“Narmi’s MCP server enables Grasshopper’s small business and startup clients that work with Claude to securely query their financial information. Users can ask questions like “What’s my checking account balance?” or “Can you categorize my top 10 recurring vendors?” and receive instant responses generated directly by the AI assistant.” Read more >>
Tag: bmcgee
How banks can supercharge intelligent automation with agentic AI (Deloitte)
“What should banks do next? First, agentic AI should not be viewed as an independent initiative, disconnected from the broader AI and automation efforts. Agentic AI is often best for complex tasks requiring proactive execution and autonomous decision-making while traditional AI may suit pattern recognition and predictive tasks. Banks should deploy each where it adds…
The end of inertia: Agentic AI’s disruption of retail and SME banking (McKinsey)
“Two revenue ‘engines’ —credit cards and deposits—are especially exposed. Both rely heavily on customer inertia and brand familiarity. But AI agents won’t care about brand loyalty. They will optimize for outcomes. When logic, not habit, drives product selection, the rules will change… A simple voice request—‘Hey SaveBot, please maintain my checking-account balance at $1,000 and…
Ai Weekly – Aug 10
How agentic AI can change the way banks fight financial crime “AI, specifically agentic AI, could be the antidote to KYC/AML headwinds. In this article, we map the AI landscape and examine options for implementation, highlighting how some leading institutions have deployed the technology to their advantage. Our key conclusion is that AI offers transformative…
Ai Weekly – Jul 27
Credit Unions Face Tough Tech Choice: Pay Up or Fall Behind – The Financial Brand “Perhaps the largest challenge facing credit unions today is the financial investment that is required to meet members’ digital demands and effectively compete with big banks and other financial institutions. ‘It isn’t cheap, but it’s a cost of doing business,…