Artificial Intelligence

UBS is testing a cognitive agent on its back office employees

  • UBS is testing the use of a virtual human to complete complex tasks quicker and more efficiently
  • UBS is working with software company IPsoft to use a cognitive agent called Amelia, a tool it hopes can help support employees by next year
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UBS is testing a cognitive agent on its back office employees

 


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AI Innovation, Banking, Member Exclusive

Banks are giving AI agents more work while keeping a close eye on how far they can go

  • Banks are giving AI agents more responsibility while keeping humans in control of key decisions.
  • With regulatory guidance on AI still taking shape, banks are using their individual existing risk frameworks to keep agent autonomy in check.
Javarya Kamran | September 15, 2026
5 questions, AI Innovation, Awards

How Casap is rethinking dispute resolution with agentic AI

  • Casap was named AI Company of the Year at the Tearsheet AI Innovation Awards 2026.
  • CEO Shanthi Shanmugam discusses how the agentic AI-powered dispute platform works, where human judgment remains essential, and the future of agentic AI in dispute management.
Javarya Kamran | September 10, 2026
5 questions, AI Innovation, Awards

Titan’s banking-native AI bet: Banking intelligence can’t be retrofitted 

  • Titan was named AI Startup of the Year at the Tearsheet AI Innovation Awards 2026.
  • Titan Founder and CEO Arjun Sirrah breaks down why banking-native AI is different, how it gets deployed, and what’s ahead for the market.
Javarya Kamran | September 01, 2026
Artificial Intelligence, Banking, Podcasts

“Amy has the what. I help with the how”: Inside Bank of America’s data and AI partnership

  • Bank of America's Michelle Boston and Amy Avery reveal how "disciplined velocity" let them scale 30+ generative AI use cases.
  • The execs breakdown why trust is the real metric behind BofA's AI bets, and dive into what it takes for two leaders at one of the biggest organizations in the industry to stay ahead of the curve.
Rabab Ahsan | August 25, 2026
5 questions, AI Innovation, Awards

From connectivity to intelligence: How Plaid is teaching AI to understand financial behavior

  • Plaid won the Data Innovation Award at Tearsheet's 2026 AI Innovation Awards.
  • Suddu Seshadri, Plaid's Head of Data & AI, discusses the firm's move from connectivity to intelligence and its bet on finance-specific AI foundation models.
Javarya Kamran | August 18, 2026
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