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Singular Bank helps bankers move fast with ChatGPT and Codex

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Singularity retrieving a client portfolio for meeting preparation.

Singular Bank built an internal assistant that analyzes portfolios, recommends next actions in real time, and saves bankers 60–90 minutes per day.

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Summary

Singular Bank, a private bank based in Madrid, built Singularity—an internal assistant powered by ChatGPT and Codex—that helps bankers analyze portfolios in real time, prepare for meetings, and generate compliant follow-up communications. With less time spent searching for information and preparing materials, bankers can focus on what matters most: understanding the client, building relationships, and delivering value. Before Singularity, analyzing a client portfolio meant working across systems: pulling positions, reconciling data manually, and assembling a coherent view ahead of a meeting. Singularity also recommends actions like reducing concentration, locking in gains, or rebalancing toward a more stable portfolio.

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