Welcome to another active week of AI in financial services headlines, by the way, we do have a lot to get to, but since your faithful editor was raised Roman Catholic for most of his upbringing, we’re going to talk about “Da Pope,” the first North American pontiff, the artist formerly known as Cardinal Robert Prevost. 
Cardinal Prevost chose Leo as his papal name to directly allude to Leo XIII, a pro-labor Pope who reigned before and through the turn of the 20th century as the industrial revolution reverberated and altered the nature of the relationship between labor and capital.
“Sensing myself called to continue in this same path, I chose to take the name Leo XIV. There are different reasons for this, but mainly because Pope Leo XIII in his historic Encyclical ‘Rerum Novarum’ addressed the social question in the context of the first great industrial revolution,” Leo XIV said last week in his first homily as pope. “In our own day, the Church offers to everyone the treasury of her social teaching in response to another industrial revolution and to developments in the field of artificial intelligence that pose new challenges for the defense of human dignity, justice, and labor.”
In later comments, Pope Leo added that he was interested in the potential for AI to benefit humanity, but we’re going to focus on what seems like a shrewd move for the leader of the world’s largest centrally organized religious denomination.
It seems like Leo believes, or is willing to bet, that AI is going to rewrite not just the relationship between labor and capital, but humanity’s relationship with work and capital as well, potentially leaving a void and, for many, a search for new sources of meaning and belonging.
Leo, like any good religious leader, wants his church to fill that void.
My guess is that if AI continues down its current trends, there will be a lot of formerly agnostic people in banks, newsrooms, wealth management firms, hospitals and courthouses suddenly finding religion in the near future. Da Pope is probably onto something.
I wouldn’t interpret that as a dystopian view of AI, instead, the pope offers a thoughtful response to a technology that is going to be developed and deployed regardless of what Roman Catholicism—or labor—says or thinks about it.
Let’s get to those headlines.
1. Apexon
Apexon, a technology services firm specializing in engineering intelligent enterprises, today announced a strategic technology partnership with Dataiku, The Universal AI Platform™, to accelerate enterprise adoption and scaling of artificial intelligence (AI) and machine learning (ML) solutions. This collaboration brings together Apexon’s deep expertise in data modernization with Dataiku’s enterprise AI platform capabilities, empowering organizations to unlock greater value from their data, drive intelligent automation, and scale AI initiatives across their operations to achieve meaningful business outcomes.
The alliance integrates Apexon’s AI solutions, frameworks and accelerators with Dataiku’s collaborative, enterprise-grade platform to help clients deploy secure, explainable, and fully governed AI solutions with measurable impact across critical business functions. The focus on regulated industries like Banking and Financial Services, Healthcare and Life Sciences will help enterprises drive modernization amid rising regulatory scrutiny and evolving customer behaviours. Apexon and Dataiku will empower clients with advanced analytics, predictive modelling, and intelligent automation to strengthen fraud detection, enhance risk management, deliver hyper-personalized customer experiences, and improve compliance frameworks. Apexon’s AI Centre of Excellence will play a pivotal role, leveraging pre-built frameworks, reusable assets, and deep domain expertise to accelerate time-to-value for enterprises.
By combining Apexon’s deep industry expertise with Dataiku’s ability to create analytics, models, and agents, the collaboration will help clients scale AI initiatives responsibly and sustainably. A cornerstone of the alliance is Apexon’s AI Governance expertise, addressing critical challenges in risk management, bias mitigation, regulatory compliance, and model explainability. This comprehensive approach ensures AI deployments are effective, ethical, and trustworthy, empowering enterprises to innovate with confidence.
2. Arteria AI
SIFMA and Arteria AI today announced a partnership to provide all US Treasury clearing participants a data-driven documentation platform to streamline and scale the onboarding, legal compliance, and operational systems integration with respect to the mandated central clearing of US Treasury securities repurchase transactions, as required by new rules out of the Securities and Exchange Commission (SEC).
The SIFMA Arteria AI Treasury Clearing Solution starts with translating the voluntary standard documentation into a data driven exercise to assist market participants in leveraging the documentation’s built-in optionality to address and accommodate individualized negotiations and terms; streamline and scale negotiations and enable the tracking of terms across stakeholders; operationalize the content to drive client onboarding, record critical client details, and provide a platinum data source for margin management and other systems; and optimize legal, accounting, and compliance both with respect to key business terms and enforceability consistent with legal opinions and other guidance being sourced by SIFMA.
3. Broadridge Financial Solutions
Broadridge Financial Solutions Inc. (NYSE:BR) has been awarded a new U.S. patent on its large language model (LLM) orchestration of machine learning agents. These patented methods and systems are behind BondGPT, Broadridge’s award-winning GenAI application first demonstrated in the market in the LTX e-trading platform, a Broadridge subsidiary. BondGPT was released in June 2023, followed by the enterprise version, BondGPT+, in October 2023. These applications provide timely, secure and accurate responses to natural language questions using OpenAI GPT models and the orchestration of multiple AI agents to automatically retrieve and process data from multiple datasets and analytical models simultaneously.
