Case Study: a global financial-services company achieves consistent, explainable AI decisions with Workato

Global financial-services company drives consistent AI decisions with Workato

A global financial-services company faced a challenge where its AI tools could analyze customer data but could not interpret it. Each department had its own conflicting definitions for key business terms, leading to AI models that made recommendations based on incomplete or incorrect data. They partnered with Workato to address this issue.

Workato implemented a solution by building an event-driven, modeled data layer using its platform. This mapped business definitions to event structures in real time, enriching and standardizing data across systems. The result was AI-driven decision-making that became consistent, explainable, and fully aligned with the company's business rules, finally allowing the AI to understand the business context.