Streamlining Internal Processes Through Conversational AI Support

In many financial organizations, internal processes—like client onboarding, approval workflows, reporting timelines, and escalation paths—are scattered across documents, emails, and informal knowledge. This leads to confusion, delays, and over-reliance on a few "go-to" staff for answers.

Alppoint.ai's Internal Workflow Co-Pilot acts as a smart assistant that staff can engage via chat to ask things like: "What's the onboarding checklist for a new investor?" or "How do I request exception approval for credit underwriting?"

It responds with accurate guidance from internal SOPs, handbooks, and checklists—right when teams need it.

• Instant answers to internal workflow/process questions
• Embedded into Slack, Teams, or custom dashboard
• Powered by AI + internal SOP/RAG integration
• Role-based responses (e.g., analyst vs manager)
• Tracks frequently asked questions to improve processes

• 60% fewer internal "how-to" requests via email or chat
• Onboarding and process adoption time cut by 40%
• Teams work with greater autonomy and consistency
• Reduced need for centralized process training