Hapax Blog

Innovation, Intelligence, and Impact

Thought leadership and expert insights on AI-driven banking.
Banking & AI Trends

Don’t build your AI strategy on someone else’s intelligence

Banks and credit unions looking to invest in AI should be incredibly discerning when evaluating different solutions. Don’t settle for general purpose tools. Find a solution that you can customize for your institution, and your institution alone.
Kevin Green
August 13, 2025
5 min read
AI Strategy & Leadership

5 Ways Customers Are Using Hapax to Work Smarter Every Day

We recently asked Hapax customers how they’re using the platform—and their responses gave us a clear picture of the real impact it’s having. From simplifying daily tasks to supporting big-picture strategy, Hapax is helping bankers work more efficiently and find answers faster.
Hapax Team
July 15, 2025
5 min read
Banking & AI Trends

What is the Intelligence Core, and why does your bank need one?

The average bank or credit union has a tech ecosystem full of point solutions. You have your core platform, your loan origination system, a digital banking platform, BSA tools, and so on. Then you have all the tools your customers interact with. 
Hapax Team
June 17, 2025
5 min read
AI Strategy & Leadership

How to Think with AI: A Guide to Chain-of-Thought Prompting

At Hapax, we work with banks and credit unions every day to help them get more out of generative AI. One of the most valuable techniques we share with our customers is something called chain-of-thought prompting. It’s a simple but powerful way to encourage AI to show its reasoning step by step—making outputs more transparent, accurate, and useful.
Hapax Team
June 10, 2025
5 min read
AI Strategy & Leadership

Hapax and Cornerstone Advisors Unveil Playbook for AI

Hapax in partnership with Cornerstone Advisors, a leading management and technology consultancy, today released The Playbook for Generative AI-Driven Productivity Improvement for Community Banks and Credit Unions. 
Hapax Team
May 29, 2025
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
Banking & AI Trends

Hapax Debuts Agentic Workflow to Help Financial Institutions Realize AI's Full Potential

As financial institutions face mounting pressures in the AI Age, Hapax, an unprecedented AI solution for the financial services industry, today announced the...
Hapax Team
May 6, 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

5 Ways Customers Are Using Hapax to Work Smarter Every Day

We recently asked Hapax customers how they’re using the platform—and their responses gave us a clear picture of the real impact it’s having. From simplifying daily tasks to supporting big-picture strategy, Hapax is helping bankers work more efficiently and find answers faster.
Hapax Team
July 15, 2025
5 min read
AI Strategy & Leadership

How to Think with AI: A Guide to Chain-of-Thought Prompting

At Hapax, we work with banks and credit unions every day to help them get more out of generative AI. One of the most valuable techniques we share with our customers is something called chain-of-thought prompting. It’s a simple but powerful way to encourage AI to show its reasoning step by step—making outputs more transparent, accurate, and useful.
Hapax Team
June 10, 2025
5 min read
AI Strategy & Leadership

Hapax and Cornerstone Advisors Unveil Playbook for AI

Hapax in partnership with Cornerstone Advisors, a leading management and technology consultancy, today released The Playbook for Generative AI-Driven Productivity Improvement for Community Banks and Credit Unions. 
Hapax Team
May 29, 2025
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