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 monday.com Improved Customer Support Efficiency by 42% with Ada’s AI Agent
Technology & SaaS
How a Mid-sized Technology Firm Improved Project Efficiency by Integrating AI for Scheduling and Resource Allocation
Technology & SaaS
How Strucinspect Uses AI and Photogrammetry to Digitally Inspect Infrastructure and Create BIM Models
Construction
How International Rescue Committee Implements AI Chatbot to Streamline Refugee Claim Processing
Nonprofit & NGO
How SAP Concur Uses AI to Automate and Enhance Expense Management
Technology & SaaS
How Harbinger Group Developed AI-Powered Onboarding and Learning for a Multinational Investment Bank
Finance & Banking