Case study

Piloting an AI Agent for Back-Office Requests

We delivered a governed agent proof of concept that triages and drafts responses with human approval.

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Finance · Agentic AI

The challenge

Back-office staff handled a high volume of repetitive requests that still needed careful review.

Our solution

We built an agent with tool access limited by role, human approval steps, logging and evaluation against real cases.

Results

Client details are anonymised.

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Zoya Khan, Head of Strategy & Sales
Zoya KhanHead of Strategy & Sales

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