Work

An AI-led banking concierge that shortened the path to product information.

A regional bank wanted to use AI to make product information and application support easier to find, but early experiments were disconnected from the core product experience.

ClientConfidential
SectorBanking
RegionKSA / GCC
Year2024
Approach

We designed a conversational concierge pattern grounded in the bank's actual product data and compliance rules, then built a proof of concept that could scale to other journeys.

AI Strategy & TransformationAI strategyBankingConversational AIGCC
Outcomes
01

A faster path to accurate product information for customers and staff.

02

Higher quality applications through guided, structured conversations.

03

A reusable conversational pattern for the wider product portfolio.

Next step

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