AI Adoption Leaderboard
AI Adoption Leaderboard — financial services in Illinois
Top 114 AI-adopting companies: financial services in Illinois. Average score: 69.
114
Companies Scored
69
Avg Adoption Score
Advanced
Top Stage
| # | Company | Stage | Key Opportunity | Industry |
|---|---|---|---|---|
| 1 | Performance Trust Capital | Advanced | Automated Client Onboarding and KYC Verification | financial services |
| 2 | Hightower Advisors | Advanced | Automated Client Onboarding and Document Management | financial services |
| 3 | First Analysis | Advanced | Automated Client Onboarding and KYC Verification | financial services |
| 4 | Third Road Management | Advanced | Automated Client Onboarding and Document Verification | financial services |
| 5 | VestGen Wealth | Advanced | Automated Client Onboarding and Document Management | financial services |
| 6 | Ocean Tomo a part of J.S. Held | Advanced | Automated Client Onboarding and KYC Verification | financial services |
| 7 | Rewards Network | Moderate | Automated Merchant Onboarding and Verification | financial services |
| 8 | LaSalle Investment Management | Moderate | Automated Client Onboarding and KYC Verification | financial services |
| 9 | Jet Support Services | Moderate | Automated Client Onboarding and Document Verification | financial services |
| 10 | October Three Consulting | Moderate | Automated Client Onboarding and KYC Verification | financial services |
| 11 | TradeLink Holdings | Moderate | Automated Client Onboarding and Document Verification | financial services |
| 12 | FIRST Insurance Funding | Moderate | Automated Underwriting Document Review and Data Extraction | financial services |
| 13 | ADM Investor Services | Moderate | Automated Client Onboarding and KYC Verification | financial services |
| 14 | Curi Capital | Moderate | Automated Client Onboarding and Document Verification | financial services |
| 15 | Rothschild Wealth | Moderate | Automated Client Onboarding and KYC Verification | financial services |
| 16 | GTreasury | Moderate | Automated Client Onboarding and KYC Verification | financial services |
| 17 | Paro | Moderate | Automated Client Onboarding and KYC Verification | financial services |
| 18 | Streamline | Moderate | Automated Client Onboarding and KYC Verification | financial services |
| 19 | Meridian Leasing | Moderate | Automated Lease Application Pre-screening and Data Validation | financial services |
| 20 | Arete Wealth | Moderate | Automated Client Onboarding and Document Verification | financial services |
| 21 | BDT & MSD | Moderate | Automated Client Onboarding and KYC Verification | financial services |
| 22 | Mesirow | Moderate | Automated Client Onboarding and KYC Verification | financial services |
| 23 | ECS Financial Services | Moderate | Automated Client Onboarding and Document Verification | financial services |
| 24 | GeoWealth | Moderate | Automated Client Onboarding and KYC Verification | financial services |
| 25 | Marquette Associates | Moderate | Automated Client Onboarding and KYC Verification | financial services |
| 26 | Hilco Global | Moderate | Automated Client Onboarding and KYC Verification | financial services |
| 27 | Bridge Alternatives | Moderate | Automated Client Onboarding and Data Verification | financial services |
| 28 | Retirement Plan Advisors | Moderate | Automated Client Onboarding and Data Collection | financial services |
| 29 | Advyzon | Moderate | Automated Client Onboarding and Document Management | financial services |
| 30 | Calamos Wealth Management | Moderate | Automated Client Onboarding and KYC Verification | financial services |
| 31 | IHT Wealth Management | Moderate | Automated Client Onboarding and KYC Verification | financial services |
| 32 | Practifi | Moderate | Automated Client Onboarding and Document Management | financial services |
| 33 | Community Investment | Moderate | Automated Client Onboarding and Document Verification | financial services |
| 34 | Choreo | Moderate | Automated Client Onboarding and KYC Verification | financial services |
| 35 | Kora | Moderate | Automated Client Onboarding and KYC Verification | financial services |
| 36 | Buck | Moderate | Automated Client Inquiry Triage and Routing | financial services |
