AI case study

Securely working faster in a highly regulated industry

by
Pennymac
Context

Pennymac, one of the largest lenders and mortgage servicers in the US, leverages Gemini for Google Workspace and Vertex AI to enhance efficiency while ensuring data security. The HR team uses Gemini for drafting job descriptions and policy documents, while technical teams use Gemini with proprietary data to improve the underwriting process by querying regulations and best practices.

Results

Improved efficiency in HR documentation; enhanced underwriting process through proprietary data analysis.

Results not reported in the source
Industry
Finance
Published
October 24, 2024
Agent type
Employee Agents
AI provider
Google
Models/tools
Not disclosed
ICE score
384
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
6

77

AI use cases in

Finance

See All

Deutsche Bank

Finance
Use case
Faster research reports
Context

Deutsche Bank developed DB Lumina, an AI-powered research agent built on Gemini and Vertex AI through a partnership with Google Cloud. The solution automates the creation of financial research reports by rapidly condensing extensive market data—such as converting a 400-page report into a three-page summary—thereby streamlining analysis workflows while maintaining rigorous data privacy standards.

Models/tools

Intuit

Finance
Use case
Faster tax form processing
Context

Intuit integrated Google Cloud’s Document AI and Gemini models into its GenOS platform to automate the autofill of ten common U.S. tax forms, including complex 1099 and 1040 forms. The solution extracts and categorizes data from uploaded documents, drastically reducing manual data entry for TurboTax customers. This integration streamlines tax preparation workflows and improves speed and accuracy.

Models/tools

Block

Finance
Use case
Democratized data access
Context

Block implemented Anthropic’s Claude models (Claude 3.5 Sonnet and Claude 3.7 Sonnet) on its Databricks platform to power its internal AI agent, codename goose. They integrated the LLM using secure OAuth-enabled connections and a custom MCP server to connect internal databases and tools, enabling employees across all roles to auto-generate SQL queries, analyze complex data, and automate workflows. This agentic integration streamlined software development, design prototyping, and data analysis by translating user intents into actionable insights.

Explore industries

321

companies using

Employee Agents

See All
Use case
Fast content creation
Context

Cox Automotive integrated Claude via Amazon Bedrock into its portfolio by first creating a sandbox environment to evaluate performance metrics and then selecting Claude 3.5 Sonnet for complex tasks and Claude 3.5 Haiku for high-volume content generation. They automated personalized dealer-consumer communications, generated engaging vehicle listing descriptions, and produced SEO-optimized blog posts, while also streamlining internal data governance through automated metadata generation. This integration optimized operational efficiency across marketing and internal data processes.

Models/tools
...
2
Use case
Reduce report writing burden
Context

Quillit integrated Anthropic’s Claude to automate qualitative research tasks by summarizing interview transcripts, generating contextual citations, and threading conversation data into comprehensive reports. They implemented the AI tool into their existing research workflow within three months, streamlining report writing, transcription, and analysis while ensuring data security and high precision.

Models/tools
...
2
Use case
Faster retail transformation
Context

TCS partnered with Google Cloud to integrate advanced AI and generative AI capabilities into retail service offerings. They launched the Google Cloud Gemini Experience Center at their Retail Innovation Lab in Chennai, enabling retail clients to ideate, prototype, and co-develop tailored AI solutions that optimize supply chain, warehouse receiving, customer insights, and content creation. This approach automated processes using tools like Vertex AI Vision for warehouse receiving and leveraged Vertex AI with Gemini 1.5 Pro and speech-to-text to transform service centers.

Models/tools
...
4
Explore agents

263

solutions powered by

Google

See All
Use case
Faster retail transformation
Context

TCS partnered with Google Cloud to integrate advanced AI and generative AI capabilities into retail service offerings. They launched the Google Cloud Gemini Experience Center at their Retail Innovation Lab in Chennai, enabling retail clients to ideate, prototype, and co-develop tailored AI solutions that optimize supply chain, warehouse receiving, customer insights, and content creation. This approach automated processes using tools like Vertex AI Vision for warehouse receiving and leveraged Vertex AI with Gemini 1.5 Pro and speech-to-text to transform service centers.

Models/tools
...
4
Use case
Faster research reports
Context

Deutsche Bank developed DB Lumina, an AI-powered research agent built on Gemini and Vertex AI through a partnership with Google Cloud. The solution automates the creation of financial research reports by rapidly condensing extensive market data—such as converting a 400-page report into a three-page summary—thereby streamlining analysis workflows while maintaining rigorous data privacy standards.

Models/tools
...
2
Use case
Secure on-premises AI
Context

NVIDIA partnered with Google Cloud to enable on-premises agentic AI by integrating Google Gemini models with NVIDIA Blackwell platforms and Confidential Computing, ensuring data sovereignty and regulatory compliance for sensitive enterprise operations. The solution further optimizes AI inference and observability by deploying a GKE Inference Gateway alongside NVIDIA Triton Inference Server, NVIDIA NeMo Guardrails, and NVIDIA Dynamo to enhance secure routing and load balancing for enterprise workloads.

Models/tools
...
7
Explore AI providers

284

AI use cases in

North America

See All
Use case
Fast content creation
Context

Cox Automotive integrated Claude via Amazon Bedrock into its portfolio by first creating a sandbox environment to evaluate performance metrics and then selecting Claude 3.5 Sonnet for complex tasks and Claude 3.5 Haiku for high-volume content generation. They automated personalized dealer-consumer communications, generated engaging vehicle listing descriptions, and produced SEO-optimized blog posts, while also streamlining internal data governance through automated metadata generation. This integration optimized operational efficiency across marketing and internal data processes.

Models/tools
...
2
Use case
Faster tax form processing
Context

Intuit integrated Google Cloud’s Document AI and Gemini models into its GenOS platform to automate the autofill of ten common U.S. tax forms, including complex 1099 and 1040 forms. The solution extracts and categorizes data from uploaded documents, drastically reducing manual data entry for TurboTax customers. This integration streamlines tax preparation workflows and improves speed and accuracy.

Models/tools
...
2
Use case
Democratized data access
Context

Block implemented Anthropic’s Claude models (Claude 3.5 Sonnet and Claude 3.7 Sonnet) on its Databricks platform to power its internal AI agent, codename goose. They integrated the LLM using secure OAuth-enabled connections and a custom MCP server to connect internal databases and tools, enabling employees across all roles to auto-generate SQL queries, analyze complex data, and automate workflows. This agentic integration streamlined software development, design prototyping, and data analysis by translating user intents into actionable insights.

Models/tools
...
2
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Thoughts & ideas