Gemini Enterprise forFinancial Services
Five proven use cases transforming how financial institutions operate—from compliance automation to intelligent reporting. See exactly how Gemini Enterprise solves real problems in your industry.
Trusted by payment processors, insurers, and wealth managersIntelligent Reporting
The Revenue Leak Stopper
The Challenge
You're a Finance Director flying blind between monthly reports. Critical data—ad spend margins, claim ratios, merchant volume—is buried in disparate ERPs and static PDFs. By the time you spot a margin drop or a spending spike, the money is already gone.
The Solution
Conversational Business Intelligence. You deploy a Data Interrogator Agent within Gemini Enterprise. Unlike standard BI tools, this agent understands natural language. It connects securely to your SQL databases and Ad platforms, allowing you to 'talk' to your raw data and spot leaks instantly.
How to Get Started
Connect
Softblues uses Gemini Enterprise Data Connectors to link your BigQuery or SQL database.
Ground
We set the agent to 'Strict Grounding' so it only calculates based on real rows.
Prompt
"Compare our ad spend vs. ROI for the last 7 days by region. Highlight any campaigns with a negative margin."
"Show me ad spend vs ROI by region for last 7 days"
Customer Onboarding
The 24/7 Expert
The Challenge
Your support team is overwhelmed by complex technical questions from new merchants or policyholders. They waste hours digging through old API documentation and PDF manuals. Onboarding stalls, and high-value clients get frustrated with slow responses.
The Solution
RAG-Based Technical Assistance. You build an Onboarding Assistant using Gemini Enterprise Agent Builder. This isn't a generic chatbot; it is an expert trained on your specific API guides, compliance PDFs, and past ticket history. It drafts precise, citation-backed responses for your team to review.
How to Get Started
Ingest
We upload your technical documentation into a Gemini Enterprise Data Store.
Build
We configure the agent to reference specific page numbers in its answers.
Prompt
"Draft a reply to this merchant explaining our refund API limits, citing the specific clause in our integration guide."
Response with citation:
"Per API Guide p.42, refund limits are..."
Source: integration_guide_v3.pdfCompliance & Risk
The Risk Shield
The Challenge
Compliance teams are drowning in documents. Manually cross-referencing new client ID scans, corporate structures (UBOs), and transaction logs against ever-changing AML regulations is slow, error-prone, and a massive bottleneck for growth.
The Solution
Multimodal Document Intelligence. You deploy a Compliance Auditor Agent. Leveraging Gemini Enterprise's multimodal capabilities, it can 'see' and read scanned PDFs, passports, and handwritten notes, comparing them against your internal Risk Policy to flag anomalies instantly.
How to Get Started
Upload
We securely connect your document repository (SharePoint/Drive) to Gemini Enterprise.
Instruct
We provide the Agent with your 'Risk Framework' as its system instruction.
Prompt
"Review this UBO declaration against our AML policy section 4.2. Flag any jurisdiction mismatches."
Jurisdiction mismatch: UBO registered in restricted territory (AML Policy 4.2)
Cross-Selling & Growth
The Propensity Engine
The Challenge
You are sitting on a goldmine of customer data, yet your marketing is generic. You know there is a 'Propensity to Buy' other products, but manually segmenting lists and writing personalised emails for thousands of clients is impossible at scale.
The Solution
Propensity Modeling at Scale. You employ a Growth Agent connected to your CRM. It scans customer transaction history to identify the 'Next Best Action' for every single client and drafts a hyper-personalised offer email for your Relationship Managers to approve.
How to Get Started
Integrate
Softblues connects Gemini Enterprise to your CRM via API.
Analyse
The agent runs a daily job to find clients with expiring terms.
Prompt
"List all clients with car insurance policies expiring in 30 days who also own a home. Draft a personalised bundle offer."
"Dear J. Smith, bundle your car insurance with our home bundle for 15% savings..."
Unified Knowledge
The Quick Win
The Challenge
'Where is that file?' Financial employees waste hours every week searching through SharePoint, Google Drive, Slack, and Email to find one specific policy or contract. Data silos are the silent killer of productivity.
The Solution
Enterprise Search. You implement Gemini Enterprise as a secure search layer. It sits on top of your private data, respecting all access permissions. An employee types a question and gets an instant answer cited directly from the correct file buried in a sub-folder.
How to Get Started
Map
We map your existing Identity Access Management (IAM) roles.
Index
Gemini Enterprise indexes your connected apps (Drive, Gmail, Slack).
Prompt
"Find the refund policy for high-risk merchants we updated last November."
Found in SharePoint:
Refund_Policy_HighRisk_Nov2024.docx
/Policies/Merchants/Risk/Built for Financial Regulations
Our platform is designed from the ground up to meet the stringent compliance requirements of financial services organisations.
Enterprise Security
Financial-grade protection
- Data never used to train models
- Customer-managed encryption keys
- Private cloud deployment option
- Full audit trail for all interactions
Ready to Transform Your Financial Operations?
Book a 30-minute discovery call. We'll assess your current AI readiness, identify your highest-impact use case from the five above, and outline a realistic path to production.
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