| 37 | AgStar Financial Services ACA | Moderate | Automated Loan Application Pre-screening and Data Validation | financial services |
| 38 | Backstop Solutions Group | Moderate | Automated Client Onboarding and Document Management | financial services |
| 39 | Formidium | Moderate | Automated Client Onboarding and KYC Verification | financial services |
| 40 | Farm Credit Illinois | Moderate | Automated Loan Application Pre-screening and Data Validation | financial services |
| 41 | Advance Trading | Moderate | Automated Client Onboarding and Document Verification | financial services |
| 42 | GCM Grosvenor | Moderate | Automated Client Onboarding and KYC Verification | financial services |
| 43 | Mom and Pop Business Funding | Moderate | Automated Underwriting Document Review and Data Extraction | financial services |
| 44 | World Equity Group | Moderate | Automated Client Onboarding and Document Management | financial services |
| 45 | Savant Wealth Management | Moderate | Automated Client Onboarding and Document Management | financial services |
| 46 | Diamond Wealth | Moderate | Automated Client Onboarding and Document Management | financial services |
| 47 | Union Leasing | Moderate | Automated Lease Application Underwriting and Risk Assessment | financial services |
| 48 | Alliant Credit Union | Moderate | Automated Member Inquiry Triage and Routing | financial services |
| 49 | Gresham | Moderate | Automated Client Onboarding and Document Verification | financial services |
| 50 | CPC Marketing | Moderate | Automated Client Onboarding and Document Verification | financial services |
| 51 | Home State Bank | Basic | Automated Customer Inquiry Triage and Routing | financial services |
| 52 | Wintrust Wealth Management | Basic | Automated Client Onboarding and Document Verification | financial services |
| 53 | Velocity Merchant Services | Basic | Automated Merchant Onboarding and Verification | financial services |
| 54 | The Mather Group | Basic | Automated Client Onboarding and KYC Verification | financial services |
| 55 | KKM Financial | Basic | Automated Client Onboarding and Document Verification | financial services |
| 56 | Hightower Signature Wealth | Basic | Automated Client Onboarding and Document Processing | financial services |
| 57 | Thoma Bravo | Basic | Automated Investor Relations Inquiry Handling | financial services |
| 58 | ARB Trading Group | Basic | Automated Client Onboarding and KYC Verification | financial services |
| 59 | Chicago Atlantic | Basic | Automated Underwriting Data Collection and Verification | financial services |
| 60 | M3 Capital | Basic | Automated Client Onboarding and KYC Verification | financial services |
| 61 | Kingsbridge Holdings | Basic | Automated client onboarding and KYC verification | financial services |
| 62 | Regal Securities | Basic | Automated Client Onboarding and Document Management | financial services |
| 63 | WHI | Basic | Automated Client Onboarding and Document Verification | financial services |
| 64 | Archipelago | Basic | Automated Client Onboarding and KYC Verification | financial services |
| 65 | R&B Solutions | Basic | Automated Client Onboarding and Document Verification | financial services |
| 66 | Quality Back Office | Basic | Automated Client Onboarding and Document Verification | financial services |
| 67 | Heitman | Basic | Automated Due Diligence and Data Extraction for Investment Analysis | financial services |
| 68 | IFF | Basic | Automated Loan Application Triage and Data Extraction | financial services |
| 69 | Ziegler | Basic | Automated Client Onboarding and KYC Verification | financial services |
| 70 | Globalli | Basic | Automated Client Onboarding and KYC Verification | financial services |
| 71 | Nomad Credit | Basic | Automated Loan Application Triage and Data Extraction | financial services |
| 72 | Brown & Joseph AR Management | Basic | Automated Insurance Eligibility Verification | financial services |
| 73 | Asset Recovery Solutions | Basic | Automated Client Onboarding and Document Verification | financial services |
| 74 | Strongpoint | Basic | Automated Client Onboarding and KYC Verification | financial services |
| 75 | PMA | Basic | Automated Client Onboarding and Document Verification | financial services |
| 76 | Fiducient Advisors | Basic | Automated Client Onboarding and Document Management | financial services |
