specialty finance operations
3 insights

Agentic Projects Do Not Fail on Capability. They Fail on Scope.

Specialty Finance Is About to Outgrow Its Own Back Office
More from CXO Insights
Operational intelligence for financial services firms and growing businesses putting agentic AI into production.
Small Ticket Volume Is Up 25.8 Percent. Your Back Office Counts Files, Not Dollars.
Equipment finance small ticket volume is up 25.8 percent year to date against 11.3 percent for the industry. That growth arrives as file count, and a back office charges by the file.
View insight →Agentic Projects Do Not Fail on Capability. They Fail on Scope.
More than 40% of agentic AI projects are forecast to be canceled by 2027, and escalating cost leads the causes. Why open scope, not capability, is what ends most agentic builds.
View insight →Specialty Finance Is About to Outgrow Its Own Back Office
83% of private-credit firms expect AUM growth in 12 to 18 months. Here is why staffing back office linearly turns that growth into a $216,000 labor line, and how to break the link. Word count: ~915. Now the company post.
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