Singular Bank helps bankers move fast with ChatGPT and Codex

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

核心内容

Results 60–90 min Time saved per banker per day Results <1 min Prep needed for client meeting 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.

Across the team, bankers save 60–90 minutes per day and spend more time advising clients instead of preparing materials.

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.

“I used to prepare every meeting well in advance.

Now I can analyze the portfolio in real time and focus on the client conversation.” Before Singularity, analyzing a client portfolio meant working across systems: pulling positions, reconciling data manually, and assembling a coherent view ahead of a meeting.

That process could take significant preparation time and had to be repeated for every client.

With Singularity, bankers can immediately see what matters in a portfolio.

The system flags things like concentration risk, elevated exposure, or portfolio imbalance.

Singularity also recommends actions like reducing concentration, locking in gains, or rebalancing toward a more stable portfolio.

Instead of spending meetings reviewing data, bankers can focus on advising clients and discussing next steps.

“Instead of reviewing data, the banker is leading the conversation,” explains Javier Marín, CEO of Singular Bank.

“They can say: you’re up 38% overall, but with a high concentration in a few positions—the next step is to protect what you’ve gained.

The conversation becomes less operational and more focused on what to do next and how to add value.” After each meeting, Singularity helps bankers draft personalized follow-up communications and identify next actions.

Because it’s integrated into the bank’s core systems, every output is captured and structured, improving traceability and making reporting more reliable.

“The future of private banking is not built on products alone, but on applied intelligence.