Financial Services — AI Use Cases

Uses Gemini models to power "Albot," a 24/7 AI chatbot for financial advice, onboarding, and support for millions of first-time banking users. Advances financial inclusion, streamlines regulatory compliance, and improves operational efficiency.

Uses Google Cloud (BigQuery, Looker, GKE) to enable frictionless investing and investor education, enhancing accessibility to financial insights and enabling AI-driven innovation.

Uses generative AI to streamline operations and enhance customer experience; reduced credit approval response times by more than 90%.

Uses BigQuery, Vertex AI, and Gemini to power conversational AI assistants and enable 30+ business domains to create and share ML models. Accelerated data processing and data product creation.

Uses a Financial LLM (powered by Gemini) to provide personalized customer answers and automate tasks such as moving money to avoid overdrafts.

Early adopter of Customer Engagement Suite; built Bene chatbot and now leverages Gemini to handle over 2 million chats and resolve 70% of inquiries.

Improves customer service with "The Concierge," powered by Vertex AI, Vertex AI Search, and Model Garden to deliver fast, personalized responses.

Uses Google AI to summarize calls, automate caller authentication, analyze sentiment, and provide real-time recommendations — reducing call handle times by 20% and boosting productivity by 15%.

Created the Discover Virtual Assistant (generative AI) to assist customers and provide agents with additional information, improving interactions across channels.

Uses Gemini multimodal models to create AI chatbots that streamline lending experiences for consumers and employees.

Uses Google Cloud and AI to analyze financial health and match businesses with funding solutions.

Built a generative AI chatbot for workers to enhance self-service and improve answer quality on customer queries.

Migrated platform data to Google Cloud (BigQuery) and implemented Gemini 2.0 Flash. Results: 40% cost reduction, 15% reduction in support tickets, 900 weekly mortgage simulations via WhatsApp, and improved agency connectivity.

Deployed Contact Center AI and Dialogflow to automate support workflows; reduced call resolution time and onboarding time drastically.

Uses Gemini to create an AI mortgage agent with chat features like "Beat this Rate" and "Refinance Me" to compare rates and provide quotes in under 30 seconds.

Uses Gemini and Vertex AI to power an award-winning chatbot and create a personal, predictive banking experience.

With Bain, developed a wealth-management AI agent on Google Cloud to suggest responses and generate call summaries, increasing efficiency by 15%.

Uses Vertex AI, Gemini, and BigQuery to more than double underwriter productivity in nine months, shortening loan close times for brokers and clients.

Automates product catalog enrichment and updates product attributes 5x faster, cutting operational costs.

Deployed Google Workspace with Gemini for 5,000+ employees to automate routine tasks, access information quickly, and collaborate securely — saving time and improving trust in data.

Implemented Agentspace to let employees use generative AI for research, assistance, and operations across critical systems securely and compliantly.

Uses Vertex AI to enable international transfers via WhatsApp for 24/7 service without a representative.

Uses Gemini in Google Workspace to accelerate credit analysis and boost productivity in marketing and legal.

Built a virtual assistant to help employees find information and answers.

Uses Gemini in Google Workspace to summarize, draft, and search across emails, chats, and files; employees save nearly three hours per week on average. Also uses NotebookLM for research, audio overviews, and report generation.

Partnered with Google Cloud Advanced Solutions Lab to train staff and built a Gemini Pro-based chatbot prototype for internal policy queries.

Uses Vertex AI to deliver generative AI capabilities for developer toolkits, document processing, and digitization to empower servicing teams.

Implemented a Gemini 1.5 Pro–powered agent to automate documentation of client calls, freeing advisors for higher-value activities.

Uses Customer Engagement Suite to reduce customer call handling times by 20%.

Created DB Lumina, an AI research tool that speeds up financial analysts' report creation from hours/days to minutes while maintaining privacy.

Helps 10,000 contact center reps search and synthesize policy info during calls.

