- Pioneers by Multimodal
- Posts
- Finance’s Silent Risk: Falling Behind on Agentic AI
Finance’s Silent Risk: Falling Behind on Agentic AI
Legacy workflows can’t keep up. Here’s how to avoid the stall.
You already know that AgentFlow is specifically built for financial services—but what makes it such a strong fit for this industry?
Part one of our two-part series explains why AgentFlow is the best agentic AI platform for finance.
If you’re considering implementing agentic AI in this sector, you’ll want to read this:
How can AI make insurance feel less like paperwork and more like a click?
What happens when underwriting shifts from weeks of back-and-forth to instant, algorithmic decisions—and claims still keep a human touch?
Henry Tam, Head of Business Development at Next Insurance, shares how his team is using AI and automation to reimagine small business insurance for Main Street America, from general contractors to retail shops.
We covered:
How Next delivers instant underwriting decisions powered by AI
Why claims will always need people, even as AI streamlines triage and validation
The rise of dynamic coverage, like payroll-integrated workers’ comp
Why being both carrier and tech platform enables faster innovation
Henry’s belief that the best AI is “invisible”—working behind the scenes to remove friction
Upcoming Webinar: Agentic AI in Credit Unions
How can credit unions scale operations while keeping compliance and member trust intact?
Join Andrew Mattingly (FORUM CU), Claire Grosjean (Tech CU), and Shawn Dunn (WSECU) as they share practical lessons on automating key workflows, from onboarding and KYC to lending and member services, while preserving the personal touch credit unions are known for.
📅 September 10 | 4–5 PM ET + Q&A