AI Strategies to Scale Banking and Insurance

Learn how to harness AI to scale operations and drive profitability.

Transforming Banking With Data: Insights From Jamie Clisham

Transforming Banking With Data: Insights From Jamie Clisham

How can community banks harness AI to compete with larger institutions? Can small-scale innovation truly drive profitability and compliance in highly regulated industries—or is scalability just out of reach?

Jamie Clisham , VP of Data and Analytics at Machias Savings Bank, shares how she’s transforming a 150-year-old community bank with modern analytics and AI-driven strategies.

We covered:

• How can smaller banks use AI to deliver enterprise-level capabilities?
• Are community banks falling behind in fraud and risk management without AI?
• Does starting small with core data really lead to big wins in banking analytics?
• Can AI balance innovation with compliance in regulated industries?
• Are partnerships with third-party vendors a shortcut to success or a risky dependency?

Read the full article here.

Why Vertical AI is the Future for Finance & Insurance

Horizontal platforms like Microsoft Copilot Studio excel at automating simple, repetitive tasks, such as email or customer support.

However, they fall short when faced with domain-specific complexities.

That’s where our vertical agentic AI thrives. It focuses on nuanced, industry-specific processes—like loan origination, claims processing, and underwriting.

Vertical AI is essential for tackling the toughest industry challenges. Our founder explains why in 3 minutes:

January 15, 2025 ? | ? Read Online

Multimodal Highlights: Key Moments of 2024

2024 has been a year of milestones for both Multimodal and the AI industry at large.

We had some huge learnings along the way.

We now deeply understand the challenges companies face when adopting AI (low ROI, overwhelming complexity, fragmented tooling), as well as how to mitigate these challenges—primarily by focusing on delivering complete AI workers, not just partial tools, and making AI adoption radically simple.

Read more about our key learnings and achievements from 2024 and where we go from here.

Stay tuned for upcoming editions! We’ll introduce AgentFlow, the platform that will serve as your organization’s central hub for managing AI agents, human supervisors, and third-party systems.

Also, don’t miss our Pioneers episodes with Emily Yoo, partner at Bain & Company, as we discuss AI-driven innovation in insurance. Plus, Kamales Lardi, CEO of Lardi & Partner Consulting, shares insights on aligning generative AI with human-centered strategies to drive impactful and sustainable change.