Agents manually scanned dense docs while clients waited. Now, AI retrieves answers instantly, handling peaks without extra staff.
A leading investment management firm provides retirement services and advice to clients facing time-sensitive financial decisions during critical periods like tax season.
Support agents relied on keyword search that surfaced links to dense documents, forcing them to manually scan for answers while customers waited on...
“One of the reasons we chose Pinecone beyond functionality is because Pinecone was willing to work with Vanguard, specifically to meet our security control and performance requirements by creating a dedicated AWS account and cluster for us.”
Asset management firm specializing in low-cost mutual funds, ETFs, and advice.
Managed vector database for AI search, retrieval, and recommendation systems.
Related implementations across industries and use cases
Staff dug through scattered files to verify stats. An AI search tool now delivers cited, compliance-approved answers instantly.
Scripted bots trapped users in loops. A coached AI now resolves 70% of tickets, freeing staff for sensitive estate planning.
Advisors lost hours digging through 100,000 documents. A GPT-4 assistant now surfaces answers instantly from the full knowledge base.
Advisors hunted data across five systems. GenAI now builds traceable meeting packs, saving 4,700 hours a year.
35M customers waited in queues for payment updates. Now, a voice agent resolves routine calls instantly, leaving complex issues to humans.
Rigid bots forced 40,000 advertisers to wait. AI agents now diagnose technical issues instantly, resolving setups in under 2 minutes.
Seasonal surges overwhelmed 600 specialists. Now, AI agents autonomously resolve order tracking and FAQs using real-time data.