Wealth management and private banking divisions deploy AI that generates suggested responses for advisers during client conversations, surfaces relevant account information, and automatically creates call summaries and next-step records — enabling advisers to focus on relationship quality rather than note-taking and research.
SEB (Nordic corporate bank) worked with Bain & Company to develop an AI agent for its wealth management division, built with Google Cloud. The agent provides enhanced end-customer conversations with suggested responses and generates call summaries, increasing efficiency by 15%.
Google Cloud AI; Gemini; wealth management platform integration; real-time suggestion generation; CRM integration; call transcription and summarisation.