AI use case

Investment diligence

by
IVP
Context

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.

Results

100% adoption across five teams, 2x increase in productivity

Results not reported in the source
Industry
Finance
Published
November 13, 2024
Agent type
Employee Agents
AI provider
Perplexity
Models/tools
Not disclosed
ICE score
648
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
9
Confidence
9
Ease
8

37

AI use cases in

Finance

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Morgan Stanley

Finance
Use case
Slow advisor information retrieval
Context

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.

Models/tools

BBVA

Finance
Use case
Democratizing AI access
Context

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.

Coinbase

Finance
Use case
Scaling customer support and maintaining availability in crypto
Context

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.

Explore industries

128

companies using

Employee Agents

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Use case
Slow advisor information retrieval
Context

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.

Models/tools
...
2
Use case
Democratizing AI access
Context

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.

Models/tools
...
2
Use case
Automate sales workflows
Context

Rox, a sales platform, integrated OpenAI’s GPT-4o, GPT-4o mini, and Realtime API into their system to create a three-tiered AI-powered assistance platform. This includes data unification, complex reasoning, and interaction layers, enabling the Rox Agent Swarm to automate repetitive tasks and provide actionable insights, increasing sales reps' productivity by 50%.

Models/tools
...
3
Explore agents

14

solutions powered by

Perplexity

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Use case
Richer insights from meetings
Context

Zoom collaborates with Perplexity to enhance its AI Companion by integrating multiple AI models, including Anthropic, OpenAI, and Meta, to provide richer insights during Zoom calls. The AI Companion 2.0 understands user workflows and tracking tasks, in addition to meeting summaries.

Models/tools
...
1
Use case
Time-consuming quiz writing
Context

Inteleos uses Perplexity Enterprise Pro to assist their team in developing quiz questions for medical professionals, improving efficiency and maintaining security and accuracy. The tool helps automate research and drafting, allowing subject matter experts to create explanatory paragraphs and other content more quickly.

Models/tools
...
1
Use case
Streamlining research with AI tools
Context

Devoteam, an AI-driven tech consulting company, is rolling out 4,000 Gemini for Google Workspace licenses across all its business units. By empowering employees with Gemini's generative AI features, Devoteam enhances internal productivity and collaboration, enabling staff to work smarter, faster, and more creatively.

Models/tools
...
1
Explore AI providers

188

AI use cases in

North America

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Use case
Slow advisor information retrieval
Context

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.

Models/tools
...
2
Use case
Automate customer interactions
Context

Humach, a customer experience solutions provider, uses Claude via Amazon Bedrock to power AI-assisted agents and digital workers that streamline customer interactions across multiple channels. They developed a Custom Language Model framework integrated into their mAI Pilot platform, including digital voice agents, live agent assistance, sentiment analysis, and content classification.

Models/tools
...
2
Use case
Empathetic voice interactions
Context

Hume AI, a leader in emotionally intelligent AI systems, utilizes Anthropic's Claude to power natural and empathetic voice conversations through their EVI platform. This integration enables Hume's clients in healthcare, customer service, and consumer applications to build trust with users by providing emotionally aware and responsive interactions.

Models/tools
...
1
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