Financial Services & Fintech

XTEL Expanded Its AI Portfolio With Microsoft-Powered Trade Promotion and Revenue Management Solutions

XTEL, a global leader in AI-first revenue management enterprise solutions, announced enhanced Assortment AI functionality within its Trade Promotion Optimization (TPO) solution, one of the industry's most comprehensive set of actionable revenue, margin, and growth analytics. XTEL's specialized consumer packaged goods (CPG) intelligence, combined with Microsoft's enterprise cloud, data, and AI plat

Aidentified Launched Starter Plan to Broaden Adoption of AI-Based Relationship Intelligence

Aidentified, Inc., the leading Wealth Networking Intelligence™ platform, announced the launch of its new Starter Plan, expanding access to AI-powered relationship intelligence with greater flexibility and cost control for financial professionals. The Starter Plan replaces Aidentified's former Professional option and is available immediately. It delivers the same core capabilities as the Pre

Channel99 Launched AI-Powered Paid Search Optimization to Improve B2B Campaign Performance

Channel99, the AI-powered B2B marketing performance platform, announced the launch of Paid Search Optimization, a new capability designed to help B2B marketers dramatically improve the financial efficiency and accountability of their paid search investments. Paid Search is often the single largest line item in the B2B marketing budget (~40% of budget), yet optimization is still driven by surface-

Oversight Reduced Reconciliation Burden Through AI-Powered Automation

Oversight, the global leader in AI-powered spend monitoring and financial audit technology, announced the launch of its groundbreaking Vendor Statement Reconciliation solution as its latest extension to enable Financial Risk Intelligence (FRI). Delivered through Oversight's next-generation AI platform, which continuously monitors 100% of enterprise spend transactions across payables, expenses, and

Feedzai Partnered With Matrix USA to Deliver AI-Native Financial Crime Prevention Solutions Worldwide

Feedzai, the leading AI-native RiskOps platform for financial crime prevention, and Matrix USA, a leader in advisory and technology services for the financial industry, announced a global partnership that will bring modern technology and services to banks and financial institutions to fight fraud and money laundering at speed and scale. AI is no longer a future threat. It's a tool

Aerial View LLC Introduced AI-Driven Trade Surveillance to Modernize Market Monitoring

Aerial View LLC, a compliance technology company with a truly new take on trade surveillance, announced its official launch. CEO and Founder Ted Morgan said, "We have made this substantial investment into the best R&D team, the most innovative product, and top-tier infrastructure because the industry needed something new. No existing surveillance platform fully leverages the dramatic technolog

Schneider Downs Digital Introduced LumenFI to Bring AI-Driven Intelligence to Finance Operations

Schneider Downs Digital (SD Digital) introduced LumenFI, an AI-driven finance companion designed to provide real-time, secure financial insights for organizations. The platform aims to make financial data clearer, more actionable and governed for finance teams. Powered by generative AI and advanced machine learning, LumenFI delivers accurate data and continuously improves by observing and le

Newrez and HomeVision Partner to Build Industry-First AI-Powered End-to-End Mortgage Underwriting Platform

  Newrez & HomeVision will create an end-to-end, next-generation underwriting platform that covers all underwriting components, including collateral, income, assets, and credit. ·      AI-powered solution will lower origination costs, enhance accuracy, and deliver a faster, more seamless underwriting experience for homebuyers. Newrez LLC (“Newrez

RSM US Debuted Ask Luca, Strengthening AI-Driven Audit Capabilities

RSM US LLP ("RSM") – the leading provider of assurance, tax and consulting services for the middle market – announced the launch of Ask Luca, a generative AI tool within RSM Luca, the firm's digital audit ecosystem. Ask Luca provides real-time guidance sourced directly from RSM's assurance manuals, practice aids and technical accounting guides, enabling the firm's 4,000+ assurance pro

Gold Estate Realty Inc. Introduced AI-Powered Brokerage Model to Serve Ontario Market

Gold Estate Realty Inc., led by Broker of Record and Founder Shami Bawa, is revolutionizing real estate across Ontario with the launch of its AI-powered brokerage, featuring its proprietary platform, Vynra.“Your competition isn’t AI. It’s the agent who learned to work with it,” says Bawa. The brokerage empowers agents to harness AI for smarter lead generation, mar

100 Black Men of America Partnered With the National HOPE AI Initiative to Promote Inclusive Literacy

100 Black Men of America, Inc., the nation's preeminent African American mentoring and leadership development organization, announced its partnership with Operation HOPE's newly launched HOPE AI initiative, a national strategy designed to transform financial literacy and expand equitable access to artificial intelligence education and tools. As a founding partner in this unprecedented collab

