Industry: Financial Services
Challenge: A global financial services client faced a major challenge. Their team had to manually search through thousands of complex regulatory documents. Consequently, answering a single client question took an average of 4-6 hours. This slow process risked errors and inconsistent advice across different countries.

The TechsurgeAI Solution:
We built a secure, internal AI assistant using a Retrieval-Augmented Generation (RAG) system. This approach provided accurate, source-backed answers.

1. Centralized Data Processing: First, we gathered all of the client’s compliance documents into a secure private cloud. Then, we used AI models to convert the text into a searchable digital format.

2. Secure and Transparent Answers: When an analyst asks a question, the system follows a clear process:

   • It instantly finds the most relevant text from official rulebooks.

   • It uses only this trusted information to generate an answer.

   • Most importantly, it cites its sources directly from the documents.

Results:
The new system delivered powerful outcomes. As a result, research time fell dramatically.

• 80% Faster Research: Query resolution time dropped from hours to under 60 minutes. Therefore, experts could focus on high-level strategy.

• Better Accuracy and Consistency: Answers were now grounded in verified sources, eliminating guesswork and ensuring uniform practices globally.

• Faster Team Training: New team members became effective weeks sooner by using the AI as a training tool.

• Strong Financial Return: The client saw a full return on investment in just six months due to major productivity gains.

“TechsurgeAI delivered a true force multiplier. This solution transformed our workflow, allowing our experts to focus on deep analysis.”
— VP of Compliance,