Responsive Web Apps
End-to-end Design (Ideation to Delivery)
June 2023, Ongoing
Since the mainstream launch and adoption of generative AI tools in the market, we have also begun the exploration of how to adopt this technology within the bank through experimenting with various use cases.
Experimentation of new technologies through various use cases and transfer knowledge to other teams.
Scaled phase 1 use cases into enterprise products while continuing exploration with phase 2 use cases.
As generative AI and language models continue to evolve and advance, we also continue to validate and demonstrate new capabilities through different use cases.
Phase 1 — Use Cases
Sophie is a suite of various general LLM tools encompassing Q&A, translation, and summarisation capabilities.
It addresses specific use cases, ensuring responses are not only more accurate but also tailored to the unique needs of specific user groups.
Large Language Model (LLM) chatbot backed by a database of all research, market and investment analysis for users to keep up-to-date with the latest market trends and economic changes.
Background — The bank’s research team creates investment content for clients and bank staff, providing insights to help relationship managers advise clients.
Problem — Finding relevant insights and consolidating research across time horizons is time-consuming.
How Might We — How might we provide relationship managers with easy access to market analysis and recommendations to stay informed and better support their clients?
A tool for users to chat, summarise or translate with uploaded documents using retrieval augmented generation (RAG).
Background — Investment writers create investment content for clients and bank staff using insights from extensive research.
Problem — Extracting key points from lengthy publications and translating content which could come in different languages is time-consuming and costly.
How Might We — How might we help investment writers efficiently extract insights, reduce translation costs, and improve content creation workflows?
Phase 2 — Use Cases
As AI technologies advance, we also continue to explore new ways to implement and test these new capabilities. One such example is the exploration of AI agents to be embedded within existing workflows and processes.
Using a multi-AI agent approach and framework to act as three specialised experts in the portfolio review process to create tailor investment narratives.
Background — Portfolio reviews are conducted frequently with clients to ensure that their portfolios are rebalanced and continue to align with their investment goals.
Problem — Investment advisors need to go through a wide variety of different bank research documents to pick out key information to support investment recommendations for their clients.
How Might We — How might we help investment advisors craft more compelling and comprehensive investment narratives so they can better advise their clients during the portfolio review process?
Over a 100 pilot users onboarded and tested respective use cases. Continual feedback from business subject matter experts to enhance the different products.
Market & Investment Insights led to a 20-30% of reduction in time spent navigating and reading research data.
Narration Generation Engine won an innovation award in a Google hackathon and Sophie LLM was a finalist in the Singapore Fintech Festival (SFF) awards 2023.
The Private Investment Platform is a self-service platform providing clients with access to a diversified range of private equity and private market deals. Geared towards sophisticated clients, the platform empowers them to view available offerings and relevant deal information.
Know Your Money is an asset aggregation tool designed to reconcile traditional investments with alternative assets, such as real estate and digital assets. By integrating data from various third-party providers, it offers clients a comprehensive view of their wealth while ensuring the bank remains at the center of the clients' lives.
