Berenberg
The portfolio manager at Berenberg needs to read and synthesize the voucher reports, company documents and market news on a daily basis, and study manual time limits for vomiting; as a regulated bank, generic AI must also access the proprietary investment framework and maintain compliance reviews.
The bank used Vertex AI to construct BegoChat, combining voucher reports, company documents, news and internal investment methods; and to build a daily flow of Morning Mail content and form a three-storey AI pyramid: the top is a custom setting with unique data, the middle level is a daily AI such as NotebookLM, the bottom level being a centralized, compliance-connected enterprise platform and the Agent market.
Analysts provide a unique research framework and original judgement, AI completes the production of polymers, comparisons and first drafts; analysts and sales personnel check quality at the end of the output, comply and assume responsibility for client communication and investment decision-making.
- Read bottlenecks from group manager to select custom scenes
- Injecting bank-specific investment methods into context
- Customize high-value AI with universal daily AI stratification
- Establishment of training and monitoring for line-wide outreach
- Filter projects using P&L direction and process time
- A proprietary business approach is more differentiated than the generic model itself
- Enterprise AI should distinguish between custom scenes and day-to-day tools
- Controlled output requires someone to be responsible at both the input and the output ends.
- Process time savings should eventually map income or cost
The case of Google Claude states that the production of process content such as Morning Mail has increased by 85 to 90%, saving about one hour per day per sale; the same team is able to cover the wider market.
- Between 85 and 90 per cent refers mainly to content production processes such as Morning Mail.
- The whole-line Gemini Enterprise is still being rolled out in stages and cannot be confused with the online custom setting.