Tag : agentic platform

Morningstar Launches Direct AI, an Agentic Platform Built on Independent Insights
Finance Investments News

Morningstar Launches Direct AI, an Agentic Platform Built on Independent Insights

Business Wire
by Business Wire0
The transformed Morningstar Direct experience includes an all-new interface and purpose-built agents that are designed to help clients answer complex, high-value questions and reach decisions with greater clarity and confidence. Morningstar, Inc., a leading provider of independent investment insights, launched Morningstar Direct AI, a reimagined, agentic software experience for its......
Maywood Launches Maverick, a Compliant Proactive Agent That Surfaces Deal Signals for Senior Finance Professionals
Banking Finance News

Maywood Launches Maverick, a Compliant Proactive Agent That Surfaces Deal Signals for Senior Finance Professionals

PR Newswire
by PR Newswire0
Unlike tools that wait to be prompted, Maverick runs inside a firm’s own environment, monitoring relationships and live deals to surface the outreach worth making today, with a human approving every external action. Maywood publicly launched Maverick, an agentic platform built for senior bankers, investors, and financial services professionals. Unlike......
Bretton AI Launches AI-Native Managed Services, Appoints Financial Crimes Veteran Rick Shooman to Lead Offering
Banking Finance News

Bretton AI Launches AI-Native Managed Services, Appoints Financial Crimes Veteran Rick Shooman to Lead Offering

Business Wire
by Business Wire0
Former Bank of America, EY, and Protiviti executive brings more than 25 years of financial services technology and financial crimes compliance experience Bretton AI, the agentic platform for financial back office operations, announced that Rick Shooman has joined the company to lead Bretton AI Managed Services. The launch comes as......
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