See how AI works
for 300 companies
in financial services

We monitor how businesses get results with AI, so you don't have to guess what's worth implementing.

Recent case studies from

Citigroup logoC
CitigroupClient onboarding
Toyota Leasing Thailand logoT
Toyota Leasing ThailandIncident response
Nasdaq logoN
NasdaqDocument summarization
JPMorgan Chase logoJ
JPMorgan ChaseEmployee productivity
First Abu Dhabi Bank logoF
First Abu Dhabi BankLead generation
Citigroup logoC
CitigroupClient onboarding
Toyota Leasing Thailand logoT
Toyota Leasing ThailandIncident response
Nasdaq logoN
NasdaqDocument summarization
JPMorgan Chase logoJ
JPMorgan ChaseEmployee productivity
First Abu Dhabi Bank logoF
First Abu Dhabi BankLead generation
Try:,,
Showing 9 of 300 case studies
Equals Money logoE

Equals Money

Financial Services|Mid-size

Workflow automation

Tripled coding output bottlenecked at manual admin. Now, AI agents monitor Slack to auto-update docs and run first-pass tech reviews.

24 hoursWeekly Time Savings
via notion.com
Published today
OffDeal logoO

OffDeal

Financial Services|SMB

M&A deal management

Legacy models crashed at 1M tokens. Bankers now use a single AI agent to process 100M+ token deals and build custom skills without code.

$200List Generation Cost
via anthropic.com
Published today
S&P Global logoS

S&P Global

Financial Services|Enterprise

Workforce training

Proprietary AI was isolated to data scientists. A global academy now empowers 40,000 employees to embed AI into their daily workflows.

+52Program NPS
via accenture.com
Published 2 days ago
Chime logoC

Chime

Financial Services|Mid-size

Pipeline management

Shifting to B2B sales exposed disconnected workflows and anecdotal forecasts. Now, AI analyzes interactions to surface deal intelligence.

50%Admin Burden Reduction
via gong.io
Published 6 days ago
First Abu Dhabi Bank logoF

First Abu Dhabi Bank

Financial Services|Enterprise

Lead generation

Advisers were bottlenecked by manual market scanning and data validation. Now, an AI agent reviews 1,500+ signals to deliver vetted leads.

$300M+Potential Revenue Gain
via bain.com
Published Apr 9, 2026
Citigroup logoC

Citigroup

Financial Services|Enterprise

Client onboarding

Manual document reviews bottlenecked new account openings at a full hour. An AI system now processes the paperwork in 15 minutes.

15 minsAccount Review Time
via sharecafe.com.au
Published Apr 8, 2026