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HSBC deploys Dialogflow to reduce policy-expert call burden

HSBC, a global banking organization, built ORRA as an intranet-accessible FAQ and document-search chatbot to answer internal policy questions for risk management colleagues across its global operations. The solution was designed to reduce the time employees spent on manually intensive policy queries, improve the consistency and quality of responses, and provide analytics on the type, frequency, and source of questions for operational resilience and policy improvement.

Organization
HSBC
Industry
Finance
Published
March 2021

Reported outcomes

Strategic outcomes

Customer experience & trustFaster and more consistent policy accessSpeed & agilityReduced routine expert query burdenBetter decisions & insightImproved policy analytics for decisions

Primary read

Use case focus

Showing 3 of 3

  • 1Internal policy Q&A
  • 2Conversational AI
  • 3Enterprise search
  • Employees were repeatedly contacting internal policy experts for answers, creating tens of thousands of calls each year.
  • Responses could be delayed by time zones and workloads, and the quality or consistency of answers could vary across experts.
  • HSBC needed a scalable way to support a large global workforce with faster access to internal policy information.
  • HSBC selected Google Cloud and worked with Google Cloud customer engineering and KPMG's Innovation Division to deliver Operational Resilience and Risk Application (ORRA).
  • ORRA uses Google Cloud Dialogflow, a core component of Cloud Contact Center AI, to power conversational FAQ flows and natural language interactions.
  • The team created a knowledge base of intents, utterances, and answers, bulk uploaded content into Dialogflow, and used synonyms, entities, and small talk to improve bot behavior.
  • The architecture also includes an in-house document search capability that returns supplementary answers through the same UI in milliseconds.
  • ORRA captures conversation analytics and uses machine learning and user feedback to improve response selection over time.
  • HSBC gained faster and more consistent access to internal policy information for employees.
  • The chatbot reduced the burden on subject-matter experts by handling routine queries.
  • Query analytics provided useful business intelligence for policy simplification, learning and development, and operational resilience decisions.
Architecture

ORRA is an intranet-accessible chatbot built on Google Cloud Dialogflow within Cloud Contact Center AI. It combines an intent/utterance/answer knowledge base with bulk upload into Dialogflow, synonyms, entities, small talk, and an in-house document search layer that surfaces supplementary answers through the same UI in milliseconds.

Implementation partners1
Sources & evidence1
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The same organization appears in newer AI deployment evidence.

  • Same organization re-documented as recently as 2024.

Measures whether this deployment's public evidence persists — not whether the system is still in production.

Groundedness: 5/5

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