AI case study

Scalable customer support

by
Nubank
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.

Results

Reduced chat response times by 70%, resolved 55% of Tier 1 inquiries, achieved 2.3x faster query resolution, with over 5,000 employee users and 2M+ chats monthly.

Results not reported in the source
Industry
Finance
Published
March 7, 2025
Agent type
Employee Agents
AI provider
OpenAI
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

71

AI use cases in

Finance

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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

Bank of Queensland

Finance
Use case
Streamlined process automation
Context

Deployed Microsoft Copilot integrated with Microsoft Azure and Microsoft 365 to automate drafting, reporting, training material creation, and meeting note taking, enabling employees to focus on higher-value tasks through secure, compliant workflow automation and continuous feedback

Models/tools
Explore industries

295

companies using

Employee Agents

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Use case
Building learning tools and making content
Context

Super Teacher integrated Anthropic's Claude to generate initial code for interactive educational tools and draft lesson plans for subjects ranging from pre-K to 5th grade. They embedded the AI into both software development and content creation workflows with mandatory human review to ensure safety and quality standards. This integration streamlined operational processes, enabling engineering and content teams to focus on higher-level development and creative enhancements.

Models/tools
...
1
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
Efficient data handling
Context

LY Corporation leveraged OpenAI’s API to integrate advanced generative AI into its flagship services, including a GPT‑4o-powered LINE AI Assistant and GPT‑4 enhancements in Yahoo! JAPAN Search for summarizing reviews and generating travel plans. They also deployed SeekAI, an in-house productivity tool using RAG to rapidly retrieve information from internal documentation, streamlining employee inquiries and operations.

Models/tools
...
2
Explore agents

74

solutions powered by

OpenAI

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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
Use case
Unlocking travel discovery
Context

Booking.com integrated OpenAI’s GPT models with its extensive proprietary data on properties, pricing, and availability to develop an AI Trip Planner that converts natural language queries into personalized itineraries. The team rapidly built the solution in 10 weeks by leveraging existing ML infrastructure and fine-tuning the model on both structured and unstructured data, which also powered additional tools like Smart Filters, Property Q&A, and AI Review Summaries. This innovation transformed travel discovery, search, and customer support processes.

Models/tools
...
1
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
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
Use case
Scalable, cost-efficient platform
Context

Wited revamped its learning platform by partnering with Google Cloud and Axmos Technologies to migrate from legacy systems to a robust infrastructure using Cloud SQL, Cloud Storage, Compute Engine, and Google Kubernetes Engine, ensuring reliable scalability and stability for high user demand. They then integrated generative AI by deploying Gemini and Vertex AI to power Max AI—a 24/7 virtual assistant that supports students through real-time assistance and educational guidance—thereby streamlining support processes and enabling the team to focus on innovation.

Models/tools
...
2
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Thoughts & ideas