AI Adoption Leaderboard

Mid-Size Regional AI Adoption Leaderboard — Page 81

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

Basic

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	Capital Strategies Beyond Wealth	Basic	Automated Client Onboarding and Document Verification	Financial Services
2	Capital Wealth Advisors	Basic	Automated Client Onboarding and Document Verification	Financial Services
3	Caramel Advisors	Basic	Automated Client Onboarding and Document Collection	Accounting
4	CardioOne	Basic	Automated Prior Authorization Processing	Hospital And Health Care
5	Carlile Patchen & Murphy	Basic	Automated Legal Document Review and Analysis	Law Practice
6	CarlsonSV	Basic	Automated Client Data Onboarding and Validation	Accounting
7	Carroll Insurance Agency	Basic	Automated Claims Triage and Data Extraction	Insurance
8	Casey Peterson	Basic	Automated Client Data Ingestion and Validation	Accounting
9	Cathedral CPAs & Advisors	Basic	Automated Client Data Ingestion and Categorization	Accounting
10	C&D	Basic	Automated Client Onboarding and Data Collection	Accounting
11	CEI	Basic	Automated client onboarding and document verification	Financial Services
12	Center for Family Medicine	Basic	Automated Patient Appointment Scheduling and Reminders	Medical Practice
13	Center for Spine & Orthopedics	Basic	Automated Patient Appointment Scheduling & Reminders	Medical Practice
14	Centering Healthcare Institute	Basic	Automated Patient Intake and Registration	Hospital And Health Care
15	Certified Mortgage Planners	Basic	Automated Loan Application Pre-Screening and Data Validation	Financial Services
16	Chambers Bay Insurance Group	Basic	Automated Claims Processing Triage and Data Extraction	Insurance
17	Charlotte Dentistry®	Basic	Automated Patient Appointment Scheduling and Reminders	Health, Wellness And Fitness
18	Children's International Pediatrics	Basic	Automated Appointment Scheduling and Reminders for Pediatric Care	Hospital And Health Care
19	CHILDREN'S MEDICAL GROUP P.C	Basic	Automated Patient Intake and Registration	Medical Practice
20	Citizens Insurance Group	Basic	Automated Claims Triage and Initial Assessment	Insurance
21	Citrus Cardiology Consultants P.L.L.C	Basic	Automated Patient Appointment Scheduling and Reminders	Medical Practice
22	Citrus Pharmacy	Basic	Automated Prescription Refill Management and Prior Authorization	Hospital And Health Care
23	Claggett & Sykes Trial Lawyers	Basic	Automated Legal Document Review and Analysis	Law Practice
24	Clarkston Medical Group	Basic	Automated Patient Appointment Scheduling and Reminders	Medical Practice
25	Clearwater Benefits	Basic	Automated Claims Processing and Triage	Insurance
26	Cledara	Basic	Automated KYC and AML Compliance Verification	Financial Services
27	Clinical Associates	Basic	Automated Prior Authorization Processing for Medical Procedures	Hospital And Health Care
28	Cohesive Healthcare Management + Consulting	Basic	Automated Prior Authorization Processing	Hospital And Health Care
29	Columbus Radiology	Basic	Automated Medical Records Digitization and Indexing	Medical Practice
30	Commonwealth Trust Company	Basic	Automated KYC and AML compliance checks	Banking
31	Community State Bank Avilla IN	Basic	Automated Customer Inquiry Triage and Routing	Banking
32	Complete Dental	Basic	Automated Patient Intake and Registration	Medical Practice
33	Comprehensive Primary Care	Basic	Automated Patient Appointment Scheduling and Reminders	Medical Practice
34	Concurrent	Basic	Automated Client Onboarding and KYC Verification	Financial Services
35	Contract Leasing	Basic	Automated Fleet Maintenance Scheduling and Dispatch	Transportation Trucking Railroad
36	Core Benefits Group	Basic	Automated Claims Processing and Triage	Insurance
37	Cornerstone Resources	Basic	Automated Client Onboarding and Document Verification	Financial Services
38	CorpNet	Basic	Automated Document Review and Analysis for Compliance	Legal Services
39	Cosmetic Physician	Basic	Automated Patient Intake and Pre-Consultation Data Collection	Medical Practice
40	Coulee Bank	Basic	Automated Customer Inquiry Triage and Response	Banking
41	CPa Medical Billing	Basic	Automated Prior Authorization Processing	Hospital And Health Care
42	CREEKSIDE DENTAL PLLC	Basic	Automated Appointment Scheduling and Reminders for Dental Practices	Medical Practice
43	Crew Finance	Basic	Automated Client Onboarding and Data Collection	Accounting
44	Critical Care Pulmonary and Sleep Associates	Basic	Automated Patient Intake and Pre-visit Information Gathering	Hospital And Health Care
45	CSSI Solutions	Basic	Automated Client Onboarding and KYC Verification	Financial Services
46	CTI	Basic	Automated Client Onboarding and Document Verification	Financial Services
47	Cucamonga Valley Medical Group	Basic	Automated Patient Appointment Scheduling and Reminders	Medical Practice
48	Curtis Homes	Basic	Automated Patient Intake and Registration	Hospital And Health Care
