AI & Finance™ | News for the Week Ending 6/13/25

Associated Banc-Corp (NYSE: ASB) (“Associated”) today announced a dynamic pilot program aimed at empowering Milwaukee youth with essential skills in artificial intelligence (AI) and financial literacy: Associated Bank AI Academy. 

Associated Bank AI Academy is a six-week curriculum designed for local youths to help them learn critical life skills. Led by Terry L. Williams, chief information officer at Associated Bank, the new initiative will launch this summer as part of the Boys & Girls Clubs of Greater Milwaukee’s curriculum. The program is designed for sixth through eighth grade students and will focus on artificial intelligence, financial literacy, and entrepreneurship—including hands-on instruction in prompt engineering using platforms like ChatGPT and learning fundamentals of data science. 

Each week, Associated Bank AI Academy will focus on a new topic, building each week’s learning off each other to build a wholistic view of how AI will shape the future. Students will earn “Associated Bank Bucks,” a co-branded incentive system to recognize their participation and performance in the program. These “bucks” can be exchanged for Associated Bank merchandise and other exclusive rewards, making the learning experience both meaningful and fun. 

AuditPro.ai, a startup headquartered in Memphis, today announced the launch of its artificial intelligence platform for auditors, CFOs, and investors. AuditPro.ai is an intuitive and affordable assurance platform where accounting and finance professionals can easily discover and quickly benefit from the most advanced technologies. 

AuditPro.ai analyzes data and prepares reports that historically required days or weeks in just minutes. 

The technology also helps CFOs optimize performance with research and analysis tailored to their company. Venture capital and private equity firms monitor portfolio companies with AuditPro.ai. 

Better Home & Finance Holding Company (NASDAQ: BETR) (“Better.com”), the AI-powered digital homeownership company, announced it has hired Leah Price to lead the Tinman™ AI Platform as it offers its technology platform and software to lenders across the country. 

Tinman® is an AI-driven automated rules-based decision engine and software platform that removes bottlenecks from the traditional home transaction process. The platform connects, automates, and optimizes mortgage origination and homeownership services to deliver an end-to-end solution for customers. This software platform and engine enables a range of loan and financial services, combining a point-of-sale system, CRM system, pricing engine, document engine, loan origination software, and underwriting calculation engine. 

Price joins Better and the Tinman® team from the Federal Housing Finance Agency (FHFA) where she led the Office of Fintech and the Office of the Chief AI Officer. One of the driving forces behind the Agency’s regulatory TechSprint on Generative AI, Leah established the FHFA as a forward-thinking leader on GenAI in the mortgage industry and among regulatory peers. 

boost.ai, a leading provider of conversational AI (CAI) for enterprises in regulated industries and SwitchThink Solutions, the leading provider of cloud-based services for credit unions using Corelation’s KeyStone core processing platform, today announced a new partnership to offer an innovative AI-powered virtual assistant solution that is purpose-built for the credit union industry. The new solution, SwitchThink AI Assist, is powered by the boost.ai advanced conversational AI platform and will enable credit unions to deliver 24/7 support for credit union members, streamline member service options, and improve overall member engagement while simultaneously delivering operating efficiencies. 

The partnership serves as a key expansion into enterprise-class conversational AI for SwitchThink, a trusted provider of innovative solutions for more than 150 credit unions across the U.S. boost.ai’s superior technology, coupled with SwitchThink’s conversational AI designers and intimate understanding of KeyStone’s architecture, will bring conversational AI to credit unions in a fully-managed subscription model that is easy to adopt, reliable and affordable. Designed specifically for easy integration with credit unions using the KeyStone core, the solution will be fully optimized to align with the unique workflows and service needs of these institutions. 

Outstanding customer service has long been a competitive advantage with credit unions, and many are finding that AI is the key to unlocking the next level of service. However, as with any new technology, risk and cost are top priorities for credit unions operating in a highly regulated industry. Earlier, Desert Financial Credit Union partnered with boost.ai and SwitchThink Solutions, to successfully launch its virtual voice agent to its 483,000+ members. Today, Desert Financial’s virtual agent is successfully handling over 29,000 calls per month without agent involvement, proving the benefit conversational AI can have to a credit union’s bottom line. The SwitchThink AI Assist solution suite is built upon that proven model. 

