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PO Box No: 5178

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Enterprise AI Knowledge Assistant & Analytics Engine

Client
Mid-Sized Fintech Enterprise
Industry
Finance
Services
Artificial Intelligence
Case Study Cover

The Challenge

Employees struggled with information bottlenecks, wasting time digging through outdated PDFs for internal policies and relying on technical teams for basic business data. This overload slowed down operations and burden the helpdesk with repetitive queries.

Client Overview

A mid-sized fintech enterprise facing the challenges of rapid growth and information overload. With a large volume of internal policies, procedures, and data, employees were struggling to find the information they needed to do their jobs effectively.

•Fintech sector with high regulatory requirements
•Mid-sized enterprise with growing workforce
•High volume of internal documentation and data
•Need for operational efficiency and self-service

Solution Components

Vector Database Policy Engine

Ingestion and indexing of all corporate policies, procedures, and manuals into a vector database for semantic search and instant retrieval.

Natural Language to SQL

An AI agent capable of translating plain English business questions into valid SQL queries to retrieve real-time data from financial databases.

Intranet Integration

Full integration with the corporate intranet and collaboration platforms, providing a single, accessible interface for all knowledge needs.

Challenges & Risks

1

Information Bottlenecks

Employees spent too much time digging through outdated PDFs and databases, slowing down decision-making.

2

Helpdesk Overload

Support teams were overwhelmed with repetitive questions about policies and basic data requests (1,200 tickets/month).

3

Data Accessibility

Non-technical teams struggled to access key business metrics trapped in databases, relying on analysts for every report.

Key Impact

80%
faster policy lookups (under 1 min)
75%
reduction in helpdesk support tickets (1,200 to 300/mo)
4x
increase in data-driven self-service queries
€120,000
operational savings annually
Employee
satisfaction rose from 72% to 89%

The Solution

We deployed a sophisticated conversational AI fully integrated into the corporate intranet. The system ingests all policy documents into a vector database for instant, citation-backed answers. It also translates natural language questions into validated SQL queries, allowing non-technical staff to retrieve distinct business metrics and visualizations instantly, without IT intervention.

Tech Stack

PHPAngularPythonAzure OpenAIAzure Cognitive SearchMongoDBDocker
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