GenAI Case Studies in

Financial & Professional Services

What advancements are happening in finance with GenAI? Financial institutions use AI to enhance fraud detection, risk management, and client services. GenAI enables precise data analysis and personalized customer interactions, boosting operational efficiency. Discover how GenAI is transforming financial services through our use cases.

88 Enterprise Case Studies

Sep27

Financial & Professional Services

Intuit Enhances Financial Management with New GenAI

Intuit Financial

Sep06

Financial & Professional Services

Ant Group Launches Maxiaocai, GenAI Financial Advisor

Ant Group Maxiaocai

Sep04

Financial & Professional Services

Eton Solutions Launches EtonGPT for Family Offices

Eton Solutions GenAI

Sep03

Financial & Professional Services

PowerPatent Introduces GenAI Tech for Patent Drafting

PowerPatent Patent

Sep03

Financial & Professional Services

IAT Insurance Boosts Claims Process with CLARA’s GenAI

IAT adopts CLARA GenAI

Aug22

Financial & Professional Services

CBA Launches GenAI IT Support Tool

Commonwealth Bank

Aug20

Financial & Professional Services

CIBC Unveils AI Platform and GitHub CoPilot Rollout

Aug16

Financial & Professional Services

Fair Square Medicare Unveils AI Voice Agents

Fair Square website

Aug15

Financial & Professional Services

Everlaw Launches AI Assistant for Legal Work

Everlaw AI Assistant

Aug15

Financial & Professional Services

Hiscox Launches AI-Driven Underwriting Platform

HISCOX

Aug14

Financial & Professional Services

LexisNexis Launches Personalized AI Assistant for Lawyers

Meet Protégé Your Personalized Legal AI Assistant

Aug14

Financial & Professional Services

ANZ Adopts AI to Enhance Productivity

ANZ

Aug02

Financial & Professional Services

JPMorgan Introduces GenAI ‘Research Analyst’

