Financial institutions use intelligent automation to optimize productivity, reduce costs, transform insights and increase customer engagement
To pursue greater operational efficiency, financial institutions use intelligent automation for loan origins, compliance and regulatory reporting, contract management, marketing, fraud detection, risk management, and many other features. Intelligent Automation combines traditional automation techniques with Generation AI (Genai), Machine Learning (ML), and Natural Language Processing (NLP).
What makes this technology transformative is the ability to go beyond decisions based on given rules and learn from the data it processes to make decisions without human intervention.
Intelligent Automation frees staff from routine and repetitive tasks such as data entry, financial reporting, and loan processing to focus on more value-added activities. It also reduces the need for financial institutions to hire additional staff.
NVIDIA Global Vice President – Malcolm Demayo, NVIDIA’s financial services industry, said, “One of the biggest and most pressing challenges of generative AI is cost-to-investment return. Banks make sure that data is stored, input is taken to the AI factory where data is stored, data is taken to the AI factory where data is stored, and output knows real-time intelligence.
There are many practical cases for these automated workflows, such as translation, content summary, data augmentation, and data analysis. These are three promising use cases for financial institutions.
Code Generation and Software Development Call Center Audio Transcription, Sentiment Analysis, Summary Document Processing
Code generation and software development
In the rapidly evolving landscape, financial institutions are under pressure to quickly bring their systems and products to the market. However, the software development lifecycle can be long and resource-intensive.
Intelligent Automation can speed up software development and make planning and design, code writing, testing, implementation and maintenance less labor intensive. It can also facilitate code refactoring that improves reliability and performance while maintaining functionality.
To address the challenges of traditional software development, financial institutions are increasingly turning to intelligent automation, with 44% currently planning to use or use it for code assist and software generation. (1)
Call Center Audio Transcription, Sentiment Analysis, Summary
Financial institutions are flooded with vast amounts of data from customer support to customer support, from call centre audio recordings to social media posts, to interactions with chatbots online and via mobile banking.
Analysis of customer interactions is extremely time-consuming and labor-intensive. Intelligent Automation transforms and transforms structured, unstructured, semi-structured content and consumption, analysis, and this information into insights. Intelligent Automation can also analyse customer sentiment and help financial institutions personalize customer interactions.
Data from customer interactions can help you create marketing content such as blog posts, customized training and educational materials, reports, social media updates, infographics, video scripts and more.
To align content with business needs, the generated AI model is augmented with internal data and uses Search Augmented Generation (RAG) to access and use your own data to inform you of content creation. This means that not only does AI create content, it also refers to specific data to ensure that the output is accurate and reliable. You can quickly and easily update your knowledge base to reflect new data and delete old information to ensure that the generated content remains accurate and up-to-date.
Document Processing
Financial institutions need to process huge amounts of documents containing huge amounts of data, including transaction records, regulatory filings, and loan records. Handling these documents takes time to manually, and standard automated document processing makes these tasks more manageable, but they are still inefficient.
These document processing challenges are why 53% of financial institutions plan to use or use generation AI for report generation, integration and investment research from 27% of the previous year.
Intelligent Automation can extract relevant information from documents and summarise the findings. These insights can be used by CSUITE for strategic decision-making and customer service agents to improve customers. For example, intelligent automation can speed up the origins and closure of mortgages by extracting relevant information from title searches, W-2 forms, bank statements, and sales agreements.
I make the most of my money
Intelligent Automation allows financial institutions to instantly extract practical knowledge from the vast stores of internal and external documents. It also speeds up the software development lifecycle, streamlines processes across your organization, and creates new content using your own data. To make the most of your intelligent automation investment, first identify the use cases that add the most value to your organization.
“Taking a ‘wait and see’ approach to adopting AI can prove to be extremely problematic,” Demayo shared. “If you don’t embrace this technology and invest today, the pace of innovation with generative AI is very fast. Your business can be disrupted.”
Powered by NVIDIA, Dell AI Factory can use Generated AI to accelerate time to intelligent automation, providing microservices that can be deployed immediately to enhance data configuration, search, and customize Generated AI models to suit your business needs.
About Nvidia’s Dell AI Factory
Dell Technologies and Nvidia leverage AI to help drive innovation and achieve business goals. With NVIDIA, Dell AI Factory is the industry’s first and only end-to-end enterprise AI solution* designed to accelerate AI adoption by offering integrated Dell and NVIDIA capabilities that allow you to accelerate AI-powered use cases, integrate data and workflows, design your own AI journey, and design repeatable eye journeys.
*Based on Dell Analysis in July 2024. Dell provides solutions using NVIDIA hardware and software to support AI workloads with AI-powered features and workstations.
(1) https://resources.nvidia.com/en-us-2025-fsi-survey/ai-financial-services
(2) https://resources.nvidia.com/en-us-2025-fsi-survey/ai-financial-services
(3) https://resources.nvidia.com/en-us-2025-fsi-survey/ai-financial-services
