AI Agents in Financial Services

How AI Agents Are Transforming Financial Services | ProveIt x Dootrix

In this episode, we speak with Adrian Defta, founder and CEO of ProveIt, about how AI agents are revolutionising financial services—starting with underserved communities.

Adrian shares the journey behind ProveIt, a bootstrapped startup helping UK-based Romanians navigate financial complaints and reclaim lost money. What began as a TikTok experiment quickly turned into a hands-on support service, and now, with the help of Dootrix and the Agentic Incubator, it's evolving into an AI-powered system using intelligent agents to scale trust, compliance, and customer support.

🔍 Topics Covered:

• The origins of ProveIt and the problem it solves
• Why traditional automation hits a ceiling in financial services
• How agentic AI (like Personal Advisors and Sentinels) work in practice
• Using AI to empower users, not replace them
• What every financial services provider can learn from this model

🎧 Whether you're a fintech founder, product leader, or just AI-curious, this is a must-watch on the future of intelligent automation in regulated industries.

📌 Learn more:

ProveIt: https://proveitweb.co.uk

Adrian Defta: https://www.linkedin.com/in/adriandefta

Dootrix: https://dootrix.com

#AgenticAI #FinancialServices #Startups #ProveIt #AIForGood #DigitalTransformation #CustomerSupport #AIagents #Dootrix #AgenticIncubator #AIinFS

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