BondGPT and BondGPT+ harness powerful AI and machine learning to offer enhanced, personalized trading capabilities to corporate bond traders, portfolio managers, and analysts on the buy- and sell-side. By deploying Broadridge’s patented methods for LLM orchestration of machine learning agents, the BondGPT+ enterprise application integrates clients’ proprietary data and analytical models, third-party datasets, as well as sophisticated personalization features, and provides unparalleled access to critical pre-trade data and models, improving efficiency and saving valuable time for users.
4. Celery
Celery, a financial operations platform that leverages artificial intelligence to automate internal controls, today announced that it has raised $6.25 million in seed funding. The round was led by Team8, with participation from Verissimo Ventures, Centre Street Partners, 97212 Ventures, and additional strategic angel investors. This brings the company’s total funding to $9 million.
Designed for healthcare and other labor-intensive industries, such as construction, hospitality, and manufacturing, Celery replaces hours of manual reviews with intelligent audit agents that detect fraud, compliance risks, and financial inefficiencies in minutes, with no software setup or system integration required.
Celery has rapidly evolved from a payroll auditing tool identifying discrepancies, policy violations, and overtime inefficiencies to a comprehensive financial monitoring system for corporate revenue and expenses.
5. CLARA Analytics
CLARA Analytics (“CLARA”), a leading provider of artificial intelligence (AI) technology for insurance claims optimization, today announced game-changing subrogation detection capabilities that promise to help insurers identify millions in previously missed recovery opportunities. The enhancements to CLARA’s flagship CLARA Triage product automatically identify potential subrogation and risk transfer opportunities, providing narrative assessments and numeric scores that help claims adjusters to focus on cases that offer the greatest potential.
With the National Association of Insurance Commissioners (NAIC) estimating $15 billion in annual missed subrogation opportunities due to manual workflows and documentation issues, CLARA’s new technology directly addresses one of the industry’s most significant financial challenges. Existing users of CLARA Triage have improved their combined ratios by 2%-5% after a year of claims development.
CLARA Triage helps insurance companies, third-party administrators (TPAs), and risk managers at self-insured enterprises to identify and prioritize high-risk claims continuously from first notice of loss until final settlement. It leverages predictive and generative AI technology to assess the severity and complexity of each claim, enabling adjusters to make fully informed decisions and improve overall outcomes. CLARA’s large contributory database draws from the experience of multiple carriers, providing a foundation for deep contextual understanding of medical and legal risk.
6. Integrated Partners
Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm serving more than $21 billion in assets under advisement (AUA), today announced a new strategic partnership with Carefull. Carefull, the first financial safety platform built to protect the daily finances and identities of older adults and their families, equips Integrated advisors with a modern, AI-powered solution to combat the rising threat of fraud, identity theft and financial scams—particularly among aging clients and their extended families.
From suspicious transactions and credit activity to unusual behavioral patterns, Carefull helps detect threats early and guides clients with clear, actionable steps to stop problems before they escalate. This partnership strengthens Integrated’s commitment to innovation by giving advisors a simple way to address growing concerns around fraud and financial caregiving while also helping them deepen relationships with the full family and grow their business. By protecting the whole family, Carefull offers advisors a high-impact way to build multi-generational relationships.
Advisors will also benefit from a real-time portal that tracks client engagement without requiring them to manage daily operations. This allows Integrated advisors to remain focused on growth, relationships, and outcomes—while offering a meaningful new service that’s already enhancing retention, expanding multi-generational relationships, and driving new assets under management.
7. Innveniam Capital Partners
Inveniam Capital Partners (“Inveniam”), a leading data operations and management platform for private market asset data, announced today its acquisition of Tractiv, a Chicago-based technology company, led by Drew Orsinger, specializing in secure data sharing, tracing, and file delivery through proprietary immutable ledger technology.
This acquisition enhances Inveniam’s platform that delivers verifiable, auditable, and permissioned data flows—essential for private market asset trading and scalable artificial intelligence (AI) applications. It enhances Inveniam’s capabilities into their high-value verticals such as Finance, AI, and also into new verticals such as Media, where Tractiv has established enterprise deployments.
The acquisition brings top-tier leadership and proven data security expertise to Inveniam, accelerating its global expansion and support for institutional-grade private market solutions that drive the systematic trading of private market assets.
8. Jump
Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced its strategic relationship with Cetera Financial Group* (‘Cetera’), the premier financial advisor Wealth Hub. This collaboration brings Jump’s enterprise-grade, AI-powered meeting assistant to Cetera financial professionals – helping drive scalable growth while enhancing compliance and streamlining firmwide operations across the organization.
