Enhanced information retrieval for individual pension advising
How Altilia’s AI solution streamlines the retrieval and analysis of regulatory documents
The background
The client, an asset management company, needs to enhance its research capabilities and improve access to information within social security laws and pension product documentation. The manual retrieval and analysis of regulatory documents is complex and time-consuming, hindering consultants’ productivity and limiting their ability to provide precise, timely information to clients.
Pain points
The vast amount of regulatory documents and their complexity made it difficult for consultants to quickly find relevant information.
Manual searches and analyses led to slower response times, reducing the consultants’ ability to efficiently serve clients.
Delays in retrieving necessary information impacted consultant productivity, affected the quality of customer interactions, and potentially led to missed sales opportunities.
The decision to innovate
The customer aims to mplement a solution to simplify searching and extracting key information from extensive documents, enabling consultants to deliver precise and immediate responses.
Results & Benefit
- 50~60% reduction in time needed to access key information
- 15~25% increase in employee satisfaction
- Deliver Better Customer Service
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A leading European asset management company offering a complete range of savings and investment solutions, including both active and passive management across traditional and real assets.
