Turn AI into an Agent: From saying to doing
Background and problem statement
Banks and financial institutions want to use generative AI, but most early pilots stop at chat. Ask an assistant to prepare a client brief and it explains how you could do it yourself.
The model knows a lot, but it can’t reach core systems, follow internal policy or act for the user.… Continue reading
Finalytica Latest Happenings: Oct 2026
1. From Copilots to AI Agents: Indian Banks Begin Testing the Next Layer of Automation
Publisher: ETCIO – Economic Times
Date: October 9, 2026
Indian banks are increasingly experimenting with AI agents that can execute defined steps across operational workflows. Applications include document verification, data reconciliation and process automation, moving beyond conventional AI assistants that primarily answer questions or recommend actions.… Continue reading
AI-Agents in action
G-SQUARE
Finalytica Latest Happenings: Sep 2026
AI Moves From Knowing Customers to Acting for Customers
Publisher: The Economic Times
Date: September 9, 2026
Banks are moving beyond AI systems that primarily analyse customer data toward AI that can take actions across customer and banking workflows. Financial institutions are increasingly exploring agentic AI to support decision-making, customer engagement, and automated execution across banking processes.… Continue reading
Turning fragmented Fund Data into a single source of truth for a US Debt fund
Problem & Solution
Sharing our experience on how we improved the data backbone for a US-based debt fund replacing manual, multi-tool reporting with one automated & trusted platform.
For fund administrators managing a US-based debt fund, one of the quiet operational drains is rarely the investment strategy itself, it’s the data issues underneath it.… Continue reading
G-Square’s Real-Life Agentic AI Chatbot Use Cases
From Dashboards to Bots: G-Square’s Real-Life Agentic AI Chatbot Use Cases
Organizations today have access to enormous amounts of data, dashboards, CRM systems, SOPs, and reports. The challenge, however, is simple: getting the right information at the right time should not require navigating multiple systems or waiting for a report.… Continue reading
Finalytica Latest Happenings: Aug 2026
- Citi, HSBC, Standard Chartered Adopt AI Tool for Forex Risk Management
Publisher: Reuters
Date: 20 August 2026
Major global banks including Citigroup, HSBC, Deutsche Bank, Standard Chartered, and Barclays adopted Ant International’s AI-powered forecasting model to improve foreign exchange (forex) hedging and liquidity risk management.… Continue reading
Finalytica Latest Happenings: July 2026
1. Wall Street Banks Ramp Up Digital Assistants in Bid to Win Productivity Race – Reuters | 13 July 2026
Leading global banks are rapidly expanding the use of AI-powered digital assistants across functions such as wealth management, treasury, client onboarding, and trading.… Continue reading
Beyond News: How AI-Powered Curated Newsletters Are Redefining Business Intelligence
Beyond News: How AI-Powered Curated Newsletters Are Redefining Business Intelligence
Every Business Starts the Day the Same Way: Searching for What Matters
Background
Employees spend hours every week searching, validating, and interpreting information before they can determine whether it is even relevant to their work.… Continue reading
Finalytica Latest Happenings: June 2026
Financial Regulators Turn to AI to Counter AI-Powered Cyber Threats – Reuters | 26 June 2026
Financial regulators across global markets are increasingly deploying artificial intelligence to strengthen fraud detection, compliance monitoring, and cyber defense as AI-driven attacks become more sophisticated.… Continue reading
How AI is Rewriting the Sales Playbook
How AI is Rewriting the Sales Journey
Enhancing Customer Conversion
“The future of sales isn’t about replacing salespeople with AI. It’s about helping them engage customers faster, make better decisions, and convert more opportunities.”
- Background & Current Sales Processes
- The Sales Challenge Has Changed
Organizations today invest heavily in digital marketing, CRM platforms, sales teams, and multiple customer engagement channels.… Continue reading
AI-Powered Conversational Intelligence for Rate Discovery – Finalytica Experiential Learning, April, 2026
AI-Powered Conversational Intelligence for Rate Discovery
Introduction
A leading financial institution wanted to simplify how users access and compare investment rate information across multiple providers. Traditionally, users had to manually search through websites, PDFs, and spreadsheets to identify the best rates for specific tenures and conditions.… Continue reading