Tag : agentic automation

Tax Guard and Lama AI Partner to Bring Agentic Automation to IRS Tax Verification in Commercial Lending
Finance Lending News

Tax Guard and Lama AI Partner to Bring Agentic Automation to IRS Tax Verification in Commercial Lending

PR Newswire
Lama AI agents automatically initiate, retrieve, and reconcile verified IRS tax data within the lending workflow, reducing manual work while keeping lender policies and credit judgment in control. Tax Guard, a Cogency Global company providing IRS-sourced tax data and risk insights to lenders, announced a partnership with Lama AI, the......
DataSnipper Launches Alwin for End-to-End Agentic Automation
Finance Fintech News

DataSnipper Launches Alwin for End-to-End Agentic Automation

PR Newswire
Alwin by DataSnipper takes automation from individual tasks to complete, end-to-end procedures without compromising the familiarity of Excel reviews, evidence and control. DataSnipper, a global leader in agentic automation for audit and finance, launched Alwin by DataSnipper, an agentic platform that can run complete, multi-step audit and finance procedures end-to-end,......
UiPath Launches Agentic Solutions to Strengthen Fraud Prevention and Accelerate Lending
Finance Lending News

UiPath Launches Agentic Solutions to Strengthen Fraud Prevention and Accelerate Lending

Business Wire
New solutions automate financial crime investigations and loan origination and compliance workflows, dramatically improving operational efficiency and ensuring a seamless borrowing experience UiPath , a global leader in agentic automation, announced new purpose-built agentic AI solutions designed to help financial institutions automate complex operational workflows across financial crime, compliance, and......
UiPath Acquires WorkFusion, Strengthening Agentic Solutions for Financial Services
Artificial Intelligence Finance News

UiPath Acquires WorkFusion, Strengthening Agentic Solutions for Financial Services

Business Wire
UiPath , a global leader in agentic automation, announced the acquisition of WorkFusion, a pioneer in AI agents for financial crime compliance. The acquisition expands and strengthens the UiPath portfolio of agentic AI-powered industry solutions for the financial services and banking industries, including processes and workflows for financial crimes compliance......
The Agentic Shift to Perpetual KYC in 2026
Artificial Intelligence Finance Fintech Industry Perspectives Security Technology

The Agentic Shift to Perpetual KYC in 2026

Max Vermeir
For decades, the financial services sector viewed Know Your Customer (KYC) compliance as a defensive necessity—a cost of doing business designed to ward off regulators and prevent fines. It was a friction point, a barrier to entry, and often, a manual nightmare. But the ground has shifted. In a world......
Trinity Capital Inc. Provides TQA with $15 Million in Growth Capital to Scale Intelligent Automation and AI Offerings
Artificial Intelligence Finance News

Trinity Capital Inc. Provides TQA with $15 Million in Growth Capital to Scale Intelligent Automation and AI Offerings

PR Newswire
Trinity Capital Inc., a leading alternative asset manager, announced the commitment of $15 million in growth capital to TQA, a leader in agentic automation, data, and AI consulting, partnering with organizations to streamline operations and improve efficiency. Founded in 2020 and headquartered in Austin, Texas, TQA is a consulting firm......
1