BNY Sales Uses OpenAI

Why It Matters

Embedding OpenAI at scale gives BNY Sales a decisive efficiency edge and reshapes client interactions, forcing rivals to accelerate their own AI adoption or risk falling behind.

Key Takeaways

• BNY Sales equips 50k staff with AI tools.
• AI cuts account‑plan creation time by 60% significantly.
• Automated templates deliver live, up‑to‑date client insights in real time.
• Partnership with OpenAI fuels development of agentic models.
• AI adoption boosts client engagement and future‑ready positioning.

Summary

BNY Sales announced a company‑wide rollout of OpenAI‑powered tools, embedding artificial intelligence across its more than 50,000 employees. The initiative is framed as a way to run the business more efficiently while delivering innovative, data‑driven solutions for financial‑services clients.

According to the presentation, AI has already slashed the time required to assemble client account plans by roughly 60 percent. A new template system automatically pulls the latest client data, market research, and regulatory updates into a living document that updates in real time. The partnership with OpenAI also supports the creation of advanced “agentic” models that can suggest next‑step conversations and tailor recommendations on the fly.

Executives highlighted that the technology feels like handing a pre‑filled brief to a relationship manager: “the most up‑to‑date information is already there,” they said. They added that clients respond positively when firms “embrace the old and are excited together about the future,” positioning AI as a core narrative in client engagements.

The rollout signals a broader shift in the financial‑services industry toward AI‑driven productivity and client service. By cutting manual research time and delivering continuously refreshed insights, BNY Sales aims to deepen client relationships, accelerate deal cycles, and set a benchmark for competitors seeking similar scale‑up of generative AI capabilities.

Original Description

See how AI gives teams more time for what matters most: BNY's clients. With deep research, advisors can cut planning time by 60% and use that time to deliver even more relevant and timely client experiences. Get the full story at https://openai.com/index/bny/