Case Study: a large, multinational financial services company boosts securities lending revenue with C3.ai

a large, multinational financial services company boosts hard-to-borrow approvals 40% with C3.ai

The customer, a large multinational financial services company, faced a challenge in its securities lending brokerage services. Its existing rules-based software and manual processes were unable to handle the high uncertainty in the market, causing them to routinely reject tens of thousands of profitable securities lending opportunities and making them less competitive. To address this, they implemented the C3 AI Securities Lending Optimization application, a SaaS solution built on the C3 AI Platform.

Using the C3 AI Platform, the solution quantified uncertainties with machine learning models trained on two years of historical data. This enabled the bank to automatically approve more client requests. The results were significant: a 98% reduction in manual review, a 40% increase in approved profitable requests for hard-to-borrow securities, and a $25 million increase in annual revenue, demonstrating the powerful impact of the C3.ai solution.