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It drafts a structured note with the client's goals, circumstances, decisions and action items, and writes it into the CRM once the advisor has approved it.",[91,92],"wealth-and-asset-management","banking",[94,95,32],"sales","regulatory-compliance",[35,7,97,36],"agentic-workflow","front-office",6,[101,102,103,104,105,106],"Bank of America","Commerzbank","Morgan Stanley","Quilter","SEB","UniSuper",{"kpi":108,"label":109,"unit":49,"n":50,"nUpTo":19,"kind":51,"value":110,"qualifier":53,"claimant":84,"organization":105,"vendorReported":11},"productivity-gain","Productivity gain",15,{"slug":112,"title":113,"shortTitle":114,"definition":115,"status":28,"industries":116,"functions":119,"patterns":120,"audience":37,"autonomy":38,"adoptionStage":39,"evidenceCount":73,"publicEvidenceCount":73,"organizations":121,"bestGrade":45,"headline":127,"lastVerified":55,"indexable":11},"meeting-summarization-and-action-items","AI meeting summarization and action items","Meeting summaries and action items","AI that summarizes internal and operational meetings, such as team, project, board and case meetings: it transcribes an online or in person meeting with the participants' knowledge and produces a summary, decisions and action items with owners and dates for the organizer to check and share. It is the general purpose tool; client advice meetings and sales calls, which feed a regulated record or a sales pipeline, have their own pages.",[62,64,117,118],"technology","professional-services",[33,32],[35,7],[122,123,124,125,126],"U.S. Department of Labor","Ministry of Justice","Softcat","Trace3","Government Digital Service",null,{"slug":129,"title":130,"shortTitle":131,"definition":132,"status":28,"industries":133,"functions":135,"patterns":136,"audience":72,"autonomy":38,"adoptionStage":138,"segment":139,"evidenceCount":15,"publicEvidenceCount":15,"organizations":140,"bestGrade":143,"headline":127,"lastVerified":144,"indexable":11},"media-archive-metadata-tagging","AI metadata tagging and indexing for media archives","Media archive metadata tagging","AI that watches and listens to a broadcaster's or publisher's video and audio archive and generates rich, structured metadata, such as what is shown, who appears, spoken content, on screen text, logos and objects, so that content makers can find and reuse footage through natural language search instead of relying on the sparse, inconsistent tags an archive accumulated by hand over decades.",[134],"media-and-entertainment",[33,32],[137,7,71],"computer-vision","early-adopters","content operations",[141,142],"Australian Broadcasting Corporation","Radiotelevisión Española (RTVE)","C","2026-09-28",{"slug":146,"title":147,"shortTitle":148,"definition":149,"status":28,"industries":150,"functions":154,"patterns":155,"audience":72,"autonomy":156,"adoptionStage":138,"evidenceCount":73,"publicEvidenceCount":73,"organizations":157,"bestGrade":143,"headline":163,"lastVerified":55,"indexable":11},"call-quality-and-compliance-monitoring","AI quality and compliance monitoring of every customer interaction","Call quality and compliance","Automated quality assurance that transcribes and scores every customer interaction, voice and chat, against the organization's own rubric, checking required disclosures and script adherence, flagging conduct and mis selling risk, and surfacing coaching opportunities, instead of the small sample a human QA team can review.",[62,92,151,152,153,63],"insurance","energy-and-utilities","telecommunications",[67,95,32],[7,71,35],"supervised-agent",[158,159,160,161,162],"British Gas","Central Bank","DoorDash","Oportun","VitalityHealth",{"kpi":164,"label":165,"unit":49,"n":50,"nUpTo":19,"kind":51,"value":166,"qualifier":167,"claimant":84,"organization":158,"vendorReported":11},"quality-score-uplift","Quality