Citi is kicking off a new AI training program that will teach employees how to write better prompts for the bank’s generative AI programs. Tim Ryan, Citi’s head of technology and business enablement, and Anand Selva, the bank’s chief operating officer, stressed the importance of well-written prompts. “Just as the right question in a client pitch can reveal clarity and create advantage, a well-crafted prompt can accelerate your work, surface insights and amplify your impact,” Ryan and Selva said. The new mandatory training is called, “Asking Smart Questions – Prompting like a Pro.” Employees have 60 days to complete it. It was built using a platform that tailors the learning experience to the user’s existing knowledge. Experts can complete it in under 10 minutes, while beginners take about 30 minutes, the bank said. “As colleagues learn to use AI, there is a natural process of testing how to write prompts to produce the best results,” Peter Fox, head of learning at Citi, told. More than 175,000 employees have access to Citi’s generative AI tools, Citi Stylus Workspaces and Citi Assist. Stylus Workspaces offers document intelligence and a virtual conversation assistant tool for summarizing and comparing large documents, draft presentations and speaker notes and Q&As, research and brainstorming, Fox said. Citi Assist is a desktop AI assistant that helps employees navigate Citi policies and procedures in compliance, risk, HR and finance. Citi upgraded Stylus Workspaces with agentic AI, artificial intelligence capable of making autonomous decisions and taking actions with minimal human oversight. This has been given to 5,000 users of Citi Stylus Workspaces. Employees can use the system for research, to extract insights from datasets and to streamline workflows.
California AI safety bill SB 53 requires large AI labs to be transparent about safety protocols and also ensures whistleblower protections
Ca3lifornia Gov. Gavin Newsom has signed SB 53, a first-in-the-nation bill that sets new transparency requirements on large AI companies. SB 53, which passed the state legislature two weeks ago, requires large AI labs — including OpenAI, Anthropic, Meta, and Google DeepMind — to be transparent about safety protocols. It also ensures whistleblower protections for employees at those companies. In addition, SB 53 creates a mechanism for AI companies and the public to report potential critical safety incidents to California’s Office of Emergency Services. Companies also have to report incidents related to crimes committed without human oversight, such as cyberattacks, and deceptive behavior by a model that isn’t required under the EU AI Act. The bill has received mixed reactions from the AI industry. Tech firms have broadly argued that state-level AI policy risks creating a “patchwork of regulation” that would hinder innovation, although Anthropic endorsed the bill. Meta and OpenAI lobbied against it. OpenAI even wrote and published an open letter to Gov. Newsom that discouraged his signing of SB 53. The new bill comes as some of Silicon Valley’s tech elite have poured hundreds of millions into super PACs to back candidates that support a light-touch approach to AI regulation. Leaders at OpenAI and Meta have in recent weeks launched pro-AI super PACs that aim to back candidates and bills that are friendly to AI. The governor is also weighing another bill — SB 243 — that passed both the State Assembly and Senate with bipartisan support this month. The bill would regulate AI companion chatbots, requiring operators to implement safety protocols, and hold them legally accountable if their bots fail to meet those standards.
