Marketing & Sales

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

• Intelligent Banking personalized customer nudgesDBS BankDBS uses predictive analytics and machine learning to turn customer data into personalized banking insights, reminders and relevant investment or product suggestions delivered through digital channels.Scaled · reported stage
• DHL prepares customer data and RFQ responses with GenAIDHLDHL Supply Chain reports internal tools that clean and initially analyze prospect data for Solutions Design and analyze customer requirements during proposal development. This is a linked presales design workflow built with BCG X.Scaled · reported stage
• L'Oréal brand-grounded marketing content generationL'OréalL'Oréal's internal platform generates marketing media with brand context and states that thousands of employees use it.Scaled · reported stage
• Vodafone AI customer value management and campaign analysisVodafoneVodafone reports AI customer-value models across Europe and initial agentic campaign-analysis applications in Germany.Scaled · reported stage
• Zalando AI-generated product marketing contentZalandoZalando reports that AI-generated product content became a major part of its marketing production during 2025.Scaled · reported stage
• AIA China agency development and customer engagement assistanceAIAThe assistant supports agent development, customer engagement recommendations and team-performance insights.Production · reported stage
• AI-generated demo environments and browser user simulationsAmplitudeAmplitude builds prospect-specific demo sites and uses Stagehand to simulate user journeys, inserting event and session data. Sales engineers request custom demos through Slack and receive environments illustrating their prospect's workflows.Production · reported stage
• Business and commercial banking meeting preparationBank of AmericaAI drafts and standardizes client meeting materials.Production · reported stage
• AskGPS treasury-sales knowledge assistantBank of AmericaInternal GenAI answers treasury client questions for sales and service staff.Production · reported stage
• Real-time app product recommendationsBBVAML combines customer data and features to personalize commercial offers and timing.Production · reported stage
• Debit-card demand predictionBCAAI uses transaction patterns to identify branch customers' debit-card needs.Production · reported stage
• Box AI agents for prospect research and sales coachingBoxBox's December 2025 earnings remarks describe internal agents that research prospect needs, recommend use cases from historical win/loss information, coach representatives and suggest customer-adoption materials.Production · reported stage
• Mobile card product comparison agentCaixaBankCustomers compare cards, ask questions and receive product recommendations in-app.Production · reported stage
• Chat Concierge dealer-site car shopping and appointment bookingCapital OneA Llama-based multi-agent system compares vehicles and schedules dealership appointments using customer preferences.Production · reported stage
• Retail relationship-manager targetingCCBCombines customer profiles with financial LLM analysis to support relevant product matching and outreach.Production · reported stage
• Machine-learning client and household marketing targetingCharles SchwabCharles Schwab uses statistical models and machine learning to evaluate clients and households, identify relevant solutions and improve message timing. Its May 2024 investor presentation describes this as an existing marketing-targeting capability.Production · reported stage
• CRTeX next-best-action client insightsCIBCReal-time insights suggest next steps for advisor-client conversations.Production · reported stage
• Expedia machine-learning search personalizationExpedia GroupExpedia reports launching an ML engine that adapts travel search results to traveler preferences.Production · reported stage
• Intelligence Hub supports U.S. wealth distributionFranklin TempletonUnifies product, market and client information; AI workflows prepare meetings, generate lists and prioritize distribution opportunities through Dynamics 365.Production · reported stage
• FWD Philippines agent sales assistanceFWDFWD reports a digitally enabled agency platform and agent AI assistant.Production · reported stage
• HDFC ERGO Here and 1Up personalized guidanceHDFC ERGOAI models and GenAI deliver personalized guidance, nudges and prompts through customer and partner apps.Production · reported stage
• HDFC Life digital sales assistanceHDFC LifeAgentic assistance supports recommendations, quotations and application tracking.Production · reported stage
• ICICI Prudential renewal and complaint propensity modelsICICI Prudential LifeModels identify likely non-renewal and complaint risks for servicing intervention.Production · reported stage
• Persado Message Machine marketing copyJPMorgan ChaseChase used Persado to revise Card and Mortgage marketing messages, then announced enterprise expansion after its pilot.Production · reported stage
• Klarna AI marketing imagery and copyKlarnaKlarna uses generative image tools and its Copy Assistant in marketing production, with brand, quality and legal checks.Production · reported stage
• Company Intelligence meeting preparationLSEGWorkspace agent assembles relevant company information for meeting preparation.Production · reported stage
• Generative AI call-report summaries for relationship managersMashreqMashreq introduced a generative AI tool summarizing call reports and supplying relationship managers with insights for client engagement and opportunities.Production · reported stage
• MetLife One Korea product and service recommendationsMetLifeThe Korean app uses AI to tailor product and service recommendations for customers and agents.Production · reported stage
• Customer Brain next-best actionNABEngagement engine selects customer-relevant service prompts, retention options and offers across channels.Production · reported stage
• AI cross-sell and upsell lead creationNedbankNedbank's 2023 presentation lists AI-generated cross-sell and upsell leads.Production · reported stage
• AI mobile recommendationsOCBCDelivers personalised financial-management recommendations through mobile banking.Production · reported stage
• Merchant lifecycle targeting and retentionPaytmPaytm uses AI-driven merchant insights for segmentation, cross-selling and retention.Production · reported stage
• Predictive CRM recommendationsPKO Bank PolskiML recommends relevant products and personalized offers within CRM.Production · reported stage
• Sales opportunity and next-best-action identificationRaiffeisen SwitzerlandML identifies commercial opportunities and next actions.Production · reported stage
• Avion Rewards offer personalizationRBCA transaction foundation model selects loyalty offers appropriate to members.Production · reported stage
• Sanlam ML sales and retention leadsSanlamTeams use machine learning to qualify sales and retention leads.Production · reported stage
• Management dialogue supporting branch operating plans and progress reviewThe Chiba BankChiba introduced the AI assistant Minna no Sanbo in its sales-management function. Branch and headquarters managers use dialogue to organize issues, consider initiatives, create operating plans and review progress.Production · reported stage
• STAAT advisor opportunity alerts and meeting preparationUBSUBS uses machine learning to flag changing client liquidity needs and life events; its advisor workflow also generates pre-meeting briefings.Production · reported stage
• Credit-card application follow-up voice agentVIBVoice agent calls abandoned applicants, answers questions and completes applications with human escalation.Production · reported stage
• WeBank AI advertising allocation and personalizationWeBankWeBank reports deployed AI marketing linking advertising platforms, real-time exposure data and customer segments for bidding and acquisition.Production · reported stage
• Intelligent Banker Book customer meeting preparationWells FargoAI combines customer information into banker meeting summaries.Production · reported stage
• Client-Ready Article Summaries for advisor communicationsVanguardProduces adaptable market-article summaries and accompanying disclosures for advisors to share with clients.Pilot · reported stage
• TD AI Prism personalized marketingTD Bank GroupPredictive foundation model anticipates customer needs to tailor marketing.Announced · reported stage
• Digital and branch offer personalizationTruistAI-driven analytics tailor real-time marketing offers across customer channels.Not assessed · reported stage