Case Study: a top-10 global bank boosts advisor productivity with Sombra's Conversational AI Assistant

Top-10 Global Bank reduces data collection time by 30% with Sombra

Sombra collaborated with a top-10 global bank to address challenges faced by its Asset Management division. The bank's financial advisors were struggling with information overload from a massive and constantly updated internal knowledge base. This made searching for specific funds, ETFs, and financial information a slow, inefficient, and time-consuming process, which delayed client recommendations and increased support costs.

Sombra implemented a Conversational AI assistant powered by Azure OpenAI to provide instant, natural language answers to queries. The solution analyzed complex charts and provided reference-backed responses from trusted internal sources to ensure accuracy and compliance. For the customer, Sombra's AI agent reduced data collection time by 30%, increased Client Satisfaction Scores by 15%, and enabled scalable access to insights from over 3,500 documents.