Banking AI efficiency demo

Bring AI into production banking operations.

See how AI reduces analyst, operations, and back-office workload with a governed data foundation and tooling layer built for production use.

Schedule this demo See the use cases

What you hear from the team

"We have AI pilots in every department, but none of them are making it to production."

Banking capabilities

What your team can do.

Production AI assistants for operations

Stand up AI assistants that read policy, procedure, and case history so analysts and reviewers spend their time deciding, not searching.

Generative BI for business users

Let business owners ask questions in plain English against bank data, with charts, drill-downs, and scheduled summaries instead of ticket queues.

Agentic workflows for back-office tasks

Use agents to triage tickets, summarize cases, draft customer responses, and route exceptions, with human review on the decisions that need it.

Data readiness for AI

Stand up the data foundation AI needs: governed access, lineage, masking, and a curated semantic layer your AI tools can trust.

Connect

Wire AI tools to policy, procedure, case data, system-of-record APIs, and curated data sets.

Govern

Apply data classification, masking, and role-based access so AI sees only what it should.

Build

Stand up the assistant, BI experience, or agentic workflow on AWS AI services.

Run

Roll out with monitoring, evaluation, and a review loop so business owners stay in control.

More capacity per team

Lift case and ticket throughput without adding headcount.

Faster decisions

Cut research and reading time in review and analyst workflows.

Self-service answers

Let business owners get the data they need without depending on analyst queues.

AI you can actually run

Move from pilots to a small set of AI workflows that operate in production with governance.

Use cases your team can deploy

Three workflows that move the operating numbers.

Each use case shows the customer pain, the workflow your team gets, the kind of prompt or trigger that starts it, and the artifact the team can actually use.

UC1

AI assistants for ops and reviewers

"Analysts spend their day reading procedures, prior cases, and customer history before they can decide."

Banks with ops teams running KYC reviews, dispute reviews, AML alert triage, lending exceptions, or service requests.

What this demo shows

Connect policy, procedure, prior case data, and customer history to an AI assistant that summarizes context, drafts the recommended action, and links to evidence so a human can approve in seconds.

Implementation scope

Pick one ops workflow, connect knowledge and case sources, configure the assistant, and roll it out to a pilot team with measurable review time targets.

Live prompt or trigger

Triage this dispute case, pull the relevant policy, summarize the customer history, recommend an action, and link the evidence.

Case summaryRecommended actionEvidence trailReviewer dashboardProductivity report

UC2

Generative BI for business users

"Business owners wait days for analysts to answer questions that should take minutes."

Banks where the BI team is the bottleneck and business owners want self-service answers they can trust.

What this demo shows

Let business owners ask questions in plain English against governed bank data and receive charts, drill-downs, and scheduled summaries without writing SQL.

Implementation scope

Connect curated data sets, configure a semantic layer with business definitions, and roll out to a pilot group of branch, product, or finance leaders.

Live prompt or trigger

Show me deposit balance change by branch this month, then break it down by customer segment, then email me this report every Monday.

On-demand chartDrill-down viewScheduled summarySaved question libraryBusiness semantic layer

UC3

Agentic back-office workflows

"We hire to keep up with ticket and case volume, but the work is repetitive and the queue still grows."

Banks with high-volume ticket, dispute, statement, or service workflows where staffing has hit a ceiling.

What this demo shows

Use agents that read incoming requests, classify intent, draft responses, update systems of record, and escalate the cases that need a human, with audit and approval on the actions that matter.

Implementation scope

Pick one high-volume back-office workflow, connect source systems and channels, configure agent steps with human review, and pilot with an owned production queue.

Live prompt or trigger

Classify these 100 incoming service tickets, draft the response, update the case in the system of record, and escalate the five that need a human.

Triage queueDrafted responseSystem-of-record updateEscalation listAudit log

Fast launch path

A five-step path your team can run.

Stand up the first workflow fast: pick the entry point, connect the data, build the experience, pilot with users, and move into steady state with the observability and governance your team needs.

Start the pilot

Week 1

Pick the workflow

Choose one high-volume workflow with measurable time and cost.

Week 2

Connect the sources

Wire policy, case, customer, and account data with governance.

Week 3

Build the assistant

Configure assistant, BI view, or agent steps with human review.

Week 4

Pilot with users

Run with a real team and measure time saved per case.

Week 5

Operate

Move into steady state with evaluation, monitoring, and reporting.

Who this is for

Banking operations, risk, finance, lending, and contact-center teams that need to bring AI from experiments into the workflows that drive cost and capacity.

Banking demo

Part of the Tactical Edge banking demo library. See related demos for the rest of the customer journey.

Browse the library

Outcome you can measure

Every demo ends with an artifact you can put in front of your team and a metric you can track from week one.