AI in finance Archives - ThebusinessSeries

FactSet’s AI Leadership Shaping Future Financial Insights

Olivia BennettMarch 4, 2026

FactSet just made a move that’s not just a title-it’s a strategic pivot no one else is daring to make yet. Their appointments of a Chief AI Officer and a second AI-focused leadership role signal something deeper: in finance, AI isn’t an accessory anymore. It’s the operating system. I’ve watched this industry for over a […]

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Best Anthropic AI Tools for Transforming Banking & HR Workflows

Olivia BennettFebruary 25, 2026

Last month, I watched a junior compliance analyst at a mid-tier wealth management firm flag a potential tax shelter scheme within minutes-not by staring at spreadsheets, but by letting Anthropic AI tools quietly pull Bloomberg data, cross-reference IRS alerts, and highlight anomalies in real time. No manual tagging. No second-guessing. Just the system whispering, *”This […]