LTM vs LLM: The Essential Guide for Financial Services Leaders

Large Tabular Models

Here’s a clear explanation, grounded for financials services practitioners, of what an LTM (Large Tabular Model) is and how it differs from the development path of LLMs for tables and Gen‑AI so far.   What is an LTM? An LTM (Large Tabular Model) is a type of AI foundation model designed specifically for structured data,…

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Agentic Automation in Financial Services: Why Orchestration Is the Real Challenge

Agentic orchestration

Agentic AI—systems where autonomous agents handle tasks—has generated huge excitement. But the biggest obstacle isn’t what most people expect. It’s not about reasoning power, speed, or access to tools. The real bottleneck is orchestration: how we coordinate multiple agents to work together effectively. What’s Wrong with Current Approaches? Most teams use simple strategies like: Serial…

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Shadow Agentic AI: Rethinking Transformation in Investment Management

Shadow Agentic AI transforming investment workflows

Transformation and Change Management The investment management industry has long been under pressure to evolve. Fee compression, rising operational costs, and increasing client expectations have driven firms to seek efficiencies through automation. This trend is not new—banking, financial services, and insurance (BFSI) have historically been early adopters of technological innovation. Yet, as the industry enters…

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What the Future Holds: From LLMs to AI Agents

Agentic AI

In 2024, we saw a dramatic shift in interest towards AI “agents” and, more generally, systems that allow domain expert humans and AI agents to work collaboratively towards a goal or automate the handling of incoming tasks. Despite having existed as a term in AI for decades (specifically reinforcement learning), “agent” has become a loosely…

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Agentic AI: The Next Wave of Artificial Intelligence

Agentic AI image

Technology trends often progress in waves, with each phase introducing incremental improvements that build upon the advancements of the previous one. However, once in a generation, a transformative change comes along that causes seismic shifts that impact far beyond the technology industry. The last time this happened was the displacement of traditional enterprise software with…

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