Gen AI for Financial Services
Self-service for customers, real-time intel for the front office, search across company knowledge, RFI/RFQ drafting
Your card covers weather-related trip delays of 6+ hours or that require an overnight stay. It reimburses up to $500 per covered trip (max ~$100/day) for reasonable expenses like meals, lodging, and local transport when the fare was paid with your card (you and immediate family are eligible). To claim, submit the carrier’s delay statement and itemized receipts. [Sec 4.5 of Cardmember Agreement]
Help in plain language, 24/7
Customers ask in plain language; an AI assistant provides policy and account-specific answers, completes tasks, and hands off with context.
Customer summary
- products: real-time market data
- amount: $453,000
- renewal date: March 1, 2026
Sentiment
They’re angry and anxious because recurring data gaps and brief outages—especially near the open—cause missed prints, stale quotes, and real P&L risk. Trust is eroding; SLAs and “redundant architecture” feel like hollow promises without a clear RCA, prevention steps, and real-time status transparency. They want immediate service credits and a concrete remediation plan (redundant routes, stricter monitoring/alerting, failover drills)—or they’ll start trials with alternative vendors. [CASE, CASE, EMAIL]
Outstanding Blockers
| Ticket ID | Subject | Summary |
|---|---|---|
| TCK-101 | Delayed updates during peak trading hours | The customer reported delayed market data updates during high-volume periods; engineering has identified potential bottlenecks in the data pipeline; fix is still under development and unresolved. |
| TCK-102 | Missing data fields in Level 2 order book feed | The customer observed missing bid/ask depth fields; product team confirmed the gap and provided a temporary data patch; permanent resolution not yet deployed. |
| TCK-103 | Intermittent disconnects from WebSocket API | The customer experiences periodic disconnects requiring manual restarts; engineering replicated the issue in staging and is testing improvements; no final fix released yet. |
| TCK-104 | Inconsistent timestamp formats across exchanges | The customer flagged mismatched timestamp formats across feeds; analysis shows normalization gaps in the aggregation layer; remediation work is in progress but unresolved. |
Real-time intel for customer-facing teams
Gauge customer sentiment from recent communications, surface upsell opportunities, and instantly get answers to anything the customer is asking.
Accepted documents: a utility/internet/phone bill, bank or credit card statement, mortgage statement, current lease/rent agreement, or a government letter/tax notice—each showing the customer’s full name and residential address.
Recency window: the document date must be within 90 days (leases may be current and signed); P.O. boxes aren’t valid for residential address, and the address must match the application/ID. [Accepted Docs]
Enterprise knowledge search
Secure natural-language Q&A over wikis, runbooks, and PDFs with citations and access control.
MLRO: Jane Doe, CAMS; AML/KYC policy last reviewed and Board-approved on June 15, 2025.
We screen all customers and counterparties at onboarding and daily thereafter against OFAC SDN/SSI, UN Security Council, and EU consolidated lists (with PEP and adverse-media checks), and achieved 99.3% mandatory AML training completion in the last 12 months (remaining new starters complete within 30 days).
An independent external audit on March 20, 2025 concluded the program is effective with no material findings; two minor observations—documenting EDD rationales and maintaining a complete sanctions-list change log—were remediated by May 31, 2025.
Make filling in RFIs/RFQs a breeze
Prepare a complete draft based on previously submitted RFIs/RFQs and your internal knowledge.