Auquan, a leader in automating complex financial workflows with autonomous AI agents, has been named a Cool Vendor in Gartner’s 2025 report, Cool Vendors for Agentic AI in Banking and Investment Services. The report highlights vendors that are innovative, impactful, and intriguing. Gartner notes that by 2027, 40% of financial services institutions are expected to deploy at least one AI agent to automate workflows or augment decision-making, up from fewer than 15% in early 2025.
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“Finance doesn’t run on prompts; it runs on finished work,” said Chandini Jain, CEO and co-founder of Auquan. “Copilots can answer questions, but only Auquan’s agents deliver the finished, auditable outputs that investment committees and LPs expect.”
Auquan’s AI agents transform disorganized, multi-source inputs from data rooms and vendor feeds to internal systems into enterprise-grade outputs for investment, credit, risk, and compliance teams. In financial workflows, where accuracy is non-negotiable, Auquan ensures that every calculation is deterministic, every fact verified, and every output fully audit-trailed. From pre-close deal screening and investment memos to post-close covenant monitoring and compliance reviews, teams can move faster without sacrificing rigor.
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2025 has been a year of strong momentum for Auquan: tier-1 institutions including MetLife, T. Rowe Price, and BC Partners have adopted its platform; clients have reported up to 75% time savings on core workflows such as briefing memos, credit papers, compliance checks, and portfolio reviews; and new AI agents for credit, risk, ESG, and reconciliation are now live in production. The company has also earned more than 15 industry awards this year, including Technology Partner of the Year at the Fund Manager Awards and recognition in the global AIFintech100.
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This Gartner recognition underscores Auquan’s leadership in delivering precise, reliable, and auditable AI solutions that empower financial institutions to work smarter while maintaining the highest standards of rigor.
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