A conversational AI reduces requests and enhances the user experience in the Securities Services division of an international bank, thanks to effective collaboration and successful expansion.
Conversational AI for user support and reducing support requests

Cas client

Banque securities services

Conversational AI for user support and reducing support requests.

À propos du client.

Securities Services division of a bank with an international clientele. The division covers over 90 markets with its 11,000 employees spread across 27 countries.

What was your approach to the issue?

Talisker’s positioning lies at the intersection between the IT teams responsible for the technical implementation and maintenance of the solution, and the business teams who hold the domain knowledge. The mission’s objective is to maintain and expand the scope of the solution across the two embedded tools. The mission is organized around three main areas:

Area 1: Solution maintenance

  • Conversational analysis: Identifying and resolving issues, evolving the language recognition model (intent model).

  • Operational monitoring: Writing an operational guide for conversational analysis, maintaining historical reporting, and implementing action plans.

Area 2: Expanding the functional scope of the solution

  • Formalizing business requirements: Leading workshops to identify new areas to integrate, drafting and refining specifications, evolving the intent model, and identifying opportunities to improve the user experience.

  • Identifying user needs: Integrating new areas based on user needs analysis into the conversations.

Area 3: Driving the approach

  • Project management: Coordinating between teams, prioritizing tasks based on strategic direction and business requests, creating tracking tools to clarify responsibilities and ensure systematic follow-up, managing urgent tasks.

  • Documentation: Formalizing and maintaining existing functional documentation for the solution, proposing improvements to enhance the current implementation and strengthen the customer-centric focus.

what was the key to your success?

The significant and growing volume of users on the first tool, combined with strong technical results, served as key drivers for the solution’s expansion to other tools. This helped to democratize and broaden the understanding of the value that conversational AI brings to user experience and customer relations within internal business services.

Strengthening the relationship with internal business teams was beneficial both for promoting the solution more widely to clients, as business teams act as key intermediaries, and for the development of the solution itself. The relationship developed with business stakeholders across different areas has provided a continuous flow of new use cases and served as an advantage in voicing customer needs, thereby improving the user experience of the solution.

More broadly, all the privileged interactions between the various project stakeholders strengthened the robustness and effectiveness of the AIs with each evolution of their scope. From a technical perspective, Amelia’s product teams provided the necessary expertise for development and facilitated communication between business experts with client knowledge and technical stakeholders responsible for implementation. From an IT perspective, regular communication with the development teams helped build a robust solution and respond quickly to any needs or emergencies that arose in this type of project.

Finally, the business knowledge and involvement brought by the implementation team enabled the development of a clear vision and the making of informed decisions for expanding the solution’s various scopes, both from a technical and business standpoint.

Where did you start from?

The bank’s Securities Services division seized the opportunity presented by conversational AI as early as 2017, with the goal of enhancing the user experience across various internal and external portals.

For the two portals involved in the project, the initiatives were launched to ease the customer service workload by:

  • Reducing the volume of incoming requests, thereby reallocating time to higher-value tasks.

  • Assisting users in effectively utilizing the tool.

What were the results?

Talisker’s support enabled the successful production deployment of several versions across the two tools. This support was provided in two key areas:

  • The operational aspect focused on maintaining and evolving the solution. It structured all the steps involved in implementing conversational AI, contributing to an optimal alignment between the response and the customer’s needs. This included improving the AI’s performance (better recognition) through the implementation of action plans based on conversation analysis.

  • The methodological and organizational aspect facilitated coordination between teams by ensuring access to up-to-date and comprehensive information. This led to better coordination and saved time and effort in the search for and sharing of information, thanks to the harmonization and formalization of documentation.

In terms of figures, the conversational AI handles nearly 100,000 annual conversations on the external-facing tool, and the various production deployments have led to a success rate of nearly 75% in meeting user needs.

The chat feature on the internal portal was opened to users in June. The next steps in the project involve enhancing the user experience and supporting the development, usage, and adoption of the tool.