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
Finalytica Latest Happenings: April 2026
AI in Banking – Real Deployment Momentum
⦁ AI-driven credit underwriting, collections, and risk monitoring are emerging as key disruptors in Indian banking, based on a FICCI–Indian Banks’ Association survey published by The Economic Times.
⦁ Banks are moving beyond pilots and actively deploying AI in core decision-making functions with measurable business impact.… Continue reading
AI-Based Insights for a Large Sales & Wealth Organisation – Finalytica Experiential Learning, March, 2026
Introduction
The client is one of India’s largest wealth management companies, operating with complex multi-level sales hierarchies (Zonal Managers, Branch Managers, and Regional Heads). To overcome the challenges of manual data interpretation across their in-house sales portal, we developed an AI-powered intelligence layer designed to deliver personalized, automated business insights for every salesperson in the organization.… Continue reading
Finalytica – Latest Happenings: March 2026
Rise of Domain-Specific AI Models
According to McKinsey (March 2026), enterprises are adopting domain-specific AI models for better efficiency and accuracy.
In BFSI, key areas include:
- Credit underwriting
- Compliance monitoring
- Financial forecasting
These models are proving more cost-effective and scalable.… Continue reading