Project Info
NexaQuanta delivered an AI transformation solution for a leading mortgage broker network using agentic AI with RAG and a natural language interface. Integrated with Microsoft Copilot and Teams, the solution enables real-time search across products, lender criteria, and compliance rules—reducing adviser lookup time, lowering dependency on support teams, and improving customer experience and scalability.
- Client : A Leading Mortgage Broker Network, Financial Services
- Category : Agentic AI Automation, AI Assistants, AI Transformation of Financial Services, Enterprise AI Transformation
Project Info
Client & Industry:
- A Leading Mortgage Broker Network, Financial Services
Challenge:
- Knowledge base fragmented across multiple systems
- Keyword search returned inaccurate, incomplete results
- Manual lookups created daily adviser bottlenecks.
AI Solution:
- Agentic AI RAG with natural-language conversational interface
- Searches products, lender criteria & compliance rules in real time
- Microsoft CoPilot frontend available as a web widget and in Teams
Business Outcomes:
- Adviser search time per query significantly reduced
- Dependency on specialist support teams decreased
- Cost reduction, revenue growth, customer satisfaction (NPS), scalability
AI Technologies:
- Microsoft CoPilot, Azure AI Foundry, Azure AI Search, OpenAI LLMs, Agentic AI (LangGraph Agents), Agentic RAG, React.js Admin Portal.
