Data & Analytics

No reviewed outcome evidence is attached to this theme. That is a gap in review, not evidence of no activity.

• Cross-portfolio procurement intelligence for value creation and diligenceApolloApollo's central AI system compares portfolio-company purchase contracts and invoices to establish price benchmarks, also supporting diligence on future investments.Scaled · reported stage
• LuLu cross-department financial analyticsCU WestGenAI aggregates data and generates peer reports for finance, marketing and other departments.Scaled · reported stage
• dbLumina document analysis and research assistantDeutsche BankAnswers questions over complex documents with checkable citations.Scaled · reported stage
• Workspace Deep Research agentLSEGCoordinates research across financial time series, estimates, filings and news, returning sourced analysis.Scaled · reported stage
• Workspace AI SearchLSEGNatural-language research over structured and unstructured financial data.Scaled · reported stage
• Citrus AI Suite document and conversation processingAbsaAbsa's data chief describes document intelligence, voice transcription and classification for extracting information from documents, emails and customer conversations.Production · reported stage
• AIA standardized provider cost analyticsAIAAI/ML normalizes invoices and admissions for provider-cost comparisons, network selection and negotiations.Production · reported stage
• LuLu lending data consolidationAll InGenAI combines fragmented data for faster lending and management reports.Production · reported stage
• Amgen trial-site selection and recruitment forecastingAmgenMachine learning combines protocol, historical recruitment and real-world data to help study teams select trial sites.Production · reported stage
• Aon commercial placement and submission intelligenceAonLLMs and predictive analytics structure submissions and surface pricing, carrier appetite and placement insights.Production · reported stage
• AI-Powered Earnings Call SummariesBloombergSummarizes calls with transcript links and relevant financial context.Production · reported stage
• ASKB conversational financial researchBloombergCoordinates financial-data and research agents with source attribution and visible query code.Production · reported stage
• Document Search financial text retrievalBloombergUses NLP to search company and industry documents.Production · reported stage
• Carrefour internal data-platform and SQL support assistantCarrefourCarrefour's data-platform team deployed a RAG assistant in Google Chat for technical and SQL-related support questions.Production · reported stage
• AVALIA expands analysis coverage of customer-service conversationsCNP Seguros Holding BrasilVendor case reporting describes CNP's AI analysis of service conversations, developed with Compass UOL, AWS and CNP's AI/data team.Production · reported stage
• Continental Finance credit-model data preparationContinental FinanceContinental Finance's chief data scientist describes using Experian Assistant for data preparation and generated code in model building.Production · reported stage
• Foncier innovant aerial-image property discrepancy reviewDGFiPAI extracts building and pool outlines from aerial imagery and compares property information; agents confirm newly detected features before cadastral updates.Production · reported stage
• Agora natural-language prudential-data accessECBSupervisors can query prudential data through an AI conversational interface.Production · reported stage
• GABI supervisory regression-model generationECBGABI generates and optimises regression models for supervisors, with human model checks.Production · reported stage
• Experian credit-model development assistanceExperianExperian launched its GenAI assistant for data exploration, code generation and model development, and reports internal team use.Production · reported stage
• Manufacturer Sentiment AnalysisFederal ReserveNLP converts manufacturing survey responses into sentiment time series.Production · reported stage
• Money-market fund issuer classificationFederal ReserveNLP identifies likely issuers of securities in money-market fund portfolios.Production · reported stage
• Supply Chain EstimationsFederal ReserveNLP extracts bottleneck sentiment from Beige Book material.Production · reported stage
• Economic Trend ModelingFederal ReservePredictive models estimate economic-event probabilities as additional analytical inputs.Production · reported stage
• LuLu strategic lending and peer analysisGreat Basin FCULeadership uses AI to answer strategic questions and compare peer performance.Production · reported stage
• Entity resolution for governed customer and counterparty dataHSBCHSBC deployed AI/ML entity resolution to join internal and external datasets into a reusable customer and counterparty data foundation, supporting financial-crime investigations and customer analysis.Production · reported stage
