Financial institutions have spent decades automating front-office trading systems, risk engines, data pipelines, and compliance workflows—but left one surprisingly massive bottleneck untouched: documents. Pitch decks, investment memos, diligence packs, portfolio reports, Excel waterfalls, QA comment chains, and slide formatting marathons still dominate daily life for bankers, analysts, PE associates, and consultants.
The race to bring safe, compliant AI into banks just got a major jolt. Kasisto—the AI company best known for its banking-focused conversational and agentic automation—announced that its KAIgentic platform is now one of the first agentic systems integrated with Microsoft Agent 365, Microsoft’s emerging control layer for enterprise AI agents.
Uptiq.ai, a leader in AI infrastructure for financial services, has unveiled Uptiq Qore, an intelligent platform enabling banks, credit unions, wealth managers, and fintechs to build production-grade AI applications and agents in weeks, not months. The platform was introduced at Money20/20 USA in Las Vegas.
Behavox, the AI firm known for transforming enterprise data into actionable insights, has announced a $42 million investment in Google Cloud infrastructure and services as part of an expanded strategic partnership. The move underscores Behavox’s commitment to delivering cutting-edge AI solutions to some of the world’s largest financial services firms, including Bank of New York Mellon, J.P. Morgan, and Invesco.
