Enterprise Knowledge Copilot
A grounded RAG copilot deployed to 30,000+ relationship managers across a global bank.
The problem we were asked to solve
Relationship managers spent significant time hunting for the right product sheet, policy interpretation or regulatory guidance across intranets, wikis, PDFs and email threads. Research was slow, answers were inconsistent, and compliance teams had no visibility into which sources were being cited on customer calls.
What we built
A private, permission-aware Enterprise Knowledge Copilot that indexes structured and unstructured content across product, policy, compliance and market-intelligence sources. RMs ask questions in natural language and receive concise, grounded answers with inline citations, filtered by their role and geography. Every answer is auditable.
How it works, end to end
A grounded, secure and auditable pipeline built for enterprise scale.
Secure connectors ingest content from SharePoint, intranets, DMS, product catalogues and policy repositories.
Documents are chunked, embedded and stored with entitlements so users only see what they’re authorized to.
Hybrid retrieval (semantic + keyword + filters) narrows to the most relevant, freshest passages.
The LLM composes a grounded answer with citations, following bank tone-of-voice guardrails.
Every query, source, and response is logged for compliance review and post-hoc audits.
Human-in-the-loop feedback and eval sets drive continuous quality improvements.
The stack behind the outcomes
Impact delivered
- Dramatically reduced time RMs spend searching for the right answer
- Consistent, source-grounded responses across the customer-facing workforce
- Compliance visibility into which sources are used to inform advice
- Faster onboarding of new products and policy updates
- Platform reused across compliance, ops and internal audit