All work
Chatbots Financial Services 2024 12 weeks

Signum

5x faster customer resolutions

A support assistant that handles regulated financial queries with a citation trail auditors can actually follow.

Faster resolutions
Tickets fully deflected
Answers with citations
01

The challenge

Signum's support team answered the same forty questions endlessly, but every answer had to be traceable to a policy document. Off-the-shelf chat tools were fast and confidently wrong, which in a regulated context is worse than slow.

02

What we built

Every response is grounded in a retrieved passage and rendered with an inline citation back to the source clause. When retrieval confidence falls below threshold the assistant hands off to a human instead of guessing — a refusal is a correct answer here.

03

The outcome

First-response time collapsed while the compliance team gained a cleaner audit trail than the human process ever produced, because every answer now carries its source.

“Compliance signed off faster than legal did. That has never happened before.”

Elena Fischer Director of Support, Signum