UiPath simplifies agentic automation providing business users with real-time visibility and actionable insights into all their processes and cases to proactively improve operations
UiPath expanded its UiPath Platform with a new suite of pre-built solutions; orchestration and process excellence capabilities; document processing, agent-building, and testing tools; and powerful governance and trust capabilities, helping enterprises to accelerate ROI realization of their agentic transformation efforts. Orchestrating the Enterprise with UiPath Maestro
Integrated capabilities in UiPath Maestro provides pre-built orchestration for cases in Claims, Loans, Disputes, and Investigations, enabling the seamless modeling, management, and optimization of the lifecycle of high-priority business cases. In addition, new Maestro Process Apps provide business users with real-time visibility and actionable insights into all their processes and cases to proactively improve operations. Faster Time-to-Value with Purpose-built UiPath Solutions
Combining agents, workflow automation, and full orchestration, UiPath Solutions simplifies the application of agentic automation to specific industries or targeted business workflows. Enterprises can accelerate value realization of agentic transformation efforts, speeding time-to-value, particularly for large-scale, repeatable processes. Studio – One Place for Easy Agent and Automation Development: With UiPath’s AI Agent Builder, teams get a new visual canvas for easier debugging, automatic optimization to improve quality, and reusable templates that speed deployment into production. New Conversational Agents now extend into Teams, Slack, and Copilot, with added support for voice, desktop triggers, and human hand-offs to make interactions more natural and flexible. And, for developers, Coded Agents launch with MCP plug-in support to connect external services, a Labs Sandbox for safe experimentation, and Studio Web integration on the path toward a more unified runtime. Access Data Easily and Securely Across the Enterprise: Capabilities for advanced data extraction, validation, and agentic looping enabling the scaling of complex tables, pages, and fields. Features like Autopilot for schema creation, Extraction Agents, and Validation Agents reduce manual effort and deliver unmatched accuracy, with a proprietary and customizable LLM to drive last-mile performance. Accelerate Testing, At Scale: Performance testing allows QA engineers to simulate real-world user traffic and workloads to assess how applications perform under stress, from identifying bottlenecks to ensuring system stability and validating speed and responsiveness to meet business and customer expectations at scale. In addition, Test Cloud now offers Studio Web for software testing, self-healing test automation, autonomous testing, and chatting with UiPath’s AI-driven Autopilot in Test Manager, delivering a true end-to-end solution for agentic testing. Enterprise-Class Governance and Trust: UiPath’s Unified Audit 2.0 platform offers a single source of truth to streamline compliance, accelerate investigations, and enforce accountability across all automation actors, enabling the integration of audit logs for automations, agents, and governance events into existing compliance and security workflows.
Workato delivers industry’s first enterprise MCP platform for AI agents; unlike open-source or DIY options, Workato delivers fully managed, composable MCP servers
Workato has introduced Workato Enterprise Model Context Protocol (MCP), the industry’s fastest, most secure, and complete solution for enabling organizations to put AI to work with relevant data and carry out real work in applications. Workato Enterprise MCP connects enterprise systems with powerful agent capabilities, empowering AI agents like Claude, ChatGPT, and Cursor to operate safely and efficiently, accelerating the path to becoming an agentic enterprise. Unlike open-source or DIY options, Workato delivers fully managed, composable MCP servers that connect instantly with ChatGPT, Claude.AI, Amazon Q, Cursor, Google Gemini, and any other agent. Workato Enterprise MCP manages identity and resource access, removing untrusted open-source code and self-hosting complexity. It integrates seamlessly with existing applications and processes, adds governance and observability, and enforces enterprise-grade security. IT teams gain complete control and visibility, and AI agents deliver real business outcomes — safely, reliably, and at scale. As part of the launch, Workato has teamed up with Anthropic, Amazon Web Services, Atlassian, and Box to ensure customers realize the full value of MCP with unprecedented trust and speed. With Workato Enterprise MCP, recruiters can finalize a candidate’s offer and initiate the onboarding process, which includes employment eligibility verification, payroll enrollment, identity provisioning in SSO, and assigning an onboarding buddy. Claude can assemble all the relevant information, drive the core process through Workato, and handle exceptions on behalf of the recruiter. Marketing teams can utilize agents to drive pipeline and new opportunities with ChatGPT, asking questions about closed-won opportunities, investigating customer calls in Gong, and then automatically drafting best practices for Outreach email sequences to generate new leads. With Workato Enterprise MCP, businesses have the power to design exactly the MCP servers they need and can expose existing Workato recipes as secure, AI-ready MCP tools. Customers can tap into thousands of prebuilt recipes and connectors, all configurable through an intuitive low-code interface.
