Financial

🟢 Smarter AI Tools 🟢

✅ Lower Overhead ✅ Lower TCO ✅ FULLY Secure ✅ Working Software 🚫 NO useless features

💢 TAKE CONTROL ✨ YOUR AGENTS 🔥 YOUR TERMS 🛡️ AI FOR HUMANS

Perspective:

• Everyone’s talking about AI in finance. Here’s what I’m seeing on the ground.

• Short term: there are no silver bullets in finance unless we fix the basics.

• A chatbot summarizing emails or recording meetings isn’t transformation.

• Long term: the hype is real. The upside is enormous.

• Finance teams spend at least 40% of their time cleansing data.

• We can’t get perfect data overnight. We start with what you have.

• Focus on using agents to find anomalies and perform reconciliations.

• Today’s business cases have poor short-term ROIs.

• Team up with your business partners. Our challenges are similar.

• Compliance and Audit Committee approvals are hard. Find your best people to work on development before you move to production.

• Don’t let perfection be the enemy of the good. Just start.

• Give your teams access to the tools. Let them figure out where to focus.

• Prompting is the foundation. Run “promptathons” to let your best people roll and your new learners, learn.

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Specific Use-Cases:

• (In fact, over 80% of banks now use AI agents to support some part of their operations, from customer onboarding to internal fraud monitoring.)

• If your business provides financial services, then there are tons of AI agents use cases for you to consider today.

• Here are a few good examples:

1. Fraud Detection:

• To help avoid fraud, AI agents can detect strange patterns in transaction data. They do this by analyzing vast amounts of transactional data work that could take humans countless hours and quickly flagging unusual or suspicious transactions for review.

1. Personalized Banking:

• This involves customizing banking services, products, and experiences to each customer’s needs and preferences. Since AI agents can learn from past experiences, they’re more likely to provide tailored user experiences, which, in turn, can increase client happiness and loyalty.

1. Compliance and regulations:

• New regulatory laws are being introduced almost every day. AI agents for business can help you stay on the good side of the law by automating regulatory checks and compliance.

1. Risk Management:

• AI agents for businesses help manage risks by collecting risk data from various sources to build a detailed risk assessment and analysis.

...and many more!