AI case study

Enhancing customer experience analysis

by
SURA Investments
Context

SURA Investments, the largest asset manager in Latin America, developed an AI-based analysis model for employees that allows them to better understand customer needs and improve customer experience and satisfaction.

Results
Results not reported in the source
Industry
Finance
Published
September 24, 2024
Agent type
Data Agents
AI provider
Google
Models/tools
Not disclosed
No items found.
ICE score
245
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
7
Confidence
7
Ease
5

73

AI use cases in

Finance

See All

Hebbia

Finance
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.

Paytm

Finance
Code Agents
Quick win
Use case
Faster cloud account security
Context

Using GitHub Copilot, Paytm launched 'Code Armor' to automate the secure provisioning of new cloud accounts. The solution integrated AI-driven software testing and continuous deployment enhancements powered by GitHub Copilot and Azure OpenAI, replacing slower third-party tools in their cloud infrastructure monitoring. This transformation streamlined security processes and reduced provisioning time from 2-3 man-days to just minutes.

Nubank

Finance
Use case
Scalable customer support
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.

Explore industries

149

companies using

Data Agents

See All
Use case
Automated job title classification
Context

Aura Intelligence integrated Anthropic's Claude via Amazon Bedrock into its data pipeline to automatically classify over 200 million job titles and industry pairings from multi-language data, replacing manual lookups and fuzzy matching. They fine-tuned foundation models on proprietary datasets and leveraged AWS infrastructure, including SageMaker and prompt management, to automate QA, report generation, anomaly detection, and real-time hiring trend analysis.

Models/tools
...
2
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.

Models/tools
...
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.

Models/tools
...
2
Explore agents

255

solutions powered by

Google

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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
AI integration on mobile
Context

OPPO integrated Google Cloud’s Vertex AI, AutoML, and Gemini large language model into its mobile devices to automate user feedback analysis, power AI Recording Summary features, and enable AI Toolbox functionalities such as AI Writer and AI Reply. They re-engineered their hardware platform, operating system, and third-party ecosystem to embed AI agents that optimize power consumption and reduce computing latency, streamlining mobile development workflows and enhancing user experience.

Models/tools
...
4
Use case
Personalized post-click landing
Context

Dataïads built an AI-powered “Post-Click Experience” system that automatically generates personalized landing pages by analyzing user context such as ad origin, product type, and behavior. The solution is implemented by integrating API access from Google Ads with Google Cloud managed services (Cloud Run and BigQuery) for automated scaling and controlled cost management, while planning to incorporate Vertex AI for further optimization. This implementation directly enhances ad campaign management and improves ecommerce conversion 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
Scalable customer support
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.

Models/tools
...
3
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
Explore regions
No items found.
Thoughts & ideas