Agentic AI-Powered RM Copilot Reduces Operations Dependency by Up to 75%

Industry Overview

Relationship Managers in financial services need quick access to portfolio information, product research, reports, and service updates while interacting with clients. When this information is distributed across systems and operational teams, even routine requests can slow down client servicing and limit the time available for advisory conversations.

The Problem

The client's Relationship Managers relied heavily on operations teams for routine servicing and status tracking. Preparing for client conversations also required significant effort to locate portfolio insights and product research.

At the same time, decision-ready insights were not always immediately available. RMs had to navigate multiple platforms, creating delays and increasing the possibility of inconsistent information.

Our Role

Ganit was tasked with developing a unified, real-time self-service assistant that would allow Relationship Managers to independently access portfolio insights, reports, and service updates through a single intelligent interface.

Methodology

Ganit developed an Agentic AI-powered RM Copilot and workflow automation platform built around a multi-agent architecture.

The platform uses 10+ AI agents to route requests across 55+ sub-flows spanning four journeys. More than 30 APIs are dynamically integrated to retrieve information and execute actions across enterprise systems.

Security guardrails, tracing, and observability provide production-level visibility, while conversational context allows agents to retain information, ask relevant follow-up questions, and maintain continuity across RM interactions.

How It Works

RM Query → AI Orchestrator → Agent Routing → Data Fetch → Report Generation → Insight Delivery

When an RM submits a query, the request is securely routed to the chatbot backend with the relevant session context. The orchestration layer identifies the intent and activates the appropriate agent, which interacts with APIs, databases, or knowledge repositories.

Reports, insights, document summaries, or service updates are then generated and returned to the RM in real time through the same chat interface.

Our Impact

The solution reduced operations dependency for routine servicing and reporting by 65–75%, while achieving more than 90% overall accuracy.

More than 400 Relationship Managers can access reports, documents, portfolio information, and other enterprise intelligence through one workspace. This enables RMs to handle more clients efficiently with consistent, advisory-ready information available when they need it.