Case Study: a global bank achieves $30M savings with EXL Conversational BI

Global Bank saves $30M and cuts ad-hoc analysis time by 75% with EXL

A large global bank approached vendor EXL with a challenge centered on inefficient data analysis. The bank's numerous reporting dashboards had complex data structures that made extracting insights a time-consuming process, heavily reliant on analysts. They needed a user-friendly, self-service tool that would allow users without coding expertise to query data using plain English.

EXL implemented its Conversational BI solution, which utilized a custom RAG framework and knowledge graph to accurately translate natural language queries into SQL. This empowered users to generate insights quickly through an intuitive interface. The results for the global bank included an estimated $30M+ in savings over three years, a 75%+ reduction in time for ad-hoc analysis, and a twofold acceleration in strategic insight generation.