In a bank’s corporate banking division, every meeting requires a visit report. Until now, these reports were written by hand and often not completed until days later. Required fields were left blank, and agreements were lost. Yet customer status, cross-selling, and the next appointment all depend on this very report.
Immediately after the appointment, a voice-controlled assistant guides the user through the reporting wizard and follows up on any open issues. The result is a structured report complete with a to-do list. Each entry can be traced back to the corresponding part of the conversation. After review and approval, the report is sent to the core system. Audio is not stored, and automated decisions are not used. The technical foundation is Azure AI Foundry with real-time voice dialogue. In the ongoing proof of concept (PoC), a complete report is available within a few minutes—50 to 60 percent faster than before. The process can be adapted to other report types.
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