AI case study

Automated financial research

by
Rogo
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.

Results

Saved analysts over 10 hours per week on tasks like meeting prep, company profiling, and market research. Grew Annual Recurring Revenue (ARR) 27x.

Results not reported in the source
Industry
Finance
Published
February 13, 2025
Agent type
Data Agents
AI provider
OpenAI
Models/tools
Not disclosed
ICE score
432
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
8
Ease
6

53

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

PIMCO

Finance
Use case
Faster data search
Context

PIMCO built ChatGWM, an AI-powered search platform using Azure AI. ChatGWM is a secure, retrieval augmented generation (RAG) application that searches across PIMCO-approved data sources to deliver relevant information to its teams. It allows associates to find information faster by typing questions and receiving accurate responses along with source references.

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.

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companies using

Data Agents

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Efficient engineering team management
Context

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Use case
Faster data insights
Context

Snowflake integrated Anthropic's Claude into their platform to enable natural language queries on complex databases, allowing customers to extract insights without SQL expertise while maintaining security and governance.

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Accessible expert knowledge
Context

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2
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68

solutions powered by

OpenAI

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Use case
Efficient customer support interactions
Context

Uber uses OpenAI's ChatGPT Enterprise to enhance customer support by providing AI assistants that offer empathetic and efficient responses, automate investigations, and augment human agent capabilities. The AI also helps personalize and optimize interactions across their multi-sided platform.

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1
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Automated finance processes
Context

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Context

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1
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236

AI use cases in

North America

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Use case
Efficient engineering team management
Context

LaunchNotes leverages Claude in Amazon Bedrock in their product 'Graph' to transform engineering data into actionable insights. Graph functions as an ETL platform with Claude managing data pipelines, helping engineering managers understand development metrics, reduce incident identification time, automate updates, and generate customized release notes and technical documentation.

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2
Use case
Faster data insights
Context

Snowflake integrated Anthropic's Claude into their platform to enable natural language queries on complex databases, allowing customers to extract insights without SQL expertise while maintaining security and governance.

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2
Use case
Automated finance processes
Context

Fanatics Betting and Gaming uses ChatGPT and custom GPTs across its finance department to automate vendor identification, contract summarization, and data analysis, freeing up time for strategy and higher-impact work.

Models/tools
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2
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