Thursday, 27 August 2026
Boosted.ai, a leader in agentic AI for investment management, announced Alfa Prime, a multi-model AI investment committee that combines large-scale signal monitoring, purpose-built research agents, and structured debate between independent AI models to help investors identify, investigate, and challenge investment ideas within a framework defined by the investment team. Drawing on Boosted.ai
Aprio, the 20th largest business advisory and accounting firm in the U.S., announced the launch of Aprio Ventures, a strategic investment program created to identify and accelerate technologies to strengthen Aprio's services and enhance the client experience. Through Aprio Ventures, Aprio will invest in emerging technology companies, work alongside founders, and evaluate innovative solut
Complete Controller, a nationally recognized provider of cloud-based bookkeeping, controller, and Client Accounting Services (CAS), announced the launch of the next generation of CAS-i (Client Accounting Services Intelligence)—a fully reimagined AI-powered platform and mobile app designed to help businesses stay connected to their finances through intelligent automation, real-time finan
Cryptoworth, the leading enterprise crypto accounting and subledger platform, announced the launch of its AI-powered Reconciliation Agent, designed to help finance teams accelerate month-end close while maintaining the governance, auditability, and control required by enterprise organizations. The Reconciliation Agent automatically synchronizes and reconciles portfolio data across conne
OneBill Software announced the launch of CPQ360.ai, an AI-first configure-price-quote product built to run on top of any billing platform to complete the quote-to-revenue lifecycle. CPQ360.ai governs every quote, rep-built or AI agent-built, under the same pricing rules, margin guardrails, and approval logic, then hands off clean, billing-ready terms through native connectors — live tod
dxFeed, a global provider of market data and financial technology solutions, announced the launch of dxScript — a JavaScript-based scripting language purpose-built for technical analysis, with a native integration layer designed for AI agents and large language models. dxScript enables traders and developers to calculate custom indicators powered by dxFeed's real-time and historic
Glia, the #1 banking AI platform, announced three new response modes for Glia Banker, the voice and digital AI agent trusted by over 700 financial institutions. The new response modes allow financial institutions to decide how flexible they want their agentic AI responses to be, based on the specific task at hand. This allows financial institutions to adopt agentic AI at their pace, wit
RecVue, the leader in billing and revenue management solutions, announced the evolution of RecVue RevOS into the industry's first Agentic Revenue Operating System. In an architectural shift, the now-native agentic revenue management platform moves revenue operations beyond AI-assisted workflows to fully governed, autonomous execution with more than 50 purpose-built agents that work acros
ContinuServe, a leading provider of integrated finance, accounting, HR and technology solutions, announced the launch of a new and improved ContinuFlow platform, its next-generation finance automation platform designed to modernize and unify back-office operations for middle-market organizations. Building on the recent unification of Quatrro Business Support Services (Quatrro), ContinuServe and U
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
