Story
Challenge, approach, and solution
Challenge
Relationship managers spent hours assembling client narratives from static reports. Leadership wanted AI assistance without hallucination or compliance exposure.
Approach
Three high-ROI copilots were prioritized. A governed retrieval architecture shipped with evaluation harnesses, access controls, and immutable prompt/response logs.
Solution
WowInsights copilots for portfolio summaries, exception triage, and operations Q&A—grounded in approved data with human review paths.
