AI case study

National Bank of CanadaBranch adviser support

Every home-finance question meant a manual search through knowledge bases. AI handles it now—NBC retired the dedicated support line.

Published

Key results

Adviser Satisfaction Rate
97%
HR Agent Accuracy
85%
Support Call Reduction
43%

Result highlights

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The story

Context

One of Canada's six leading financial institutions and the only major bank headquartered in Quebec, with 35,000 employees serving clients across personal banking, wealth management, and capital markets.

Challenge

Branch advisers relied on manual searches through internal knowledge repositories to answer home-finance questions, creating delays and...

Solution
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Scope & timeline

  • Scaled to 700 branch advisers 1 month after pilot
  • SDLC delivery time cut from weeks to days

Quotes

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The company

National Bank of Canada logo

National Bank of Canada

nbc.ca

Retail and commercial banking services for individuals and businesses.

IndustryFinancial Services
LocationMontreal, QC, Canada
Employees10K-50K
Founded1859

The vendor

Amazon Web Services (AWS) logo

Amazon Web Services (AWS)

aws.amazon.com

Cloud computing platform and on-demand infrastructure services.

IndustryTechnology
LocationSeattle, WA, USA
Employees100K+
Founded2006

Use case

National Bank of Canada's Branch adviser support is part of this use case:

Enterprise Search
209 case studies(-12% YoY)
Proven impact?
LowModerateVery Strong
3.7Moderate
2.6Lowwithin Financial Services
4.4Moderatewithin Customer Service

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