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Introducing Data Rocket Banking Assistant

Transform Banking Decisions with AI-Powered Data Insights

In today’s fast-paced and competitive banking environment, financial institutions must be proactive in managing risks, optimizing deposit retention, and making data-driven decisions. But too often, critical data remains locked behind complex systems, requiring technical expertise to extract meaningful insights.

Introducing Data Rocket Banking Assistant

The Data Rocket Banking Assistant is an enterprise AI chatbot built in the Snowflake Data Cloud, designed to put trusted, real-time insights directly into the hands of banking decision-makers, without the need for technical resources.

Instead of relying on data analysts or IT teams to generate reports, business line leaders and branch managers are empowered to make faster, smarter decisions by asking natural-language questions to receive instant, data-backed answers.

PRODUCT DEMO – Maturing CDs & Your ALM Strategy – Know Your Exposure Before It’s Too Late

Want to see the Data Rocket Banking Assistant in action? In this use case, the Banking Assistant enhances decision-making in asset-liability management (ALM), specifically, managing maturing CDs and retention strategies.

 

Ask: “Which CDs are maturing in the next 60 days, and what’s their weighted average rate?”

Get instant insights: “You have over $125 million in balances at a weighted average rate of 2.57% maturing in the next 60 days—where do you want to look next to formulate your retention strategy?”

But that’s just the beginning. Data Rocket can help answer a wide range of strategic banking questions, such as:

  • “Which customers are most likely to move their deposits based on historical behavior?”
  • “What are the highest-growth lending opportunities by product and region?”
  • “How do our deposit rates compare to competitors in real time?”

With Data Rocket Banking Assistant, banking leaders can instantly drill down into key insights by product category, customer segment, balance tiers, risk exposure, profitability metrics, and more, all without writing a single line of code.

Empower Decision-Makers Across the Organization

By leveraging Snowflake’s powerful cloud-based data infrastructure, Data Rocket Banking Assistant eliminates data silos and unlocks unstructured data sources, including archived loan applications and call center transcripts. Use cases include:

  • Data Analysis and Summaries
  • Operational and Performance Metrics
  • Trend Analysis
  • Sentiment Analysis

Future-Proof Your Bank with AI-Driven Insights

In an environment where speed, agility, and data-driven decisions are key competitive advantages, Data Rocket Banking Assistant ensures that every leader in your institution has access to the insights they need.

Stop waiting on reports. Start acting on real-time intelligence.

Let’s start the conversation, book your demo today.

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