Singular Bank Builds ChatGPT/Codex Assistant to Cut Bankers’ Prep Time by 90 Minutes Daily

Singular Bank built Singularity, an internal assistant powered by ChatGPT and Codex, to help bankers analyze portfolios in real time and prepare for meetings. It saves 60–90 minutes per banker per day, cutting meeting prep from ~20 minutes to under 1 minute, call reports from 15–20 minutes to under 30 seconds, investment arguments from 10–15 minutes to ~20 seconds, and client communications from 5–10 minutes to under 30 seconds.

Singularity flags concentration risk, elevated exposure, and portfolio imbalance, and recommends actions such as reducing concentration, locking gains, or rebalancing. It generates personalized follow‑up communications and captures outputs in structured workflows, improving traceability and regulatory reporting. In a 30‑day period, bankers executed over 3,500 operations, averaging 120 per day across 19 workflows.

The system’s integration into core banking systems ensures compliance and consistent communications, giving bankers more time to advise clients and build relationships. The case demonstrates how LLMs can streamline routine tasks in finance, turning data analysis into actionable insights in real time and showing potential for other SMB‑to‑enterprise clients to adopt similar AI assistants to increase efficiency and client value.