CRM with an AI assistant for a financial services team

Client: A financial services company
Industry: Financial Services
Region: International
Service: AI & Generative AI

assistant.yourcompany.com

Knowledge Assistant

Connected sources

Product guides

Policy library

CRM records

Rate sheets

Recent

Early repayment rules

Onboarding checklist

Fee comparison

What are the conditions for early repayment on the business loan?

Early repayment is allowed after 6 months. A fee of 1% applies to the amount repaid in the first 2 years, and no fee applies after that. The customer must give 30 days' written notice.

Business Loan Guide p.14Fee Schedule 2026

Draft an email to the customerSave to CRM

Ask about products, policies or a customer

Illustration of the solution type. Client screens are confidential.

The challenge

Advisers spent hours searching product documents and customer history before each call.

What we built

1CRM set up for leads, customers and follow-ups
2AI assistant that answers from approved product documents
3Call summaries saved automatically to the customer record

Outcomes

Advisers find answers in approved product documents without manual searching
Call summaries saved to the customer record automatically
Every lead and follow-up tracked in one place

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