How AI is applied across API Evangelist and APIs.io. Read my AI disclosure →
API Evangelist API Evangelist
Discovery
Learnings
Guidance
Toolbox
Alignment
API Evangelist LLC

From assistive to proactive: Navigating the agentic shift in financial services

calendar_today August 18, 2026 person Matt Lehman domain ringcentral

How financial institutions are moving from reactive assistants to autonomous agents — and why the gap between leaders and laggards is widening fast. For years, AI in financial services has been useful but fundamentally passive — answering questions, routing calls, surfacing prompts. That era is ending.

open_in_new Read original post