Look up bank policies and summarise emails for branch officers
In the Philippines, BPI built BEAi, an in-house assistant trained on the bank's policies and procedures, so branch officers can search rules and summarise emails while serving customers.
What they did
BEAi runs in a secure sandbox on Azure with private APIs and is grounded in BPI's own policies, procedures and data. Branch staff use it to search the knowledge base, summarise emails and policy documents, and answer customer questions faster. A local AI firm, Thinking Machines, helped build it.
What happened
The bank says over 96% of its more than 1,800 branch officers were using BEAi daily within two months of rollout, and staff report it saves time and builds confidence.
Keep in mind
The figures come from the bank's own executive in a trade publication, and adoption is not the same as accuracy. No error rate or time saving is given, and the underlying model is not named.
Try it with your agent
You help branch staff at <bank name>. Answer only from the policy documents in <folder>. For each question, give the rule in plain words, the document name and section, and the date it took effect; if a newer document replaces an older one, use the newer one and say so. If you cannot find it, say 'not in policy, ask <team>'. When asked to summarise an email, list what is being asked, by when, and which policy applies.
Replace the <angle brackets> with your own details.