AI Innovations for Client Communication in Financial Services – September 2025 Newsletter

Google Gemini AI tools for finance. Meta WhatsApp AI for investment firms. Oracle GPT-5 integration for financial services. Claude AI assistant for financial advisors. DeepSeek open-source AI model Mistral Le Chat enterprise assistant OpenAI Morgan Stanley AI debrief

AI Innovations for Client Communication in under 5 minutes. A compelling read of the most recent product-related press releases from Google, Apple, Meta, Oracle, Anthropic, DeepSeek, Mistral, and OpenAI, with a focus on innovations relevant to investment management and client communication. Here at infin8 we remain agnostic to the choice(s) of LLM. We have capabilities…

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Break free from a single AI vendor

Break Free: Why Your AI Strategy Needs to be LLM-Agnostic Anthropic, DeepSeek, Open-AI, Meta, Google and Microsoft have all made AI releases this month. Again. Whilst these developments certainly represent progress, they highlight a critical concern for forward-thinking organisations: the risk of vendor lock-in. When you build your knowledge bases, workflows, and custom or over-hyped…

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Context Windows and Contextual Augmented Generation

Claude’s Memory Revolution: AI That Remembers You Imagine an AI that doesn’t just respond—it remembers. With a staggering 1 million-token memory, Claude can absorb entire projects, recall past conversations, and maintain continuity across weeks or even months. Anthropic’s latest upgrade transforms Claude from a clever chatbot into something more profound: a digital partner with contextual…

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AI terms in 2025 we help you to understand in simple plain language

  AI terms in 2025 we help you to understand in simple plain language Generative AI: AI that creates text, images, etc. Chatbot: AI that simulates human conversation Compute: Processing power for AI models Computer Vision: AI that understands images and videos AGI (Artificial General Intelligence): AI that can do anything a human can do. AI…

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