NEW YORK, March, 2026 — Finster AI, a leader in agentic AI solutions for financial services, today announced a strategic partnership with FactSet (NYSE: FDS| NASDAQ: FDS) to power the firm’s newly launched AI-driven workflow automation platform for banking. Alongside the partnership, FactSet has made an investment in Finster AI, further strengthening the collaboration and shared commitment to transforming investment banking workflows.
Through this partnership, Finster AI’s advanced agentic infrastructure and workflow intelligence capabilities serve as a core engine within FactSet’s AI solution for banking, enabling AI-native capability and automation across complex, high-value banking processes from origination through execution.
“We are incredibly proud to partner with FactSet, an industry stalwart that has defined financial data and analytics for decades,” said Sid Jayakumar, CEO of Finster AI. “FactSet’s vision for AI aligns deeply with our belief that the future of finance will be driven by intelligent AI agents operating natively within workflows, underpinned by a secure data ecosystem. Together, we are bringing that vision to life for investment banks.”
FactSet’s AI solution for banking represents a new paradigm for financial institutions, moving beyond fragmented and siloed tools and data stores towards a unified, secure environment for AI-native work in banking. By integrating Finster’s technology, the platform enables banking teams to automate the creation of critical transaction artifacts, synthesize insights across datasets, and streamline complex processes across the entire deal cycle with full transparency and control.
“Partnering with Finster AI is a key step in FactSet’s mission to redefine workflow automation,” said Kate Stepp, Chief AI Officer at FactSet. “By integrating Finster’s agentic infrastructure into FactSet’s AI solution for banking, we’re providing our clients with the secure, AI-native tools they need to turn complex data into actionable outcomes.”
The investment from FactSet underscores a shared long-term vision between the two firms.
“FactSet’s investment is a strong validation of both our technology and our mission,” added Chris Andrews, COO of Finster AI. “We view this not just as a partnership, but as a foundational alignment to build the next generation of AI-native infrastructure for financial services.”
Finster AI’s platform is purpose-built to power the kind of agent-driven, workflow-native experience at the core of FactSet’s AI solution for banking. At the foundation of this approach is an open, flexible architecture designed to meet the demands of modern financial institutions. Finster’s core design allows clients to leverage capability from all the leading AI models, proprietary data, and tooling within a single, governed environment. The platform is built for interoperability across the toolset bankers use every day, with deep integrations into the Microsoft Office suite, as well as flexible deployment options including virtual private cloud and single-tenant environments. These configurations are critical for operating securely within highly regulated financial settings.
FactSet’s AI solution for banking is currently available in private preview to select clients, with broader rollout expected through 2026.
