The financial services industry, known for its strict regulations and vast data management, is cautiously adopting generative AI and AI agents. Leading banks like JP Morgan and Bank of America are introducing AI-powered assistants, with BNY at the forefront. BNY is enhancing its AI tool, Eliza, into a multi-agent system that assists sales representatives by ...
At AWS re:Invent, I watched a demo called the “Wealth Management AI Advisor.” This tool uses advanced AI to streamline the workflow of financial advisors, making their jobs more efficient and allowing them to provide personalized advice to clients. It analyzes large amounts of financial data quickly, helping advisors prepare for meetings faster than ever ...
BNY, the oldest bank in the U.S., is embracing AI to modernize its operations and improve client services. With around $52 trillion in assets, the bank has developed 40 AI use cases and made its AI assistant, Eliza, available to tens of thousands of employees. Eliza, built on large language models like GPT-4 and hosted ...
In the latest episode of the AI Copilot Podcast, John Siefert interviews Stephen James, CEO of sa.global, discussing the company’s shift from a traditional systems integrator to a hybrid model. James highlights significant changes driven by the 2019 acquisition of Lexis One, which enabled the creation of a cloud solution for professional services. He shares ...
