Love to get any pointers.
folks, building our startup, we spent a lot of time picking right fintech tools
From handling incorporation, fundraising to payments, subscriptions to banking, payroll, compliance, something we cannot figure out on the fly.
What worked for us so far was the things recommended by fellow operators thru word-of-mouth. So, we compiled this curated list to help founders, operators save some efforts in figuring this out.
As a two-time founder, I went through the drill - researching, comparing offers, and evaluating fees to find the right bank for my startup. It’s tricky to know what’s real - with tempting offers, flashy ads and hidden fees around.
Here we cover some key benefits and details that are important when growing your business. Compiled real people inputs and got data from multiple user review sites.
And put this raw infographic to give you a side-by-side comparison. Hope this saves your startup some time.
If you'd like to share feedback reviews or thoughts, write in the box next to it.
https://useorin.com/blog/cheat-sheet-for-enabling-ai-agents-in-fintech
Feel free to take a look and suggest any feedback.
- Cheers
Fintech AI Agents can now perform cascaded tasks using multiple underlying foundation models. Delivering the best in performance, agentic actions, and execution costs. A few highlights:
https://useorin.com/blog/ai-agent-architecture-for-fintech-with-different-foundation-models
▶ We’ve added Deepseek R1 as one of the foundational models for Orin AI agents. We're seeing pretty solid initial results for logical reasoning when tested on a few B2C fintech scenarios.
▶ Many Fintech Users have been asking about Claude. As it excels in security and stepwise actions — both critical for fintech use cases. So, we’ve included support for Claude Sonnet 3.5 for Agentic actions.
▶ We support three modes of customer support engagement: 1/ User chat – Embedded on customer portals and help center sites. Answers product questions and resolving Tier-0 issues
2/ Email queries – Parses email threads to understand customer problems, looks up different sources, reasons out a solution, and drafts responses. Used by human agents to reply to customers efficiently.
3/ Ticket forms – Assists human agents by analyzing support tickets, using macros, knowledge bases, and past history. Suggest responses for customer reps handling the issue.
Payment apps – Handling a variety of user inquiries on rates, payment methods, transaction times, and currency exchange. Wealth mgmt & Tax accounting – Managing queries about IRS forms, tax limits, 401(k), and IRA options.
An example AI Agent looks like this inside the customer portal.
In this solution requirement <> vendor matrix, you'll find categorized items of - Features / UI needed for customer support use cases - Reporting and analytics for business KPIs - Data and integration to customer support software - Administration and Security systems for team management
This document is aimed at managers and directors looking to evaluate different AI-based solutions available in market and help improve productivity of their teams.
If you're currently looking for AI solution, I'm happy to share the document and discuss how can we improve evaluation? Ping me in this thread or DM me.