Case Studies | SaaS B2B

Turning scattered partner and FI knowledge into an AI intelligence layer

Internal AI Enablement

About

A SaaS B2B business working with Cloud Combinator on AWS. The client is anonymised at their request.

Challenge

Discovery surfaced three distinct focus areas, each a candidate for the funded build. They share a common theme, applying AI internally to relieve a specific operational pressure, but they address it from different angles.

A partner and FI intelligence layer

Knowledge about each partner, their compliance and jurisdictional profile, native stack, integration shape, and the institutions beneath them, is

Signal-driven sales enablement

The client's sales team lacks the SaaS-style dashboards that reveal what institutions are doing inside the product. The underlying activity is rich, push volumes, campaign types, feature adoption, but without a signal layer it cannot be turned into timely upsell, expansion, or retention moments for account teams.

Compliant, AI-assisted code delivery

The client's engineers already build with AI tooling, but constant context-switching between partnership and direct-customer priorities, plus a heavy load of DevOps work, consumes senior capacity. The need is a controlled, auditable delivery layer that lets AI-assisted work ship safely with review gates leadership can trust.

Solution

Rather than attempt all three use cases at once, the engagement is deliberately shaped to commit to one substantive, working MVP and treat the other two as roadmap items. It runs in three phases.

3

Candidate use cases defined, each with objectives and success criteria

8-10

Banking partners in the ecosystem the intelligence layer will cover

1

Focused MVP recommended for the funded build phase

By the numbers:

  • 3 - Candidate use cases defined, each with objectives and success criteria
  • 8-10 - Banking partners in the ecosystem the intelligence layer will cover
  • 1 - Focused MVP recommended for the funded build phase
Changes

The scoping engagement gives the client a clear, defensible path from ambition to build. Three genuine use cases are defined with objectives and success criteria, an AWS-native architecture is set for each, and a recommendation to focus the funded engagement on a single MVP is agreed, with the remaining two use cases kept on the roadmap.

  • A shared decision frameworkLeadership and delivery teams have one view of the options, the trade-offs, and the natural overlaps between them, so the use-case choice can be made quickly and with conviction.
  • An AWS-native architecture directionEach use case has a concrete pattern anchored on Amazon Bedrock Agents and Knowledge Bases, so the build starts from a validated design rather than a blank page.
  • A route to evidence-based decisionsThe lead use case is designed to let leadership answer questions such as whether to invest further in a given partner with evidence drawn from the tool rather than instinct (projected outcome, to be proven in the build phase).
  • A roadmap beyond the MVPThe two use cases not selected remain scoped and ready to pick up as natural next steps once the first capability is proven.
  • HandoverThe engagement closes with a written recap, the open questions to resolve in the deep-dive, and the material the client needs to gather, so momentum carries straight into the Statement of Work.

With the direction set, the client moves into use-case selection and a Statement of Work, ready to build a first internal AI capability that is no longer a broad ambition but a scoped, AWS-native tool designed to grow into production.

AWS Stack

Amazon Bedrock Agents

For orchestrating Claude to retrieve, compare, and synthesise across sources.

Amazon Bedrock Knowledge Bases

For grounding the agent in Confluence, partnership, and SDK documentation.

Amazon S3

For storing the quantitative activity and engagement signals per institution.

Amazon Athena

For querying those signals without a full data-platform build.

AWS Lambda

For lightweight extraction of key signals from existing systems.

Amazon EventBridge

For scheduling agent runs where a continuous, behaviour-driven pattern is chosen.

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