Nubank implemented a custom AI-driven enterprise search solution by integrating GPT‑4o and GPT‑4o mini with fine-tuned domain-specific models and Retrieval-Augmented Generation techniques, enabling employees to access FAQs, policies, and internal documents rapidly. They also developed a call center copilot using GPT‑4o that integrates the bank’s knowledge base and chat history to provide real-time conversation summaries, next-reply suggestions, and step-by-step guidance for agents, and launched an AI assistant to handle Tier 1 inquiries. Furthermore, Nubank piloted a fraud quality assurance system using GPT‑4o vision to analyze transactions and visual data, ensuring robust fraud detection according to regulatory requirements.

Endex built an AI Analyst platform that leverages OpenAI's reasoning models (GPT‑4o, o1‑mini, o1‑preview, o3‑mini, and o1 vision) to retrieve, analyze, and synthesize complex financial data. The solution integrates internal data, public disclosures, and financial reports to automate processes such as due diligence, earnings analysis, and investment committee memo preparation using reinforcement learning fine-tuning and performance tracking, transforming traditional manual workflows into streamlined AI-driven processes.

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.

Deployed Microsoft Copilot integrated with Microsoft Azure and Microsoft 365 to automate drafting, reporting, training material creation, and meeting note taking, enabling employees to focus on higher-value tasks through secure, compliant workflow automation and continuous feedback

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.

Commerzbank partnered with Google Cloud to automate its financial advisory documentation process by integrating a multi-step generative AI pipeline. They implemented a user-friendly frontend and Java Spring backend to import and chunk client call recordings stored on GCP, which were processed using Gemini 1.5 Pro for diarized transcription, fact extraction, and summary generation, with quality assurance provided by Vertex AI Gen AI Evaluation Service. This automation streamlined the regulatory documentation workflow, enabling sales advisors to focus on high-value client engagements.

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.

Banestes migrated its on-premise systems to Google Workspace in a multi-phase transition executed in partnership with IPNET, which included workshops, video trainings, and a custom Google Sites library to onboard over 2,600 users. They leveraged AppSheet to develop 8 internal applications that automated 6 manual processes—resulting in a 70% reduction in support calls—and integrated Gemini AI to expedite document analysis for credit and compliance, thereby streamlining email, chat, and videoconference workflows.

Citi partnered with Google Cloud to migrate multiple workloads and applications to its secure, scalable infrastructure, integrating Vertex AI to enable generative AI capabilities for developer toolkits, document processing, and customer service workflows. This multi-year strategic initiative modernizes core IT systems, streamlines employee workflows, and enhances high-performance computing for Citi’s Markets business.

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.

Five Sigma developed Clive, the insurance industry’s first AI claims adjuster that integrates with legacy claims systems to automate claim intake, analysis, and processing. It leverages Google Cloud’s Vertex AI with Gemini models to analyze both structured and unstructured data and employs LangChain for its conversational interface along with LangSmith for automated testing and continuous improvement. This implementation transforms claims handling workflows, enabling adjusters to make faster, more accurate settlement decisions.

Credem Bank launched the AI Next project to integrate AI into its banking operations by leveraging Google Cloud’s integrated ecosystem for predictive maintenance, fraud detection, IT optimization, and enhanced online security. The bank further established the Officine Credem Project as a collaborative hub with startups, universities, and partners to develop innovative products and streamline customer service and internal workflows.

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

Implemented Microsoft Sentinel with integrated Copilot for Security to streamline threat detection, automate KQL script generation, and enhance incident reporting.

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.