How TP ICAP transformed CRM data into real-time insights with Amazon Bedrock
Machine Learning Blog
TP ICAP transformed their underutilized CRM data into actionable insights using Amazon Bedrock, creating a solution called ClientIQ that enables rapid, AI-powered analysis of vendor meeting notes.
- Developed a custom AI assistant that can answer natural language queries about meeting data
- Used Amazon Bedrock Knowledge Bases and Evaluations to build an enterprise-grade solution
- Implemented a hybrid search approach with metadata filtering for precise document retrieval
- Maintained strict security by mapping user permissions from Okta to data access
- Created an automated evaluation process to continuously improve AI performance
The solution reduced research time by 75% and demonstrated how generative AI can unlock valuable business insights from existing data sources.
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