Generative AI Use Cases in Wealth and Asset Management with AWS Amazon Bedrock
Principal Financial Group and Athene, two financial services companies, pilot generative AI applications to accelerate decision-making and streamline operations in the wealth and asset management sector. Principal Financial uses Anthropic's Claude foundation model on Amazon Bedrock to power a generative AI call center post-call analytics system that generates summaries, insights, and sentiment analysis to help customer service agents improve performance. Athene piloted Amazon Bedrock Agents to automate mining and data mapping of legacy code documentation, reducing an 80-hour manual task to minutes, thus speeding understanding of data and logic. Both companies leverage AWS generative AI services including Amazon Bedrock, Amazon Bedrock Agents, Amazon CodeWhisperer, Amazon Q, and Amazon Transcribe to improve human decision-making, developer productivity, and customer service efficiency.
- Organization
- Principal Financial Group
- Industry
- Finance
- Location
- United States
- Published
- April 2024
Reported outcomes
Strategic outcomes
Why do we believe this deployment?Customer identity, provider attribution, maturity, and source checks
- Customer
- Principal Financial Group, Athene
- Provider
- AWS
- Maturity
- Production
- Linked source
- Celent
Legacy manual processes such as code documentation mining and data interpretation are time-consuming and hinder operational efficiency
Primary read
Use case focus
Showing 3 of 3
- 1Generative AI Agents
- 2Call Center Analytics
- 3Document Mining
- Need to accelerate investment research and decision-making with quick access to relevant data and insights.
- Legacy manual processes such as code documentation mining and data interpretation are time-consuming and hinder operational efficiency.
- Call centers seek to enhance customer service agent performance through post-call analytics and AI-driven insights.
- Principal Financial built a generative AI call center analytics tool using Anthropic's Claude model on Amazon Bedrock that analyzes call recordings to create summaries, sentiment analyses, and actionable insights for agents.
- Athene piloted generative AI agents on Amazon Bedrock to automate the mining of legacy code documentation and perform data mapping, enabling natural language queries for faster understanding.
- Both organizations leveraged AWS generative AI products like Amazon Bedrock Agents, Amazon CodeWhisperer, and Amazon Q to support human decision acceleration in investment analysis and coding.
- AWS technologies served as backend generative AI capabilities integrated with existing workflows to increase efficiency and reduce manual labor.
- Athene reduced an 80-hour manual process to minutes using generative AI agents.
- Principal Financial improved call center analysis, enabling agents to retrieve insights and recommendations in natural language quickly.
- The generative AI deployments enabled faster, more accurate human decision-making across investment research, customer service, and code understanding.
- AWS generative AI services fostered innovation and operational efficiencies within the wealth and asset management industry.
Sources & evidence1
- Customer explicitly identified
- Deployment status explicitly supported
- Technical implementation details available
The same organization appears in newer AI deployment evidence.
- Same organization re-documented as recently as 2026.
Measures whether this deployment's public evidence persists — not whether the system is still in production.
AI-generated summary. Verify important details with the linked sources before relying on this case.
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