Hapax Blog

Innovation, Intelligence, and Impact

Thought leadership and expert insights on AI-driven banking.
AI Strategy & Leadership

5 Jobs AI Will Create Within the Bank

The vision of an AI-powered future has always benefitted a human in the loop, and highly specialized professionals within the bank are those best suited for spearheading AI supervision and optimization. 
Hapax Team
May 9, 2025
5 min read
Blog Posts

Facing Fear: Helping Bank & Credit Union Employees Embrace AI

At Hapax, we’re hearing a common concern from the institutions we serve: employees are feeling uneasy about artificial intelligence. Whether it’s tellers, compliance analysts, or even department heads, there’s a quiet (and sometimes not-so-quiet) question hanging in the air—“What does this mean for me?”
Hapax Team
April 29, 2025
5 min read
AI Strategy & Leadership

6 Steps to Ensure Documents Are AI-Ready

In the world of AI, documents aren’t just reference material — they’re the heart of the system. Every policy, procedure, and guideline feeds the intelligence core behind your institution’s AI platform. If your documents are outdated, incomplete, or inconsistent, the AI can't function with the precision and confidence your teams require.
Hapax Team
April 14, 2025
5 min read
AI Strategy & Leadership

The Banker’s Guide to Crafting the Perfect Generative AI Prompt

“Order me dinner.” In keeping with the pasta dinner analogy, the banker eliminates a vast amount of rogue decision-making from generative AI by giving it specific parameters to work within. Providing Hapax with internal policies and other institution-specific data is the equivalent of specifying the dish, restaurant, and time frame in which you want that dinner delivered.
Hapax
March 8, 2025
5 min read
AI Strategy & Leadership

Who should spearhead generative AI strategy at my bank?

Whenever new technology takes center stage in the financial services industry, banks become divided into two categories: the leaders and the followers. 
Hapax Team
January 15, 2025
5 min read
Banking & AI Trends

2025 predictions: AI takes hold over the banking industry

As we discovered new use cases for the technology within the financial services industry, banks and credit unions of all sizes no doubt heard a rallying cry: “Get on board, or get left behind.”
Hapax Team
December 19, 2024
5 min read
AI Strategy & Leadership

Choosing the right AI solution for your bank

Financial services professionals are eager to get their hands on AI-powered tools. This technology promises better information sourcing, instant answers to their most pressing questions, and disentanglement of operational inefficiencies.
Hapax Team
November 1, 2024
5 min read
Operational Efficiency & Compliance

What’s the cost of information overwhelm?

Hapax recently commissioned a survey of hundreds of financial services professionals at small to mid-sized institutions across the United States to better understand the document-related challenges they’re currently facing. The findings showed critical levels of documentation overload.
Hapax Team
August 7, 2024
5 min read
Operational Efficiency & Compliance

New Report From Hapax Shows Bank Employees Spend 20% of Their Time Simply Trying to Manage and Access Documents to Ensure Compliance

New research commissioned by Hapax, an unprecedented AI for the financial services industry, found that bank employees spend 20% of their workweek searching for and managing documents to ensure adherence to regulatory requirements and internal policies.
Hapax Team
July 23, 2024
5 min read
Company & Product Updates

Hapax Expands to the Enterprise with an Industry-Leading Executive Team

Today, Hapax, an unprecedented AI for the financial services industry, announces the enterprise version of its purpose-built generative AI solution and introduces its executive team, officially entering its next phase of company growth.
Hapax Team
June 18, 2024
5 min read
AI Strategy & Leadership

5 Jobs AI Will Create Within the Bank

The vision of an AI-powered future has always benefitted a human in the loop, and highly specialized professionals within the bank are those best suited for spearheading AI supervision and optimization. 
Hapax Team
May 9, 2025
5 min read
AI Strategy & Leadership

6 Steps to Ensure Documents Are AI-Ready

In the world of AI, documents aren’t just reference material — they’re the heart of the system. Every policy, procedure, and guideline feeds the intelligence core behind your institution’s AI platform. If your documents are outdated, incomplete, or inconsistent, the AI can't function with the precision and confidence your teams require.
Hapax Team
April 14, 2025
5 min read
AI Strategy & Leadership

The Banker’s Guide to Crafting the Perfect Generative AI Prompt

“Order me dinner.” In keeping with the pasta dinner analogy, the banker eliminates a vast amount of rogue decision-making from generative AI by giving it specific parameters to work within. Providing Hapax with internal policies and other institution-specific data is the equivalent of specifying the dish, restaurant, and time frame in which you want that dinner delivered.
Hapax
March 8, 2025
5 min read
AI Strategy & Leadership

Who should spearhead generative AI strategy at my bank?

Whenever new technology takes center stage in the financial services industry, banks become divided into two categories: the leaders and the followers. 
Hapax Team
January 15, 2025
5 min read
AI Strategy & Leadership

Choosing the right AI solution for your bank

Financial services professionals are eager to get their hands on AI-powered tools. This technology promises better information sourcing, instant answers to their most pressing questions, and disentanglement of operational inefficiencies.
Hapax Team
November 1, 2024
5 min read
Operational Efficiency & Compliance

What’s the cost of information overwhelm?

Hapax recently commissioned a survey of hundreds of financial services professionals at small to mid-sized institutions across the United States to better understand the document-related challenges they’re currently facing. The findings showed critical levels of documentation overload.
Hapax Team
August 7, 2024
5 min read
Operational Efficiency & Compliance

New Report From Hapax Shows Bank Employees Spend 20% of Their Time Simply Trying to Manage and Access Documents to Ensure Compliance

New research commissioned by Hapax, an unprecedented AI for the financial services industry, found that bank employees spend 20% of their workweek searching for and managing documents to ensure adherence to regulatory requirements and internal policies.
Hapax Team
July 23, 2024
5 min read
Company & Product Updates

Hapax Expands to the Enterprise with an Industry-Leading Executive Team

Today, Hapax, an unprecedented AI for the financial services industry, announces the enterprise version of its purpose-built generative AI solution and introduces its executive team, officially entering its next phase of company growth.
Hapax Team
June 18, 2024
5 min read