Jul 30, 2025 - Last Updated: Aug 1, 2025
Artificial intelligence (AI) isn’t just changing wealth management — it’s rewriting many standard operating procedures across our company. At Apex Fintech Solutions, we’re not just keeping pace; we’re helping shape what comes next.
In a recent Built In article, “Innovating in AI: 15 Companies That Are Using AI to Grow,” our own Maisy Sinclair, Software Engineer II, shared how Apex is building an AI-forward culture from the inside out.
Creating AI champions across the organization
How do you drive adoption of artificial intelligence across 1,000 employees around the globe? You start at the grassroots. Everyone gets a seat at the AI table. Everyone gets a chance to experiment, learn, and shape the future. Maisy says, “The story of our AI journey is rooted in a transformative cultural shift, one led from within.”
In other words, AI adoption is not about pushing out technical mandates. It’s about empowering technical and non-technical people to find new efficiencies for their individual roles, whether they write code, craft policy, or serve clients.
Purpose-built AI for security at enterprise scale
To be clear, artificial intelligence is not a free-for-all experience at Apex. The foundational work was methodically defined and rigorously tested. Given the highly regulated nature of our financial services, we chose to build our first artificial intelligence assistant, Ask Ascend,* on Google Cloud’s Vertex AI platform. Vertex AI empowered Apex to develop Ask Ascend with enterprise-level security, reliability, and advanced permissions.
“What sets our AI tools apart is their seamless alignment with our internal systems,” Maisy explains. “By safely integrating them into Apex’s secure ecosystem and connecting them directly with our repositories, we’ve created custom AI assistants that provide unparalleled context to our development teams.”
Practical AI, not pie in the sky
Apex doesn’t tuck artificial intelligence away in a research lab. It puts it to work for real business needs — across every division. Here are just a few examples.
- In Engineering, AI bots and GitHub Copilot have transformed the pace of debugging and testing, enabling teams to deliver code faster and with greater efficiency
- All employees can lean on internal Ask Apex, which can dig up answers to company policies, documents, and more, in seconds
- For our clients, tools like Ask Ascend use AI to accelerate technical and operational integrations with Apex AscendOS™
These aren’t just slick add-ons. They’re engineered for the security, reliability, and regulatory complexity that comes with wealth management. By anchoring outputs to verifiable sources (called “grounding”), Apex’s AI tools reduce risk and boost trust — key for the high-stakes financial industry.
What’s different about Apex’s approach to artificial intelligence?
Unlike many firms that confine AI to isolated experiments or specialized teams, Apex has embedded artificial intelligence across the entire organization to address real challenges, empower every employee, and deliver measurable outcomes. Here’s how that comes to life:
- Inviting the entire workforce to experiment with AI — not just developers
- Building AI tools that fit within our secure, regulated infrastructure
- Launching Ask Ascend, an AI assistant that answers technical and operational onboarding questions
- Encouraging all employees to automate or streamline their individual work with AI by establishing company-wide AI goals
- Creating regular moments for education — so leaders, new hires, and veterans can all move forward together
Because artificial intelligence in business doesn’t take off unless the whole team is on board. And it doesn’t deliver value unless it solves real day-to-day problems.
The secret sauce: our AI ambassadors
Modernization isn’t just about deploying advanced tools. It’s about creating a culture where everyone — from the C-suite to the client service desk — feels confident using them. AI in business works best when it’s a team sport.
“Through the AI Ambassador Program, team members participate in upskilling sessions led by our AI leadership. These sessions focus on the latest tools, technologies, and best practices, empowering ambassadors to not only adopt AI themselves but also champion its adoption within Apex.” That’s Maisy again, putting it plainly.
Want the full story on using AI for business?
Curious how Apex made AI a core part of our DNA? How we balance the need for innovation with the requirements of a regulated industry? Read the full article to see how Apex and 14 other forward-thinking companies are using artificial intelligence to drive real business impact.
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