Enhancing financial team collaboration

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.

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.

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%.

Hydro Ottawa, a major electricity provider for Canada’s capital, implemented Google Workspace and Gemini to improve collaboration, create job posts, conduct legal and technical research, write policies, generate content, summarize documents, and organize meeting agendas across all teams.

Adore Me, a direct-to-consumer lingerie brand known for its extended sizing, uses Gemini for Google Workspace to streamline copywriting and foster creativity. The team reduced over 35 hours of work creating product descriptions to just 30 minutes by leveraging a prompt library. They also use Gemini for speaker bios, enabling users to fill in key details for automated output. Internal "prompt-off" competitions teach employees how to effectively use AI tools, embedding AI into the company culture.

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.

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.

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.

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.