There’s a lot happening in artificial intelligence right now, and we have plenty of financial services AI headlines to report this week—but a lot of the action currently impacting AI news is happening outside of the artificial intelligence space, in public policy.
We speak not just of the sisyphean attempts to build a regulatory framework around a rapidly advancing technology like artificial intelligence, but of the economic news du jour, tariffs.
When we discussed tariffs and market volatility earlier this week in our Advisor Tech Talk wealthtech column, we mentioned that there would be little initial impact on software like wealthtech, and that holds true for the software side of artificial intelligence. AI tools are still rapidly being deployed in the financial services industry, of course, and AI development continues full-speed ahead.
Previously, we’ve discussed how market declines and volatility like those caused by tariffs, over the long term, can impact the wealth management sector’s ability to invest in technology.
Financial firms eager to deploy AI don’t have the luxury of waiting for market turmoil to blow over to do so. If such firms fail to keep up with technology, the risk of technology displacing them rises and accelerates over time.
Tariffs also create complexities in trade that provide more use cases for AI, especially in navigating altered and evolving supply chains.
The truth is that in some ways, tariffs may be additive to the development of a domestic AI industry and fostering American technological competitiveness, while in other ways, tariffs may create roadbumps. We have to remember that AI is more than just code, the software us dependent on a lot of advanced hardware that companies are pushing to bring online as quickly as possible, and much of that hardware comes into the U.S. via international trade.
We can find a quick, commonly cited example in the semiconductor space. The tariffs, as they currently stand, largely exempt semiconductors, which on the surface seems like an important carveout to permit AI development to continue unimpeded. The problem is that AI chips rarely arrive at U.S. shores alone, they’re more often installed as part of a server or other larger piece of computing hardware, and thus, would be subject to tariffs.
But, overall, tariffs, and the trade war that results, are probably going to be more injurious to the rest of the economy than they are to AI. They will create more divergence between artificial intelligence and everything else.
This market disruption, caused by tariffs, could be a pivot point at which new global AI-driven economic and political paradigms suddenly overtake and leave behind our industrial, modern and information age norms. Recall our comments last week on some of Bill Gates’ recent remarks about the promises and perils of next-generation AI—disruptions like the one we’re currently experiencing often serve as catalysts of a sort, accelerants for the kind of changes he envisions.
Let’s get to those AI headlines.
1. Advisor360
Advisor360°, a leading provider of integrated technology for wealth management firms, has launched Parrot AI™, a standalone generative AI-powered meeting assistant designed to transform how financial advisors manage client interactions and daily workflows.
Parrot is geared specifically for addressing advisor-specific workflows, language and compliance issues. In addition to automated note-taking and transcription, the tool provides meeting and conversation summaries, crafts follow-up emails, and automatically populates customer relationship management (CRM) systems. Advisors using Parrot can save hours every week on manual meeting documentation, freeing them to spend more time engaging clients and growing their practice.
Developed by a team of cybersecurity, data privacy, and compliance veterans, Parrot follows enterprise-grade security protocols, ensuring firms and advisors stay compliant with SEC, FINRA, and other industry regulations. Parrot includes built-in client consent controls, real-time encryption for all recorded data, and advisor-approved AI-generated content to ensure compliance with data archiving and record-keeping policies. Advisors maintain full control over Parrot’s automated outputs, ensuring accuracy and compliance.
2. Bloomberg
Bloomberg today announced the launch of AI-Powered Document Insights which uses generative AI to make it easier for research analysts and corporate decision makers to quickly surface insights from a company document by asking questions in everyday conversational language. This innovative research solution is an evolution of Bloomberg’s AI-Powered Earnings Call Summaries, complements AI-Powered News Summaries, and links seamlessly with Bloomberg’s other purpose-built analytical tools and workflows as part of the company’s mission to reimagine the Bloomberg Terminal for the age of AI.
