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 Docugami’s AI Document Engineering Accelerates Data Extraction Across Multiple Industries
Real Estate
How Cove Smart Reduced Response Times by 80% and Increased Self-Service with Tidio’s Lyro AI
Technology & SaaS
How Wayfair Uses AI to Automate Product Catalog Enrichment and Improve Operational Efficiency
Retail & E-commerce
How ABB Ltd. Increased Production Efficiency and Reduced Energy Costs with AI-Enhanced Robotics
Manufacturing
How Euroflorist Increased Website Conversion Rates with AI-Driven Multivariate Testing
Retail & E-commerce
How Quantzig Built an AI-Powered Decision Dashboard to Streamline Insights and Improve Executive Decision-Making for a Leading Pharma Giant
Healthcare & Medical