The platform automates key functions such as meeting documentation, CRM updates, compliance logging and follow-up workflows—freeing financial professionals to focus on what matters most: delivering meaningful value to clients while driving meaningful business outcomes at the firm level. As enterprise firms face rising regulatory complexity and increasing demands for scalable operations, Jump’s secure and compliant AI solutions offer a competitive advantage.
AI has become a fiercely competitive differentiator in the wealth management space, with 85 percent of advisors reporting they’ve won new business due to another advisor’s outdated technology. Jump is leading the charge—named by Kitces as the category’s market leader and earning the highest satisfaction rating and largest market share among advisor-specific tools, according to the 2025 T3/Inside Information Software Survey. This momentum signals that Jump’s AI-powered solutions aren’t just cutting-edge – they’re the tools advisors trust most. Forward-thinking firms like Cetera understand that delivering exceptional client experiences at scale starts with adopting proven, best-in-class technology.
9. Servicenow
Servicenow introduced its new Core Business Suite—an AI-powered solution that quickly transforms core business processes such as HR, procurement, finance, facilities, and legal. Available on the single, intelligent ServiceNow AI Platform, Core Business Suite connects employees, suppliers, systems, and data in one place, enabling efficiency and faster time to value for organizations of all sizes. Within Core Business Suite, ServiceNow also launched a new Finance Case Management solution, which uses AI-driven workflows to automate case management requests, eliminating manual work across back-office teams.
According to IDC, 67% of the projected $227 billion AI spending in 2025 will come from enterprises embedding AI capabilities into their core business operations1. ServiceNow brings together AI, data, and workflows on a single, powerful platform, allowing ServiceNow Core Business Suite to accelerate transformation across business operations, drive better outcomes, reduce costs, and improve service experiences.
ServiceNow Core Business Suite brings together proven capabilities across business functions into one unified experience, representing a new way to scale enterprise-grade intelligence, efficiency, and productivity to mid-sized and commercial customers. It provides a single-entry point where employees can resolve everyday workplace needs—whether it’s requesting workplace accommodation, seeking help with a procurement request, or submitting a compliance concern—without navigating multiple systems. By seamlessly connecting employees, suppliers, systems, and data from both inside and outside the ServiceNow AI Platform, the suite eliminates silos and unifies requests and processes across HR, procurement, finance, facilities, and legal.
10. TomoCredit
TomoCredit, an innovative AI fintech startup founded by immigrants to enhance credit accessibility for millions of Americans lacking credit history, announced today that Steve Smith has been appointed as a board member.
Smith brings decades of leadership in financial technology and open banking. As CEO of Finicity, a Mastercard company, he has been instrumental in expanding access to consumer-permissioned financial data across the credit ecosystem. His experience in scaling data-driven platforms and shaping fintech regulation will bring strategic depth to TomoCredit as it accelerates its growth and product innovation.
Steve Smith’s appointment comes at a pivotal time for TomoCredit, as the company strengthens its position as a leading personal financial wellness platform. TomoCredit is committed to helping individuals take control of their financial futures by leveraging personal finance data to deliver smarter, more inclusive tools for credit building and money management. By focusing on the financial behaviors that truly reflect a person’s responsibility, like income patterns, spending habits, and payment consistency, TomoCredit empowers thin-file and no-file users to build healthy financial lives, independent of traditional credit systems.
11. Wealth.com
Wealth.com, the leading digital estate planning platform for financial advisors, today announced it has been selected as the exclusive estate planning solution for OneDigital, a national strategic advisory firm providing insurance, wealth management and employee benefit services to small and mid-sized businesses. The collaboration provides OneDigital advisors with access to Wealth.com’s personalized estate planning solutions, enabling them to offer more comprehensive financial planning to their clients. With Wealth.com, OneDigital advisors can quickly provide access to estate planning documents at a fraction of the cost associated with external attorney services.
OneDigital’s advisors can now invite clients to create, manage and update estate planning documents directly through the Wealth.com platform, powered by Wealth.com’s Ester™ AI—the first and most advanced AI agent purpose-built for estate planning. In the last 12 months alone, Ester has analyzed over 4.5 million unique data points to surface key insights and streamline the estate planning process. Clients benefit from intuitive visualizations and a clearer understanding of how their estate strategies align with their broader financial goals. This collaboration also lays the foundation for OneDigital to make estate planning services a core, integrated offering across its platform—meeting the growing demand to connect estate plans with insurance and employee benefits.
Currently, more than 60 percent of Americans do not have a will in place. For many, the cost of traditional legal services has been a significant barrier to creating comprehensive estate plans. The Wealth.com collaboration with OneDigital will make estate planning more accessible to a broader range of clients, addressing the growing demand for cost-effective solutions.
