Rogo, an AI finance platform, uses OpenAI's GPT-4 to provide real-time financial intelligence to investment professionals, automating tasks like meeting prep, company profiling, and market research. By fine-tuning OpenAI's models and integrating financial datasets like S&P Global, Crunchbase, and FactSet, Rogo helps shift focus from manual work to high-value decision making.

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.

PIMCO built ChatGWM, an AI-powered search platform using Azure AI. ChatGWM is a secure, retrieval augmented generation (RAG) application that searches across PIMCO-approved data sources to deliver relevant information to its teams. It allows associates to find information faster by typing questions and receiving accurate responses along with source references.

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.

Bradesco integrated Microsoft's Azure generative AI into their virtual assistant BIA using services like Azure OpenAI and Data Lake, enabling BIA to quickly generate answers and documents, improving efficiency and response capacity for managers and clients.

Bancolombia, one of the oldest banks in Colombia, uses GitHub Copilot to enhance code generation, boosting automated application changes and productive daily deployments. Empowering a technical team of 4,000 people, including 3,400 software and infrastructure engineers, the bank has achieved a 30% increase in code generation, boosting automated application changes to an average of 18,000 per year, with a rate of 42 productive daily deployments.

Capitec Bank uses Microsoft 365 Copilot, Copilot for Power BI, Copilot Studio, Azure OpenAI Service, and DALL·E 3 to automate and enhance processes across departments, including generating report summaries, optimizing reconciliation processes with Copilot for Finance, developing chatbots for customer service and internal use, analyzing contracts, and generating unique images.

LGT, a leading international private banking and asset management group, adopted Microsoft Copilot with Microsoft 365 to modernize their digital workplace and create a flexible, secure work environment for global teams. Copilot assists with summarizing meetings, producing minutes, supporting data analytics, and helping with text production. In legal and compliance, Copilot reduced contract review time from four hours to 30 minutes.

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

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.

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

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.

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.

Aztec Group, a financial services company, trialed Microsoft 365 Copilot with 300 staff to enhance productivity, creativity, and quality of work. Copilot assists employees in drafting documents, structuring thoughts, and streamlining workflows by working with data stored in Teams, SharePoint, and other Microsoft tools. Following the successful trial, Aztec plans to scale Copilot to 1,000 users this year and eventually roll it out organization-wide.

Finastra, a UK-based financial services software provider, implemented Microsoft Copilot to automate and streamline their marketing processes. By integrating Copilot across Microsoft 365 applications and Power BI, they enhanced content creation, personalized marketing materials, and improved campaign analysis. This allowed their marketing team to reduce content creation time from six months to less than one, freeing employees to focus on strategic work.

BlackRock, a global investment management company, deployed Microsoft's Copilot for Microsoft 365 to over 24,000 employees worldwide. Starting with a group of 500 in their Digital Workplace team, they expanded to a "flight crew" of 3,000 early adopters who evangelized the tool across the company. Employees use Copilot to automate tasks like summarizing emails, creating meal plans, and analyzing spreadsheets, enhancing productivity and collaboration.

Access Holdings Plc, a leading multinational financial services group in Nigeria, adopted Microsoft Copilot for Microsoft 365 to enhance operations across the organization. Developers use Copilot to accelerate coding tasks, reducing development time from eight hours to two. Staff use Copilot in Teams to get meeting summaries and focus on discussions. The data science team uses Copilot to analyze data faster, and executives prepare reports and presentations more efficiently with Copilot.

Virgin Money uses Microsoft Copilot Studio and Azure OpenAI to build "Redi," an award-winning virtual assistant that delivers exceptional customer experiences. Redi handles customer inquiries, triages questions, and directs customers to live agents when appropriate. By involving contact center staff in designing Redi's interactions, they ensure on-brand and natural conversations, including understanding colloquialisms.

ANZ, a leading bank in Australia and New Zealand, is partnering with Microsoft to launch an AI Immersion Centre at its Melbourne headquarters. The Centre will help 3,000 leaders understand and adopt generative AI through hands-on learning experiences over the next 12 months. ANZ has invested in Microsoft's generative AI technologies, including purchasing 3,000 Copilot for Microsoft 365 licenses, deploying GitHub Copilot to 3,000 developers, and utilizing Copilot in Microsoft Edge. They have also developed a private chatbot, Z-GPT, to assist employees in generating and integrating internal information.

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.

Commercial Bank of Dubai upgraded its application infrastructure using Microsoft Azure, leveraging GitHub Copilot and Azure OpenAI to modernize applications, improve transaction security and speed, and enable faster development.

National Australia Bank (NAB) implemented Microsoft 365 Copilot and Microsoft Security Copilot to enhance endpoint management and security across its global workforce. By adopting Windows 11 Enterprise and Microsoft Intune, NAB centralized device management, improved security posture, and boosted employee productivity. Microsoft 365 Copilot assists employees with productivity tasks, while Security Copilot helps engineers analyze security data more efficiently.

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.

Absa, one of Africa's largest financial institutions, uses Microsoft 365 Copilot and GitHub Copilot to enhance operational efficiency and customer engagement across multiple business areas. Employees use Copilot to streamline business processes, saving hours on administrative tasks, summarizing financial documents, generating content, and enhancing client interactions.