Tag: agentic AI financial services
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Agentic AI in Regulated Industries: Case Studies Proving Skeptics Wrong
The ABA Banking Journal recently reported on the broader shift now underway across financial services, from Anthropic’s ten ready-to-run agent templates for pitchbooks, KYC screening, and month-end close, to a major wealth management firm’s advisor note-taking agent, to another wealth management firm rolling out its own operations agent enterprise-wide. That firm was careful to note…