score uplift",10,"approximately",{"slug":169,"title":170,"shortTitle":171,"definition":172,"status":28,"industries":173,"functions":174,"patterns":175,"audience":37,"autonomy":38,"adoptionStage":138,"evidenceCount":176,"publicEvidenceCount":176,"organizations":177,"bestGrade":143,"headline":182,"lastVerified":55,"indexable":11},"sales-call-coaching-and-crm-update","AI sales call coaching and CRM update","Sales call coaching and CRM update","AI for sales teams that analyses sales calls and meetings against the team's own sales method to coach sellers and their managers, and writes the call summary, next steps and opportunity updates into the CRM for the seller to confirm. Its purpose is winning deals and building selling skill, not the regulated advice record or general meeting notes.",[62,153,65,151],[94],[7,35,36],4,[178,179,180,181],"Hughes Network Systems","Lumen Technologies","Sandvik Coromant","Zurich Insurance Group",{"kpi":183,"label":184,"unit":185,"n":50,"nUpTo":50,"kind":51,"value":40,"qualifier":53,"claimant":54,"organization":180,"vendorReported":10},"time-saved-per-task","Time saved per task","minutes",{"slug":187,"title":188,"shortTitle":189,"definition":190,"status":28,"industries":191,"functions":192,"patterns":194,"audience":37,"autonomy":197,"adoptionStage":138,"evidenceCount":40,"publicEvidenceCount":40,"organizations":198,"bestGrade":45,"headline":127,"lastVerified":55,"indexable":11},"emergency-call-triage-support","AI support for emergency call triage (112 and 911)","Emergency call triage support","AI that supports emergency call takers and dispatchers during 112 and 911 calls, with live transcription, translation, summaries, location cues and alerts for critical conditions such as cardiac arrest, while the call taker keeps every triage and dispatch decision.",[64,30],[193,32],"citizen-services",[7,195,35,196],"translation","prediction-and-scoring","assist",[199,200,201],"Baltimore City 911 (Emergency Communications)","Copenhagen Emergency Medical Services","Galt Police Department",{"slug":203,"title":204,"shortTitle":205,"definition":206,"status":28,"industries":207,"functions":209,"patterns":210,"audience":72,"autonomy":38,"adoptionStage":39,"evidenceCount":99,"publicEvidenceCount":73,"organizations":211,"bestGrade":143,"headline":217,"lastVerified":221,"indexable":11},"audio-and-video-transcription-and-captioning","AI transcription, subtitles and captions for audio and video","Transcription and captioning","AI that transcribes recorded audio and video, such as podcasts, broadcasts, lessons, interviews and hearings, in several languages, separates the speakers and produces timed transcripts, subtitles and captions for a human editor to check, delivered as files for publishing or the archive.",[134,208,62],"education",[32,33],[7,195,36],[212,213,214,215,216],"Ateme","Comeen","Pacers Sports & Entertainment","Sveriges Television (SVT)","Warner Bros. Discovery",{"kpi":218,"label":219,"unit":49,"n":50,"nUpTo":19,"kind":51,"value":220,"qualifier":53,"claimant":84,"organization":216,"vendorReported":11},"cost-reduction","Cost reduction",50,"2026-09-26",{"slug":223,"title":224,"shortTitle":225,"definition":226,"status":28,"industries":227,"functions":228,"patterns":229,"audience":232,"autonomy":38,"adoptionStage":138,"evidenceCount":233,"publicEvidenceCount":233,"organizations":234,"bestGrade":45,"headline":127,"lastVerified":221,"indexable":11},"public-service-translation","AI translation and interpretation for multilingual public services","Public service translation","AI that translates government content, documents and conversations between officials and the public, in