Services:
Financial Services Wealth and Asset ManagementIndustry:
Financial ServicesLocation:
North AmericaClient since:
2016Sombra collaborated with a top-10 global bank to create a Conversational AI agent for their Asset Management division. Designed for financial advisors, it enables plain-language queries and instant access to insights on funds, ETFs, and investment strategies — supporting faster, data-driven decisions and improved client service.
Portable across all major cloud platforms and compatible with leading AI providers: AWS, Azure, GCP, OpenAI, Meta, Antropic
Searching for the right fund, ETF, or financial information can be time-consuming and overwhelming. Advisors had to navigate an internal knowledge base with over 3,500 growing records —updated nearly every day — which made retrieving the right information slow and inefficient. The process was not scalable, leading to complex charts, repetitive queries, and increasing client expectations that delayed decision-making and raised support costs.
Advisors struggled with information overload, leading to frustration and slow decision-making.
Locating the right fund or ETF required multiple steps, delaying client recommendations.
Interpreting charts and graphics took extra time and expertise, increasing the risk of missed insights.
Slow access to information resulted in delayed decisions and lost market chances.
Repetitive advisor questions overwhelmed support teams, stretching internal resources and increasing response time.
Tailored insights were difficult to deliver efficiently, limiting the advisor’s ability to provide personalized recommendations at scale.
Tech stack: Azure OpenAI GPT-4o, Azure Blob, LangChain, text-embeded-3-large, PostgreSQL + PGVector, Python, GPT-4o mini
Our solution is a Conversational AI assistant that provides instant answers to natural language queries, removing the need to manually search through thousands of records. It simplifies access to complex charts, fund data, and investment insights, helping advisors respond faster and more efficiently.
A business challenge turned into measurable success:
We accept no cookie-cutter approaches. Identifying a client’s problem is the first priority, followed by crafting the right AI solution to solve it. Everything should run smoothly from day one, so our team makes minimal disruptions to your business’s workflow.
Yes! That is exactly why identifying the root business problem is so important. Our AI team has an extended expertise in crafting custom generative AI, AI and ML solutions.
Typically, our AI/ML and genAI expertise cover the following business challenges:
Conversational AI integration helps financial institutions transform complex, data-heavy environments into fast, intuitive experiences for their clients. Building an AI assistant that has access to the internal knowledge base, market data, and investment insights can greatly reduce the time financial advisors spend searching for data across internal systems.
Generally, integrating a conversational AI assistant can speed decision-making, leading to increased productivity and better customer personalization. Additionally, when done right, it doesn’t have hallucinations, and by using reliable data sources, it helps maintain regulatory compliance, assures accuracy through reference-backed responses, and reduces operational costs by eliminating repetitive support queries.
