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
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
Tags
NLP
GenAI
Auto-Summarization
Enhanced Decision-Making
Client Satisfaction
SaaS
AI Tools Used
No items found.
Sources
https://cloud.google.com/transform/101-real-world-generative-ai-use-cases-from-industry-leaders

More Case Studies

See All
How Buildots Uses AI and 360-Degree Cameras to Monitor Construction Progress and Ensure Compliance
Construction
How Bayer Australia Uses AI and Google Cloud to Predict Health Trends and Optimize Marketing
Healthcare & Medical
How Storyflash Automates Podcast and Audio News Creation Using OpenAI and AudioStack AI Components
Media & Entertainment
How Comcast Reduced Wait Times by 30% and Support Calls with AI Virtual Assistants
Media & Entertainment
How Now Serving LA Uses AI-Powered Search and Chatbot to Enhance User Experience and Boost Sales
Retail & E-commerce
How Ility (Appinventiv) Combines AI, IoT, and Cloud to Automate Commercial Property Management
Real Estate

🤖 Chat with AI

Type...