writing and in real time speech, so people can use public services in their own language, with human translators and interpreters reviewing what carries legal or safety weight.",[64],[193,67,32],[195,230,7,231],"conversational-agent","document-processing","customer-facing",8,[199,235,236,237,238,239,240,241],"Delaware County","European Commission","Federal Emergency Management Agency","Internal Revenue Service","Madrid Destino","Montgomery County Government","U.S. Department of State (Bureau of Consular Affairs)",{"slug":243,"title":244,"shortTitle":245,"definition":246,"status":28,"industries":247,"functions":248,"patterns":249,"audience":37,"autonomy":197,"adoptionStage":39,"evidenceCount":251,"publicEvidenceCount":73,"organizations":252,"bestGrade":45,"headline":256,"lastVerified":55,"indexable":11},"live-agent-assist","Real time AI assist for contact centre agents","Live agent assist","A real time copilot for human contact centre agents during a live call or chat: it transcribes the conversation as it happens, surfaces the relevant knowledge and next step, drafts responses, and writes the after call summary and CRM notes, while the agent stays in control of what is said and done.",[62,92,151,153,30,63,117],[67,32],[7,250,35,36],"rag-knowledge-assistant",7,[253,254,161,105,255],"DBS Bank","Definity","SIGNAL IDUNA",{"kpi":108,"label":109,"unit":49,"n":15,"nUpTo":19,"kind":51,"value":110,"qualifier":53,"claimant":84,"organization":254,"vendorReported":11},[258,273,284],{"kpi":183,"label":184,"unit":185,"aggregate":11,"higherIsBetter":11,"n":40,"nUpTo":50,"median":259,"min":40,"max":260,"byClaimant":261,"vendorOnly":10,"points":262},3.5,30,{"organization":15,"vendor":50,"regulator":19,"independent":19},[263,267,269,271],{"evidenceId":264,"organization":179,"value":265,"qualifier":266,"claimant":84,"grade":143,"pooled":10},"lumen-copilot-sales-account-research",225,"up-to",{"evidenceId":268,"organization":106,"value":260,"qualifier":167,"claimant":84,"grade":143,"pooled":11},"unisuper-copilot-advice-file-notes",{"evidenceId":270,"organization":254,"value":259,"qualifier":53,"claimant":54,"grade":143,"pooled":11},"definity-contact-centre-agent-assist",{"evidenceId":272,"organization":180,"value":40,"qualifier":53,"claimant":54,"grade":143,"pooled":11},"sandvik-coromant-copilot-for-sales",{"kpi":218,"label":219,"unit":49,"aggregate":11,"higherIsBetter":11,"n":40,"nUpTo":19,"median":274,"min":220,"max":275,"byClaimant":276,"vendorOnly":11,"points":277},90,95,{"organization":19,"vendor":40,"regulator":19,"independent":19},[278,280,282],{"evidenceId":279,"organization":78,"value":275,"qualifier":167,"claimant":84,"grade":143,"pooled":11},"sbf-group-nps-feedback-analysis",{"evidenceId":281,"organization":178,"value":274,"qualifier":53,"claimant":84,"grade":143,"pooled":11},"hughes-sales-call-auditing",{"evidenceId":283,"organization":216,"value":220,"qualifier":53,"claimant":84,"grade":143,"pooled":11},"warner-bros-discovery-ai-captioning-tool",{"kpi":108,"label":109,"unit":49,"aggregate":11,"higherIsBetter":11,"n":40,"nUpTo":19,"median":110,"min":285,"max":110,"byClaimant":286,"vendorOnly":10,"points":287},13.4,{"organization":50,"vendor":15,"regulator":19,"independent":19},[288,289,291],{"evidenceId":270,"organization":254,"value":110,"qualifier":53,"claimant":84,"grade":143,"pooled":11},{"evidenceId":290,"organization":105,"value":110,"qualifier":53,"claimant":84,"grade":143,"pooled":11},"seb-wealth-advisor-agent-assist",{"evidenceId":292,"organization":42,"value":285,"qualifier":53,"claimant":54,"grade":45,"pooled":11},"great-ormond-street-hospital-ai-scribe-trial",[294,296,298,300,302,304,306,308],{"id":62,"label":295,"count":99},"Cross 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