Real deployments: ABN AMRO Bank, Banco Ciudad, ClearTax, ComplyAdvantage and more. Each cites its source.
ABN AMRO Bank moved to Microsoft Copilot Studio to develop two AI assistants for both customers and employees. ‘Anna,’ the AI agent for customers, now supports more than two millio…
Banco Ciudad implemented Microsoft 365 Copilot, Copilot Studio, Fabric, and Azure to automate tasks, develop AI agents, and improve customer service. The bank freed up 2,400 hours …
ClearTax leveraged the Azure OpenAI-powered Generative AI Agent, integrated into WhatsApp, to address various challenges and better serve Indian taxpayers. This initiative enabled …
ComplyAdvantage is an AI-driven risk intelligence platform on a mission to eliminate financial crime for global financial institutions, built Google Cloud Security Command Center a…
OneUnited Bank , America's largest Black-owned bank, deployed Contact Center AI and Dialogflow to automate customer support workflows after its customer base doubled in 60 days in …
AutoCIO offers portfolio managers and investment teams the AutoCIO Financial Forecasting Agent to design, optimize, and manage portfolios. It automates end-to-end workflows, delive…
Commerzbank , a leading German bank, implemented an AI agent powered by Gemini 1.5 Pro to automate the documentation of client calls, freeing up its financial advisors from tedious…
Commonwealth Bank of Australia (Commbank) developed ChatIT using Azure and Copilot Studio. Integrated with the bank’s internal knowledge base, ChatIT can receive employees’ questio…
Crescendo Lab ’s DAAC AI Agent transforms complex data into actionable growth strategies for marketing and sales. Using natural language, it delivers instant conversational insight…
Multimodal , part of the Google for Startups Cloud AI Accelerator, automates complex financial services workflows with multimodal AI agents that can process documents, query databa…
Nativeorange ’s LexAI Agent streamlines property and casualty (P&C) underwriting and operations. It ingests submissions, extracts data, and automates risk evaluation, delivering ac…
Obin AI ’s Financial Agent helps private markets and commercial lending teams run financial analysis from Gemini Enterprise. Users submit model spreadsheets and deal-related docume…
Qualia Clear is an agentic system that transforms real estate closings by automating manual title & escrow workflows. It uses tool calling, Gemini 2.5 Flash & Pro, and Google Agent…
Sedgwick developed a tool called Sidekick Agent using Azure OpenAI Service and Azure AI Document Intelligence to transform the claims administration process. By integrating agentic…
Starling , a fully licensed UK digital bank, built its new in-app Starling Assistant with Gemini models and Gemini Enterprise. It’s one of the UK's first agentic AI financial assis…
Zurich Insurance (Hong Kong) leveraged Dynamics 365 Customer Service, Marketing, and Contact Center to integrate communication channels, streamline case management, and automate pr…
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