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Financial Services

Reducing Support Ticket Volume by 42% with RAG-Powered Knowledge Base

A comprehensive RAG deployment that transformed how 2,000+ employees access institutional knowledge, with enterprise-grade security and compliance.

42%
Ticket Volume Reduction
Reduction in tier-1 support tickets within 3 months
18 minutes
Average Resolution Time
Down from 2.3 hours for common policy questions
87%
User Adoption
Of relationship managers actively using the system daily
94%
Accuracy Rate
Verified answer accuracy on compliance-related queries

The Challenge

A tier-1 financial institution struggled with overwhelming support ticket volume from relationship managers and compliance officers seeking information across 10,000+ policy documents, product specifications, and regulatory guidelines. Average resolution time was 2.3 hours per ticket, and knowledge gaps led to compliance risks.

The Solution

Yattir Labs implemented a secure, on-premises RAG system that indexed all policy documents, internal wikis, and product catalogs. The solution integrated with their existing SSO infrastructure and maintained full audit trails for compliance. We deployed LlamaIndex for retrieval orchestration and fine-tuned retrieval strategies to prioritize the most authoritative sources.

Technology Stack

Azure OpenAI (GPT-4)Pinecone (vector database)LlamaIndexAzure AD SSOOn-prem deploymentPostgreSQL (audit logs)

Results & Impact

42%
Reduction in tier-1 support tickets within 3 months
18 minutes
Down from 2.3 hours for common policy questions
87%
Of relationship managers actively using the system daily
94%
Verified answer accuracy on compliance-related queries

Client Testimonial

"Yattir Labs understood our compliance requirements from day one. They delivered a production-ready system that our relationship managers trust, and our compliance team can audit. The ROI was clear within the first quarter."
Sarah Mitchell
VP of Operations, Global Financial Services Firm

Timeline

12 weeks from discovery to production rollout

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