How Wells Fargo Improved Banker Productivity with an AI Virtual Assistant Integrated into Microsoft Teams

By: GoBeyond Team
July 27, 2025
3 min read
Wells Fargo AI assistant interface integrated with Microsoft Teams

Quick Overview

Wells Fargo developed an AI virtual assistant integrated with Microsoft Teams for 35,000 bankers, providing instant access to internal procedures and reducing search times from 10 minutes to 30 seconds. The assistant supports faster decision-making and reduces dependency on colleagues, improving performance and customer service.

Wells Fargo
Wells Fargo
Company Size
35,000 bankers
Revenue Range
$90B+ annual revenue
Primary Challenge
Reducing time spent searching for internal information and improving decision speed
Key Metrics

- 75% of searches via AI assistant
- Reduced response times from 10 minutes to 30 seconds

The Problem

Lengthy search times hindered banker productivity and customer responsiveness

The Solution

AI virtual assistant integrated with Microsoft Teams delivering instant procedural guidance

Results

- Faster information retrieval
- Improved decision-making
- Enhanced banker efficiency and customer experience

Details

Industry
Finance & Banking
Departments
Sales & Lead Generation
Use Cases
Performance Management
Tags
GenAI
NLP
Scalability
Team Efficiency
Time-Saving
AI Tools Used
No items found.
Sources
https://blogs.microsoft.com/blog/2025/04/22/https-blogs-microsoft-com-blog-2024-11-12-how-real-world-businesses-are-transforming-with-ai/https://www.teamsense.com/blog/companies-using-ai-in-hr

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