Case Study: a global wealth management leader achieves 300% better document findability with Kore.ai

Global Wealth Management Leader boosts document findability 300% with Kore.ai

A global wealth management leader faced significant challenges as its employees spent excessive time on manual tasks like meeting preparation and document analysis. Standard tools failed to meet their need for deep, actionable insights and enterprise-level customization. The company partnered with Kore.ai to deploy its AI for Work solution, aiming to reimagine how its 120,000-strong workforce accesses information and completes tasks.

Kore.ai implemented a custom-branded, agentic AI application through a phased rollout, delivering specialized agents for content creation, client management, compliance, and portfolio management. The solution resulted in over $5 million in annual efficiency savings and reclaimed 90,000+ hours by automating manual processes. Measurable impacts included a 300% rise in document findability and a 22% increase in employee satisfaction, with employees themselves building over 2,600 specialized agents using Kore.ai's platform.