Case Study
Enterprise AI Assistant for Banking
How we designed and deployed a grounded AI assistant for a major banking institution, enabling secure access to internal knowledge and streamlined customer service workflows.
The challenge
- Knowledge scattered across SharePoint, shared drives, and internal wikis
- Slow manual search processes costing staff hours per day
- Inconsistent answers across teams and departments
- Strict regulatory compliance requirements for all AI systems
Our approach
We designed and deployed an enterprise AI assistant powered by Azure AI Search and Azure OpenAI, with semantic and hybrid retrieval, source grounding, and role-based access control. The system provides accurate, traceable answers with full source attribution, operating entirely within the bank's Azure tenant.
Architecture
The solution uses Azure AI Search for hybrid retrieval combining vector similarity with keyword matching, Azure OpenAI for generation, a custom indexing pipeline for document processing, Azure AD for authentication and access control, and Application Insights for monitoring and evaluation.
Architecture diagram
Results
60%
60% Reduction in average query resolution time
85%+
85%+ Answer accuracy with source grounding
Full
Full Audit trail for regulatory compliance
Secure
Secure Deployment within banking cloud infrastructure
Technologies used
Compliance and governance
The system was designed with banking-grade compliance from day one: role-based access control per department, full audit logging of all AI interactions, data boundary controls ensuring no information leaves the banking tenant, content safety filters, and human escalation paths for sensitive inquiries.
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