How to build a Bank Policy Chatbot
A question-answering assistant that classifies incoming banking queries and dispatches them to either a Security Policy retriever or a Products & Services retriever, returning compliant, knowledge-base-grounded answers.
Challenge
Locating specific policies from thousands of pages of PDFs is laborious and time-consuming.
Industry
Finance
Department
IT
Integrations
Knowledge Base
Anthropic
AI Routing
This workflow is an intelligent banking assistant built on StackAI that automatically routes user questions to the right knowledge specialist. Designed for financial advisors, private bankers, and IT compliance teams, it delivers accurate, source-grounded answers about bank products, services, security policies, and IT compliance — all from a single entry point.
Powered by Anthropic's Claude Sonnet 4 and Azure AI routing, the workflow combines retrieval-augmented generation (RAG) with smart question classification to ensure every query lands with the right expert agent.
