Use Cases (14)

SB
State Bank of India
64 million
app downloads

State Bank of India partnered with IBM to build YONO, a comprehensive mobile platform combining banking, financial services, and marketplace that achieved 64 million downloads and a USD 40-50 billion valuation.

Financial ServicesIGIBM GarageICIBM Consulting
B
Bradesco
From 10 minutes to seconds
response time reduction

Brazilian banking giant Bradesco deployed IBM Watson across 5,200 branches to transform customer service response times from 10 minutes to seconds. The AI assistant now handles 283,000 monthly queries with 95% accuracy, enabling personalized service for 65 million customers.

Financial ServicesWWatson
C
ComplyAdvantage
37%
development time reduction

ComplyAdvantage deployed Gemini Code Assist across its 170-person engineering team, achieving 37% faster development, 100% more merge requests per developer, and 75% accuracy in auto-categorizing 500+ support requests.

Financial ServicesGCGemini Code Assist
S
Stripe
1,370
engineers deployed

Stripe collaborated with Anthropic to create a signed enterprise binary of Claude Code, deploying it to 1,370 engineers with zero configuration. One team migrated 10,000 lines of Scala to Java in 4 days instead of 10 weeks.

Financial ServicesCCClaude Code
SC
Suncoast Credit Union
75%
fraud loss reduction

Suncoast Credit Union deployed UiPath agentic automation for end-to-end fraud detection, reducing fraud losses 75% over two years, preventing $3.3M in fraud, and achieving 100% automated review coverage.

Financial ServicesUPUiPath Platform
F
Fiserv
$10M
sla penalties avoided

Fiserv built safe, scalable AI automation on UiPath Platform with built-in governance, avoiding $10M in SLA penalties and onboarding 20,000+ QSR locations on schedule.

Financial ServicesUPUiPath Platform
MB
Millennium bcp
2.6x higher
conversion rate lift — owned media (bigquery audiences vs. other first-party audiences)

Millennium bcp, Portugal's largest private bank, used Google Cloud's BigQuery machine learning tools to build predictive audience models for personal loan campaigns. By segmenting existing customers by propensity to borrow, the bank dramatically improved both owned and paid media performance. The result was a 2.6x higher conversion rate and a 36% drop in cost per acquisition.

Financial ServicesBBigQueryGAGoogle Analytics 4
CC
Chipper Cash
95%+
selfie verification accuracy

Chipper Cash, a fintech serving over five million customers across Africa, deployed a Pinecone-powered facial similarity search system to detect and block fraudulent duplicate sign-ups in real time. The solution slashed identity verification latency from up to 20 minutes down to under 2 seconds, and reduced fraudulent sign-ups by 10x across all markets.

Financial ServicesPPineconeSSnowflake
V
Vanguard
12%
search result accuracy improvement

Vanguard partnered with Pinecone to build Agent Assist, an internal RAG-powered AI chat tool that helps customer support representatives find answers faster and more accurately. By replacing keyword-based search with hybrid vector retrieval, Vanguard achieved 12% more accurate search results and meaningfully reduced call times — even during high-demand periods like tax season.

Financial ServicesPSPinecone Serverless
B
BM25
W
WEX
~30%
developer productivity increase with github copilot

WEX, a global fintech company that processes payments for fleet management, employee benefits, and corporate spending, consolidated a fractured developer ecosystem of 300+ Azure DevOps organizations onto GitHub Enterprise and deployed GitHub Copilot across its engineering workforce of 1,700+. The result was approximately 30% higher developer productivity, ~60% ROI on Copilot licenses, and a 99% reduction in deployment cycle times.

Financial ServicesGEGitHub EnterpriseGCGitHub Copilot
SB
Shinhan Bank
1.2M+
staff hours saved annually

Shinhan Bank is one of South Korea’s largest financial institutions, operating more than 800 branches and serving millions of customers. Facing a workforce burdened by repetitive compliance, loan review, and data-transfer tasks across siloed systems, the bank launched the ‘My Bot’ initiative—deploying personal digital assistants to all 14,000 employees using Automation Anywhere’s platform. The result is one of the world’s largest enterprise digital assistant deployments, saving over 1.2 million staff hours annually and automating more than 100,000 property loan reviews each year.

Financial ServicesAAAutomation Anywhere
NA
New American Funding
360 hours
weekly hours saved

New American Funding (NAF) is one of the largest independent mortgage banks in the US, with a marketing team of nearly 60 people spanning content, performance marketing, brand communications, and social. Facing an overwhelmed content operation across a regulated industry, NAF deployed Writer’s enterprise generative AI platform to streamline content production, enforce compliance guardrails, and maintain brand voice at scale. The platform now saves the team 360 hours per week and has compressed content tasks from hours to minutes.

Financial ServicesWWriter
E
Ellevest
50–70%
style guide error correction time saved

Ellevest is a women-focused financial services and investing platform founded on the premise that the financial industry was built for men and has left women behind. With 20 writers producing 150+ articles annually and an intersectional style guide that evolves with cultural norms, the team adopted Writer to enforce brand consistency and compliance at scale. Time spent correcting style guide mistakes has dropped by 50–70%, and writers across the company now ship content aligned to Ellevest’s voice without requiring intensive manual editorial review.

Financial ServicesWWriter
IE
Intercontinental Exchange
Qualitative shift
it visibility

Intercontinental Exchange (ICE) operates global financial exchanges, clearing houses, and mortgage technology serving markets worldwide. To move beyond lagging IT metrics like SLAs and satisfaction surveys, ICE deployed Moveworks’ HelpBot on Microsoft Teams, powered by an NLU-driven Employee Experience Insights (EXI) engine that converts raw IT tickets into a prioritized action list. EXI revealed hidden pain points—including that Outlook was ICE’s top driver of IT issues—giving the IT leadership team visibility they previously couldn’t achieve with conventional analytics.

Financial ServicesMAMoveworks AI Assistant
AI in Financial Services: Use Cases & Transformation Stories | Applied