How TP ICAP transformed CRM data into real-time insights with Amazon Bedrock

This post is co-written with Ross Ashworth at TP ICAP.

The ability to quickly extract insights from customer relationship management systems (CRMs) and vast amounts of meeting notes can mean the difference between seizing opportunities and missing them entirely. TP ICAP faced this challenge, having thousands of vendor meeting records stored in their CRM. Using Amazon Bedrock, their Innovation Lab built a production-ready solution that transforms hours of manual analysis into seconds by providing AI-powered insights, using a combination of Retrieval Augmented Generation (RAG) and text-to-SQL approaches.

This post shows how TP ICAP used Amazon Bedrock Knowledge Bases and Amazon Bedrock Evaluations to build ClientIQ, an enterprise-grade solution with enhanced security features for extracting CRM insights using AI, delivering immediate business value.

The challenge

TP ICAP had accumulated tens of thousands of vendor meeting notes in their CRM system over many years. These notes contained rich, qualitative information and details ...