Uses Gemini's "take notes for me" in Google Meet for transcripts, summaries, and action items; trial showed 97% of participants wanted to keep Gemini licenses. Also uses Gemini to help help-desk reps analyze data — trial participants reported productivity gains.

Uses Gemini for Google Workspace to brainstorm, draft emails 20% faster, manage projects, and help engineering with debugging and monitoring evaluation.

Built an AI engine to free humans for complex claims work; results: 80% reduction in errors, 25% increase in adjuster productivity, 10% reduction in claims cycle time.

Uses Vertex AI and Google Cloud to let salespeople access policy information via natural language.

Uses Vertex AI for a knowledge management platform to retrieve info from millions of documents for contact center reps.

Built insurance "superapps" and uses Vertex AI to give agents context-sensitive nudges and run advanced data insights for personalized offerings.

Used BigQuery + Vertex AI to reduce quoting time for complex risks from three days to minutes.

Uses Document AI and Gemini to automate claims processing, increasing speed and accuracy.

Uses Google Cloud AI for fraud protection and self-service; Help Centre Search directed 38% more users to self-service and reduced false positives by 40%.

Automates complex financial workflows with multimodal AI agents for documents, DB queries, chatbots, decisions, and reporting.

Uses Google Workspace + Gemini to automate tasks like proposals and interview questions.

Uses Gemini to accelerate repetitive tasks; 96% of surveyed employees reported time savings.

Migrated to Google Cloud to meet compliance, reducing audit prep by 40%, security incident response by 50%, and cutting operational costs by 25%.

Agentic system automating real estate title & escrow workflows using Gemini 2.5 and Agent Development Kit, improving efficiency and customer service.

Uses Gemini in Workspace for speaker notes, brainstorming, research, and summaries; NotebookLM and audio generation used to create audio versions of reports.

Uses Gemini 2.5 Flash and Vertex AI to automate financial workflows for investment bankers and analysts. Reduced hallucination rates from 34.1% to 3.9% and scaled tokens per query 10x.

Built internal assistant RoshnAI using Gemini 1.5 Pro and Flash to derive insights from internal data.

Uses Gemini for cross-company collaboration on product design, cutting costs by 20–30%.

Built accounting automation on Google Cloud (Vertex AI, Gemini, GKE, Cloud SQL, Spanner) to automate monthly closing tasks and generate some production code via Gemini.

Uses Gemini to handle >80% of internal customer inquiries.

Uses Vertex AI to help finance/trading teams collaborate across asset classes.

Uses ML to simplify VAT tax assessment and management; improved performance 400%, helped 19,000 companies and spotted BRL 15M in overcharges.

Uses Gemini for Workspace to improve creativity and client deliverables, boosting efficiency and productivity.

Built Ester chat agent to extract information from estate planning documents like trusts and wills.

Deploying Agentspace for internal operations; also uses Apigee to scale generative AI via task-specific APIs and a RAG-based tool to retrieve policies, reducing query-resolution workflow by ~20%.

Migrating North American payment platform to Google Cloud with Security Command Center and Cloud Identity to reduce infrastructure costs and accelerate deployments.

Uses Gemini to help marketing brainstorm campaigns, reducing timelines by up to two weeks; ~40% of team uses Gemini daily and saves ~2 hours/week.

Built an AI prototype that generates advertising creative from text and image prompts.

Uses Veo to create culturally specific video advertising content rapidly and at lower cost/time than traditional production.

Reports developers using Gemini Code Assist gain at least 10.5 hours/month on average.

Uses Code Assist to improve developer efficiency with security and compliance features.

Uses Gemini with AppSheet to let less technical users build intelligent apps quickly.

Built Ticket-to-Code Writer with Gemini 1.5 Pro to convert bug tickets to actionable code.

Uses Gemini Code Assist and Cloud Assist to boost engineering productivity; rapid user adoption after launch.

Integrates Gemini with Google Sheets to provide analysts with fast access to formulas and reduce routine work.

Uses DataStax Astra DB + Gemini on Google Cloud to process complex financial data, reduce fraud by >90%, and shorten analytics time from weeks to minutes.

