###### INTELLIGENT AUTOMATION

# Insights & Innovation

Explore articles, case studies, and research reports —

designed to help you unlock the full potential of intelligent automation & AI.

## banking-financial-services

#### The Clover: May 2026

This month: a framework for picking the right automation and agentic AI use cases, five dimensions for measuring AI value, proof from a $3M success story, and seven cities where you can talk it

[Dive in ](https://ashling.ai/the-clover-may-2026-issue)

#### Webinar: Migration Decisions That Hold Up

What Every Automation Leader Should Understand About Platform Migration Economics, Strategy, and the Role of AI

[Register now ](https://ashling.ai/webinar-migration-decisions-that-hold-up)

#### The Clover: June 2026

This month: proof from a regional bank that validated a 600-loan application backlog 9x faster with agentic AI, why Forward Deployed Engineering is the missing layer most AI operating models lack

[Dive in ](https://ashling.ai/the-clover-june-issue)

#### How a Regional Bank Automated Loan Validation with Agentic AI

A regional community bank with more than $8 billion in assets, serving consumers and businesses across several states in the Northeast and Mid-Atlantic. Results at a glance 15 of a 600-loan backlog

[Read more ](https://ashling.ai/resources/how-a-regional-bank-automated-loan-validation-at-origination-with-agentic-ai)

#### How to Find & Evaluate Agentic AI Use Cases Worth Building

Get a practical, lightweight framework for spotting high-value AI use cases.

[Watch now ](https://ashling.ai/watch-the-webinar-how-to-find-and-evaluate-agentic-ai-use-cases)

#### Avoiding $3M in Regulatory Risk with AI in Investment Management

One of the world's largest investment management firms partnered with Ashling to replace a fully manual compliance training process with a conversational AI agent built on UiPath. The result: HR

[Read more ](https://ashling.ai/resources/avoiding-3m-in-regulatory-risk-with-ai-in-investment-management)

#### The Ultimate Guide to Measuring Agentic AI Success

A practical guide for business leaders who want to move beyond cost savings and build a measurement framework worthy of transformative technology.

[Get the guide ](https://ashling.ai/the-ultimate-guide-to-measuring-agentic-ai-success)

#### The Clover: April 2026

AI value is being created. The challenge is knowing where to find it, how to measure it, and how to scale it. In this edition of The Clover, we explore what one top U.S. insurer uncovered inside

[Dive in ](https://ashling.ai/the-clover-april-2026)

#### FIS Emerald Velocity  May 4 - 7, 2026

FIS Emerald brings the financial services industry together once a year — and 2026 is no different. From May 4–7 in Orlando, thousands of banking and fintech leaders will gather to tackle

[Read more ](https://ashling.ai/resources/fis-emerald-velocity-may-4-7-2027)