AppZen Unveiled AI Agent Studio to Replace Traditional Outsourcing with Digital Workers

AppZen, the leading agentic AI platform for finance teams, announced the general availability of AI Agent Studio. First previewed in September, the AI Agent Studio allows finance teams to create and deploy AI Agents that act as digital coworkers, providing a more scalable, cost-effective, and controllable alternative to business process outsourcing (BPO). AI Agent Studio transforms enterpris

Fenris and Millennial Shift Launched Real‑Time Data Enrichment and Predictive AI Capabilities on mShift

Insurance-technology provider mShift has partnered with Fenris to embed Fenris' data-prefill and predictive AI services directly into the mShift Marketplace. Brokers and carriers using mShift's cloud-based submission platform can now access Fenris' real-time enrichment within their existing workflows, enabling fully automated quotes via email, storefronts, submission clearing a

Cube and Rillet Unveiled a Real‑Time AI Financial Intelligence Platform for Modern Finance Teams

Two of the fastest-rising companies in the finance tech ecosystem are joining forces. Cube, the financial intelligence platform built for the AI-era, and Rillet, the AI-native ERP built for speed and scale, announced a partnership integration designed to turn raw accounting data into instant FP&A insight.  The partnership connects Rillet's clean, structured general ledger directly into C

TruTrade Rolled Out Advanced Multi‑Account AI Trading Capabilities

TruTrade , a leader in AI-powered automated trading systems, announced a major technological advancement that is redefining the future of algorithmic trading. In 2025, the company has released a next-generation execution engine capable of managing multiple trading accounts simultaneously with extraordinary speed, precision, and risk-balanced control. This new multi-account architecture allows

SimpleScanAI Introduced an AI Visibility "FICO Score" to Standardize Risk Ratings

SimpleScanAI today launched the world's first AI visibility measurement platform, introduced the Simple Score™ – a proprietary 0-100 metric that functions as the "FICO Score" for business discoverability in AI-powered search. As 40% of consumers now use ChatGPT, Google Gemini, and Perplexity instead of traditional search engines for recommendations, most businesses are becoming invisi

Itemize Introduced AI‑Driven Finance Automation at Arguijo Corporation

Itemize, a leader in Agentic Automation for Finance Operations and Controllers, announced the successful rollout of its AI-powered Accounts Payable (AP) automation solution for Arguijo Corporation, a construction and infrastructure services firm. The partnership is transforming Arguijo's finance operations by eliminating manual document handoffs, improving coding accuracy, accelerating reconc

RavenPack Took a Strategic Stake From the Financial Times and Added FT Content to Its AI Platform

RavenPack, the leader in AI and big data analytics for financial services, announced a strategic partnership with the Financial Times that includes an investment from FT Ventures and a landmark content licensing agreement. The deal integrates the FT's premium news feed and archive into RavenPack's analytical products, including Bigdata.com. Institutional clients from hedge funds to banks can now

RockFlow Raised Significant Funding to Advance AI Agent Capabilities and Expand Globally

RockFlow, a Singapore-based AI-native fintech company backed by Lanchi Ventures, recently announced it has raised tens of millions of U.S. dollars in a new financing round. The round was led by a top-tier global digital financial services platform, with continued participation from Lanchi Ventures, Monolith Management, Forwest Capital, and Evergreen. The fresh capital wil

Expert.ai Introduced EIX-Customer Screening for Intelligent Adverse News Detection

Expert.ai, a leading provider of enterprise AI solutions for business value creation, released its enhanced solution for helping banks and financial institutions continuously monitor and analyze media coverage related to potential criminal activity or investigations involving customers. Available through the EidenAI Suite, Expert.ai's ecosystem of AI tools and solutions designed for industry, EIX-

Coupa Introduced Next-Generation AI Agents to Drive Source-to-Pay ROI

Coupa, the leading AI platform for Total Spend Management, announced a significant platform release powered by agentic AI. This release delivers predictive intelligence and orchestration capabilities that enable procurement and sourcing leaders to accelerate sourcing cycles, reduce manual effort, and gain granular control over supplier management. "Procurement workflows must be fundamentally rede

Consensus Unveiled an AI Demo Automation Platform to Accelerate Marketing-to-Revenue Workflows

Consensus, the leader in AI-powered Demo Automation, announced Consensus for Marketing, a first-of-its-kind solution, empowering B2B teams to convert leads 24/7 with intelligent, interactive product experiences. As buyers continue to research independently and make purchase decisions faster than ever, marketing teams face the challenge of engaging prospects effectively while capturing high-qualit