRM APIs, and decision automation to:
- Analyze client portfolios
- Recommend financial products
- Schedule advisor-client meetings automatically
Estimated Cost Savings:
$75,000–$150,000 annually
Project Timeline:
6–8 weeks (Based on advisor efficiency, faster response times, improved product matching)
Results:
- 40% faster client response times
- Increased product recommendations by 25%
- Advisors focused on high-value consulting
About the Client:
Our client is a Canadian financial services firm that provides investment management and advisory solutions to individual and institutional clients. The company recently integrated an agentic AI assistant using OpenAI GPT, CRM APIs, and decision automation to analyze client portfolios, recommend financial products, and schedule advisor-client meetings automatically, improving efficiency and client experience.
