How SEB Wealth Management Uses Google Cloud AI to Enhance Client Interactions and Efficiency

By: GoBeyond Team

July 27, 2025

3 min read

SEB AI-assisted wealth management dashboard

Quick Overview

SEB’s wealth management division implemented an AI agent built on Google Cloud that suggests responses and generates call summaries during client interactions. This AI assistance increased operational efficiency by 15% and improved the quality of client conversations.

SEB

Company Size

~15,000 employees

Revenue Range

$5B+ annual revenue

Primary Challenge

Enhancing client engagement and operational efficiency in wealth management

Key Metrics

- 15% increase in operational efficiency
- Improved client conversation quality
- Faster call summary generation

The Problem

Manual note-taking and response preparation slowed client interactions

The Solution

AI agent integrated with call systems to provide real-time suggestions and automated summaries

Results

- More efficient client meetings
- Enhanced advisor effectiveness
- Improved client satisfaction

Details

Industry

Finance & Banking

Departments

Account Management & Client Success

Data & Analytics

Use Cases

Business Intelligence

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