Back office ops · Production

Leading financial software provider saves 3,000+ hours monthly with Glean, unlocking $2.3M yearly value

The problem

Over 1,000 employees relying on 30+ tools could not find information efficiently; per-platform search was too weak, and siloed departmental knowledge sources left teams misaligned.

Workflow diagram · grounded in source
1
Employee information need
trigger
“finding the right information was an ongoing frustration. Search functions within these platforms weren't powerful enough, leaving employees bouncing between systems, sifting through outdated content, or interrupting colleagues for answers”
2
Unified AI search across 33 sources
ai_action
“Glean connected 33 data sources, giving employees a single place to search for what they needed”
3
Instant answer delivery
output
“Instead of wasting time clicking through multiple platforms, they could find up-to-date answers in just a few seconds”
4
Specialized agent creation
integration
“500 Glean agents created within 6 weeks of launch—over 3,400 created in total”
Reported outcome

Glean helped employees reclaim over 3,000 hours per month, translating to more than $2.3M in annual value; adoption exceeded 80% with 78% monthly active users and over 6.4 million queries run in a year.

Reported metrics
Pilot recommendation rate96.8%
Annual value from improved information access>$2.3M
Hours reclaimed monthlyover 3,000 hours per month
Employee adoption ratemore than 80%
Show all 9 reported metrics
pilot recommendation rate96.8%
annual value from improved information access>$2.3M
hours reclaimed monthlyover 3,000 hours per month
employee adoption ratemore than 80%
monthly active users78%
queries run in a year6.4 million
Glean agents created in first 6 weeks500
total Glean agents created3,400
data sources connected33
Reported stack
GleanSalesforceOneDriveOutlookSlackConfluence
Source
https://www.glean.com/resources/customer-stories/leading-financial-software-provider
Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

Glean helped employees reclaim over 3,000 hours per month, translating to more than $2.3M in annual value; adoption exceeded 80% with 78% monthly active users and over 6.4 million queries run in a year.

What tools did this team use?

Glean, Salesforce, OneDrive, Outlook, Slack, Confluence.

What results were reported?

Pilot recommendation rate: 96.8%; Annual value from improved information access: >$2.3M; Hours reclaimed monthly: over 3,000 hours per month; Employee adoption rate: more than 80% (source-reported, not independently verified).

How is this back office ops AI workflow structured?

Employee information need → Unified AI search across 33 sources → Instant answer delivery → Specialized agent creation.

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