Global Universal Bank (APAC)
Independent AI Agent Assessment Framework for Source of Wealth
Independent assessment of an AI‑enabled SoW agent embedded in
the client's CLM platform, covering policy benchmarking, prompt
engineering, testing strategy, security controls, monitoring,
and incident management to elevate the solution to
enterprise‑grade standards.
Global Universal Bank (Europe)
GenAI‑powered corporate actions notifications
Successful PoC automating and improving the accuracy of
corporate‑actions notifications to clients and relationship
managers, significantly reducing manual workload and regulatory
risk.
Global Financial Institution (Americas)
Agentic document ingestion and structuring
GenAI‑driven ingestion and normalization of unstructured client
documents, enabling automated generation of structured data with
up to 90% efficiency gains.
Global Financial Institution (Europe)
AI‑based data lineage automation
Use of LLMs to map attributes across complex datasets,
shortening data‑model update cycles and improving accuracy
through semantic mapping.
Tier‑3 Private Bank (Europe)
Time‑critical KYC data extraction
Rapid extraction and structuring of legacy client documents
using Intelligent Document Processing (IDP), enabling compliance
teams to meet regulatory deadlines.
Global Private Bank (APAC)
COO‑level Executive AI Training Lab (Agentic AI)
Design and delivery of a hands‑on, COO‑level AI Training Lab
focused on agentic AI concepts, governance, and practical
application, including live agent‑building exercises in a secure
sandbox environment.