JPMorgan

Aug01

Financial & Professional Services

Armanino Enhances Audit Ally with GenAI

armanino

Jul30

Financial & Professional Services

Bank of Baroda Simplifies Payments

A pedestrian walks past a Bank of Baroda advertisement

Jul25

Financial & Professional Services

Principal Reveals Customer Needs with AI

Jul25

Financial & Professional Services

Shinhan Bank Gets GenAI Tellers

GenAI bank teller at Shinhan Bank

Jul19

Financial & Professional Services

CIBC GenAI Supports Frontline Staff

Jul19

Financial & Professional Services

Rocket Mortgage Speeds Loans with AI

Rocket Mortgage CIO Brian Woodring

Jul17

Financial & Professional Services

Nasdaq Uses GenAI for ESG Insights

Nasdaq Sustainable Lens illustration

Jul10

Financial & Professional Services

Tonik Bank Cuts Wait Times with GenAI

Jul08

Financial & Professional Services

Goldman Sachs Speeds Code Dev by 20%

Jul05

Financial & Professional Services

FinVolution Detects Fake Voices with AI

Jul04

Financial & Professional Services

Morgan Stanley Automates Meeting Notes

Jun21

Financial & Professional Services

Prosci Speeds Up Change Management

Jun13

Financial & Professional Services

Hanzo Cuts GenAI Costs for Legal Teams

Jun07

Financial & Professional Services

Mastercard Combats Card Theft with GenAI

Jun05

Financial & Professional Services

ING Develops GenAI Chatbot in 7 Weeks

Jun04

Financial & Professional Services

JPMorgan Corrects Bias in Trading

Jun03

Financial & Professional Services

TD Bank Upgrades CX and Developer Speed

May27

Financial & Professional Services

WorkFusion Boosts AML Efforts with GenAI

May15

Financial & Professional Services

BIL Revamps Core Banking with GenAI

May14

Financial & Professional Services

Visa Deploys GenAI Against $1.1B Fraud

May06

Financial & Professional Services

Munich Re Co-Pilot Tailors Insurance Products

Apr23

Financial & Professional Services

Swiss Re Sharpens Underwriting with GenAI

Apr10

Financial & Professional Services

LexisNexis Adds GenAI to Tax Tools

Mar26

Financial & Professional Services

Clearcover Streamlines Customer Claims Experience

Mar14

Financial & Professional Services

iCIMS Streamlines Talent Acquisition with Copilot

Mar13

Financial & Professional Services

Klarna Handles 2.3M Chats with GenAI

Mar10

Financial & Professional Services

HighRadius Automates Invoice Processing

Mar07

Financial & Professional Services

Corcentric Upgrades Finance Ops with AI

Mar03

Financial & Professional Services

Frontier Law Champions AI-Native Legal Realm

Mar03

Financial & Professional Services

EXL Partners with Microsoft for GenAI Innovation

Feb29

Financial & Professional Services

Sage Boosts SME and Accounting Efficiency

Feb21

Financial & Professional Services

Verisk Speeds Up Claims with GenAI

Feb19

Financial & Professional Services

Fractal Boosts Insurance with GenAI

Feb16

Financial & Professional Services

Ankura Eyes Saves 25% in Advisory with GPT

Feb15

Financial & Professional Services

Moody’s Enhances Credit Analysis with GenAI

Feb09

Financial & Professional Services

Bankwell Boosts Lending with GenAI

Feb08

Financial & Professional Services

CBA Sees Productivity Spike with Copilot

Feb05

Financial & Professional Services

Mastercard Boosts Fraud Defense with GenAI

Jan30

Financial & Professional Services

PayPal Enhances Checkout with GenAI

Jan25

Financial & Professional Services

EY & ServiceNow Boost GenAI Governance

Jan24

Financial & Professional Services

Aon Tackles Data Strategy with GenAI

Jan24

Financial & Professional Services

Bloomberg AI Enhances Research

Jan24

Financial & Professional Services

Deloitte Unveils NavigAite

Jan08

Financial & Professional Services

Deloitte Unveils PairD Chatbot

Jan08

Financial & Professional Services

ADIB’s GitHub Copilot Boosts IT Productivity

Jan04

Financial & Professional Services

Bank of Shanghai AI Staff Aids Elderly

Dec07

Financial & Professional Services

Airwallex Streamlines KYC with GenAI

Dec07

Financial & Professional Services

BlackRock Enhances Client Services with GenAI

Dec06

Financial & Professional Services

Moody’s Unveils GenAI-Driven Research Assistant

Dec05

Financial & Professional Services

Integreon Unveils GenAI-Powered Legal Services

Dec05

Financial & Professional Services

Marcum Unveils AskMarcum.ai for Team Efficiency

Dec05

Financial & Professional Services

Union Bank of India’s Transforms with GenAI

Dec01

Financial & Professional Services

Mastercard’s Muse Transforms E-Commerce

Nov29

Financial & Professional Services

Sumitomo Mitsui Trust Bank’s Finance Modeling

Nov28

Financial & Professional Services

Commerzbank Introduces AI Banking Avatar

Nov22

Financial & Professional Services

EY Schweiz Launches GenAI Bakery

Nov22

Financial & Professional Services

Ripjar Elevates Risk Profiling with GenAI

Nov14

Financial & Professional Services

Goldman Sachs Drives 12 GenAI Projects

Nov09

Financial & Professional Services

JPMorgan is Building AI Projects

Nov08

Financial & Professional Services

Visa Schweiz Enhances Digital Payments

Nov06

Financial & Professional Services

NatWest Transforms CX with IBM’s GenAI

Oct30

Financial & Professional Services

OCBC’s GenAI Chatbot Streamlines Tasks

Oct28

Financial & Professional Services

Nationwide Decodes Medical Vet Info

Oct28

Financial & Professional Services

Position Green Boosts ESG with AI

Oct10

Financial & Professional Services

UKG Leverages Great Place To Work Data

Oct03

Financial & Professional Services

UOB Leverages Microsoft Copilot

Aug16

Financial & Professional Services

McKinsey Launches GenAI Chatbot

Jul06

Financial & Professional Services

ABN Amro Elevates Call Centre Operations

Jun20

Financial & Professional Services

SouthState Bank Boosts Productivity with Bard

Jun19

Financial & Professional Services

Fujitsu & Mizuho Automate Banking Ops

Jun01

Financial & Professional Services

Westpac Tests Kai-GPT for Banking

May25

Financial & Professional Services

JPMorgan’s AI Gives Investment Advice

Mar30

Financial & Professional Services

Allstate Speeds Up Customer Support

Mar23

Financial & Professional Services

Zurich Streamlines Claims with AI

Mar14

Financial & Professional Services

Stripe Uses GPT-4 for Support & Fraud Detection