The financial institutions that lead in the next phase won’t be those that adopt AI the fastest but those that implement it securely, with accountability and clarity at every step.

For agentic AI to be truly effective in finance, it needs a foundation of industry-specific knowledge. Specialized language models (SLMs) are the perfect complement.

When used with care, AI can help us make better financial decisions. But it can also provide misleading and false information, as well as empower criminals to create sophisticated scams.

Agentic AI is a revolution, but also an evolution. The revolution is that systems now act autonomously across the finance workflow, reading invoices, predicting cash flow and recommending capital ...

AI use cases in finance that didn’t pan out six months ago might work perfectly today. New models, better prompts, clearer data—all of these elements can radically change the outcome.

But fortunately for CFOs, there is a silver lining. The introduction of AI agents for finance teams has opened new doors to autonomous planning, real-time insights, and more proactive risk mitigation.

AI is reshaping personal finance, offering smart tools for budgeting and investing — but raises concerns around privacy, over-reliance and loss of human insight.

Trust in agentic AI to support finance and accounting workflows — including the underlying data and programming of AI agents — emerged in the poll as the leading barrier to tool use (21.3%).

Financial services companies must plan their AI business strategy through a risk-based lens given the ethical considerations of data and fintech in the context of market fairness, liquidity ...

AI cannot anticipate complex tax strategies, estate planning needs or long-term care costs — key factors that affect wealth over time. A financial plan must integrate all these elements.

How We Approach AI at Quod Financial At Quod, we didn’t set out to AI everything overnight. We targeted real friction points: bottlenecks, trapped expertise, inefficient workflows. Our method is fast, ...