Ally Financial, headquartered in Detroit, Michigan is a leading entity in the U.S. financial services industry, known for its focus on digital banking and auto financing. The company serves approximately 11 million customers through a full range of online banking services. Being the nation’s largest online-only bank, Ally is at the forefront of revolutionizing financial interactions through technology.

Ally Financial employees handle hundreds of emails daily using Microsoft Outlook, but large threads with multiple collaborators make it difficult to track employee sentiment. The process of analyzing email responses is time-consuming, as employees must sift through large email chains to ensure nothing is overlooked. Hence, there is a growing need for technological solutions that can streamline this process, saving employees time and energy.

Our Agentic Collaborator is an artificial intelligence-powered solution created to enhance sentiment analysis and improve decision-making for Ally projects. The collaborator enables employees to monitor multiple decisions simultaneously, providing an overview of stakeholder responses in an easy-to-read dashboard.

Ally internal users are provided with an Outlook widget to flag email chains for monitoring. A summary of the thread responses is displayed on the web application where users can track the sentiment of email chains and who has responded. Quick actions, such as sending reminders to non-responsive stakeholders and opening email instances, make it easier to track project progress.

Our software utilizes a Microsoft Outlook add-in and a web application to deliver a powerful email analysis tool. The back end is built with Python, PostgreSQL, LangChain, and the OpenAI API for parsing and summarizing emails. The front end is developed using React, supported by a Node.js environment. Python Flask is used to handle data exchange between endpoints.