Internal Knowledge Assistant for a Fintech Firm

The Challenge

Compliance and operations teams at a 200-person fintech were spending 30% of their working hours searching internal policy documents, Confluence pages, and email archives to answer routine regulatory questions. New hire ramp time averaged 11 weeks, and senior compliance officers were repeatedly pulled away from high-value work to answer questions that were already documented.

The Solution

AiGiri Copilot was deployed as a Teams-embedded assistant, indexing over 4,000 internal documents with role-based access controls, a full interaction audit trail, and source citations on every answer.

Implementation approach

The rollout began with a 2-week document audit to identify the 14 authoritative sources and flag 340 outdated documents that needed archiving. Copilot was then configured with role-based access maps aligned to their existing Active Directory groups. A custom persona was tuned to match the firm's compliance language and citation standards. The Teams integration was deployed in a controlled pilot with the 12-person compliance team before rolling out organisation-wide.

The Outcome

Knowledge retrieval time fell by 78%. The compliance team handled 40% more queries with the same headcount. New hire ramp time dropped from 11 weeks to 6. Full audit logs satisfied requirements in the next internal and external audit review.