Hapax, a purpose-built AI platform transforming the financial services industry, has been recognized as a Cool Vendor in the Gartner Cool Vendors in Agentic AI in Banking and Investment Services report. Analysts Jasleen Kaur Sindhu, Sudarshana Bhattacharya, and Jeff Casey highlighted Hapax for its innovative use of AI agents in regulated industries, including banking and investment services.
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Hapax’s native AI platform enables real-time regulatory compliance tracking and automates critical workflows, such as customer data verification and policy documentation updates. With Gartner projecting that 40% of organizations will leverage AI agents to automate workflows and enhance decision-making by 2027, Hapax is uniquely positioned to help financial institutions adopt these technologies responsibly and at scale.
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Hank Seale, CEO of Hapax, said, “We’re proud to be named a Gartner Cool Vendor. This recognition reinforces what we’ve always believed: technology in financial services must adapt to how banks operate to deliver real value. Many solutions today require massive infrastructure rebuilds, which institutions simply don’t have the time or resources for. Hapax provides a one-to-one, intelligent platform that encapsulates each bank’s knowledge, automates it, learns from it, and adapts. We’re excited about what we’ve built and even more excited about what’s next.”
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The recognition comes amid rapid growth for Hapax. In its first year, the company partnered with over 20 banks and credit unions, ranging from midsize community banks to regional institutions with more than $70 billion in assets. These partnerships highlight Hapax’s broad applicability and growing demand for purpose-built AI solutions across the financial services sector.
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