49	CUSG	Basic	Automated Client Onboarding and KYC Verification	Financial Services
50	CVFP Medical Group	Basic	Automated Appointment Scheduling and Rescheduling Agent	Hospital And Health Care
51	D2 Solutions	Basic	Automated Prior Authorization Processing	Hospital And Health Care
52	Davidson Associates CPA	Basic	Automated client onboarding and document collection	Accounting
53	Dental Expressions	Basic	Automated Patient Recall and Appointment Scheduling	Medical Practice
54	Dentistry For Children & Adolescents	Basic	Automated Patient Recall and Appointment Scheduling	Medical Practice
55	Dermatology Specialists	Basic	Automated Patient Intake and Registration	Medical Practice
56	Desert Orthopedic Center	Basic	Automated Patient Intake and Registration	Medical Practice
57	Desroches	Basic	Automated Client Onboarding and Document Collection	Accounting
58	DFP	Basic	Automated Client Onboarding and KYC Verification	Financial Services
59	Diamond State Financial Group	Basic	Automated Client Onboarding and KYC Verification	Financial Services
60	Diaz Reus International Law Firm	Basic	Automated Legal Document Review and Analysis	Law Practice
61	Dientes Community Dental Care	Basic	Automated Patient Intake and Eligibility Verification	Nonprofit Organization Management
62	Digital Matrix	Basic	Automated Client Onboarding and KYC Verification	Financial Services
63	DM&A	Basic	Automated Patient Intake and Registration	Hospital And Health Care
64	Docs Medical Group	Basic	Automated Patient Intake and Registration	Health, Wellness And Fitness
65	Dragoneer Investment Group	Basic	Automated Due Diligence Document Review	Financial Services
66	DSJ Companies	Basic	Automated Client Onboarding and Document Verification	Financial Services
67	DSMA	Basic	Automated Client Onboarding and Document Verification	Financial Services
68	DunlapSLK	Basic	Automated Client Data Ingestion and Validation	Accounting
69	Eaton Square	Basic	Automated Due Diligence Data Extraction and Analysis	Investment Banking
70	ebm	Basic	Automated Claims Processing and Triage	Insurance
71	ECOnorthwest	Basic	Automated Regulatory Compliance Monitoring and Reporting	Public Policy
72	Edge Group	Basic	Automated Claims Processing and Triage	Insurance
73	EHR Concepts	Basic	Automated Patient Intake and Registration	Hospital And Health Care
74	Element Capital Management	Basic	Automated Trade Reconciliation and Exception Handling	Investment Management
75	Elevate Financial Planning and Wealth Management	Basic	Automated Client Onboarding and Document Verification	Financial Services
76	EMTECH	Basic	Automated Client Onboarding and KYC Verification	Financial Services
77	Encore A Quintiles Company	Basic	Automated Prior Authorization Processing	Hospital And Health Care
78	Endodontic Associates Dental Group	Basic	Automated Patient Recall and Appointment Scheduling	Medical Practice
79	Endodontic Specialists	Basic	Automated Patient Recall and Appointment Scheduling	Medical Practice
80	Ennis Pellum & Associates CPAs	Basic	Automated Client Data Ingestion and Validation	Accounting
81	Entelyglobal Solutions	Basic	Automated Client Onboarding and Document Collection	Accounting
82	Equiscript	Basic	Automated Prior Authorization Processing	Hospital And Health Care
83	ERS Group	Basic	Automated Document Review and Summarization for Legal Teams	Legal Services
84	Ethos Health Group	Basic	Automated Patient Appointment Scheduling and Reminders	Medical Practice
85	Eva Care Group	Basic	Automated Patient Intake and Registration	Hospital And Health Care
86	EVERSANA CONSULTING	Basic	Automated Market Access Data Aggregation and Analysis	Pharmaceuticals
87	EWH Small Business Accounting S.C	Basic	Automated Client Data Ingestion and Categorization	Accounting
88	Excel Orthopaedic Specialists	Basic	Automated Patient Intake and Pre-registration	Medical Practice
89	Expansion Capital Group	Basic	Automated Underwriting Document Verification	Financial Services
90	Falfurrias Management	Basic	Automated Client Onboarding and Document Verification	Financial Services
91	FBFM	Basic	Automated Client Onboarding and Document Management	Financial Services
92	Federated Rural Electric Insurance Exchange	Basic	Automated Claims Processing and Triage	Insurance
93	Fincent	Basic	Automated Client Onboarding and Data Verification	Financial Services
94	First Farmers & Merchants Bank	Basic	Automated Customer Onboarding and Account Opening	Banking
95	First Neighbor Bank N.A	Basic	Automated Customer Inquiry Resolution	Banking
96	Flagship Specialty	Basic	Automated Prior Authorization Processing	Hospital And Health Care
97	Flexible Benefit Service	Basic	Automated Underwriting Document Review and Data Extraction	Insurance
98	FNA Insurance Services	Basic	Automated Commercial Insurance Policy Renewals	Insurance
99	FocusOne	Basic	Automated Customer Inquiry Resolution via AI Chatbot	Banking
100	Foguth Financial Group	Basic	Automated Client Onboarding and Data Verification	Financial Services

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