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
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