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Data Rocket Banking Assistant

Data Rocket Banking Assistant

First use case starting at $35,000.

Data Rocket Banking Assistant is an Enterprise AI Solution built for the Snowflake Data Cloud. Put trusted data into the hands of business line stakeholders who can ask questions directly of enterprise data with limited technical expertise. Let the Assistant satisfy information, chart and analysis requests, as BI and Data Teams create operational efficiency by focusing on higher-value data initiatives.

With Data Rocket Banking Assistant You Can...

Provide Conversational Access to BI

Optimize traditional BI workflows with conversational data access for end users.

Bolster Analyst Productivity with Insights

Enhance productivity for Data Analysts with deeper insights and recommendations.

Unlock Natural Language Data Access

Democratize data insights with results of natural language querying.

Harness Structured & Unstructured Insights

Unlock hidden insights with access to structured and unstructured data.

Secure Data with Native Controls

Safeguard data with native security features that control access with data at rest.

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What Can You Learn from the Banking Assistant?

The possibilities are endless, but here are some examples of what you can learn…

  • Data Analysis and Summaries: “How many checking accounts did the Main Street Branch open last week?” “Provide a summary of transactions performed by Deposit Operations yesterday by transaction type and transaction amount”
  • Operational and Performance Metrics: “How many loans funded yesterday?”; “How many customers did we lose last month?”
  • Trend Analysis: “How have our checking balances fluctuated over the last year?”; “Show me the trend for ATM withdrawals for the last six months?”
  • Sentiment Analysis: “How many of our customer service calls yesterday had a negative sentiment, and which call center representative handled the most of these calls?”

Top Use Cases

Enterprise-Wide Insights

Day-to-day questions and management insights that typically rely on custom development and maintenance of reports and dashboards can now be solved by giving business stakeholders the ability to converse with the organization’s data directly without technical training or expertise.

Surface Insights from Unstructured Data

Unstructured data sources are an untapped goldmine of account, customer, and applicant data. Data Rocket Banking Assistant can help you ask natural language questions of PDFs, documents and images that can include loan applications and supporting documents and insurance certificates.

Audit Preparation and Assistance

Significantly reduce manual efforts in data collection, review and reporting while improving accuracy for any financial, regulatory, or compliance audit or exam. Automate summaries of audit-related data to provide auditors, giving them a clear starting point and context and creating a pro-active posture for adhering to regulatory guidelines and auditor findings.

Are you Ready for Enterprise AI? (We Can Help)

Passerelle offers a complimentary, 90-minute AI Readiness Workshop for organizations that are getting started down the path to AI. Your workshop will include an AI Readiness Assessment, an exploration of how AI can be applied to your goals, and a custom technology roadmap. You will leave with a deeper understanding of the costs and ROI associated with different use cases, and what you can expect during the data preparation and investigation phase of deployment. You can request your AI consultation via the contact form, or by emailing info@passerelledata.com.