AI case study

Accessible investment education

by
B3
Context

B3 developed a conversational AI assistant using Microsoft’s Azure OpenAI Service and Azure AI Search, integrating it into its free online investment education platform. The assistant was trained on curated in-house educational materials, regulatory documents from Brazil’s securities market regulator, and partner-sourced financial content. Daily retraining and ethical safeguards ensure that novice investors receive clear, compliant explanations of complex financial terms, streamlining digital customer education.

Results

10,000 daily users; super positive feedback on social media

Results not reported in the source
Industry
Finance
Published
June 14, 2024
Agent type
Customer Agents
AI provider
Microsoft
Models/tools
Not disclosed
ICE score
448
The ICE framework in this database provides a quick way to assess the feasibility and potential impact of AI use cases, with higher scores signaling more actionable opportunities.
‍
Impact: Potential benefits to the business.

‍Confidence: Likelihood of achieving expected results.

‍Ease: Simplicity of implementation in terms of resources and time.

‍ICE Score: Calculated by multiplying the component scores.

Note:
Each score is AI-generated based on available data and should be viewed merely as a general guideline for deeper exploration of the use cases.
Impact
8
Confidence
8
Ease
7

71

AI use cases in

Finance

See All

Nubank

Finance
Use case
Scalable customer support
Context

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

Finance
Use case
Automated financial analysis
Context

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

Finance
Data Agents
Quick win
Use case
Automated financial research
Context

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.

Models/tools
...
1
Explore industries

166

companies using

Customer Agents

See All
Use case
Automated customer support
Context

Tidio integrated Anthropic’s Claude model to develop their Lyro AI agent, automating customer support interactions across both live chat and email channels. They implemented a network of specialized AI agents for conversation rating, summarization, and a dynamic routing system that selects the optimal API between native Anthropic API and Google Cloud Vertex AI based on performance metrics, streamlining support workflows and enabling personalized product recommendations.

Models/tools
...
2
Use case
Rigid support workflows
Context

Zendesk integrated OpenAI's models to create adaptive AI service agents that autonomously manage customer conversations and execute resolution tasks. They implemented a multi-agent architecture featuring task identification, conversational RAG, procedure compilation, and procedure execution agents integrated with existing support workflows through API calls and natural language procedure definitions, while providing real-time chain-of-thought visibility. This solution transitions from traditional intent-based bots to a hybrid model of scripted and generative reasoning, streamlining customer service processes.

Models/tools
...
2
Use case
Faster finance/legal research
Context

Hebbia built Matrix, a multi-agent AI platform that orchestrates OpenAI models including o3‑mini, o1, and GPT‑4o to automate complex financial and legal research tasks. The platform decomposes intricate queries into structured analytical steps and integrates modules like OCR, hallucination validation, and artifact generation to process complete documents, creating an infinite effective context window. This solution streamlines due diligence, contract review, and market research workflows, drastically reducing manual processing time.

Models/tools
...
3
Explore agents

226

solutions powered by

Microsoft

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Use case
Multilingual reading difficulties
Context

The school deployed Microsoft Reading Progress and Microsoft Immersive Reader, two AI-powered apps integrated within Microsoft Teams, to support individualized learning. The tools record reading sessions, provide real-time feedback on pronunciation and errors, and translate texts to enable comprehension across multiple languages. This setup streamlines classroom instruction, personalizes student learning, and reduces teacher workload.

Models/tools
...
2
Use case
Faster customer issue resolution
Context

Vodafone uses Azure OpenAI Service, Azure AI Foundry, Microsoft Copilot, and Azure AI Search to enhance their virtual assistant TOBi and develop SuperAgent to assist customer service agents. TOBi uses conversational AI to handle customer inquiries, while SuperAgent helps agents solve complex problems faster.

Models/tools
...
4
Use case
Faster oncology data extraction
Context

Ontada leveraged Microsoft’s Azure OpenAI Service Batch API and Azure AI Foundry to build its ON.Genuity platform, which processes 150 million unstructured oncology documents to automatically extract nearly 100 critical data elements across 39 cancer types. They integrated the new platform with their structured iKnowMed system using Azure Databricks for data ingestion and Azure Document Intelligence for text extraction, transforming manual chart review processes into an automated workflow that supports clinical decision-making and life science product development.

Models/tools
...
4
Explore AI providers

40

AI use cases in

South America

See All
Use case
Fast registration & safety
Context

704 Apps implemented an AI solution using Vertex AI and Gemini 1.5 Pro to automate and accelerate driver identity verification and safety monitoring. They integrated these AI models into their existing cloud infrastructure built on Firebase and Google Kubernetes Engine, centralizing real-time data for document validation and audio sentiment analysis. The system alerts the central monitoring team when risk-related language is detected, streamlining operational decision-making and enhancing security.

Models/tools
...
2
Use case
Scalable customer support
Context

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.

Models/tools
...
3
Use case
Automated digital marketing
Context

Advolve, a B2B SaaS company, uses Claude from Anthropic as the central orchestrator of their AI platform to automate digital marketing across multiple platforms. Claude enables them to manage millions of ads simultaneously, automate workflows, generate creative assets and copywriting, and dynamically allocate budgets for optimal return on ad spend.

Models/tools
...
1
Explore regions
Thoughts & ideas