Corporate Knowledge Agent

for Financial Services

Overview

Financial services company streamlined its employee onboarding and enhanced productivity by developing a Corporate Knowledge Agent.

About Our Client

Our client is a nationwide leader in providing transaction services for the oil and gas industry. Supported by over 100 employees, the company offers a full suite of transactional services, gas plant settlement, division orders, mineral interest management and regulatory compliance.

Business Problems/Challenges Aimed to Address

There is an extensive knowledge base that employees must learn to provide high-quality service to their clients.

There are many details and nuances related to the gas and oil industry that every employee must learn and understand.

The onboarding time for new employees is lengthy, and it takes a significant amount of time for new hires to reach their peak performance.

Veterans are often distracted by new employees who ask numerous trivial questions, leading to reduced productivity among experienced staff.

SOLUTION

1. Conduct workshops to map the main business processes requiring heavy use of the corporate knowledge base.

2. Identify the 20% of these business processes that are most common and repetitive.

3. Develop a proof of concept for a Corporate Knowledge Agent (CKA) based on generative AI technology and leveraging corporate knowledge. The CKA, which has a ChatGPT-like interface and functionality, can answer questions from new employees based on the corporate knowledge base and also show the sources of its answers to assure employees that the information is reliable.

OUTCOMES

A Corporate Knowledge Agent with a ChatGPT-like interface was developed.

New employees asked 20 common questions and received answers that were verified by veterans as correct.

A roadmap was created to develop a comprehensive CKA for all business processes.

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Hear from our clients

Lee Ebreo

VP of Engineering at Credit Ninja

These things would not have been achievable if we did not build our own in-house system and if we did not partner with Sphere to help us achieve our goals.

Selah Ben-Haim

VP of Engineering at Prominence Advisors

Our experience with Sphere and their team has been and continues to be fantastic. We keep throwing new projects at them, and they keep knocking them out of the park (including the rescue of a project that was previously bungled by another vendor).

Ben Crawford

Senior Product Manager at Enova Financial

I would expect to be delighted. It's been a really positive experience, working with Sphere, and I would expect you to have the same.

Mark Friedgan

CEO at CreditNinja

Sphere consistently prioritizes the needs of their clients, demonstrating both agility and teamwork. As an offshore team, they have been an integral part of our organization and we plan to continue growing with them.

René Pfitzner

Co-Founder at Experify

Sphere provided excellent full-stack development manpower to augment our team and help push our product forward. They are easy to work with, tech-savvy and proactive.

Bruce Burdick

Chief Information Officer at Integra Credit

We've been working with Sphere and its excellent consultants since our founding. I've found that they are true partners in the success of our business.

Jemal Swoboda

CEO at Dabble

The resources and developers that Sphere Software provides are skilled and have the required technical expertise, but more importantly, they have helped us build a culture of excellence within our team.

Arthur Tretyak

Founder and CEO at IntegraCredit

With Sphere, we were able to migrate in half the time it would take to train an additional FTE… and for a fraction of the cost. Our experience with Sphere has been exceptional.

Lee Ebreo

VP of Engineering at Credit Ninja

These things would not have been achievable if we did not build our own in-house system and if we did not partner with Sphere to help us achieve our goals.

Selah Ben-Haim

VP of Engineering at Prominence Advisors