AI Adoption Leaderboard

Mid-Size Regional AI Adoption Leaderboard — Page 18

Top mid-size regional companies scored for AI adoption potential. $9.0M median savings · 2mo median payback.

69508

Companies Scored

56.6

Avg Adoption Score

Moderate

Top Stage

Which Mid-Size Regional companies lead in AI adoption?

Who are the top AI adopters matching Mid-Size Regional?

#	Company	Stage	Key Opportunity	Industry
1	CompIntelligence	Moderate	Automated Client Onboarding and KYC Verification	Financial Services
2	Consider It Done!	Moderate	Automated Client Onboarding and KYC Verification	Financial Services
3	Crescent Tax Filing	Moderate	Automated Client Onboarding and Document Collection	Financial Services
4	CU Business Group	Moderate	Automated Loan Application Pre-screening and Data Extraction	Financial Services
5	CV Advisors	Moderate	Automated Client Onboarding and Document Verification	Financial Services
6	Dental 32	Moderate	Automated Patient Recall and Appointment Scheduling	Medical Practice
7	Dentive	Moderate	Automated Patient Appointment Scheduling and Reminders	Medical Practice
8	DIMITRI DERMATOLOGY	Moderate	Automated Patient Appointment Scheduling and Reminders	Medical Practice
9	Eastern Funding	Moderate	Automated Underwriting Document Analysis and Verification	Financial Services
10	ECS Financial Services	Moderate	Automated Client Onboarding and Document Verification	Financial Services
11	Elements	Moderate	Automated Client Onboarding and Data Verification	Financial Services
12	Engage fi	Moderate	Automated Customer Inquiry Triage and Routing	Financial Services
13	Engine by Gen	Moderate	Automated Client Onboarding and KYC Verification	Financial Services
14	ExpoCredit	Moderate	Automated Loan Application Pre-screening and Data Validation	Financial Services
15	Eye Care	Moderate	Automated Patient Appointment Scheduling and Reminders	Medical Practice
16	Families First Pediatrics	Moderate	Automated Patient Appointment Scheduling and Reminders	Medical Practice
17	Financial Analysts	Moderate	Automated Client Onboarding and KYC Verification	Financial Services
18	First Empire	Moderate	Automated Customer Onboarding and KYC Verification	Financial Services
19	Galway Holdings	Moderate	Automated Client Onboarding and Document Verification	Financial Services
20	GEM	Moderate	Automated Client Onboarding and KYC Verification	Financial Services
21	Georgia Financial Advisors	Moderate	Automated Client Onboarding and Document Management	Financial Services
22	Global Shared Services	Moderate	Automated Client Onboarding and KYC Verification	Financial Services
23	Independent Financial	Moderate	Automated Client Onboarding and Document Verification	Financial Services
24	Indiana Hand to Shoulder Center	Moderate	AI-Powered Patient Intake and Pre-Registration	Medical Practice
25	Internal Medicine Clinic	Moderate	Automated Patient Appointment Scheduling and Reminders	Medical Practice
26	JFG Family Office	Moderate	Automated Client Onboarding and Document Management	Financial Services
27	Laser & Skin Surgery Center of New York®	Moderate	Automated Patient Intake and Data Verification	Medical Practice
28	LCG Associates	Moderate	Automated Client Onboarding and KYC Verification	Financial Services
29	LEVEL5	Moderate	Automated Client Onboarding and KYC Verification	Financial Services
30	Little Hands Therapy	Moderate	Automated Patient Intake and Registration	Medical Practice
31	Mercer Capital	Moderate	Automated Client Onboarding and KYC Verification	Financial Services
32	Meridian Leasing	Moderate	Automated Lease Application Pre-screening and Data Validation	Financial Services
33	Michigan Financial Companies	Moderate	Automated Client Onboarding and Document Verification	Financial Services
34	Michigan Institute for Neurological Disorders	Moderate	Automated Appointment Scheduling and Rescheduling Agent	Medical Practice
35	Miu Medical Billing	Moderate	Automated Prior Authorization Processing	Medical Practice
36	MoFi	Moderate	Automated Loan Application Pre-Screening and Data Verification	Financial Services
37	Monogram	Moderate	Automated Client Onboarding and KYC Verification	Financial Services
38	NSPC Brain and Spine Surgery	Moderate	Automated Patient Appointment Scheduling and Reminders	Medical Practice
39	OAK Orthopedics	Moderate	Automated Patient Intake and Registration	Medical Practice
40	Open and Affordable Dental and Braces	Moderate	AI-Powered Patient Appointment Scheduling and Confirmation	Medical Practice
41	OrthoMaryland	Moderate	Automated Patient Intake and Registration	Medical Practice
42	Orthopaedic Medical Group of Tampa Bay	Moderate	Automated Patient Intake and Pre-registration	Medical Practice
43	Out of the Box	Moderate	Automated Client Onboarding and Document Verification	Financial Services
44	Pacific Dermatology Institute	Moderate	Automated Patient Appointment Scheduling and Reminders	Medical Practice
45	Payday HCM	Moderate	Automated Client Onboarding and Data Verification	Financial Services
46	Pediatric Healthcare Associates	Moderate	Automated Appointment Scheduling and Reminders	Medical Practice
47	Pickwick Capital	Moderate	Automated Client Onboarding and KYC Verification	Financial Services
48	PINE Advisor Solutions	Moderate	Automated Client Onboarding and Document Management	Financial Services
49	Prime Pensions	Moderate	Automated Client Onboarding and Document Verification	Financial Services
