Sunday, 19 July 2026
Smartria, a leading cloud-based compliance management platform trusted by thousands of registered investment advisors (RIAs), broker-dealers, and compliance consultants for more than a decade, announced the launch of SmartArchive, a new AI-powered digital communications archiving and surveillance capability that gives firms a single platform to capture, monitor and review business communicat
Carrington Mortgage Services, LLC — one of the largest independent mortgage servicers in the United States and a leading specialist in Ginnie Mae servicing — has selected Kastle as its enterprise AI Agent partner. Under the agreement, Kastle's AI agents are being deployed across Carrington's contact center and borrower-facing servicing operations, automating high-volume workflows and d
Unit21, the leading AI Risk Infrastructure platform for fraud prevention and AML monitoring, announced a partnership with TRM Labs, the leading blockchain intelligence platform. The integration brings TRM's blockchain intelligence into Unit21 in two ways: TRM Transaction Monitoring alerts flow into Unit21 for investigation and reporting, and TRM Wallet Screening data feeds Unit21's self
ArcOne AI announced the extension of ArcOne BankOS™, its Vertical AI Orchestration System for revenue intelligence, into major banking domains that cover Retail, Commercial, Global Transaction Banking, Capital Markets, Wealth, and Payments. Already in production at Fortune 500 banks, built on the proven revenue intelligence offerings, the company is expanding its coverage, enhancin
Maveric Systems, a banking-exclusive technology specialist, announced the launch of PULSEAI a continuous quality intelligence platform designed to help banks and financial institutions strengthen trust, governance, and reliability in AI-driven software development and delivery. As financial institutions adopt AI-assisted engineering tools to accelerate application delivery, technology leader
As organizations accelerate their investments in artificial intelligence, agentic AI, and autonomous workflows, many are discovering that technology deployment is only part of the challenge. Real value depends on redesigning how work gets done, helping teams adopt new AI-enabled ways of working, and measuring impact across the enterprise. To help organizations navigate this shift, Egen announ
Veratad Technologies, LLC, a global provider of age and identity verification solutions, t announced the Veratad VX℠ Agent Toolkit, a new way for AI agents and the applications that power them to verify a real human in real time before they act. As customers increasingly shop, sign up, and transact through AI agents and chatbots, businesses face a question they cannot afford to skip: is there a
Waton Financial Limited announced the release of MoTA Alpha, a major upgrade to its flagship AI-powered investment platform. First unveiled in closed beta in May 2026, MoTA (Manager of Trading Agents) now introduces the Agent Talents Market, a creator ecosystem for third-party AI trading agents, alongside a redesigned multi-agent collaboration workflow and a fully overhauled user experience. The A
Taxfyle announced the launch of Plan, an AI-powered tax planning platform designed for registered investment advisors (RIAs) and wealth management firms seeking to scale tax strategy and execution across their client base. Developed by Taxfyle, Plan transforms tax planning from a manual, time-intensive process into an AI-driven workflow that connects analysis, client-ready reporting, and outsour
SentinelOne® (NYSE: S), the AI security leader, opened Purple AI Agentic Investigation to its customers and introduced Singularity Credits, a unified currency for running AI-powered work across the Singularity Platform. Starting this week, customers can opt into a complimentary trial of the newest capability from Purple AI, SentinelOne’s autonomous security reasoning for t
BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and advanced AI innovation, announced a partnership with DeepSee, the control plane for financial operations, to help wealth management firms proactively identify and address client and advisor attrition risk. As part of the collaboration, the companies have launched RetainX, an AI-driven re
Glia, the #1 Banking AI platform, announced Glia AI Outreach, a new AI-powered outbound engagement solution to help community and regional financial institutions reach customers more proactively and personally while helping customer care teams do more without adding staff. Purpose-built for the demands of high-trust, relationship-driven community banking, Glia AI Outreach helps banks and cre
Sophia, the world's first gender-smart AI money coaching platform, announced the launch of SophiaAI: a platform purpose-built to turn working women from cash holders into active investors. SophiaAI delivers 24/7 personalised AI and human coaching across Singapore, Hong Kong, Australia, and the United Kingdom. The gender investing gap is structural, not attitudinal. Women carry disproportionate un
Ramp, the leading financial operations platform, launched Ramp Applied AI Solutions: a new offering that helps large enterprises deploy AI agents to drive complex financial workflows. Agents solve problems across token spend management, accounts payable, procurement, close, accounts receivable, expense management, and other finance workflows. By fusing dedicated engineering resource
Rockefeller Capital Management (“Rockefeller” or the “firm”) announced they are building an AI-enabled platform for wealth management with Anthropic’s AI Claude model. The collaboration brings together Rockefeller’s experience serving ultra-high-net-worth individuals and families with Anthropic’s expertise in developing advanced AI systems. The organizati
Intercontinental Exchange, Inc. (NYSE: ICE), one of the world's leading providers of financial market technology and data powering global capital markets, announced the launch of ICE Compass, an AI-powered trading analytics platform that gives buy-side fixed income trading desks prioritized trader counterparty rankings and price estimates before executing trades. T. Rowe Price, which provided valu
Cardo AI announced a new cash flow modeling tool for asset-based finance and specialty finance, built as a modern alternative to incumbent structured-finance cash flow engines such as Intex. The tool addresses a problem that has constrained analysts for years: engines designed for public ABS deals that do not fit today's esoteric asset classes or the needs of insurance investors, who have become m
SoFi Technologies, Inc.(NASDAQ: SOFI), the everything app for digital financial services, announced the launch of SoFi Coach, an AI-powered chat that delivers personalized financial insights. SoFi Coach is rolling out today, starting with SoFi Plus members. Built alongside SoFi’s team of financial planners, SoFi Coach helps members track, budget, save, and invest, all within the SoFi app. &
QuotaPath, a leading sales compensation management platform, announced the launch of Atlas, its AI Revenue Strategist that helps you design, launch, and optimize comp plans to drive efficient revenue growth for your team. Atlas, powered by QuotaPath's proprietary data and trained on tens of thousands of comp plans, enables revenue leaders to create and validate compensation plans and&nb
As the convergence of artificial intelligence and financial technology accelerates, the demand for seamless integration between analytical tools and execution venues has never been higher. RJF Pro Ltd is addressing this need by actively expanding its global ecosystem, focusing on the strategic linkage between its proprietary AI quantitative models and international brokerage infrastructu
Bybit, the world's second-largest cryptocurrency exchange by trading volume, has launched AI Sub-Accounts, upgrading its account architecture to better support AI adoption and give users better control over their AI agents. The dedicated account type is part of a security framework designed to protect trader assets when connecting AI agents to their Bybit trading accounts. The new "AI S
Datamaran announced significant enhancements to its Core platform. The expectations of regulators, investors, and stakeholders continue to shift. As the European Commission advances its reporting frameworks, companies face growing pressure not only to define but also defend non-financial priorities – spanning systemic risks, ESG, and emerging issues. Many still rely on static asses
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