AI-Powered Document Insights provides users with robust search and summarization capabilities made possible by Bloomberg’s decades of expertise and more than 15 years of leadership in applying AI in the financial domain. Bloomberg Intelligence analysts helped train the generative AI models so they more accurately understand the nuances of financial language by using Bloomberg’s AI guardrail systems. The research solution enables customers to adjust their positions and investment views on a company by quickly analyzing text and structured data within a company document from a vast library of trusted and premium content. This research library on the Bloomberg Terminal includes more than 200 million company documents, more than 5,000 Bloomberg News stories published each day on the markets, economies, industries, and companies that matter, as well as research content like Bloomberg Intelligence reports which cover thousands of companies.
Bloomberg will continue to use generative AI to enhance research solutions like AI-Powered Document Insights with additional document coverage, product features and integrations to help customers discover more answers and actionable insights with a user experience that is easy and comprehensive. Click here to request to join the beta program for our future research solutions enhanced by generative AI.
3. CLARA Analytics
CLARA Analytics (“CLARA”), a leading provider of artificial intelligence (AI) technology for insurance claims optimization, today announced that the successful launch of the Guidewire and CLARA integration has yielded exceptional results for insurers. This partnership demonstrates the significant value of AI in transforming claims processing workflows and improving outcomes across the insurance industry.
A longtime CLARA Analytics customer has already realized significant value from the platform. Because CLARA insights are now delivered directly into the adjusters’ claims workflow, this insurance organization has experienced an increased surge in adoption, effectively driving more insightful claims outcomes. This has translated to even more significant ROI for the customer, which has resulted in saving the customer millions of dollars in claims costs using CLARA. The integration has truly transformed operational efficiency for this established CLARA customer.
Through the joint solution, claims adjusters receive CLARA alerts and insights in Guidewire ClaimCenter. If they want to dive deeper into a claim, they can do so in a single click, which will take them directly into the claim they are working on and provide augmented intelligence insights. They also gain access to high-value insights through Triage and Treatment alerts, which include reserve accuracy, mismatches of reserves to predicted complexity, and litigation propensity.
4. Cloudwalk
Imagine an entrepreneur, whether a solo seller or store owner, being able to rely 24 hours a day, 7 days a week, on a consultant always available to solve this type of issue. In addition to offering practical and immediate tips, this consultant personalizes marketing campaigns, adjusts prices, reviews contracts, manages sales and financial transactions – all adapted to each entrepreneur’s profile, even in language and accent.
This is what CloudWalk, a global financial technology company, proposes with the launch of JIM, an intelligent agent integrated into the InfinitePay application, already available to more than 4 million customers across the country. Initially developed to support daily tasks of InfinitePay customers, JIM evolved quickly, offering advanced features such as social media content creation, price comparison, sales strategy suggestions, and time organization.
One of JIM’s most innovative features is Vision mode, which allows users to perform quick actions with just a photo. By snapping a quick photo of a product, document, or even a QR Code, you can instantly compare competitor prices, generate social media content, make payments, or issue invoices directly related to the item. Over the coming months, JIM will gain even more sophisticated features, such as service scheduling tools (for professionals like doctors, personal trainers, manicurists, etc.), marketing campaign launchers, and design creation like artwork and banners.
5. Daffy
Daffy.org, the modern platform for charitable giving, today announced a bold new suite of AI-enabled features, marking a major step toward a future where giving is simpler, smarter, and more accessible.
Despite Americans’ generosity—over $370 billion given by individuals last year—the experience of giving remains outdated. Most donors still encounter direct mail, clunky online forms, and minimal follow-up—friction that makes it harder to act on good intentions. In fact, 79% of donors who visit a donation page never complete their gift.
Daffy’s new Quick Donate leverages modern AI platforms to make personalized giving as simple as asking. Built on Groq’s unique AI inference engine, the feature allows members to type or speak naturally—requests like “Give $100 to my local school in September”—and have Daffy handle the rest. It identifies key details like amount, recipient, and timing, while also offering relevant suggestions—providing members with both assistance and total control of their giving. Additionally, Daffy incorporates contextual signals such as a user’s donation history, fund balance, and preferences to further personalize and optimize the experience.
