Agents manually scanned dense docs while clients waited. Now, AI retrieves answers instantly, handling peaks without extra staff.
A leading investment management firm provides retirement services and advice to clients facing time-sensitive financial decisions during critical periods like tax season.
Support agents relied on keyword search that surfaced links to dense documents, forcing them to manually scan for answers while customers waited on...
“One of the reasons we chose Pinecone beyond functionality is because Pinecone was willing to work with Vanguard, specifically to meet our security control and performance requirements by creating a dedicated AWS account and cluster for us.”
Asset management firm specializing in low-cost mutual funds, ETFs, and advice.
Managed vector database for AI search, retrieval, and recommendation systems.
Vanguard's Support agent assistant is part of this use case:
Related implementations across industries and use cases
500+ regex rules struggled with messy text. AI agents expanded coverage 20x, cutting processing from 24 hours to one.
Typing friction limited query depth. Now, analysts speak complex requests to screen stocks and analyze filings in real time.
API latency bottlenecked live AI compliance checks. Faster open-source LLMs unlocked instant validation, processing up to 15x the tasks.
Ticket transfers between teams delayed support. Now, AI routes queries by theme and surfaces suggested answers for human agents.
Turnover bottlenecked 30k monthly inquiries. GenAI now resolves 64% of emails and 100% of chats, lifting CSAT 8 points.
Quarterly compliance updates meant costly reshoots. Now scripts regenerate instantly — no cameras, no vendors, no delays.
Engineers capped at basic chat, complex work out of reach. Now 700 tackle cross-jurisdiction compliance reviews in hours, not weeks.
Agents summarized every call by hand and memorized talk scripts. Voice-to-text and real-time screen pops cut after-call work by 80%.
Rigid "press 1" phone trees bottlenecked global support. Now, localized AI agents guide complex step-by-step blind installations.
Agents manually scanned dense docs while clients waited. Now, AI retrieves answers instantly, handling peaks without extra staff.
A leading investment management firm provides retirement services and advice to clients facing time-sensitive financial decisions during critical periods like tax season.
Support agents relied on keyword search that surfaced links to dense documents, forcing them to manually scan for answers while customers waited on...
“One of the reasons we chose Pinecone beyond functionality is because Pinecone was willing to work with Vanguard, specifically to meet our security control and performance requirements by creating a dedicated AWS account and cluster for us.”
Asset management firm specializing in low-cost mutual funds, ETFs, and advice.
Managed vector database for AI search, retrieval, and recommendation systems.
Vanguard's Support agent assistant is part of this use case:
Related implementations across industries and use cases
500+ regex rules struggled with messy text. AI agents expanded coverage 20x, cutting processing from 24 hours to one.
Typing friction limited query depth. Now, analysts speak complex requests to screen stocks and analyze filings in real time.
API latency bottlenecked live AI compliance checks. Faster open-source LLMs unlocked instant validation, processing up to 15x the tasks.
Ticket transfers between teams delayed support. Now, AI routes queries by theme and surfaces suggested answers for human agents.
Turnover bottlenecked 30k monthly inquiries. GenAI now resolves 64% of emails and 100% of chats, lifting CSAT 8 points.
Quarterly compliance updates meant costly reshoots. Now scripts regenerate instantly — no cameras, no vendors, no delays.
Engineers capped at basic chat, complex work out of reach. Now 700 tackle cross-jurisdiction compliance reviews in hours, not weeks.
Agents summarized every call by hand and memorized talk scripts. Voice-to-text and real-time screen pops cut after-call work by 80%.
Rigid "press 1" phone trees bottlenecked global support. Now, localized AI agents guide complex step-by-step blind installations.