SouthState deployed GenAI knowledge assistant, Copilot, citizen agentic tools, and AI for multiple internal processes.
“GenAI Knowledge Assistant AI at SouthState Microsoft Copilot Adoption Internal Efficiencies Customer Experience Experimentation Chat interface for policy & procedure questions Launched in early 2025 Integrated in daily workflow 1.8K+ average questions answered per day Call prep for bankers (in pilot) Citizen agentic development Commercial loan onboarding Virtual call center agent New account & maintenance reviews Debit card disputes Consumer loan document preparation Marketing: New AI-ready website with enhanced generative engine optimization (GEO) Increased personalization in customer outreach Content generation efficiencies Call Center: Real-time reference material suggestions to agent during live calls Customer call sentiment monitoring Call quality checks & wrap-up Voice & call fraud detection Automated Credit Spreads ~90% performed by AI Code Development - 80% of monthly code is AI-assisted BSA Sanctions Review – 38% reduction in response time Factoring Invoice Review – 20% increase in accuracy & 75% reduction in employee time allocation Wealth Management estate planning – 50% reduction in fulfillment time 4,200+ active users 16K+ average prompts per day Team Support: Weekly office hours Hands-on workshops Required & optional training 25”