Gen-AI Bank Coach Companion for MSMEs

MSMEs currently have difficulty getting answers to financial service and bank-specific queries, as the current support systems are not scalable.

To create a "Bank Coach Companion," a Generative-AI platform that enables MSMEs to interact with the bank's grounded knowledge base to get answers to FAQs and receive guidance on becoming SME-ready.

All queries are currently handled by the customer service line, bank branch staff, or relationship managers, which is not scalable and carries a risk of mis-selling.

All queries are currently handled by the customer service line, bank branch staff, or relationship managers, which is not scalable and carries a risk of mis-selling.

SME Banking, Branch Staff, and Relationship Managers.

The knowledge base is mainly unstructured, with most information located on printed forms or websites.

The solution must be deployed on-premise. The Gen-AI must be grounded, sourcing knowledge only from the bank's approved information to ensure accuracy and compliance.