Singular Bank helps bankers move fast with ChatGPT and Codex

OpenAI

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.

Contact sales

Company size: SMB

Region: Europe & UK

Industry: Finance

Products: ChatGPT, Codex

Results

60–90 min

Time saved per banker per day

Results

<1 min

Prep needed for client meeting

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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.”

—Juan José Guerrero, Singular Private Banker

From fragmented data to instant decisions

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.

Image 2: Singularity retrieving a client portfolio for meeting preparation.

Image 3: Singularity retrieving technical details for a financial asset.

Image 4: Singularity retrieving recent documents for tax preparation.

Image 5: Singularity scheduling a client meeting and preparing an agenda email.

Image 6: Singularity creating professional meeting notes for a client call report.

> “The future of private banking is not built on products alone, but on applied intelligence. Our goal is for every banker to deliver the best possible advice in real time, with complete, traceable, and actionable information. Singularity does not replace the banker—it enhances their judgment, proximity, and impact on the client.”

—Javier Marín, CEO of Singular Bank

Saving 90 minutes a day

Across the team, bankers are saving 60 to 90 minutes per day with Singularity. The impact comes from speeding up a number of repeated, everyday tasks:

Meeting preparation:** ~20 minutes → under 1 minute
Call reports:** 15–20 minutes → under 30 seconds
Investment arguments:** 10–15 minutes → ~20 seconds
Client communications:** 5–10 minutes → under 30 seconds

The system is also used heavily in practice. In a 30-day period, bankers executed more than 3,500 operations, averaging around 120 per day across 19 different workflows.

Because outputs are generated from approved data sources and structured workflows, the bank reports more consistent communications and improved traceability for regulatory reporting. This allows bankers to move faster without compromising regulatory standards.

Greater impact in every interaction

Bankers at Singular need to provide a high level of expertise and judgment to their clients. With AI, those skills haven’t gone away. Rather, the team is able to apply their expertise and judgment with greater consistency, precision, and speed.

By reducing prep work and accelerating decision-making, Singular Bank gives bankers more time to advise clients and build relationships. In private banking, where every interaction matters, faster and better-informed advice creates a meaningful advantage.