• AI extraction and validation of fixed-income reference dataICEExtracts bond reference information with confidence-based manual escalation.Production · reported stage
• Earnings-call sentiment scores for investment researchInvescoInvesco developed NLP/ML scoring of earnings-call sections and quarter-on-quarter sentiment changes to inform equity research.Production · reported stage
• Vertex AI platform for bank model developmentLloyds Banking GroupCentral ML and GenAI platform supports bank data scientists developing and deploying use cases.Production · reported stage
• Moody’s credit-research synthesisMoody’sMoody's launched a GenAI tool synthesizing credit research, ratings and data for analytical queries through CreditView.Production · reported stage
• AskResearchGPT for institutional research and client preparationMorgan StanleySynthesizes proprietary research for investment banking, sales, trading and research staff, with source-linked email drafting.Production · reported stage
• LuLu lending analytics and audit supportNatcoAI consolidates peer data and supports underwriting-policy audits and at-risk loan analysis.Production · reported stage
• Predictive Call Report validationNCUAPredicted reporting-item ranges flag discrepancies for credit-union review.Production · reported stage
• NHCS retrospective case-note extractionNHCSNHCS uses Pair to extract structured comorbidity information from discharge summaries for a retrospective operational audit.Production · reported stage
• Generative AI research-report summarizationNomuraNomura lists generation of research-report summaries as a production generative-AI use case available company-wide in Japan. The issuer distinguishes this from separate pitch-book, P&L-commentary and presentation-generation workflows.Production · reported stage
• Pfizer clinical-data review and reconciliationPfizerPfizer used SDQ to automate trial-data review and expanded its agreement to extend the workflow across its study portfolio.Production · reported stage
• ChatPwC API maturity assessment for consulting engagementsPwC AfricaPwC Africa's consulting team built a ChatPwC tool assessing client APIs against OpenAPI and domain principles, cross-checking model outputs and presenting a dashboard.Production · reported stage
• Lumina enterprise data and AI developmentRBCPlatform unifies data and provides governed environments for training and running AI models.Production · reported stage
• Capital IQ Pro ChatIQ research and document intelligenceS&P GlobalSupports cited multidocument research and financial-data analysis; newer modeling and presentation features remain within the product family.Production · reported stage
• Joule Work for executive preparation and internal knowledge workSAPIn a conference transcript, SAP's CEO describes using Joule Work to assemble analyst estimates, investor sentiment and concerns alongside his internal forecast for conference preparation. He also discusses internal rollout in finance and HR.Production · reported stage
• Internal GTM assistant over customer data and enterprise knowledgeSnowflakeSnowflake's data team built an assistant used by sales and marketing staff for customer data, competitive intelligence and go-to-market knowledge, including custom SQL and customer-profile lookups.Production · reported stage
• LuLu post-merger and acquisition analyticsStagePoint FCUAI insights support portfolio monitoring after mergers and evaluation of acquisition opportunities.Production · reported stage
• Cross-border payment data analyticsStandard BankEntelect describes a delivered Standard Bank solution consolidating cross-border payment data for customer, revenue and corridor insights, with Azure ML supporting predictive analytics.Production · reported stage
• Alpha AI data-quality anomaly detectionState StreetState Street uses deep-learning models to flag anomalous portfolio market values for analyst investigation, supporting Alpha's investment-data validation.Production · reported stage
• AI payment authorization and retry optimizationStripeStripe uses AI to decide which declined transactions to retry and combines this with authorization-message, formatting and payment-network optimizations to improve merchant acceptance.Production · reported stage
• NLP investment research on filings and earnings callsT. Rowe PriceT. Rowe Price developed NLP tools to analyze SEC filings and identify ESG themes in earnings-call transcripts, augmenting its investment professionals.Production · reported stage
• Factory workers develop and deploy models through Toyota's AI PlatformToyotaToyota's production digital-transformation author reports completing an internal platform in 2024 that lets factory-floor staff create and deploy machine-learning models through web applications linked to manufacturing equipment and hybrid cloud infrastructure.Production · reported stage
