1. Multi-Institution Financial Chatbot – RAG-Powered AI Assistant
📌 Overview
Developed a Retrieval-Augmented Generation (RAG) chatbot using Azure OpenAI to support 15 financial institutions. The assistant provides real-time, context-aware answers to customers by processing over six years of financial reports and handling 50,000+ queries monthly.
🎯 Challenge
Customers required accurate, low-latency responses across various banks, each with its own documentation and service policies
Support teams were overwhelmed with repetitive inquiries, leading to high call/email volumes and inconsistent service quality
A scalable, unified AI solution was needed to distinguish between 15+ institutions and deliver precise, contextual answers in real time.
🛠️ Solution
Technologies Used: Azure OpenAI, Azure Document Intelligence, Power Automate, Custom Chunking & Embeddings, RAG Pipeline Key Features:
Processed six years of financial reports from 15 institutions
Integrated with Azure Document Intelligence to extract key data from PDFs and scanned reports
Used RAG to generate contextual answers, mapping user queries to precise document content
Unified chatbot experience for general and institution-specific queries
Seamless integration with backend CRM and web UI for deployment
⚙️ Architecture Diagram
User → Chatbot UI → Azure OpenAI (LLM) ↓ RAG Pipeline → Embedded Document Index (15 Institutions) ↓ Contextual Response → Display to User
📊 Analytics & Performance
50,000+ customer queries processed per month
96% response accuracy
Response time improved from ~1 minute to under 12 seconds
Embedded insights from 6 years of historical financial reports
📈 Impact
40% reduction in manual workload
Saved 200+ man-hours/month through intelligent query automation
Query resolution latency reduced from ~1 minute to under 12 seconds
Unified chatbot experience across all participating financial institutions
Reduced frontline support load on high-frequency, document-driven queries
Built for future scale – easily extendable to more institutions and data sources
Fully aligned with governance practices and Center of Excellence (CoE) automation standards
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