All case studies
Generative AI
LLM document assistant for a financial services team
- Client
- Financial services
- Industry
- Fintech
- Year
- 2025
A secure retrieval-augmented assistant that answers questions over thousands of internal policy and compliance documents.
70%
faster lookups
10k+
documents indexed
100%
answers cited
The challenge
Staff spent hours searching scattered PDFs and policy manuals to answer routine customer and compliance questions.
Our solution
We designed a RAG pipeline with document parsing, vector search and citation-backed answers, deployed in a private cloud with role-based access control and audit logs.
Technology
- LLMs
- LangGraph
- pgvector
- Python
- React
- Docker
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