December 2025 Company Update – From Pilots to Production

We closed out 2025 with momentum on every front: product upgrades, enterprise deployments, and public recognition. Here’s what we shipped, where we showed up, and what’s next.

Featured on the NYSE Podcast: From Experiments to ROI

Multimodal CEO Ankur Patel joined the NYSE Mixture of Experts podcast to share what it takes to move from demos to real deployments. In conversation with John Furrier and Tim Piemonte, Ankur highlighted how financial institutions are shifting from exploratory POCs to production-grade agents that automate underwriting, lending, and claims adjudication.

The era of experimentation is over. People have POC fatigue. 2026 will be the year of ROI.

Ankur also broke down the technical challenges of agent orchestration across legacy systems and the growing expectation that agents operate with the same rigor and governance as any regulated process.

Finalists in NXTSTAGE Financial Technology Innovation Showcase

We’re honored to be named finalists in the NXTSTAGE Financial Technology Innovation Showcase, hosted by NXTUS and backed by the Kansas Bankers Association.

This program is designed to help regional and community banks adopt transformative fintech solutions. As one of only nine companies selected nationwide, we’ll be presenting at the virtual Innovation Showcase on January 15, 2026, with a dedicated breakout session to demo AgentFlow and field live questions from attendees.

Winners will be invited to present at the Kansas Bankers Association's Bank Technology and Operations Conference in February. We’re excited to help define what production-grade AI looks like in banking environments that prioritize security, compliance, and speed to deployment.

AgentFlow Playbooks Go Live

One of our most requested features is now available: Playbooks are prebuilt, configured agentic workflows for automating processes like KYB/KYC, lending, and claims processing.

With Playbooks, users can:

• Skip agent construction and deploy instantly
• Use familiar workflows with their own documents
• Focus on outcomes, not setup

This update reflects a core product philosophy: let users start from domain-validated templates, not blank canvases.

New Enhancements to Chat: Citations, Sources, and Spaces

Chat inside AgentFlow just got a major upgrade. We’ve added:

• Citations and source tracking to improve auditability
• Spaces for multi-threaded, team-based conversations
• Support for compliance-first review workflows

These enhancements turn chat from a useful side feature into a reliable, traceable system of engagement for frontline teams.

On Stage at TD Securities’ Silicon Valley Summit

Ankur Patel was a featured panelist at TD Valley’s Fintech Summit in Silicon Valley. The session focused on how CFOs are adopting AI to drive revenue, not just reduce costs.

The conversation covered:

• Why agents are shifting from assistive tools to full revenue operators
• What finance teams need to evaluate AI with confidence
• The growing role of vertical platforms in enabling transformation

View the LinkedIn recap.