Bank asset size
Product
Results
Using Abrigo’s AskAbrigo solution, the bank improved:
Like many financial institutions, Alpine Bank struggled with the complexity and accessibility of internal documentation. Critical information was often buried in lengthy policy files, making it difficult for employees—especially newer team members— to quickly find accurate, consistent answers.
One key example was the bank’s extensive loan policy documentation. As Senior Vice President Lindsay Nash explained, “We have a 400-page loan policy, so being able to have a tool that could easily parse that was a huge draw.”
Despite being one of AskAbrigo’s first users, Nash said it only took one phone call to get the bank’s data uploaded and incorporated into the generative AI solution. Implementation was fast and low lift,and Nash’s team was able to deploy the solution quickly and realize value immediately. “We just kind of turned it on and it started working,” she said.
Training requirements were minimal, with users able to get started almost immediately. This ease of use helped accelerate adoption across the organization.
Once Alpine Bank began using AskAbrigo, the solution helped identify undetected inconsistencies across documents that could have caused confusion and increased operational risk. During early testing, the team discovered conflicting information, prompting a review of their various policy documents. “As we were asking it questions, it was able to tell us that this document said one thing and a different document said another,” said Nash. “It pointed out what we needed to clean up.”
AskAbrigo provides Alpine Bank with a powerful way to unify and access institutional knowledge that was previously difficult to navigate. This centralized access eliminates the need for employees to manually search through multiple sources to find answers.
“It allows us to peruse internally-created documents…and combine them all in one spot to be utilized, without somebody having to read the whole thing,” Nash said.
Considering the volume and complexity of the documentation financial institutions maintain, this shift also ensures more consistent use of policies across the organization.
See the biggest differences between manual and automated processes.
