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

77

AI use cases in

Finance

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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

151

companies using

Data Agents

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Use case
Scalable contract detection
Context

wealthAPI implemented a next‐gen contract detection solution by integrating DataStax Astra DB on Google Cloud and leveraging Google Gemini models for AI‐powered analysis. They deployed DataStax’s vector search and real‐time insights capabilities to scale contract detection across millions of users in less than three months, streamlining wealth management workflows by dramatically reducing response times and efficiently handling massive data volumes.

Models/tools
...
1
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
Explore agents

263

solutions powered by

Google

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Use case
Faster retail transformation
Context

TCS partnered with Google Cloud to integrate advanced AI and generative AI capabilities into retail service offerings. They launched the Google Cloud Gemini Experience Center at their Retail Innovation Lab in Chennai, enabling retail clients to ideate, prototype, and co-develop tailored AI solutions that optimize supply chain, warehouse receiving, customer insights, and content creation. This approach automated processes using tools like Vertex AI Vision for warehouse receiving and leveraged Vertex AI with Gemini 1.5 Pro and speech-to-text to transform service centers.

Models/tools
...
4
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
...
2
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
Explore AI providers

40

AI use cases in

South America

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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
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
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Thoughts & ideas