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Look up bank policies and summarise emails for branch officers

BEAi (built in-house) · runs on Custom agentVendor case study

In the Philippines, BPI built BEAi, an in-house assistant trained on the bank's policies and procedures, so branch officers can search rules and summarise emails while serving customers.

First reported
theasianbanker.com · 13 Jun 2025
Added
13 Oct 2026
Source checked
13 Oct 2026

What they did

BEAi runs in a secure sandbox on Azure with private APIs and is grounded in BPI's own policies, procedures and data. Branch staff use it to search the knowledge base, summarise emails and policy documents, and answer customer questions faster. A local AI firm, Thinking Machines, helped build it.

What happened

The bank says over 96% of its more than 1,800 branch officers were using BEAi daily within two months of rollout, and staff report it saves time and builds confidence.

Keep in mind

The figures come from the bank's own executive in a trade publication, and adoption is not the same as accuracy. No error rate or time saving is given, and the underlying model is not named.

Try it with your agent

You help branch staff at <bank name>. Answer only from the policy documents in <folder>. For each question, give the rule in plain words, the document name and section, and the date it took effect; if a newer document replaces an older one, use the newer one and say so. If you cannot find it, say 'not in policy, ask <team>'. When asked to summarise an email, list what is being asked, by when, and which policy applies.

Replace the <angle brackets> with your own details.

Original source

theasianbanker.comVendor case study

Published by the company that makes the agent. Read it as a claim.

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