Prototype concept for An Post Financial Services

Employee intelligence for faster, more trusted financial services support

A secure AI assistant concept that helps An Post teams find approved answers, support complex customer and complaint conversations, and turn repeated questions into CX and operational improvement signals.

Ask questions across approved product, service, and process knowledge
Get answers with source references and confidence guardrails
Capture unanswered questions, recurring friction, and improvement opportunities
Build evidence for future service innovation and contract bids
From question to improvement
1
Staff question
"What is the right answer for this customer or case?"
2
Trusted answer
Source-backed response from approved An Post knowledge
3
Gap captured
Missing, unclear, or repeated questions become visible
4
Action triggered
Update content, improve process, escalate risk, or inform CX priorities
The vision

A smarter knowledge layer for financial services teams

An Post already has customer support channels and CX feedback in place. The opportunity is to connect those signals with the internal knowledge staff need every day. The assistant can start as a practical internal tool and grow into a broader service intelligence layer across financial services journeys.

Trusted knowledge access

Help staff find answers from approved product, policy, process, website, and support content without waiting for another team to respond.

Case and complaint support

Guide teams through complex customer scenarios with clearer context, source-backed guidance, and consistent next steps.

CX-connected intelligence

Connect what staff are asking with customer feedback, complaint themes, and service friction already captured through trustMinder.

Continuous improvement signals

Reveal repeated questions, missing content, unclear processes, and emerging risks so teams can improve service over time.

The gap

The issue is not a lack of knowledge. It is how hard it can be to access the right knowledge at the right time.

Financial services teams often need fast, accurate answers during customer conversations, commercial reviews, complaint escalations, and contract-related work. But the knowledge they need may sit across websites, documents, operational teams, legacy product material, and informal channels.

When answers depend on waiting for the right person, service slows down. Staff lose time. Customers wait longer. Leaders get less visibility into where the process is creating friction.

Staff rely on operational managers for answers that could be made easier to access
Legacy product questions can be difficult to resolve quickly
Complaint and case processes require careful review and consistent information
Website, policy, and product knowledge may not be easy to search in one place
Repeated questions are not always captured as improvement signals
AI tools like Copilot can help, but may not be grounded in the specific An Post knowledge, CX context, and workflows that matter most

The opportunity is to create a practical assistant that gives staff faster answers while showing leaders where knowledge, process, and customer experience improvements are needed.

The opportunity

Start with a focused internal pilot. Prove value quickly.

A first pilot could focus on a small set of high-value financial services questions and workflows. The goal would not be to replace existing systems. It would be to test whether a secure assistant can reduce time spent searching, improve answer consistency, and surface the knowledge gaps that slow teams down.

1
Start with 20–30 priority questions from David's team
2
Load a small set of approved An Post content sources
3
Test against real legacy product, complaint, case, and customer query scenarios
4
Track answer quality, time saved, unanswered questions, and recurring gaps
5
Use results to shape a wider business case
Prototype assistant
Concept preview

Try example questions the assistant could support.

What should I check before responding to a legacy product question?
How should I explain the next step in a complex customer case?
What information do I need before escalating a complaint?
What website or policy content supports this answer?
What recurring questions are creating service friction?
Which knowledge gaps should we fix first?
Sample response

Based on approved source content, the recommended response should include the product context, customer eligibility, next-step guidance, and any escalation criteria. If the case involves a complaint, capture the customer issue, the timeline, the requested outcome, and the supporting reference before escalating.

Prototype only. Final answers would depend on approved An Post source content, governance rules, and pilot configuration.
Relevant use cases

Where this could help An Post Financial Services first

01

Legacy product questions

Help staff answer questions about older financial services products without searching multiple sources or waiting for specialist input.

02

Complaint and case preparation

Support complex complaint or case reviews with guided information capture, consistent steps, and source-backed guidance.

03

Commercial relationship support

Give relationship managers faster access to product, service, and operational information during customer conversations.

04

Website and support content lookup

Help teams quickly find the right public-facing or internal content that supports an answer.

05

Knowledge gap detection

Capture questions the assistant cannot answer confidently and use them to identify missing, outdated, or unclear information.

06

Bid and future vision support

Demonstrate how An Post can use AI-assisted knowledge, CX signals, and operational insight to modernise service delivery.

Proof points

Practical impact starts with one focused workflow

trustMinder's role is to help teams move from scattered signals to faster decisions and measurable service improvement. A focused assistant pilot can create evidence before expanding.

Business impact
Growth enablement
Peer example:

A workflow partnership reduced turnaround from 15 days to 1–2 days, then progressed toward same-day service for selected processes.

What this means:

Start with a specific workflow, prove the improvement, then expand with evidence.

Business impact
Revenue protection
Peer example:

trustMinder helps customer-facing teams capture feedback during and after key interactions, turning customer signals into dashboards, alerts, and action.

What this means:

The assistant can become another source of service intelligence, not just another support channel.

Business impact
Operational improvement
Peer example:

In complex service environments, repeated questions often reveal broken content, unclear handoffs, or process friction.

What this means:

The assistant should capture what people ask, where confidence is low, and what knowledge needs to be improved.

Business impact
Productivity and responsiveness
Peer example:

Teams using AI tools often see value, but confidence drops when answers are not grounded in approved business context.

What this means:

A trustMinder assistant can be configured around specific An Post content, workflows, and CX priorities.

Business impact
Customer lifetime value
Peer example:

Contract bids increasingly require a credible future vision for service innovation, digital support, and continuous improvement.

What this means:

A pilot can produce a practical story: faster answers, better consistency, visible knowledge gaps, and a roadmap for AI-enabled service improvement.

Ready to explore this together?

Shape the pilot around the questions that matter most

The best next step is a short working session to define the first 20–30 questions, the approved content sources, and the success measures for a focused An Post Financial Services assistant pilot.

Suggested pilot inputs: priority questions, approved source documents, common complaint and case scenarios, website content, and known knowledge gaps.