Analytics Assistant: A scalable Agentic AI solution to transform the user experience in Private Banking

Challenges

In the demanding world of private banking, quick access to information and analytical data is a strategic priority. To meet this need, a major Geneva-based private bank launched an ambitious initiative: integrating an AI-powered analytics assistant directly into its operational cockpit.

This initiative is part of a broader trend observed in Switzerland: according to a recent study published by ICT Journal (April 2025), nearly three-quarters of Swiss decision-makers intend to deploy AI agents within their organisations, convinced of their potential to boost agility and autonomous decision-making.

Objectives

The "Cockpit" already centralises numerous applications and dashboards related to capacity management, project tracking, ticketing, telephony, and internal chatbot usage. However, dashboard production remained slow, inflexible, and dependent on specialised teams, limiting user autonomy.

The challenge: to provide an intuitive interface capable of instantly responding to complex queries, without requiring SQL or data visualisation skills.

Our Approach

An Agentic AI-Based Solution

The project involved integrating an intelligent assistant, inspired by technologies such as Cortex AI Analyst, but fully customised to fit the division’s specific needs. Based on large language models (LLMs) and an agentic architecture, the system allows for flexible and scalable interpretation of user queries.

Users can interact in natural language to generate:

• Graphical visualisations with KPIs,

• Commented analyses,

• Exportable data tables.

The interface was carefully designed to reflect the bank’s UX/UI standards, ensuring smooth adoption.

Cross-Sector Portability

Although originally developed for private banking, the solution is fully portable to other sectors such as Luxury, Energy, Public Services, and beyond. The agentic approach enables rapid adaptation to specific business contexts, providing an enhanced user experience in any data-driven organisation.

Technologies and Methodology

The project was delivered between January and March 2025. It leverages advanced technologies such as agentic artificial intelligence and large language models (LLMs).

To meet the client’s expectations, Talan deployed a multidisciplinary team responsible for back-end and front-end development, integration with the existing platform, and the design of the assistant’s user experience—aligned with the organisation’s functional and visual identity.

Results

The integrated AI assistant now enables:

• Faster access to information,

• Greater autonomy for non-technical users,

• Enhanced user experience through a conversational interface.

Tangible outcome: initial user feedback is highly positive, and the tool is generating real interest across the organisation.

Added Value

The solution delivers real added value by significantly reducing time spent on analysis and reporting. Thanks to intelligent automation of queries and instant generation of insights, the return on investment is quickly realised. The user experience is vastly improved—both in terms of interface fluidity and its conversational, intuitive nature, fully embedded within the existing ecosystem.

This approach also helps increase user satisfaction by making them more autonomous in data exploration and usage.

A Broader Trend

This project reflects a wider movement: Swiss companies are accelerating their adoption of AI agents to strengthen resilience and agility. According to ICT Journal, nearly 85% of surveyed executives see generative AI as a strategic lever to transform their organisations, far beyond experimental use cases.

Interested in exploring the potential of Generative AI for your teams?

Our local experts in French-speaking Switzerland are available to discuss your challenges and help you bring your AI projects to life.

Book a meeting with our experts at Talan Switzerland