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
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 Zillow Uses AI and Machine Learning to Deliver Highly Accurate Real-Time Home Valuations
Real Estate
How Obayashi Corporation’s AiCorb Uses AI to Rapidly Generate Building Facade Designs and Streamline Architectural Workflows
Construction
How “Bird Woman, Sacajawea” Used D-ID’s Generative AI for Facial Animation and Inclusive Storytelling
Media & Entertainment
How ApiX-Drive Automated HR Processes to Increase Productivity by 30%
Recruitment
How Studio Rx Boosted Production and Creativity with Adobe Firefly Custom AI Models
Marketing & Advertising
How Walmart Uses Predictive Analytics to Optimize Inventory, Reduce Waste, and Improve Customer Satisfaction
Retail & E-commerce