50	Progressive Rehab Solutions	Moderate	Automated Patient Intake and Registration	Medical Practice
51	Prosperity Behavioral Health	Moderate	Automated Client Onboarding and Document Verification	Financial Services
52	Radiation Business Solutions	Moderate	Automated Prior Authorization Processing	Medical Practice
53	RBC Clearing & Custody	Moderate	Automated Trade Reconciliation and Exception Handling	Financial Services
54	Retirement Plan Advisors	Moderate	Automated Client Onboarding and Data Collection	Financial Services
55	R&G Brenner Tax + Accounting	Moderate	Automated Client Onboarding and Document Collection	Financial Services
56	Ritholtz Wealth	Moderate	Automated Client Onboarding and Document Management	Financial Services
57	Rocky Mountain Eye Center	Moderate	Automated Patient Appointment Scheduling and Reminders	Medical Practice
58	Rose Dental Group	Moderate	Automated Patient Recall and Appointment Scheduling	Medical Practice
59	Sage Settlement Consulting	Moderate	Automated Client Onboarding and Document Verification	Financial Services
60	Seale Harris Clinic	Moderate	Automated Patient Appointment Scheduling and Reminders	Medical Practice
61	Secure Dental	Moderate	Automated Patient Appointment Scheduling and Reminders	Medical Practice
62	Silver Leaf	Moderate	Automated Client Onboarding and Document Verification	Financial Services
63	Southern Dental Alliance	Moderate	Automated Patient Appointment Scheduling and Reminders	Medical Practice
64	South Lake Pediatrics	Moderate	Automated Patient Appointment Scheduling and Reminders	Medical Practice
65	Spartan Capital Securities	Moderate	Automated Client Onboarding and KYC Verification	Financial Services
66	Spine & Orthopedic Center	Moderate	Automated Patient Intake and Data Verification	Medical Practice
67	Sports Medicine Associates of San Antonio	Moderate	Automated Patient Appointment Scheduling and Reminders	Medical Practice
68	STAT	Moderate	Automated Client Onboarding and KYC Verification	Financial Services
69	Statebridge Company	Moderate	Automated Client Onboarding and Document Verification	Financial Services
70	Stellis Health PA	Moderate	Automated Patient Appointment Scheduling and Reminders	Medical Practice
71	St. Paul Eye Clinic P.A	Moderate	Automated Patient Appointment Scheduling and Reminders	Medical Practice
72	Strategic Financial Group	Moderate	Automated Client Onboarding and Data Intake	Financial Services
73	Strategic Link Consulting	Moderate	Automated Client Onboarding and KYC Verification	Financial Services
74	Sutter East Bay Medical Foundation	Moderate	Automated Patient Appointment Scheduling and Reminders	Medical Practice
75	Swish Dental	Moderate	Automated Patient Appointment Scheduling and Reminders	Medical Practice
76	Symmetry	Moderate	Automated Client Onboarding and Document Management	Financial Services
77	Synergy	Moderate	Automated Client Onboarding and Document Verification	Financial Services
78	TFC Consulting	Moderate	Automated Client Onboarding and Document Verification	Financial Services
79	The AaSys Group	Moderate	Automated Client Onboarding and Document Verification	Financial Services
80	The Entrust Group	Moderate	Automated Client Onboarding and Document Verification	Financial Services
81	The Fitzpatrick Group	Moderate	Automated Client Onboarding and KYC Verification	Financial Services
82	The Keane Organization	Moderate	Automated Client Onboarding and Document Verification	Financial Services
83	The Leaders Group	Moderate	Automated Client Onboarding and Data Collection	Financial Services
84	The Northstar Companies	Moderate	Automated Client Onboarding and Data Verification	Financial Services
85	The Wealth Consulting Group	Moderate	Automated Client Onboarding and Document Management	Financial Services
86	Toyon Associates	Moderate	Automated Client Onboarding and Document Verification	Financial Services
87	TRICOM	Moderate	Automated Client Onboarding and Document Verification	Financial Services
88	Truxton	Moderate	Automated Client Onboarding and KYC Verification	Financial Services
89	Univida Medical Centers	Moderate	Automated Patient Appointment Scheduling and Reminders	Medical Practice
90	Urology Partners of North Texas PLLC	Moderate	Automated Patient Intake and Registration	Medical Practice
91	VEDC	Moderate	Automated Loan Application Pre-screening and Data Validation	Financial Services
92	Viking Mergers & Acquisitions	Moderate	Automated Lead Qualification and Initial Outreach	Financial Services
93	Volunteer Corporate Credit Union	Moderate	Automated Member Inquiry Triage and Routing	Financial Services
94	Wealth Partners A private wealth advisory practice of Ameriprise Financial Services	Moderate	Automated Client Onboarding and KYC Verification	Financial Services
95	Weiler Plastic Surgery Group	Moderate	Automated Patient Intake and Pre-Consultation Data Collection	Medical Practice
96	X1	Moderate	Automated Client Onboarding and KYC Verification	Financial Services
97	Yale Medicine	Moderate	Automated Patient Appointment Scheduling and Reminders	Medical Practice
98	13stripes	Moderate	Leverage generative AI for personalized ad creative and automated campaign optimization to increase client ROI and reduce production time.	Marketing & Advertising
99	15Five	Moderate		Computer Software
100	1stdibs	Moderate	AI-powered personalized discovery and dynamic pricing to increase conversion and average order value.	Online luxury marketplace

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