JP Morgan Chase to enter DIY investment arena in UK with Nutmeg rebrand- offering a wealth planner; a do-it-yourself investment platform; and, for clients with over 250,000 pounds invested, access to a dedicated relationship manager
JP Morgan Chase is set to launch a ‘DIY’ investment platform in the UK, taking on players such as Hargreaves Lansdown and AJ Bell. The US bank said it would launch JP Morgan Personal Investing in November to let investors buy and sell shares, funds, bonds and other financial assets. The move will see the firm –led by Wall Street titan Jamie Dimon – target British customers under the JP Morgan brand for the first time. It marks a big push into an industry dominated in the UK by the likes of Hargreaves Lansdown, AJ Bell and Interactive Investor. JP Morgan’s new service will include its Nutmeg business but the Nutmeg brand will be retired. Nutmeg users will see their investing app change from November 3. The platform will initially offer managed investments, pensions, Isas and financial planning tools and dedicated relationship managers. From 2026 investors will be able to buy and sell individual shares and bonds on the platform. JP Morgan said the service would be available through its Chase current account app, and as a standalone product. For stocks and shares Isas, customers will be able to invest from £500, while for lifetime Isas and junior Isas, customers can start with £100. For those looking to create an income stream from their investments, rather than just increasing the value of the pot, the minimum will be £10,000. Mark O’Donovan, head of international consumer banking head of international consumer banking at JP Morgan Chase, said: ‘Consumers in the UK are world-leading in adopting digital financial services, and today is an important next step in the evolution of our offering in the UK market.’ JP Morgan’s new platform will maintain all of Nutmeg’s products and services, as well as launching features such as a wealth planner, allowing users to see their total wealth, with suggestions on how to reach their goals. It will also offer relationship managers from November, giving clients with more than £250,000 invested with JPMorgan face-to-face professional advice.
Prometeo’s Model Serving Protocol enables LLM like ChatGPT and Grok to connect securely to API network, making financial services both readable and operable by AI for first time in region
Prometeo, a fintech infrastructure provider has announced the launch of Agentic Banking, a new infrastructure layer that enables artificial intelligence (AI) systems to perform real-world financial actions. The solution is the first in the region to make financial services both readable and operable by AI. Prometeo said the system combines its API network with an intelligent access protocol and conversational interfaces, allowing AI to execute payments, validate accounts, and manage treasury operations—all with full compliance and traceability. The platform builds on Prometeo’s existing API infrastructure, which connects to more than 1,200 financial institutions in 11 countries. Two additional layers—the Model Context Protocol (MCP), which governs how AI models access financial data and operations, and the Agentic Interface System, which connects users and agents through channels like WhatsApp, enterprise systems, and web portals—enable secure AI interaction. The underlying technology, known internally as the Model Serving Protocol (MSP), allows large language models such as ChatGPT or Grok to connect securely to Prometeo’s API network.
TD Securities’ ChatGPT-powered assistant cuts idea generation from hours to minutes by querying the bank’s proprietary research and also provides citations, summaries, text-to-SQL tables and charts for traders and sales desks
TD Securities launched an AI virtual assistant in June that lets traders query the bank’s own equity research, and the early results look positive. “It’s a massive time save,” Dan Bosman, chief information officer at TD Securities, told American Banker. “It’s not unusual for people in the capital markets group to receive ten 20-page PDFs simultaneously in their email inbox. “Even if you’re the fastest reader and you’re really skim reading, you have to take that first 30 minutes in the day to pore over that before you can make your first call,” Bosman said. “Now with the tool, you’re able to get those insights and make those calls within minutes, as opposed to waiting half an hour.” Some people will still read the actual reports when they have time, he said. “The real need is, we put out so much content and folks on a trade floor are constantly bombarded with news and signals,” Bosman said. “Part of what we do is try to reduce that signal-to-noise ratio, getting the right signals to our sales traders and ultimately out to our clients as quickly as possible.” In the broader picture, this initiative is one of many at TD Bank Group, whose CEO Raymond Chun has set ambitious goals for AI at the firm. “Across TD, we’re deploying the capabilities needed to drive speed, such as AI-powered virtual assistants, AI-enabled adjudication, predictive tools and new applications,” Chun said at a recent investor day. “These new capabilities are already driving strong outcomes. We’re approving mortgages in hours instead of days. We’re pre-approving credit cards with data-driven insights for millions of clients. We’re producing reports in minutes versus hours or days, and we’re responding to clients in just a few seconds, significantly shortening call and wait times.” The bank is aiming to get $1 billion in annual value from AI, half through revenue increases and half through cost savings. TD now has 2,500 data scientists, engineers, data analysts and experts building proprietary platforms and applications. “This is huge,” Chun said. “AI is fast becoming fundamental to business and to client experience.” Elsewhere in TD Securities, Bosman’s team has given software developers coding assistants. “A year ago, folks were saying, we need this, and now seeing it’s being woven into their careers and what they’re doing,” he said.
