Finding where AI agents pay off in day-to-day banking
A North American bank wanted to use AI agents to take friction out of its day-to-day banking operations. In 12 weeks we assessed its processes with 16 teams, proved the strongest ideas with working prototypes and built the roadmap the bank is now executing.
- Client
- A North American bank
- Industry
- Banking
- Offering
- Governed Agentic Operations
- Duration
- 12 weeks
The challenge
The bank wanted to streamline its Day-to-Day Banking workflows with AI agents and reduce the friction in manual, repetitive processes. It needed a partner with hands-on experience building and deploying AI and workflow automation, who could turn a long list of ideas into value quickly and give operations leaders confidence in what would change.
What we did
- Worked with 16 teams over 12 weeks to map Day-to-Day Banking processes and find where AI agents and AI-enabled automation could help.
- Ranked every candidate process on business value, AI suitability, risk and operational readiness, which produced a focused pipeline of high-impact opportunities.
- Estimated the benefit of each opportunity and built working proofs of concept to test how agents would handle the key workflows.
- Turned the results into a phased delivery roadmap, which the bank is now executing.
Results
The roadmap targets $10–15 million a year in run-rate benefits through automation and cost avoidance. Those savings were identified and estimated during the engagement; they are realized as the roadmap is delivered.
Savings are the bank’s estimated annual run-rate benefits, identified during the engagement. They are not yet realized.
Our work
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