Banking AI efficiency demo

Find the banking workflows where AI can help your team.

Explore assistants, generative BI, and agent-supported workflows with the data access, review steps, and measurements your bank needs.

Schedule this demo See the use cases

The operating problem

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

Banking capabilities

What the demo explores.

AI assistants for operations

Help analysts find relevant policy, procedure, and case history, then review a cited summary before deciding.

Generative BI for business users

Let business owners ask questions in plain English against curated bank data, with charts, drill-downs, and scheduled summaries they can verify.

Agentic workflows for back-office tasks

Use agents to triage tickets, summarize cases, and draft responses. Your team chooses which actions AI can prepare and which require approval.

Data readiness for AI

Prepare access, lineage, masking, and business definitions for the data a selected AI workflow will use.

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.

Team capacity

Measure cases completed, review time, and queue age against the current process.

Review time

Track time spent finding, reading, and checking information before a decision.

Self-service answers

Compare self-service response quality and review time with the current request queue.

Operating fit

Test whether the workflow, controls, monitoring, and support model work for the people who will own it.

Use cases to evaluate

Three workflows to put in front of your team.

Each use case starts with an operating problem, shows a candidate workflow, and identifies the outputs and measures your team can review in a pilot.

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

The demo brings policy, procedure, prior case data, and customer history into a cited summary, then drafts a proposed action for a reviewer to accept, change, or reject.

What a pilot includes

Pick one operations workflow, connect approved knowledge and case sources, configure the review experience, and agree on pilot measures with the team.

Example prompt or trigger

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

Example outputs

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

The demo lets business owners ask questions in plain English against curated bank data and review charts, drill-downs, definitions, and scheduled summaries.

What a pilot includes

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

Example 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.

Example outputs

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

The demo classifies incoming requests, drafts responses, prepares system updates, and routes exceptions to people. Your team chooses which actions require approval before execution.

What a pilot includes

Pick one high-volume back-office workflow, connect approved sources and channels, configure human review, and test with a controlled queue.

Example prompt or trigger

Classify these incoming service tickets, draft responses, prepare case updates, and route exceptions for human review.

Example outputs

Triage queueDrafted responsePrepared record updateEscalation listAudit log

Pilot path

A five-step path to a useful pilot.

Start with one workflow, agree on the baseline, connect the approved data, test with users, and let the results guide the operating plan.

Plan a pilot

Select

Pick the workflow

Choose one high-volume workflow and define its baseline measures.

Connect

Connect the sources

Map the approved policy, case, customer, and account data.

Configure

Build the experience

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

Evaluate

Pilot with users

Run with a real team and compare time, quality, and exceptions with the baseline.

Prepare

Plan operations

Define evaluation, monitoring, ownership, support, 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

What to measure

Agree on a baseline before the pilot, then compare the output, review effort, exceptions, quality, and operating cost with your current process.