99% Accuracy, Zero Tokens: $50M Startup vs AI Agents
Poetic raised $50M to automate compliance and fraud at 99% accuracy with near-zero token costs. ROI math vs AI agents and RPA inside.
June 10, 2026 · 12 min readFinancial Services AI
Every THE D[AI]LY BRIEF article on Financial Services AI — enterprise AI analysis, benchmarks, vendor comparisons, and ROI frameworks for technology and business leaders. Updated as new coverage publishes.
TD Bank's First AI Agent: 15-Hour Reviews in 3 Minutes
TD Bank's Layer 6 shipped its first agentic AI: mortgage pre-adjudication from 15 hours to under 3 minutes. ROI math and regulated playbook inside.
May 22, 2026 · 17 min read
Broadridge Goes Live: 40 Clients, 30% Cost Cut, 0 Pilots
Broadridge is live with agentic AI across 40+ clients and offers 30% Day-1 cost cuts. Here's how it stacks up vs Fiserv, FIS, and SS&C — and the CIO playbook.
May 16, 2026 · 14 min read
Anthropic Goes All-In on Finance: M365 + Moody's Data Deal
Claude now runs inside Excel, Outlook, and PowerPoint with pre-built agents for Wall Street workflows. Here's what CFOs and CTOs need to know.
May 7, 2026 · 10 min read
Anthropic's Wall Street Stack: Opus 4.7 + 10 Finance Agents
Anthropic shipped Claude Opus 4.7, ten finance agents, full Microsoft 365 add-ins, and a Moody's MCP app — turning Claude into back-office infrastructure.
May 5, 2026 · 11 min read
Rogo's $160M: AI Agents Are Eating Investment Banking
Rogo raises $160M Series D at ~$2B valuation. Felix agent now runs at Rothschild, Jefferies, Lazard, Moelis, Nomura. What CIOs and CFOs should know.
April 30, 2026 · 10 min read
NVIDIA's 2026 State of AI: The Hard ROI Numbers Every CFO Needs
Enterprise AI analysis: NVIDIA's 2026 State of AI. Strategic insights, ROI considerations, and implementation guidance for technical and business leaders eva...
March 11, 2026 · 12 min read