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FinQuery

Finance
Use case
Enhancing remote workforce productivity
Context

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

Finance
Use case
Providing 24/7 credit card assistance
Context

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.

Models/tools

Klarna

Finance
Use case
Improving customer service speed
Context

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.

Paytm

Finance
Use case
Informing strategic roadmaps
Context

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

Charles Schwab

Finance
Use case
Prioritizing and addressing security threats
Context

Charles Schwab has integrated their own intelligence into the AI-powered Google SecOps, so analysts can better prioritize work and respond to threats.

Models/tools

BBVA

Finance
Use case
Detecting and responding to security threats
Context

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.

Models/tools

MSCI

Finance
Data Agents
Quick win
Use case
Managing climate risks with enriched datasets
Context

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.

Commerzbank

Finance
Code Agents
Quick win
Use case
Enhancing developer security and compliance
Context

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

Models/tools

CitiBank

Finance
Use case
Building enterprise-specific AI apps
Context

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.

Models/tools
No items found.
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Discover Financial

Finance
Use case
Enhancing contact center efficiency
Context

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

Models/tools
No items found.
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Bank of New York Mellon

Finance
Use case
Facilitating internal employee inquiries
Context

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

Models/tools
No items found.
...

Pennymac

Finance
Use case
Accelerating HR processes
Context

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.

Scotiabank

Finance
Use case
Boosting banking productivity
Context

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.

Models/tools
No items found.
...

Macquarie Bank

Finance
Use case
Boosting banking productivity
Context

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.

Models/tools
No items found.
...

Intesa Sanpaolo

Finance
Use case
Enhancing banking productivity
Context

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.

Models/tools
No items found.
...

ING Bank

Finance
Use case
Enhancing employee self-service
Context

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.

Models/tools
No items found.
...

Sasfin Bank

Finance
Use case
Efficient contract management
Context

Sasfin Bank's legal team adopted Legal Interact's Contract Corridor, built on Azure, to centralize 20,000 documents and enhance contract management. Using Azure Cognitive Services for OCR and Azure OpenAI Service, the platform enables advanced search and AI-powered analysis of contract clauses, facilitating efficient tracking of obligations and key dates.

PayPal

Finance
Use case
Improving employee support with AI copilot
Context

PayPal uses Copilot Studio to build an employee-facing copilot that can reason over multiple knowledge sources, providing consistent and relevant answers. This implementation has reduced the workload and costs of the support team while increasing employee engagement and loyalty.

Models/tools

BNP Paribas

Finance
Data Agents
Quick win
Use case
Enhancing business operations with AI
Context

BNP Paribas, the leading bank in the European Union, uses Mistral's AI models for Global Markets use cases, achieving very positive results. Due to this success, they plan to expand collaboration across the entire group in 2024, exploring a broader range of applications to enhance various business operations.

Models/tools
No items found.
...

Pretto

Finance
Use case
Enhancing mortgage broker-client communication
Context

Pretto, a leading online French mortgage broker, leverages Mistral AI models to analyze communications between brokers and borrowers. Brokers can access summaries of exchanges, better understand client needs, and monitor home-buying projects more effectively, improving productivity and customer experience.

Models/tools
No items found.
...

Qonto

Finance
Use case
Automating customer support responses
Context

Qonto, a leading European business finance solution, integrated Mistral Large to automate responses to low-support customer requests. Handling over 30,000 chats per month, this significantly improved the efficiency and accuracy of customer support and fraud detection systems, enhancing quality of service and customer satisfaction.

Models/tools

Stripe

Finance
Use case
Customizing user support and fraud detection
Context

Stripe uses GPT-4 to enhance user support by customizing responses based on detailed understanding of how businesses use the platform. It also helps improve documentation support by answering user queries and summarizing technical documents. Additionally, GPT-4 aids in fraud detection by analyzing community interactions and flagging suspicious behavior.

Models/tools
...
1

Morgan Stanley

Finance
Use case
Streamlining financial advisor knowledge access
Context

Morgan Stanley uses GPT-4 to power an internal-facing chatbot that helps wealth management advisors quickly search and retrieve insights from a vast internal knowledge base. The AI assists in organizing and synthesizing hundreds of thousands of pages of investment strategies, market research, and analyst insights, drastically improving the efficiency of financial advisors. Over 200 employees use it daily, transforming how advisors access and use company knowledge.

Models/tools
...
1

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