At a large regional bank, relationship managers spent roughly 40% of their time assembling client context from 4–6 systems before every conversation — and suitability evidence lived in scattered free-text notes. Blue Avanti architected a multi-LLM RM co-pilot on AWS Bedrock that assembles the brief, cross-validates advice across specialist models, and produces a Consumer Duty-ready suitability record for every recommendation.
Advice quality varied across the network and suitability rationale was hard to reconstruct. Three gaps compounded — before an RM even opened a client conversation.
RMs pieced together client data from CRM, portfolio, product systems, and free-text notes before every meeting — roughly 40% of their time spent preparing across 4–6 systems rather than advising.
Recommendations varied by RM tenure and branch. Top performers' reasoning was never systematised, so a client's outcome depended in part on who they happened to sit across from.
Suitability rationale lived in free-text notes, making a defensible record hard to reconstruct for Consumer Duty reviews — and life-event and product-fit signals often surfaced too late to act on.
Not one model producing advice — several specialist models that assemble context, cross-check each other, and hand the RM a reviewed, traceable recommendation.
Distinct Bedrock-hosted models for market view, portfolio context, product suitability, and compliance validation — routed by a lightweight orchestrator on a sub-second real-time path, so the RM gets a pre-assembled brief mid-conversation.
An async path runs the specialists in parallel and surfaces where they disagree to the RM, rather than silently resolving it. Cross-validation across models becomes a suitability control, and single-model concentration risk is removed.
Every model input, output, and RM action is written to immutable S3 with Object Lock and full CloudTrail — a defensible suitability record per recommendation, ready for Consumer Duty and SM&CR review.
Outcomes the platform was designed to deliver for the bank's leadership. Figures below reflect program targets.
The co-pilot assembles and cross-checks; the relationship manager reviews, decides, and owns the recommendation at the point of conversation.
Surfacing where models disagree turns multi-LLM redundancy into an active suitability safeguard rather than noise to be hidden.
Every recommendation traces to the models and evidence that produced it — a defensible record ready for Consumer Duty and SM&CR review.
Our RMs walk into every conversation already briefed, our advice is consistent across the network, and we can show a regulator exactly how each recommendation was reached.
Blue Avanti designs multi-model advisory systems where the human stays in control and every recommendation is defensible. Start with a free discovery call.