If you’re considering implementing agentic AI in an industry as sensitive as finance, you need a vendor who truly understands the space.

That’s why we asked a simple question: how many companies selling agentic AI for finance actually have any background in the sector?

To find out, we analyzed the backgrounds of 27 CEOs from companies selling agentic AI to finance (including our own).

The key finding? Only four had relevant experience.

In this piece, we break down what that means—and share a few other facts you’ll want to know before choosing a partner.

This Week: How FORUM Credit Union Uses Our AI ft. Chris Ferguson

What does it take to adopt AI in a highly regulated, resource-constrained financial institution?

Chris Ferguson, VP of Consumer Lending at FORUM Credit Union, shares how his team is using AI to scale auto lending without scaling headcount.

Instead of chasing hype, FORUM focused on a real business need: reducing repetitive, error-prone tasks in document-heavy workflows.

The result? Faster funding, fewer mistakes, and more time for employees to focus on fraud detection and high-value decisions.

We covered:

• Why document review was the biggest hidden inefficiency in auto lending

• How FORUM uses AI to extract, validate, and calculate loan data at scale

• What makes AI adoption successful in compliance-heavy environments

• The power of co-building vs. off-the-shelf tools in financial workflows

• How AI is reshaping job roles—not replacing them

Next Up: Agentic AI in Credit Unions: The Art of the Possible

Want to see how credit unions are actually using AI? In our next webinar, leaders from WSECU, Tech CU, and FORUM Credit Union will discuss their own AI initiatives.

Your peers will walk you through the use cases that matter: onboarding, lending, KYC, and member service. You'll walk away with:

• a vendor evaluation checklist,

• practical implementation ideas, and

• peer-tested insights you can apply right away.

Save your spot today. Register now for the September 10th session: