An AI co-pilot for corporate banking relationship managers.
A multi-agent assistant beside every relationship manager — surfacing cross-sell, retention and risk, supporting live calls in real time, and drafting proposals in the RM's own voice.
Relationship managers for corporate banking customers were juggling cross-sell, retention and risk across large books of business — with the signals they needed scattered across systems. Live client calls were hard to support in the moment, and proposals took days to draft.
We designed a multi-agent assistant that works alongside the RM rather than replacing them: one agent for performance and customer-activity insight, one for live-call support, and one for proposal drafting — all grounded in the bank's own data.
AI insights agent — tracks the RM's performance, KPIs and customer activity. Live call assist — analyses live transcription, surfaces the right product and information mid-call, runs sentiment analysis, and tracks opening questions. Proposal draft assistant — auto-drafts an email-format proposal from the conversation, in a built-in AI editor.
- A 3-agent RM assistant (insights · live-call · proposal)
- Real-time live-call support with relevant-product surfacing
- Call sentiment analysis & opening-question tracking
- An AI proposal editor that drafts from the conversation
- Delivered as an MVP
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