RAG Knowledge Assistant for Financial Services

The challenge
Knowledge in financial organisations is spread across policies, procedures, product sheets, and years of reports. Staff lose hours searching, and two people asking the same question often walk away with two different answers.

What we built
We built an AI assistant that answers staff questions in plain language from the organisation’s own documents. Every answer shows the source passage behind it, so people can check it in one click instead of trusting a black box.

Retrieval-augmented generation (RAG) keeps the assistant grounded in approved content only, and the whole system runs inside the organisation’s controlled environment. It is in production today, not a pilot.

Business value

• Answers in seconds instead of long document searches
• One consistent answer, based on approved sources
• New staff productive faster
• Knowledge stays inside the organisation

Where else it applies
The same approach transfers to legal, insurance, public administration, customer support, and any document-heavy team. It belongs to our Document and Knowledge AI work: software that reads, sorts, and answers questions from documents, so teams stop searching and re-entering information by hand.