AI Knowledge Assistant

CASE STUDY · AI Knowledge Assistant

Faster Answers. Better Knowledge Access. More Productive Teams.

Financial Services | AI & Automation | Business Knowledge Management

The Challenge

A financial services business needed a better way for employees to access internal policies, procedures and regulatory information.

Important knowledge was spread across thousands of documents, making it difficult for customer support and compliance teams to find accurate answers quickly.

Searching for information took valuable time, slowed customer responses and created a risk of relying on outdated documents.

The Solution

Aisteari introduced an AI-powered knowledge assistant using Retrieval-Augmented Generation (RAG).

Employees can ask questions in everyday language and receive answers based on approved company documents.

The solution searches relevant information, generates clear responses and provides links to the supporting sources so employees can verify the answers.

The Business Impact

• 70% faster responses to internal information requests.

• More consistent answers based on approved business documents.

• Reduced time searching through policies and procedures.

• Greater employee confidence when responding to customer and compliance queries.

• Easy adoption through a familiar conversational interface.

The Outcome

A more informed and productive workforce, with faster access to business knowledge and less time spent searching for information.

Technologies: Azure OpenAI, Azure AI Search, Azure Blob Storage, Power Apps, Azure Functions.

Related Service: AI & Automation