LTX, an AI-powered corporate bond trading platform backed by global Fintech leader Broadridge Financial Solutions Inc. (NYSE:BR), today announced the launch of BondGPT Intelligence, a new capability that integrates powerful generative AI capabilities directly within trading platform workflows. The new functionality intelligently anticipates users’ queries based on where they are in the investing and trading workflow,  instantly delivering critical answers and empowering users to make informed decisions with speed and confidence. 

BondGPT Intelligence anticipates clients’ needs, proactively putting key insights at traders’ fingertips right inside the trading platform. Leveraging the award-winning BondGPT application, BondGPT Intelligence provides immediate access to a wide range of market data and insights, anticipating critical questions in real time, and supporting faster, more informed decision-making without disrupting the trading workflow. 

Building on its pioneering use of generative AI, LTX continues to transform the fixed income trading experience by proactively delivering actionable intelligence directly into clients’ workflows at the moment users need these critical insights. This new capability meets the growing demand to leverage generative AI to enhance productivity and simplify workflows without requiring users to access another system. 

Burstverse, the pioneer behind the next-generation AI-driven decentralized finance (DeFai) platform, today announced the successful closure of its seed funding round. This crucial investment attracted a distinguished group of Web3 and AI-focused investors, including Borderless Capital, Bigbrain Holdings, Maelstrom, Lattice Fund, Selini Capital, Symbolic Capital, and Node Capital. 

Burstverse is building “Your Ultimate Crypto Copilot,” an advanced platform that fuses artificial intelligence with the intricacies of decentralized finance. The platform’s mission is to radically simplify and automate both DeFai and CeFi interactions through a unified, conversational AI interface. Users can seamlessly execute a wide range of Web3 actions by leveraging natural language commands, which Burstverse’s AI Agents translate into sophisticated on-chain operations—including token swaps, staking, and multi-chain bridging—across leading blockchains. 

Key differentiators of the Burstverse platform include an AI-first architecture for interpreting and executing financial tasks, a seamless conversational interface for all DeFai activities, robust multi-chain support (covering Ethereum, Solana, BNBChain, and Base), and a proprietary LLM-Native Wallet designed for secure, intuitive DeFai experiences. 

CLARA Analytics (“CLARA”), a leading provider of artificial intelligence (AI) technology for insurance claims optimization, today announced major enhancements to its Claims DocIntel Pro that directly combat the industry’s mounting losses from bad faith claims and social inflation. The upgraded platform introduces dynamic medical summarization and advanced legal demand analytics designed to help insurers prevent costly nuclear verdicts while accelerating claims processing. 

With social inflation driving claim costs up annually, insurers face unprecedented pressure to identify risks early and respond decisively. Claims DocIntel Pro’s new capabilities address these challenges head-on by automatically flagging time-sensitive legal demands, analyzing plaintiff attorney behavior patterns, and delivering AI-generated medical summaries that eliminate manual document review. 

Leveraging generative AI, machine learning, and an industry-leading body of contributory data, CLARA’s advanced AI platform processes thousands of pages automatically, extracting critical insights such as legal risks, medical complexities, and time-sensitive demands. Claims DocIntel Pro generates dynamic case summaries and organizes records into a searchable, chronological timeline, alerting adjusters to important information that requires their attention. 

At its annual Elevate 2025 conference last month, Envestnet unveiled two major artificial intelligence innovations—Generative Business Intelligence (Gen BI) and Insights AI—designed to transform how advisors access, interpret, and act on data. These launches respond to growing demand across wealth management for easier, faster, and more intuitive decision-making tools. 

Envestnet’s new Augmented Gen BI solution empowers home office users and advisors to access real-time insights through simple, natural language queries (NLQ)—no coding or data specialists required. Within seconds, Gen BI dynamically generates grids, charts, dashboards, and widgets, each with built-in data explainability to assist advisors in quickly interpreting insights, making informed decisions, and enhancing client outcomes. 

Insights AI builds on Envestnet’s Insights Engine—which already generates over 25 million next-best actions daily—to deliver even more personalized, scalable advisor support. Built on agentic AI workflows, Insights AI aims to understand advisor intent and retrieves relevant data, reasons through options, and helps identify potential high-impact actions. 