6. Domain Money
Domain Money (“Domain”), a flat-fee financial planning platform, today announces the launch of an annual membership model to meet growing demand for ongoing financial guidance. In addition to providing one-time financial plans, the company now offers three membership tiers—Essential, Strategic and Comprehensive—providing continuous support, annual plan updates and one-on-one coaching.
Domain Money was founded in 2021 to make high-quality financial guidance more accessible to Americans, and help individuals take control of their financial futures with confidence. The firm’s purpose built artificial intelligence (AI) platform empowers its advisors to craft personalized plans by analyzing documents, conducting in-depth assessments of client financials creating customer profiles to ensure all relevant information is collected and reviewed.
As more individuals seek financial planning that adapts to life changes, market shifts, and evolving priorities, Domain Money’s new model provides comprehensive support. With three membership options, the firm continues to offer flexible pricing for all investors while delivering professional guidance on goal tracking, investment and equity compensation, tax planning and implementation support
7. Ease Capital
Ease Capital is revolutionizing multifamily underwriting by integrating artificial intelligence with proprietary market intelligence and industry-leading data partners including CRED iQ. This cutting-edge approach is designed to enhance underwriting precision, streamline decision-making, and deliver faster, more optimized investment terms for their broker, investor, and multifamily property sponsor clients.
Through its collaboration with CRED iQ, Ease Capital leverages extensive datasets—detailed property, loan, financial, and sales comparables—to surpass conventional industry standards. By combining our AI-driven deal analysis with proprietary data models, our lending professionals can provide faster, data-backed loan terms that enhance execution certainty and boost investor confidence.
8. Lloyds Banking Group
Lloyds Banking Group has taken a significant step in its strategic transformation, leveraging the artificial intelligence (AI) and data science capabilities of Google Cloud to transform customer and colleague experience. This transition is unlocking new opportunities to innovate, enhancing the Group’s ability to provide cutting-edge, personalised financial services.
As part of its mission to Help Britain Prosper, Lloyds Banking Group is using data and AI to help its customers make better financial decisions. A crucial part of this transformation is building a new machine learning (ML) and generative AI (genAI) platform using Google Cloud’s Vertex AI. This collaboration has revolutionised the Group’s ability to deploy impactful AI use cases at pace with over 300 data scientists and AI developers across the Group now using the platform.
In moving to the new platform, Lloyds Banking Group migrated 15 modelling systems, comprising hundreds of individual models from the Group’s on-premise infrastructure. As a result, the Group has saved 27 Co2 tonnes of operational emissions.
9. NICE
NICE Actimize, a NICE (NASDAQ: NICE) business, today announced the availability of powerful Xceed AI agents to be embedded into Xceed AI FRAML solutions. Xceed AI agents, operating as partners, continuously learn and adapt to evolving threats while specializing in the critical functional areas within AML, fraud detection, and compliance. The result is a workforce where human analysts and AI collaborate seamlessly, tackling financial crime smarter, faster, and better than before.
Xceed AI agents are designed to combat fraud and financial crime, integrating seamlessly into workflows to identify emerging risks and reduce operational strain. Their capabilities range from learning and automating basic work routines and improving detection to decisioning with analysts in the loop.
These advanced AI agents, powered by Xceed AI’s intelligence and fraud and financial crime expertise, automate key workflows such as alert triage, backlog categorization, and high-risk case summarization. With conversational adaptability, advanced clustering, they enhance analyst workflows, reduce false positives, and provide contextual, real-time recommendations for more effective fraud and financial crime detection and management.
10. Options Technology
Options Technology (Options), the leading global provider of cloud-enabled managed services, trading infrastructure, and security solutions for the financial sector, today announced its continued partnership with Paget Brown Financial Services, a premier provider of company management solutions for Cayman Islands structures, as they open new office premises in Belfast, Northern Ireland.
