AI-Enhanced Semantic Search for Financial Services.

The challenge

A financial services SaaS company needed to improve the accuracy and relevance of their customer service ticket search system, outperforming existing solutions like Zendesk.

The solution

An on-premise search application utilizing open-source embedding LLMs, custom-tuned with financial vocabulary. The system combines AI semantic search with traditional SQL-based keyword search, employing a result scoring mechanism to prioritize the most relevant matches, and outperforming traditional search algorithms.

customer service agents sitting behind monitors taking calls for financial services company