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.

69,508

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

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