AI case study

Accessible investment education

by
B3
Context

B3 developed a conversational AI assistant using Microsoft’s Azure OpenAI Service and Azure AI Search, integrating it into its free online investment education platform. The assistant was trained on curated in-house educational materials, regulatory documents from Brazil’s securities market regulator, and partner-sourced financial content. Daily retraining and ethical safeguards ensure that novice investors receive clear, compliant explanations of complex financial terms, streamlining digital customer education.

Results

10,000 daily users; super positive feedback on social media

Results not reported in the source
Industry
Finance
Published
June 14, 2024
Agent type
Customer Agents
AI provider
Microsoft
Models/tools
Not disclosed
ICE score
448
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
7

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

172

companies using

customer agents

See All
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
🔒
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
Optimized CX workflows
Context

Capgemini partnered with Google Cloud to develop industry-specific agentic AI solutions that automate customer request handling across multiple channels such as web, social, and phone. The implementation integrates Google Agentspace, Customer Engagement Suite, and Agent2Agent interoperability protocol into existing customer service infrastructures to enhance personalized support, call routing, and workflow automation. This advanced solution transforms customer experience by streamlining communications and enabling proactive engagement.

Models/tools
...
3
🔒
Explore agents

251

solutions powered by

Microsoft

See All
Use case
High-volume student queries
Context

Physics Wallah developed 'Gyan Guru', a hyperpersonalized conversational study companion to address the unique academic and support needs of its 2 million daily users. The system was implemented by indexing over one million Q&As and ten million solved doubts in a vector database, then leveraging a Retrieval-Augmented Generation (RAG) approach integrated with Azure OpenAI to deliver individualized, context-aware responses. This integration streamlined various student interactions including academic queries, product-related issues, and general support, reducing reliance on human subject matter experts.

Models/tools
...
1
🔒
Use case
Streamlined executive operations
Context

Brandix adopted the Microsoft 365 Copilot suite via the Early Access Program to integrate AI into key executive workflows, automating meeting transcript-based action tracking in Teams, accelerating pitch deck creation in PowerPoint, and streamlining document generation in Word while leveraging AI-enhanced querying in Power BI and efficient information retrieval via Copilot Chat. This implementation transformed internal communications, reporting, and presentation preparation processes by significantly reducing manual effort.

Models/tools
...
2
🔒
Use case
Future-proof IT operations
Context

University of Oxford’s IT Services department deployed Microsoft 365 Copilot across its 400+ staff as part of a pilot program aimed at embedding generative AI into research, teaching, and administrative workflows. They implemented extensive onboarding sessions, community engagement via Microsoft Teams, and established an acceleration team to integrate Copilot with other business applications. This deployment streamlined routine tasks such as document generation, summarization, and meeting support, fostering innovation within the department.

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
Thoughts & ideas
You're currently reading a preview with locked content. Get Access