FP Alpha, the premier AI-driven wealthtech platform for financial advisors, today announced the release of its enhanced Estate Insights 2.0, a groundbreaking advancement in estate planning technology designed to empower financial advisors with deeper, more actionable insights while streamlining the estate review process. 

This enhanced capability marks a significant evolution in how advisors approach estate planning. By harnessing advanced AI-powered data extraction, FP Alpha now delivers hundreds of data points—up from 30—directly from estate planning documents such as wills, trusts, and powers of attorney. Advisors can now perform a more thorough estate analysis, uncover key planning opportunities, and surface critical risks with greater accuracy and speed. 

These enhancements also provide advisors with a clearer view of the estate plan to better inform recommendations, and the faster, more intuitive experience accelerates the advisor’s ability to identify opportunities. Ultimately, the personalized, easy-to-understand, insights lead to more confident, engaged clients. 

Co-operators, a leading Canadian multi-line insurance and financial services organization, and Guidewire (NYSE: GWRE) announced that Co-operators successfully implemented Guidewire ClaimCenter on Guidewire Cloud Platform to power its claims management functions, adapt to changing market demands, and deliver more value to policyholders. 

A Guidewire customer since 2007, Co-operators migrated ClaimCenter to Guidewire Cloud Platform simultaneously for most of its property and casualty (P&C) lines of business in the provinces where it operates. The company also extended its ClaimCenter instance on Guidewire Cloud Platform to its subsidiary Sovereign Insurance. Co-operators previously migrated Guidewire PolicyCenter and Guidewire BillingCenter to Guidewire Cloud Platform in 2023. With the conclusion of this project, the majority of the company’s P&C Operations are now a full Guidewire InsuranceSuite customer on Guidewire Cloud Platform. 

Markel Insurance (“Markel”), the insurance operations within Markel Group Inc. (NYSE: MKL), announced today a strategic collaboration with Insurate, an innovative insurtech company specializing in the middle-market workers compensation sector. Insurate leverages artificial intelligence (AI) and next-generation safety scoring methodologies to underwrite and manage complex workers compensation risks. 

This initiative follows Markel’s disciplined approach to entering the middle market workers compensation space. After careful market analysis and due diligence, Markel identified Insurate as the right market entry partner, recognizing its unique combination of deep insurance industry expertise and a sophisticated high-technology background. 

Insurate’s platform utilizes advanced AI algorithms to analyze vast datasets, providing nuanced insights into workplace safety performance. This allows for more accurate risk assessment and pricing, particularly for complex industrial and service operations that are common in the middle market. 

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 the official launch of the Integrated Advisor Dashboard, a fully integrated, advisor-first technology platform designed to streamline workflows, personalize insights and unlock long-term growth potential. 

Developed in close collaboration with Invent, a leading platform solving for the integration and data management challenges, the dashboard represents a major leap forward in how advisors can manage, scale and future-proof their practices—without losing the human connection at the heart of financial advice. 

One of the platform’s standout innovations is RAI, a proprietary AI assistant built into Invent in partnership with ARQA, an AI-enabled platform that is on a mission to empower high-net-worth individuals, family offices, investment advisors and institutions by delivering swift and insightful access to extensive information within their portfolios. 

Oblong, Inc. (Nasdaq: OBLG) (“Oblong” or the “Company”), a technology services provider specializing in innovative IT solutions, today announced it has entered into a securities purchase agreement to raise approximately $7.5 million through the sale of 1,989,392 shares of common stock (or common stock equivalents in lieu thereof) at $3.77 per share in a private placement priced at-the-market under Nasdaq rules. The offering, led by institutional investors focused on emerging technology, is expected to close on or about June 11, 2025, subject to customary closing conditions. 

Oblong is strategically allocating capital to enter the AI-driven digital asset space through the accumulation of $TAO, the native token of Bittensor—a decentralized intelligence protocol. The Company’s transition will be supported by software development initiatives that actively enhance this emerging ecosystem. Oblong is embracing the next evolution of the internet: permissionless intelligence. 

