Financial Services & Fintech

ArcOne AI Expanded Its AI Orchestration Platform for the Banking Sector

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 Introduced PULSEAI for Continuous Quality Intelligence in AI-First Banking

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

Egen Expanded Its Enterprise AI Services with an Agentic Change Enablement Practice

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 Launched the Veratad VX℠ Agent Toolkit to Build More Trusted AI Agents

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 Launched MoTA Alpha to Drive Its AI-Native Finance Evolution

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 Strengthened AI-Powered Wealth Management with the Introduction of Plan

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 Brought Frontier AI to Security Teams with Wider Access to Purple AI Agentic Investigation

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 and DeepSee Advanced AI-Driven Retention Strategies for Financial Services Firms

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 Expanded Its AI Portfolio with the Launch of AI Outreach for Banking Organizations

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 Announced SophiaAI to Deliver AI-Powered Financial Guidance for Women Investors

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 Introduced Applied AI Solutions to Bring AI Agents Into Enterprise Finance Functions

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 Worked with Anthropic to Build AI‑Driven Wealth Platform

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

ICE Expanded Fixed Income Data Capabilities With Launch of AI Pre-Trade Analytics

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 Strengthened Asset Finance Intelligence Platform With Launch of Cash Flow Modeling Capability

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 Launched SoFi Coach to Deliver AI-Driven Financial Guidance for Members

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 Introduced Atlas, an AI Revenue Strategist for GTM and Compensation Alignment

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

RJF Pro Ltd Strengthened AI Trading Ecosystem Through Integration With Global Brokerage Platforms

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 Announced AI Sub-Account to Support Secure AI Trading Workflows

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 Strengthened Core Platform with AI Enhancements for ESG and Governance

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

Gotransverse Introduced Real-Time Monetization Intelligence with New BI Platform

Gotransverse announced the launch of its new Business Intelligence (BI) & Analytics solution, expanding the company’s monetization platform in reporting, self-service dashboard creation, and operational visibility across the revenue lifecycle. Built directly into the Gotransverse platform, the new BI & Analytics capability enables enterprises to transform billing, usage, paymen

Baker Tilly and HubSync Delivered AI-Powered Modernization for Tax Engagements

Baker Tilly, a leading advisory, tax and assurance firm, announced a collaboration with HubSync, a workflow automation and client collaboration platform designed for accounting firms, to enhance how tax services are delivered across the firm’s middle-market client base. The collaboration is part of Baker Tilly’s continued investment in modernizing the tax engagement experience through

NEXT Investors Supported Transient.AI Series A to Drive Financial AI Innovation

NEXT Investors (“NEXT”), a private equity firm focused exclusively on investing in and scaling companies providing critical infrastructure to the capital markets ecosystem, announced it has invested in the Series A financing of Transient.AI, an AI-native investment management platform purpose-built for institutional trading environments. As demand for AI across capital markets co