A grounded advisor assistant for a retail bank
Retail Bank — a financial services organisation — engaged Skillikz on advisor knowledge assistant: Cited answers from policy and product data for frontline advisors. This case study sets out the business challenge, the AI-led approach we took, the technologies involved and the measurable outcomes delivered over 5 months.
Advisors hunted through scattered policy documents to answer customer questions, slowing service and risking inconsistent, non-compliant guidance.
We built a permission-aware knowledge assistant that retrieves and cites the bank's own policy and product data in real time.
Handling time fell 40%, every answer is cited and traceable, and advisors give consistent, compliant guidance from a single source of truth.
The AI services behind this outcome
A project like this draws on a focused set of Skillikz services — from first assessment to a working pilot and a clear path to scale.