| 77 | Prime Trading | Basic | Automated Client Onboarding and KYC Verification | financial services |
| 78 | AFCO Direct | Basic | Automated client onboarding and KYC verification | financial services |
| 79 | Harris & Harris | Basic | Automated Client Onboarding and Verification | financial services |
| 80 | Lakeshore Financial Group | Basic | Automated Client Onboarding and Document Management | financial services |
| 81 | ampliFI Loyalty Solutions | Basic | Automated Customer Onboarding and KYC Verification | financial services |
| 82 | F2 Strategy | Basic | Automated client onboarding and KYC verification | financial services |
| 83 | Matrix Executions | Basic | Automated Client Onboarding and KYC Verification | financial services |
| 84 | BAI | Basic | Automated Client Onboarding and KYC Verification | financial services |
| 85 | Harbor Capital Advisors | Basic | Automated Client Onboarding and Document Verification | financial services |
| 86 | HFR | Basic | Automated Client Onboarding and KYC Verification | financial services |
| 87 | VeriFacts | Basic | Automated Client Onboarding and Document Verification | financial services |
| 88 | JMG Financial Group | Basic | Automated Client Onboarding and Document Management | financial services |
| 89 | Investment Property Exchange Services | Basic | Automated Client Onboarding and Document Verification | financial services |
| 90 | FBFM | Basic | Automated Client Onboarding and Document Management | financial services |
| 91 | NXGEN a Payroc Company | Basic | Automated Merchant Onboarding and Verification | financial services |
| 92 | Zacks Investment Management | Basic | Automated Client Onboarding and KYC Verification | financial services |
| 93 | Advantax | Basic | Automated Client Onboarding and Document Verification | financial services |
| 94 | InvestiFi | Basic | Automated Client Onboarding and KYC Verification | financial services |
| 95 | CMB Regional Centers | Basic | Automated Client Onboarding and Document Verification | financial services |
| 96 | Compass Funding Solutions | Basic | Automated Client Onboarding and Document Verification | financial services |
| 97 | Atlas Protection | Basic | Automated Client Onboarding and Document Verification | financial services |
| 98 | Neighborhood Loans | Basic | Automated Mortgage Application Intake and Data Verification | financial services |
| 99 | A and N Mortgage Services | Basic | Automated Loan Application Intake and Data Verification | financial services |
| 100 | Resource Bank N.A | Basic | Automated customer inquiry and support routing | financial services |
| 101 | SAI Financial Services | Basic | Automated Client Onboarding and Document Verification | financial services |
| 102 | Andres Medical Billing | Basic | Automated Claims Status Inquiry and Follow-up | financial services |
| 103 | San Blas Securities | Basic | Automated Client Onboarding and Document Verification | financial services |
| 104 | Envisant | Basic | Automated Client Onboarding and Document Verification | financial services |
| 105 | Metropolitan Capital | Basic | Automated Client Onboarding and KYC Verification | financial services |
| 106 | Front Office | Basic | Automated Client Onboarding and Document Verification | financial services |
| 107 | GreatBanc Trust Company | Basic | Automated Client Onboarding and KYC Verification | financial services |
| 108 | The Auctus Group | Basic | Automated Client Onboarding and KYC Verification | financial services |
| 109 | TI-TRUST | Basic | Automated Client Onboarding and Document Verification | financial services |
| 110 | Adventis | Basic | Automated Client Onboarding and Document Verification | financial services |
| 111 | Argus Information and Advisory Services | Basic | Automated Client Inquiry Triage and Response | financial services |
| 112 | American Fidelity Mortgage Services | Basic | Automated Mortgage Application Intake and Verification | financial services |
| 113 | Milliman Financial Risk Management | Basic | Automated Client Onboarding and KYC Verification | financial services |
| 114 | Alyeska Investment Group | Basic | Automated Trade Reconciliation and Exception Handling | financial services |
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