From an hour of analysis to answers in seconds.

The first LLM agent in the bank's corporate and investment banking division. Sales teams ask client and trading questions in plain language, get alerts when activity changes and receive scheduled reports, all tied back to the bank's books and records.

Active users: 30+
In production since: 2025

The problem

Sales teams relied on manually prepared reports to understand what their clients were trading. A single question about a client could take an hour of analysis, and some month-end reports took days to put together. There was no shared, current view of client and market activity that everyone worked from.

What we built

The first LLM agent in the bank's corporate and investment banking division. It brings trading and sales data into one source of truth, tied back to the bank's books and records, and puts it in front of sales teams in three ways.

Answers on demand

Users ask client and trading questions in plain language, through a web interface or Microsoft Teams. A query that used to take an hour of manual analysis now comes back in seconds, which helps teams assess client activity and spot prospects.

Alerts that prompt the next call

Trading alerts and client summaries arrive in Teams and email. When a client's activity changes it is flagged automatically, so the salesperson has the context to follow up while it still matters.

Reports nobody has to prepare

Scheduled activity reports and management summaries go out on their own, all the way up to the Head of Markets. Everyone sees the same numbers, and the hours spent assembling reports by hand are gone.

Where it got to

It runs in production inside the bank's own cloud, integrated with its existing systems and operating within its governance and compliance controls. Usage has spread from individual sales desks to senior management, and the product won the bank's internal innovation award for Global Markets. A Chisl team continues to support it and extend what it can do.

What it delivered

Winner: Most innovative product in Global Markets, in the bank's internal awards.
30+: Monthly active users, from in-country sales heads to the Head of Markets.
90%: Less time spent on month-end reporting, with some processes cut from days to minutes.

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