Morgan Stanley integrated GPT-4 and Whisper from OpenAI into their workflows, including an internal chatbot and meeting summary tool, enabling financial advisors to quickly retrieve firm knowledge, generate summaries, and provide timely, tailored client insights.

BBVA, a global financial institution, widely adopted ChatGPT Enterprise, creating over 2,900 custom GPTs within five months. By integrating ChatGPT into various departments, BBVA empowered its 125,000 employees to develop tailored AI solutions that enhance efficiency, spark creativity, and streamline workflows. This democratized AI access enabled rapid prototyping, reduced project timelines from weeks to hours, and facilitated the sharing of expert knowledge across the organization.

IVP implemented Perplexity Enterprise Pro to enhance investment diligence by providing accurate, real-time answers to complex research queries, streamlining documentation and communication across five teams, and supporting continuous learning and workflow improvements.

To address scalability and fluctuating demand in the volatile crypto market, Coinbase implemented Claude for its customer support chatbot, agent assist tool, and help center search. This multi-cloud setup ensures high availability, rapid scaling, and secure, AI-driven support, streamlining operations and improving customer service quality.

BlueFlame uses Claude to give small investment teams enterprise-grade analytical capabilities, enabling them to analyze vast document sets and uncover insights at institutional scale without needing in-house technical expertise.

Inscribe uses Claude to power AI Risk Agents that automate fraud detection, document verification, and risk analysis for banks and fintechs.

Pennymac, one of the largest lenders and mortgage servicers in the US, leverages Gemini for Google Workspace and Vertex AI to enhance efficiency while ensuring data security. The HR team uses Gemini for drafting job descriptions and policy documents, while technical teams use Gemini with proprietary data to improve the underwriting process by querying regulations and best practices.

Bridgewater Associates developed an Investment Analyst Assistant using Anthropic's Claude on Amazon Bedrock.

SURA Investments, the largest asset manager in Latin America, developed an AI-based analysis model for employees that allows them to better understand customer needs and improve customer experience and satisfaction.

CME Group is building a first-of-its-kind cloud-based commodities trading platform with AI tools built-in, offering CME’s trading customers access to deeper insights and smarter trades as well as rapid experimentation on new trading strategies that won’t interrupt existing trade flows.

Apex Fintech is using Gemini in Security to accelerate the writing of complex threat detections.

Fiserv, a developer of financial services technology, can now summarize threats, find answers, and detect, validate, and respond to security events faster with the Gemini in Security Operations platform.

Intuit integrates Claude into their AI financial assistant for TurboTax, providing millions of users with clear, accurate explanations of tax calculations. This implementation boosted customer confidence, increased helpfulness ratings, and improved conversion rates for completed federal tax filings during the 2024 tax season. Intuit collaborated with Anthropic to optimize the performance of Claude for tax filing, ensuring accuracy and scalability during peak filing times.

Armanino, a major accounting firm, uses Claude on Amazon Bedrock to revolutionize its accounting services by reducing manual tasks and improving client communication. The firm’s AI-powered tools, such as the document request system, have led to a 65% reduction in writing tasks, a 60% decrease in follow-up clarifications, and significant time savings across audit, tax, and consulting practices.

Standard Bank of South Africa uses Microsoft Power Platform with a low-code approach to automate processes, analyze data, and create business solutions across its global network. Their Center of Excellence supports over 1,500 citizen developers. An IT help desk bot built in Copilot Studio resolves 99% of employee queries, enhancing productivity.

FinQuery, a fintech platform that helps organizations manage financial accounting and spending, uses Gemini for Google Workspace to enhance productivity and collaboration across its remote workforce. Employees use generative AI features to brainstorm ideas, draft emails and documents faster, assist in coding tasks, and solve complex business problems, allowing teams to work more efficiently and focus on higher-value activities.

Virgin Money's AI-powered virtual assistant, Redi, supports credit card customers 24/7 through the Virgin Money Credit Card app. Built using Microsoft's Copilot suite in partnership with IBM, Redi provides conversational assistance with a mix of practical help and humor, enhancing customer experience and winning the "Best application of AI in Financial Services" award at the Card & Payments Awards.

Klarna uses OpenAI's AI assistant to enhance the shopping and payments experience for 150 million consumers globally. The AI manages multilingual customer service, refunds, and returns, reducing query resolution time from 11 minutes to under 2 minutes. Additionally, Klarna integrates ChatGPT Enterprise across the organization, empowering 90% of employees to use generative AI for various tasks, significantly boosting efficiency.

Strategy teams at Paytm draft market landscape insights to inform their roadmaps.

ING Bank aims to offer a superior customer experience and has developed a gen-AI chatbot for workers to enhance self-service capabilities and improve answer quality on customer queries.

IntesaSanpaolo, Macquarie Bank, and Scotiabank are exploring the potential of gen AI to transform the way we live, work, bank, and invest — particularly how the new technology can boost productivity and operational efficiency in banking.

IntesaSanpaolo, Macquarie Bank, and Scotiabank are exploring the potential of gen AI to transform the way we live, work, bank, and invest — particularly how the new technology can boost productivity and operational efficiency in banking.

IntesaSanpaolo, Macquarie Bank, and Scotiabank are exploring the potential of gen AI to transform the way we live, work, bank, and invest — particularly how the new technology can boost productivity and operational efficiency in banking.

Pennymac, a leading US-based national mortgage lender, is using Gemini across several teams including HR, where Gemini in Docs, Sheets, Slides and Gmail is helping them accelerate recruiting, hiring, and new employee onboarding.

Bank of New York Mellon built a chatbot for internal use to help employees find relevant information and answers to their questions.

Discover Financial’s 10,000 employees at their contact center use AI during calls to search and synthesize information across detailed policies and procedures.

Box, Typeface, Glean, CitiBank, and Securiti AI discuss developing AI-powered apps across the enterprise, with measurable returns on investment for marketing, financial services, and HR use cases.

Commerzbank is enhancing developer efficiency through Code Assist's robust security and compliance features.

MSCI uses machine learning with Vertex AI, BigQuery and Cloud Run to enrich its datasets to help our clients gain insight into around 1 million asset locations to help manage climate-related risks.

BBVA uses AI in Google SecOps to detect, investigate, and respond to security threats with more accuracy, speed, and scale. The platform now surfaces critical security data in seconds, when it previously took minutes or even hours, and delivers highly automated responses.