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16 verified Financial Services AI agent use cases

Real deployments: ABN AMRO Bank, Banco Ciudad, ClearTax, ComplyAdvantage and more. Each cites its source.

ABN AMRO Bank

customer service agentFinancial Services

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…

‘Anna,’ the AI agent for customers, now supports more than two million text conversations and 1.5 million voice conversations annually, automating over 50% of interactions with multiple AI agents.

Banco Ciudad

customer service agentFinancial Services

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 …

The bank freed up 2,400 hours annually, allowing employees to focus on higher-value tasks without the need to downsize.

ClearTax

ops/workflow agentFinancial Services

ClearTax leveraged the Azure OpenAI-powered Generative AI Agent, integrated into WhatsApp, to address various challenges and better serve Indian taxpayers. This initiative enabled …

This initiative enabled 75% of users to file for the first time, unlocking INR 300 million in tax refunds and enhancing access to credit opportunities.

ComplyAdvantage

security agentFinancial Services

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…

By screening 8 million articles a day across public data sources, ComplyAdvantage has achieved 4x more region coverage, over 99.

OneUnited Bank

customer service agentFinancial Services

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 …

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 2020.

AutoCIO

ops/workflow agentFinancial Services

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

sales agentFinancial Services

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…

Crescendo Lab

sales agentFinancial Services

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…

Nativeorange

research agentFinancial Services

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

data/analytics agentFinancial Services

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…

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