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Financial Services

LLM support automation for a financial services firm

A secure, governed assistant that resolves routine customer queries while keeping a human in the loop.

55%auto-resolved queries
0compliance incidents
2 secmedian response time

The challenge

Support volumes grew faster than headcount. The firm needed automation without risking compliance, accuracy or customer trust.

The approach

We built a retrieval-augmented assistant grounded in the firm's own policies, with strict output guardrails, full audit logging and human escalation on every high-risk intent.

The outcome

Over 55% of routine queries are now resolved without human intervention, with escalated cases still served by the same engineers who built it.

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