MicrosoftProductionEvidence: Low40/100

Scaling financial customer service with reliable AI agent

LähiTapiola Finance partnered with Siili to build Bobotin, an AI agent in production that automates preparation of customer service responses. The agent retrieves unanswered customer messages, generates response suggestions based on contract terms, previous responses, and industry terminology, and automatically categorizes feedback and complaints. The solution runs on Microsoft Azure and is designed for a regulated financial environment with GDPR and financial-sector compliance requirements.

Industry
Finance
Location
Finland
Published
July 2026

Reported outcomes

Strategic outcomes

Customer experience & trustFreed up customer service capacityRisk & complianceAccelerated and standardized complaint management
Why do we believe this deployment?Customer identity, provider attribution, maturity, and source checks
Customer
LähiTapiola Finance
Provider
Microsoft
Maturity
Production
Linked source
Siili

LähiTapiola Finance partnered with Siili to build Bobotin, an AI agent in production that automates preparation of customer service responses

Customer identity supportedSource describes one deploymentMaturity supported

Primary read

Use case focus

Showing 3 of 3

  • 1Customer service automation
  • 2Compliance automation
  • 3Case management
  • Customer service staff spent significant time answering repetitive questions and manually reviewing contract terms and compliant terminology.
  • Feedback and formal complaints also required separate manual handling and archiving in a regulated industry.
  • Built Bobotin, a RAG-based AI agent on Microsoft Azure.
  • Used Azure OpenAI Service for response generation, Azure AI Foundry for prompt and model lifecycle management, and Azure AI Search for RAG vector search.
  • Implemented compliance and data protection using Azure services, with human review before sending replies.
  • Freed up customer service capacity.
  • Accelerated ticket processing for simple messages.
  • Improved response quality and standardized complaint management and archiving.
Architecture

Bobotin is a Retrieval-Augmented Generation (RAG) based AI agent running on Microsoft Azure. It retrieves unanswered customer messages, generates response suggestions using contract terms, response templates and historical interactions, and automatically categorizes feedback and complaints. Azure OpenAI Service provides response generation, Azure AI Foundry manages prompt/model lifecycle, and Azure AI Search supports vector search for contract terms and response history. Compliance and data protection are built into the architecture using Azure services, with human review before sending responses.

Implementation partners1
Sources & evidence1
Evidence: Low40/100Evidence strength
  • Customer explicitly identified
  • Deployment status explicitly supported
  • Technical implementation details available
Type: Partner StoryPublished: Jul 18, 2026Publisher: SiiliEvidence: PartnerConfidence: High

AI-generated summary. Verify important details with the linked sources before relying on this case.

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