AI use case

Slow advisor information retrieval

by
Morgan Stanley
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.

Results

98% advisor team adoption, document access from 20% to 80%, client follow-ups now within hours

Results not reported in the source
Industry
Finance
Published
December 5, 2024
Agent type
Employee Agents
AI provider
OpenAI
Models/tools
Not disclosed
ICE score
567
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
7

37

AI use cases in

Finance

See All

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.

IVP

Finance
Use case
Investment diligence
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.

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

See All
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
Use case
Analyzing massive consumer data
Context

The Estée Lauder Companies, a global leader in prestige beauty, adopted ChatGPT Enterprise and created over 240 custom GPTs. These GPTs help employees query large consumer and clinical trial datasets in plain English, reducing manual data handling and speeding insight generation. They also support on-brand copywriting and vendor data analysis, enabling faster, data-driven product development and marketing.

Models/tools
...
1
Explore agents

62

solutions powered by

OpenAI

See All
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 mapping data processing
Context

Grab, a leading food delivery and rideshare company in Southeast Asia, uses OpenAI’s GPT-4 with vision fine-tuning to process millions of street-level images collected from drivers, enabling it to accurately identify traffic signs and lane dividers and reduce manual mapping labor. This approach yields more reliable, hyperlocal map data that supports their ride-hailing, delivery services, and enterprise clients.

Models/tools
...
1
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 AI providers

188

AI use cases in

North America

See All
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
Use case
Building web apps directly in the browser
Context

StackBlitz integrated Claude 3.5 Sonnet into its browser-based development platform, Bolt, enabling users to develop sophisticated web applications with natural language inputs. This allowed both developers and non-developers to go from idea to production in one click, without needing coding experience or virtual machines.

Models/tools
...
1
Explore regions