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.

69,508

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

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