Agentic AI in Financial Services: From Pilots to Platforms
Executive takeaways for asset & wealth management teams; Investment marketing communication, research and client communication Agentic AI is moving from pilots to platforms. Microsoft, Google, Anthropic and Cohere have introduced enterprise‑grade orchestration, governance and multi‑agent capabilities designed for regulated environments. These are now viable for client reporting, performance attribution, and commentary workflows—provided you pair…
Read MoreAgentic Automation in Financial Services: Why Orchestration Is the Real Challenge
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…
Read MoreShadow Agentic AI: Rethinking Transformation in Investment Management
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…
Read More3 Powerful Use Cases of Gen AI in Asset Management: Portfolio Strategy, Attribution & Marketing
A summary of 3 powerful use cases of Gen AI in Asset Management: Portfolio Strategy, Attribution & Marketing. Gen AI role in portfolio construction and research within financial services asset management. We focus on how our infin8 capabilities can be practically embedded into your workflow. Portfolio Strategy Optimization Using Unstructured Data Signals In today’s investment…
Read MoreHarnessing Enterprise Data Management and AI in Financial Services
Enterprise Data Management and AI in the financial services industry is undergoing a profound transformation driven by data proliferation, regulatory complexity, and the demand for real-time insights. Innovative platforms enable financial institutions to adopt a “one-to-many” approach to artificial intelligence (AI). This strategy involves deploying centralized AI and data infrastructure that can serve multiple business…
Read MoreHarnessing AI and LLMs in Financial Services: A Trustworthy, Secure, and Provider-Agnostic Approach
The financial services industry stands at a pivotal moment. With the rise of generative AI and large language models (LLMs), institutions have the opportunity to transform operations, enhance customer experiences, and unlock new efficiencies. Yet, this potential must be balanced with strict regulatory compliance, data security, and ethical responsibility. The key lies in adopting a…
Read MoreAI Innovations for Client Communication in Financial Services – September 2025 Newsletter
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…
Read MoreImpact Social, powered by AI infin8, introduces Social Media Analysis: Behavioural Intelligence Behind Early Non-Farm Payroll (NFP) Forecasting
In the world of financial markets, few data releases are as closely watched as the U.S. Non-Farm Payrolls (NFP) report. It’s a key indicator of economic health, influencing everything from interest rate expectations to equity and currency markets.
Read MoreTrump vs. data: do markets trust US stats anymore? Yes, with real time sentiment analysis
Firing of Bureau of Labor Statistics (BLS) Head and attempt on Federal Reserve Governor On August 1, 2025, President Trump fired Erika McEntarfer, the Commissioner of the Bureau of Labor Statistics, following a disappointing jobs report that showed only 73,000 jobs added in July, with 258,000 fewer jobs created in May and June than previously…
Read MoreBreak 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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