Ekotek
By EkotekEkoFlow is a RAG engine based on deep document understanding, suited to enterprise knowledge management systems.
- Stage
- In pilot
- Deployment
- Hybrid
- 1. Relationship Manager & Staff Support
- Problem: Relationship managers (RMs) and tellers waste time searching through product manuals, compliance rules, and client histories.
- AI Solution:
- Give RMs an instant Q&A tool to retrieve product info, eligibility criteria, or investment options during client meetings.
- Provide compliance-guided answers to reduce errors.
- Auto-summarize a client’s portfolio and suggest cross-selling opportunities in seconds.
- 2. Compliance & Regulatory Guidance
- Problem: Banking staff struggle to stay updated on changing regulations (AML/KYC, Basel III, local laws).
- AI Solution:
- Centralized AI knowledge base that’s always updated with the latest regulations.
- On-demand explanations with citations to regulatory clauses.
- Automated alerts when new policies impact existing procedures.
Opening the deck…
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