From 12-Month AI Projects to 5-Week Wins:
How One Bank Transformed with FoundationaLLM

By Peter Kurkowski | April 18, 2025

Accelerate to Win: Transform Banking in Weeks.

In financial services, time is money. Yet when it comes to AI, many institutions are stuck in year-long build cycles, burning budget on infrastructure, hiring top-dollar AI talent, and still falling short of delivering usable solutions.

One major regional bank, with over $80 billion in assets under management, broke that pattern.

In just five weeks, they went from AI experimentation to production deployment—launching a secure, branded, and high-performing copilot across their enterprise. The secret? A platform purpose-built for enterprise copilots: FoundationaLLM.

This wasn’t just a technology experiment. It was a strategic leap forward for a financial institution under pressure to modernize fast—without compromising on security, governance, or user experience.

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A 5-Week Transformation Inside Their Own Cloud

Like many banks, this regional institution had been experimenting with generative AI using public GPT tools, but hit a ceiling. They couldn’t integrate with internal data, control who saw what, or fully trust the outputs.

Working with Microsoft and the FoundationaLLM team, the bank deployed the FoundationaLLM platform directly into their own Azure environment. This was a production-ready deployment, fully governed, and ready for real workloads.

By week five, they had replaced their brittle GPT setup with a robust, enterprise-grade copilot:

  • Users logged in using existing Azure AD credentials, with fine-grained role-based access control.
  • The AI agent delivered responses through a branded chat interface, fully styled to match internal systems.
  • The copilot answered questions grounded in real data from a secure, RAG-powered knowledge base.
  • Multiple agents supported different user groups—from analysts to executives—each with tailored permissions.

During a critical investor relations moment, the AI was able to hear analyst questions live, cross-reference years of financial reports and filings, and surface answers in seconds for executives to use in real time. With built-in persona control and content safety features, the responses were fast, precise, and reflected the tone and authority the situation demanded.

“We needed control—over the data, over the response, and over who could see what. FoundationaLLM made that easy.” — Stakeholder
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Lowering Total Cost of Ownership, Increasing Time to Value

What would have taken 6–12 months with custom engineering was live in just over a month. Most enterprise AI programs stall because they require expensive headcount and multi-phase delivery timelines. FoundationaLLM flips that model:

  • Out-of-the-box agent workflows accelerate setup.
  • Custom agents can be created in minutes via no-code or low-code interfaces.
  • All tools, APIs, and data pipelines run within your Azure tenant.
  • Role-based security and logging come standard.

The result? No need to staff up AI/ML teams just to get started. Your most skilled technical talent can focus on strategic innovation.

Where Financial Institutions Go Next with FoundationaLLM

For other institutions looking to go beyond proof of concept, FoundationaLLM opens the door to high-impact applications across financial services:

  • Fraud Detection & Explanation: Upload a session log, and the agent flags suspicious activity, explains what triggered the alert, and recommends next steps.
  • Automated Document Generation: From onboarding packets to regulatory filings, copilots can fill in PDFs, summarize clauses, and gather missing data—all in one flow.
  • Anomaly Detection in Structured Data: Spot pricing mismatches or erroneous entries with plain language prompts. No queries, no dashboards.
  • Self-Service Analytics: Ask “What were our top-performing loan products last quarter?” and get clean data with charts. No waiting on a BI team.

Each of these copilots can be launched out-of-the-box or configured to your internal data and tools with minimal effort, all while respecting your internal security model.

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Why It Works: A Platform Designed for Enterprise AI

FoundationaLLM isn’t just an LLM wrapper or chatbot builder. It’s a full-stack AI copilot platform with:

  • Built-in orchestration for tools, APIs, and data flows.
  • Support for any LLM or vector store.
  • Secure deployment in your Azure subscription.
  • Governed agent workflows that can be reused across teams.
  • Stays current with the fast-changing AI landscape, acting as an R&D team without the cost or risk of maintaining bleeding-edge expertise in-house.

It works across structured databases, PDFs, flat files, audio, and more—and is designed for both technical and non-technical users. With FoundationaLLM, you’re not locked into a model, provider, or roadmap. You own the deployment. You control the outcomes.

See How Fast You Can Move

Whether you’re modernizing client interactions, validating financial data, or accelerating internal decision-making, FoundationaLLM helps financial institutions move faster, reduce costs, and unlock real value from AI.

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