GPTs for Vertical Business Cases Qorus-Infosys Finacle Banking Innovation Awards 2024

Euromobiliare SGR has integrated OpenAI's GPT models through the Workspace for Teams subscription to enhance specific business segments. The primary objective is to promote direct and immediate collaboration between generative AI models and end users, implementing Proof of Concepts (PoCs) to optimize processes, improve decision-making, and increase operational efficiency in various business areas.

Our commitment to staying ahead in the competitive financial sector drives our adoption of generative AI models. Integrating advanced AI tools helps us achieve operational excellence and provides superior service offerings. While many financial institutions explore AI, our bespoke implementation of custom GPT models tailored to specific business functions sets us apart. Our focus on direct AI-user collaboration ensures practical, impactful solutions that address real-world challenges.

The rapid advancements in AI technology and OpenAI's demonstrated success in transforming business operations inspired us to adopt and customize these tools to meet our unique needs.

Departments Involved: - Research and Development - Data Engineering - ESG Analysis - Content Creation - Legal Affairs - Investment Research

Main Results So Far: Over a quarter of our firm now holds a professional license, demonstrating our commitment to cutting-edge skillsets. We have developed more than six custom GPT models, each tailored to a specific organizational area. Productivity in the investment research area has doubled, with research time halved. Marketing has significantly benefited from a customized assistant to manage communication campaigns. Legal analysis of contracts has seen substantial improvements, dramatically reducing the time required to perform document comparisons.