Generative AI co-pilot for relationship managers, synthesising client portfolios and market signals in seconds.
We deployed a secure Azure OpenAI assistant inside a private virtual network for a Hong Kong private bank. The model is grounded in the bank's CRM, portfolio holdings and licensed research, with role-based access and full audit logging.
- −72%
- Research time
- 94%
- Advisor adoption
- HK
- Data residency
- RAG over private data
- Role-based access
- Audit logging
- HK data residency