Since 1981, Paget Brown has been a trusted partner for corporate and individual clients worldwide, providing tailored management solutions. The expansion to Belfast is a key milestone for Paget Brown, marking their commitment to leveraging local talent and expanding their global reach while continuing to serve their growing client base.
As Paget Brown begins its expansion in Northern Ireland, Options will continue to provide the firm with its cutting-edge, managed platform and security solutions to support seamless operations and enhanced client services across geographies.
11. Savvy Wealth
Savvy Advisors Inc. (“Savvy” or “Savvy Advisors”), a federally registered investment advisor (RIA) affiliated with Savvy Wealth, Inc. (“Savvy Wealth”), today announced the addition of five experienced financial advisors, expanding its team to more than 50 financial planners and wealth managers across the country. Advisors who join Savvy gain access to Savvy Wealth’s proprietary, artificial intelligence (AI)-powered technology designed to increase advisor efficiency and output, while enabling a modern client experience.
Savvy recently surpassed over $1.5 billion in assets under management (AUM) and continues to attract advisors serving high-net-worth (HNW) and ultra-high-net-worth clients. Savvy Wealth’s all-in-one, integrated technology offering includes Co-Pilot, an AI-powered CRM; a digital client onboarding experience for clients; a fully embedded marketing and lead generation agency; and Savvy Wealth Investment Management, a proprietary investment management solution that helps automate tax loss harvesting, rebalancing and asset allocation across public and private markets.
12. Tracera
Tracera, the AI-powered platform that automates the collection, verification and auditing of sustainability data with finance-grade accuracy and traceability, today announced a $12M Series A round, led by Foundry, with participation from Rho Ignition, Tola Capital, and Contour Venture Partners. Tracera, which leverages Environmental, Social, and Governance (ESG) data to streamline companies sustainability reporting and reduce costs, has raised $17.25M since its launch in 2023. By automating ESG data management, Tracera helps companies focus on actionable insights that cut emissions, ensure compliance, and improve efficiency.
Operating across more than 100 countries, Tracera’s AI-powered platform tackles key sustainability challenges – including fragmented data, regulatory complexity, and the need for data transparency – to automate workflow, eliminate silos and produce auditable sustainability reports. To date, Tracera has worked with more than 30 FORTUNE 2000 enterprise clients, including EnerSys and La-Z-Boy Incorporated, reducing the time and cost of sustainability data management by up to 85 percent.
Tracera’s latest funding follows the recent launch of its Scope 3 emissions data tool, which automatically gathers and analyzes supplier-specific emissions information to provide businesses with a clear understanding of their environmental impact and how to reduce it.
13. Vantedge AI
The goal of Vantedge AI, formerly known as 8vdx, is to provide a one-stop AI Investment infrastructure for startups and funds. We do this through an Agent Marketplace of curated agents to enable investors to get an investing edge to generate alpha by leveraging AI. Our insight to build this marketplace comes from our experience from running a credit hedge fund for 15 years and as a Y Combinator backed startup, we understand the complexities of AI and are here to offer a complete infrastructure to funds and startups alike.
Our platform is built to serve the investment community with the highest security, compliance, and infrastructure tailored for institutional investors. In the past 12 months, Vantedge AI has rapidly onboarded 10 blue chip clients managing more than $100 billion of assets, Vantedge AI is becoming the system of record for leading investment firms, offering a secure and scalable suite of tools to store, analyze, and act on data with speed and precision.
The Vantedge AI Agent Marketplace is now live, offering a powerful sales channel for AI startups building fintech agents for the investment community. We have built the infrastructure and have a growing list of blue chip clientele that AI startups need to thrive. Our marketplace is positioned as a curated, high-quality platform where only the relevant, vetted, and technologically mature AI agents will be featured. If you are developing an innovative AI solution, secure your spot by joining our waitlist today.