Meta introduces Code World Model, an AI system that learns code execution dynamics to enhance reasoning and agentic coding beyond syntax prediction; outperforming peers with 65.8% pass rate on SWE-bench Verified
Meta’s AI research team has released a new large language model (LLM) for coding that enhances code understanding by learning not only what code looks like, but also what it does when executed. The model, named Code World Model (CWM), is trained on vast amounts of data showing how code interacts with its environment, allowing it to build an internal “world model” of how computational systems work. In addition to learning the dynamics of its environment, CWM shows strong performance on standard coding and math benchmarks, opening a potential new direction for training AI agents that can handle more complex, dynamic software development tasks in enterprise environments. CWM is part of a broader set of efforts to push LLMs beyond next-token prediction into developing world models. It trains on extensive “code world modeling data.” Instead of waiting until the final fine-tuning stage, CWM is taught how code behaves during its “mid-training” phase. The hypothesis is that grounding the model’s predictions in the dynamics of computational environments early on provides a much stronger foundation for later training and reinforcement learning stages.
Ignition debuts an AI pricing intelligence tool that integrates into proposal workflows, helping firms benchmark prices, receive tailored suggestions and price services with data backed insights
Ignition, the recurring revenue and billing automation platform for firms and agencies, today launched Price Insights, the accounting industry’s first AI-powered pricing intelligence solution. Drawing on Ignition’s robust proposal data, it delivers tailored pricing benchmarks and suggestions that give firms the clarity to price smarter, improve profitability, and optimize revenue. AI-powered Price Insights are embedded directly into the Ignition proposal workflow, enabling firms to optimize pricing for services as they build client agreements. Key capabilities include: Price benchmarks: See if service prices sit below, above or within range; Price suggestions: Get AI suggested optimal prices for services; Price reasoning: View a detailed explanation behind every price analysis; To deliver tailored pricing guidance, Price Insights analyzes a firm’s service details and compares them to similar services from comparable firms using Ignition. Variables such as location, firm profile, and industry are factored in to tailor insights, while the underlying dataset is refreshed regularly to stay relevant.
Alation’s Agent Builder is a no-code platform that enables enterprises to create metadata-aware AI agents that deliver accurate, governed insights from structured data
Data intelligence company Alation Inc. announced the launch of Alation Agent Builder, an artificial intelligence platform that gives enterprises the ability to deliver production-ready agents. It gives organizations the ability to build, manage and deploy metadata-aware, configurable AI agents for structured data that have dramatically higher levels of accuracy. Agent Builder seeks to solve a core challenge: Though structured data powers the financial and operational reporting behind critical business decisions, building AI agents that can reliably act on that data has proven difficult. With Alation Agent Builder, organizations can create AI agents that can act on structured data with greater accuracy. The agents are metadata-aware and deliver the accuracy, reliability and governance that structured data requires. Under the hood, the agents leverage the Alation Knowledge Layer, curated and governed data products that draw from the metadata in the Alation Agentic Data Intelligence Platform, to ensure every answer reflects the right business context. Users of Agent Builder can create agents using a no-code interface, complemented by prebuilt tools and supported integration into more than 100 data sources. The agents can also be embedded into external applications and workflows via Model Context Protocol or REST and are supported by built-in evaluation and monitoring tooling to ensure production reliability.