Situation
Our client is a Singapore-based global commodities trader with high-volume operations that rely on emails that are exchanged with counterparties, shipping agents, financial institutions, and logistics providers.
GenAI Query Assistant gathers a unified, real-time view of each trade deal’s status and progress.
These emails included critical documents vital for tracking specific contracts. Yet, 40% of emails were missing unique identifiers. The emails spanned multiple stakeholders, and contained various formats and unstructured threads, spread out over weeks or months. As a result, tracking shipment status, resolving payment issues, and identifying pending documentation was a manual, fragmented, and error-prone process.
Action
We developed an advanced AI-powered solution, the GenAI Query Assistant, built using Generative AI and Retrieval-Augmented Generation (RAG). The assistant automatically ingests incoming emails and attachments, extracting key data points such as shipment details, port locations, and Lines of Credit, even when emails lack clear identifiers.
Leveraging deep contextual understanding of the commodities trade lifecycle, the AI correlates disconnected emails and documents across multiple threads and stakeholders to construct a unified, real-time view of each trade deal’s status and progress.
Beyond information aggregation, the assistant identifies emails requiring responses, tracks unresolved communications, and proactively flags delays or pending actions. This reduces oversight risk, strengthens compliance, and improves operational responsiveness across teams.
The solution is seamlessly integrated with Salesforce and hosted on Microsoft Azure, ensuring insights surface directly within existing workflows without disruption.
The AI-driven approach transformed a manual tracking process into a proactive, intelligent, and data-driven operational model, that delivers savings, scalability and agility.
Results
- Enabled a seamless flow of communication and data across the company, suppliers, buyers, and external partners.
- Automated data extraction and real-time shipment tracking significantly reduced manual effort, delivering measurable time and cost savings.
- Reduced manual data processing, allowing employees to focus on higher‑value, strategic tasks.
- Improved operational scalability by reducing lead times and increasing visibility across trade workflows—resulting in higher customer satisfaction.
- Solution was recognized for the Best Use of Conversational AI in the 2025 FuTech Awards (Silver Category)
Key data points like shipment details and ports are extracted by the AI assistant.
The AI assistant strengthens compliance, and improves operational responsiveness.
Our AI-driven approach delivers savings, scalability and agility.
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70%
Increase in operational efficiency compared to manual methods -
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40%
Savings in operational expenses by using AI -
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20%
Increase in Year-Over-Year revenue