Bluwhale, the AI financial operating system connecting millions of users to traditional and blockchain financial services managed by AI, announced trading agents for tokenized stocks and real-world assets, including gold, silver and oil. The broader tokenized-stock market already includes instruments linked to widely held companies such as Apple, Microsoft and Tesla, although availability varies b
Snappy Kraken, the martech innovator dedicated to powering smarter, more efficient financial advisor marketing initiatives, announced the launch of Snappy AI, an AI marketing operations coworker designed to help financial advisors and their marketing teams analyze campaign results, identify gaps in follow-up and determine what to do next. Built directly into Snappy Kraken and powered by Claude, S
Financial Cents announced the launch of three AI agents — AI File Renaming, AI File Validator and AI File Routing — that remove repetitive document work from accounting and bookkeeping firms' daily workflow. All three are available free on every Financial Cents plan, bringing effortless AI functionality to thousands of accounting and bookkeeping firms across North America. The launch
Paywhere announced the commercial availability of its programmable banking platform, giving banks and credit unions a secure way to serve their customers through the AI assistants, applications, and agents they already use. Both business and retail banking customers increasingly use platforms like ChatGPT, Claude, and Copilot as the operating system where work gets done. Paywhere provides the
Emburse, a global leader in travel and expense management, announced the launch of Emburse AP, a new AI-powered accounts payable and payments solution for growing businesses and organizations. Emburse AP brings invoice processing, approval workflows, vendor enablement and payments together in one intuitive platform to give finance teams greater visibility and control over every dollar spent. The
Tyfone®, a leading provider of digital banking solutions for community financial institutions, introduced nFinia® Reimagined, a digital banking platform designed for an AI-first world. Combining a modern, intuitive user experience with Fathom, Tyfone's native-AI intelligence woven throughout the platform, nFinia transforms how account holders interact with their financial institution while
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