Accelerate ROI in Banking &
Financial Services by Building

a Generative AI capability with Tredence

Accelerate ROI in Banking and Financial Services by Building

a Generative AI capability with Tredence

We Assist Banks and Financial Institutions in Experimenting, deploying Additional Use Cases, and Swiftly Rolling Out New capabilities

Enhancing Developer Productivity

Code generation, enhancement, and migration
Test case generation

Q/A bots

Investment summaries from fund document
Insights from finance reports
Complaint summarization

Interpreting Regulations
and Policies

Use a Gen AI tool to interpret and consolidate lengthy regulatory and policy documents into actionable summaries.

Data Governance

Business, tech & ops metadata creation and enhancement
Lineage summarizer

Co-pilot

Consumer disclosure review
Regulatory policy lifecycle management
Underwriter co-pilot
Greenwashing risk assessment on sustainability disclosures

Automated Insights

Anomalies & root-cause
In session and out of session context retention

Content & Document Creation

Personalizing campaign creatives
Corporate client profile
Regulatory audit response
Model result summary & explainability

Strengthening Dashboards
and Reporting

Provide underwriters with Gen AI-powered risk assessments, pricing, and policy customization suggestions.

Achieving Efficiencies Through Select
Tredence Accelerators

Leverage our accelerators across key touchpoints

See How New Generative AI Capabilities Enable
Data-Driven Decision-Making

Use Gen AI-powered tools to realize the` wealth in internal and external data.

Benefits Delivered to Our Customers

Time to Provision

~40%

Mean Time to provision Gen-AI architectures (MTTP) through pre-curated templates

~25%

% Increase in optimal models being provisioned, through LLM specific decision trees

~10%

Personnel required to stand-up environment, due to automation

Total Cost of Ownership

~15%

Overall infrastructure costs due to pre-configured compute selection techniques

20%

Runtime costs per experiment through optimal narrow LLM’s and context driven RAG’s

30%

Storage costs through pre-defined right design of Vector Databases and Indexes

Time to Complete

20%

Mean Time to complete (MTTC) due to industry certified LLM repository

10%

Reduction in deployment cycle through built-in CI/CD templates

30%

Improvement in time to ingest due to pre-curated connectors

Outcomes Met

90%

Increase in POV/POT adoption due to presence of consumable digital interfaces through LLM endpoints

50%

Time to experiment, leading to greater chances of success

20%

Success (Succeeded/Conducted) throughput due to context driven solution design – Industry specific trained RAGs

Leading Financial Service Firms Gain Traction
with Generative AI

This leading fund deployed a Gen AI sales tool to provide representatives with tailored insights on products and client intelligence.

25% reduction in turnaround time for customer and advisor questions

A premier asset and wealth management (AWM) firm deployed a Gen AI tool for its US operation to enable faster, more effective client onboarding.

70-80% reduction in time and effort to create onboarding workflows

This leader uses a Gen AI tool to summarize company yearly filings, providing portfolio managers with consumable intelligence.

Multiple 1,000+page documents analyzed and integrated with external indicators

This company harnesses a Gen AI-powered audit management tool to summarize and explain audit processes and their criticality to compliance and risk management teams.

60% self-service for all audit and compliance questions

With a Gen AI-enabled chatbot, AWM customers get faster service, while agents focus on higher-level queries.

15% higher completion rates of chats, with natural language Q&A

Leading Financial Service Firms Gain Traction with Generative AI

This leading fund deployed a Gen AI sales tool to provide representatives with tailored insights on products and client intelligence.

25% reduction in turnaround time for customer and advisor questions

A premier asset and wealth management (AWM) firm deployed a Gen AI tool for its US operation to enable faster, more effective client onboarding.

70-80% reduction in time and effort to create onboarding workflows

This leader uses a Gen AI tool to summarize company yearly filings, providing portfolio managers with consumable intelligence.

Multiple 1,000+page documents analyzed and integrated with external indicators

This company harnesses a Gen AI-powered audit management tool to summarize and explain audit processes and their criticality to compliance and risk management teams.

60% self-service for all audit and compliance questions

With a Gen AI-enabled chatbot, AWM customers get faster service, while agents focus on higher-level queries.

15% higher completion rates of chats, with natural language Q&A

Accelerate ROI in Banking &
Financial Services by Building

a Generative AI capability with Tredence

Accelerate ROI in Banking and Financial Services by Building

a Generative AI capability with Tredence

We Assist Banks and Financial Institutions in Experimenting, deploying Additional Use Cases, and Swiftly Rolling Out New capabilities

We Assist Banks and Financial Institutions in Experimenting, deploying Additional Use Cases, and Swiftly Rolling Out New capabilities

Enhancing Developer Productivity

Q/A bots

Interpreting Regulations
and Policies

Data Governance

Co-pilot

Automated Insights

Content & Document Creation

Strengthening Dashboards
and Reporting

Achieving Efficiencies Through Select
Tredence Accelerators

See How New Generative AI Capabilities Enable
Data-Driven Decision-Making

Benefits Delivered to Our Customers

Time to Provision

~40%

~25%

~10%

Total Cost of Ownership

~15%

20%

30%

Time to Complete

20%

10%

30%

Outcomes Met

90%

50%

20%

Leading Financial Service Firms Gain Traction
with Generative AI

Leading Financial Service Firms Gain Traction with Generative AI

Book a Complimentary 30-min Discovery Call

Book a Complimentary
30-min Discovery Call

© Copyright 2024. Tredence.Inc. All rights reserved

Accelerate ROI in Banking &Financial Services by Building

a Generative AI capability with Tredence

Accelerate ROI in Banking and Financial Services by Building

a Generative AI capability with Tredence

We Assist Banks and Financial Institutions in Experimenting, deploying Additional Use Cases, and Swiftly Rolling Out New capabilities

We Assist Banks and Financial Institutions in Experimenting, deploying Additional Use Cases, and Swiftly Rolling Out New capabilities

Enhancing Developer Productivity

Q/A bots

Interpreting Regulationsand Policies

Data Governance

Co-pilot

Automated Insights

Content & Document Creation

Strengthening Dashboardsand Reporting

Achieving Efficiencies Through SelectTredence Accelerators

See How New Generative AI Capabilities EnableData-Driven Decision-Making

Benefits Delivered to Our Customers

Time to Provision

~40%

~25%

~10%

Total Cost of Ownership

~15%

20%

30%

Time to Complete

20%

10%

30%

Outcomes Met

90%

50%

20%

Leading Financial Service Firms Gain Tractionwith Generative AI

Leading Financial Service Firms Gain Traction with Generative AI

Book a Complimentary 30-min Discovery Call

Book a Complimentary30-min Discovery Call

© Copyright 2024. Tredence.Inc. All rights reserved

Accelerate ROI in Banking &
Financial Services by Building

Interpreting Regulations
and Policies

Strengthening Dashboards
and Reporting

Achieving Efficiencies Through Select
Tredence Accelerators

See How New Generative AI Capabilities Enable
Data-Driven Decision-Making

Leading Financial Service Firms Gain Traction
with Generative AI

Book a Complimentary
30-min Discovery Call