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