Uses Gemini to automate categorization and built Graphene on BigQuery to scale premiums from £15M to £300M and reduce processing from days to hours.

Uses Cloud SQL + Gemini to power an AI wizard that builds financial models in ~5 minutes.

Manages 500M+ daily transactions with Databricks, BigQuery, and Gemini; increased processing capacity 10x; processes 100,000 TPS on Google Cloud.

Uses Vertex AI document management to optimize trust authorization reviews from one week to less than two hours.

Uses Google's AI Hypercomputer and TPUs for market data modeling and training.

Building a cloud-based commodities trading platform with integrated AI tools to enable deeper insights and smarter trades.

Developing AI-driven accounting tools for startups and small businesses.

Leverages Looker and Gemini models to explore novel payment data use cases and improve customer engagement.

Transforms unstructured public filings into standardized data in minutes for investors.

Uses Vertex AI to build Nebula, a document intelligence app that supports funding disbursement in as little as 24 hours and generated $22M via a self-serve portal.

Built a model evaluation pipeline on Vertex AI for quick model evaluation and deployment.

Migrated to Google Cloud to handle 1M+ daily transactions and reduce costs by 40–60%, eliminating downtime.

Uses Gemini to categorize info automatically and improved data flows by 200%.

Built a Democratic Data Lab to democratize data access for risk management and other departments.

Created an AI-based risk model to better predict payment behavior and facilitate access to working capital.

Uses Vertex AI to scale ML experimentation for 300+ data scientists; reduced income-verification time from days to seconds and launched 18 GenAI systems.

Uses Vertex AI and GKE for KYB compliance via NLP; improved productivity 30x and sped onboarding.

Uses predictive AI to clean and unify data, enabling gen AI tools in Vertex AI to draw clearer insights.

Uses Vertex AI, BigQuery, Cloud Run to enrich datasets for climate risk insights across ~1M asset locations.

Uses Dataplex and BigQuery to automate data quality management—delivers daily insights and reduced rule implementation time by a third.

Uses Vertex AI to automate document verification for mortgages, aiming to increase first-time-complete applications from 30–40% to 90%.

Uses Dataflow, Spanner, Vertex AI, and Gemini 2.5 Flash to cut AI modeling time and reduce hallucinations.

Uses Google Cloud AI and geospatial data to enrich transactional data; 40% accuracy improvement and scale to 2.1B monthly transactions.

Developed an AI analysis model to better understand customer needs and improve satisfaction.

Provides an AI-driven property platform for real-time property-data retrieval and site identification.

Uses generative AI + MongoDB to extract data from financial documents, processing thousands of brokerage statements in minutes.

Uses Vertex AI to improve a hedging model and reduce processing time from 48 hours to 2 hours per trade, improving returns substantially.

Uses DataStax Astra DB + Gemini for real-time financial insights at scale and 90% faster response times.

Detects and manages fraud in real time using Vertex AI, GKE, and GitLab.

Uses Gemini in Security to accelerate writing threat detections from hours to seconds.

Uses Google SecOps to detect, investigate, and respond to security threats faster and more accurately.

Uses Google Cloud AI for suspicious activity detection and AML; early adopter of Anti Money Laundering AI.

Integrates internal intelligence into Google SecOps to prioritize and respond to threats.

Uses Google Cloud infrastructure and AI for anti-fraud and credit analysis; posted strong financial growth and customer expansion.

Uses AI to enhance online security, tailor products, and predict software malfunctions.

Uses Security Command Center to centralize AI security threat monitoring with other cloud findings.

Uses Gemini in Security Operations to summarize threats and accelerate detection & response.

Builds AI solutions to combat fraud in documents and workflows, speeding background checks, reducing fraud losses, and accelerating underwriting/claims.

Built an AI solution on GKE, Vertex AI, and Gemini for unified data lakes for AML compliance and lead scoring; supports 1M+ daily users with 99.9% uptime.