The bank's first enterprise GenAI assistant
Frontline staff were losing time hunting through SOPs and waiting on supervisors for answers. I designed, built and deployed an assistant that answers from the bank's own procedures.
information-retrieval time
Read the case study
Context
3,500+ customer-facing staff, hundreds of SOPs, and supervisors acting as the search engine.
What I owned
Design, build, deployment and the risk-tiered roadmap.
Approach
- Start with retrieval over approved SOPs only — low risk, high value
- Defer high-risk agentic features until controls exist
- Deliver against a fixed date
Execution
Launched in November 2025, on schedule. The phased, risk-tiered roadmap was adopted as the CoE standard for later AI projects.