• TransUnion internal credit-analytics orchestrationTransUnionTransUnion's Gemini-based agent converts analytical prompts into steps and code using credit metadata and permissioned data access.Production · reported stage
• Daita IQ metadata discoveryUOBAI enriches metadata to improve enterprise data discovery and governance.Production · reported stage
• AI-personalized retirement participant nudgesVanguardVanguard's workplace personalization engine evaluates participant data to deliver AI-supported next-action messages tailored to retirement-saving journeys.Production · reported stage
• Employee beta of Acrobat AI document comprehensionAdobeAdobe employees used an internal beta to navigate long PDFs and synthesize material for reports and email. An employee advisory board across business functions helped identify use-specific usability issues.Pilot · reported stage
• Proactive merchant operations assistantBlock / SquareIn open beta, Managerbot analyzes merchant performance and proposes operational actions. Named cafe and winery operators describe use; every executed action requires seller approval.Pilot · reported stage
• Moderna clinical-development analysis assistant pilotModernaThe GPT pilot assists a clinical study team with data analysis, visualizations and referenced rationale for dose discussions.Pilot · reported stage
• Contact-center client feedback summarizationBank of AmericaBank of America describes a GenAI capability, among deployments underway, designed to summarize call recordings and capture client feedback.Announced · reported stage
• Neo high-frequency economic-indicator researchBISBIS and Swiss National Bank are experimenting with alternative datasets and machine learning for economic indicators and forecasting.Not assessed · reported stage
• AI-Driven ESG ScoringBlackRockBlackRock uses AI and NLP to analyze unstructured ESG data from corporate disclosures, news sources, and alternative data sets. The system generates proprietary ESG scores that inform investment decisions across BlackRock's sustainable investing strategies.Not assessed · legacy label
• Company-visit intelligence extractionBoEA bespoke tool is being built to help Bank Agents extract insights from company visits.Announced · reported stage
• Brown & Brown AI knowledge and insurance-decision ecosystemBrown & BrownAnnounced knowledge and business-intelligence tools connect insurance data and specialist knowledge for broker teams.Announced · reported stage
• Goldman Sachs AI Knowledge ManagementGoldman SachsGoldman Sachs uses AI-powered knowledge management tools to organize, search, and surface relevant institutional knowledge across the firm. The system enables employees to find internal research, policies, and best practices through natural language search capabilities.Not assessed · legacy label
• AI Equity Research SummarizationGoldman SachsGoldman Sachs employs NLP models to summarize equity research reports, earnings calls, and financial filings. The system distills lengthy documents into concise insights, enabling analysts and traders to process information more efficiently across global markets.Not assessed · legacy label
• Actuarial analysis and modelling assistancePBGCPlanned GenAI supports actuarial research, reporting and projection-model code.Announced · reported stage
• Synthetic test-data generationPBGCPlanned GenAI creates non-production system-test data while protecting sensitive information.Announced · reported stage
• Truist Client Pulse feedback analyticsTruistAI aggregates conversation feedback for client-behavior and service trend analysis.Announced · reported stage
• NLP for Alternative Data ProcessingTwo SigmaTwo Sigma uses NLP to process and extract insights from vast volumes of alternative data sources including news articles, patent filings, satellite imagery metadata, and social media. The processed data feeds into the firm's quantitative models for alpha generation.Not assessed · legacy label
• AI-Driven ESG Data AnalysisUBSUBS is piloting AI tools to analyze and score environmental, social, and governance data from diverse unstructured sources. The system processes sustainability reports, news articles, and regulatory filings to generate ESG insights for portfolio construction and client advisory.Not assessed · legacy label
• Wells Fargo AI Data Quality ManagementWells FargoWells Fargo employs AI to improve data quality across its enterprise data infrastructure. Machine learning models detect data anomalies, identify inconsistencies, and automate data cleansing processes to ensure reliable data for analytics, risk management, and regulatory reporting.Not assessed · legacy label