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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.
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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.
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OSTTRA

Finance
Use case
Unified communication infrastructure
Context

OSTTRA implemented a phased migration to Google Workspace, unifying disparate communication, collaboration, and file-sharing systems for 1,450 employees and contractors by providing targeted training and establishing a peer support hub (Google Academy and OSTTRAnauts). They also conducted a hackathon using AppSheet that democratized app development, resulting in 15 new applications that streamlined key business processes. Furthermore, the integration of Gemini for Google Workspace automated HR tasks by analyzing resumes, drafting job descriptions, and generating test plans, thereby enhancing recruiting and development workflows.

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.
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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.
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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
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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
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1

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