Knowledge management

Intelligent Search

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Raccoons

AI-powered knowledge assistant for Bank Van Breda

For banks, having the right information at the right time is essential, but finding it across internal knowledge bases can slow employees down. Bank Van Breda wanted to make its internal knowledge easier to access and use, while keeping answers reliable and traceable.

Industry
Banking & Insurance
Domains
Customer Service
Management

Optimizing Knowledge Management with AI

Bank Van Breda set out to modernize internal knowledge management by migrating their existing database to SharePoint. To maximize usability, we provided guidance on structuring content to enable seamless AI-powered search and retrieval. The goal was to ensure employees could access relevant information quickly and efficiently, reducing reliance on manual searches.

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Key takeaways

1

Successful migration of the internal knowledge database to SharePoint.

2

Development of an advanced Q&A system for employees.

3

Enhanced reliability with source verification in responses.

Building an AI-Driven Knowledge Assistant

To further enhance knowledge accessibility, we developed a question-and-answer system powered by GPT-3.5, integrated with Azure AI Search and OpenAI Service. This AI-powered assistant retrieves information from SharePoint and presents it in natural language, allowing employees to find answers instantly. A proof-of-concept validated the assistant’s ability to navigate the bank’s structured knowledge base, ensuring both accuracy and relevance.

Ensuring Reliability and Future Scalability

To strengthen trust in AI-generated responses, we implemented a source verification mechanism, allowing employees to see exactly where answers originate. This enhances transparency and ensures confidence in the system. After a successful pilot phase, the next step is full-scale deployment, alongside training Bank Van Breda’s technical teams to maintain and improve the assistant for long-term success.

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