Insights into AI's Role in Financial Services
AI Transforming the Financial Landscape
This page provides a biweekly roundup of AI related news concerning US financial services including banking, capital markets, fintech, and corporate finance. Discover how artificial intelligence is reshaping banking, and capital markets driving innovation and efficiency across the financial sector.
X9 AI Study Group Newsletter - Issue No. 4 (2026)
Lloyds Says GenAI Delivered £50m of Value in 2025
Lloyds Banking Group’s use of generative AI delivered £50 million in value in 2025, with £100 million expected in 2026. The bank plans to scale agentic AI across the organization in 2026, including a financial assistant within the mobile app and an AI Academy to improve AI literacy among staff.
International Network for Advanced AI Measurement, Evaluation, and Science Publishes Consensus Areas on Practices for Automated Evaluations
The International Network for Advanced AI Measurement, Evaluation, and Science, founded by CAISI, published key practices and open questions for measuring AI capabilities. The Network, comprising government bodies from ten countries, aims to strengthen AI evaluation science and promote innovation.
Google makes Etsy and Wayfair items shoppable within agentic AI search
Google is integrating its Universal Commerce Protocol (UCP) with Etsy and Wayfair, allowing users to purchase items directly from Google’s AI Mode and Gemini. This move highlights the growing trend of agentic AI in retail, aiming to streamline the shopping experience. Google is also testing sponsored ads within AI Mode to capitalize on the increased user engagement.
AI Tax Planning Tool Triggers Selloff in Wealth Management Stocks
Financial stocks plummeted after Altruist launched an AI-powered tax planning tool within its Hazel platform. Investors fear AI will disrupt the industry, similar to the impact on software stocks earlier this year.
AI regulatory compliance priorities financial institutions face in 2026
In 2026, financial institutions will prioritize deploying governed, high-impact AI to manage regulatory complexity. Key areas include automated regulatory change management, control harmonization, dynamic policy mapping, and AI co-pilots for compliance teams. Regulators are also increasing their use of AI, raising expectations around model risk management and bias controls.
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Archive of Newsletters
AI and Financial Services Insights
- AI Newsletter – Issue No. 3 (2026)
- AI Newsletter – Issue No. 2 (2026)
- AI Newsletter – Issue No. 1 (2026)
- AI Newsletter – Issue No.7 (2025)
- AI Newsletter – Issue No.6 (2025)
- AI Newsletter – Issue No. 5 (2025)
- AI Newsletter – Issue No. 4 (2025)
- AI Newsletter – Issue No. 3 (2025)
- AI Newsletter – Issue No. 2 (2025)
- AI Newsletter – Issue No. 1 (2025)