Oblong will allocate the majority of proceeds toward acquiring $TAO tokens and contributing to Bittensor’s decentralized AI network—an open marketplace for compute, inference, data, and model training. This architecture democratizes access to intelligence, much like an OpenAI for the world. In addition to the proceeds from the private placement, the Company had $4.3 million in cash and no debt as of March 31, 2025, and intends on making significant investments in building software tools that drive usage and solve infrastructure challenges within the network. Additionally, Oblong’s strategy will include participating in subnet 0, achieving a yield on a portion of its $TAO holdings. The Company’s approach is anchored in confidence around $TAO’s tokenomics—no venture capital, no insider allocations, and no vesting cliffs that distort market value. This rare structure gives Oblong confidence to accumulate $TAO for the long term, unlike most altcoins, which fail to store value relative to Bitcoin. 

Options Technology, a trailblazer in capital markets infrastructure, today announced a strategic partnership with Couchdrop, the secure cloud-based file transfer platform. 

The collaboration is set to redefine how financial firms manage secure file transfers, making the process faster, more scalable, and significantly easier to manage. Through its integration with Couchdrop, Options has transformed its approach to file transfer management. The partnership enables seamless, secure SFTP connectivity to cloud storage environments, significantly reducing setup times and simplifying the onboarding process for clients across the financial sector. 

Options serves a global portfolio of leading financial institutions, including banks, hedge funds, trading firms, and brokers, where security, reliability, and efficiency are mission critical. As the industry embraced cloud-based platforms such as SharePoint, Options recognized an opportunity to evolve its infrastructure with a scalable solution that could meet the growing needs of its clients and support continued innovation. 

S&P Global (NYSE: SPGI), today announced the successful acquisition of TeraHelix, a privately held financial technology firm. TeraHelix helps solve complex, enterprise-scale data challenges by providing frameworks that structure data models for smooth interoperability across platforms, systems and storage architectures. 

This acquisition strengthens S&P Global’s customer-centric approach to data, technology, and AI by meaningfully enhancing the ability to link datasets across classes and platforms. TeraHelix’s capabilities improve data interoperability and simplify integration with a range of implementation technologies, while expanding access, connectivity and actionable insights across several data classes – including company, security, people and asset level data. 

Since 2021, TeraHelix has partnered with S&P Global, contributing technology that has strengthened S&P Global’s product suite and played a key role in developing Gearbox, S&P Global’s large language model-powered data linking and matching solution. The solution also leverages Kensho Link, an advanced machine-learning model that disambiguates entity names to S&P Global’s unique identifiers. 

Siebert Financial Corp. (NASDAQ: SIEB) today announced that its shelf registration statement on Form S-3 has been declared effective by the SEC. The registration is the first step to allow the company to raise up to $100,000,000 through the sale of a range of securities. 

The filing strengthens Siebert’s financial flexibility. The proceeds may be used to pursue strategic initiatives that align with Siebert’s long-term vision, including potential acquisitions, the purchase of digital assets (including Bitcoin, Ethereum, and Solana), and investments to advance technology across all service lines, including, but not limited to, AI-powered solutions. 

These investments reflect Siebert’s broader commitment to innovation in financial services, including the integration of blockchain technology and digital assets to enhance client experience and platform capabilities. 

Sure, the insurance technology leader that unlocks the potential of digital insurance, today announced the launch of the insurance industry’s first Model Context Protocol (MCP) capability that enables AI agents to autonomously quote, bind, and service insurance policies. The first of its kind infrastructure is a seismic shift in how insurance operates globally, with Sure providing the technology rails for artificial intelligence to seamlessly interact with insurance systems end-to-end. 

Sure’s MCP implementation represents the first time AI agents have been granted direct access to core insurance operations through standardized protocols. The technology enables AI assistants, chatbots, and autonomous agents to seamlessly integrate with Sure’s insurance infrastructure, empowering them to generate accurate quotes, execute binding decisions, process policy changes, handle claims initiation, and manage customer service interactions—all without human intervention. 

This technological milestone addresses a critical gap in the insurance industry, where legacy systems have historically required human operators to bridge the gap between customer needs and insurance fulfillment. Sure’s MCP capability eliminates this friction by providing AI agents with direct, secure access to insurance functionality through standardized protocols that ensure reliability, compliance, and security. 

Synaptogenix, Inc. (Nasdaq: SNPX) (“Synaptogenix” or the “Company”) today announced its launch of a differentiated cryptocurrency treasury strategy focused exclusively on the artificial intelligence (AI) crypto token “TAO,” which is currently the top AI token by market capitalization and adoption. Well-known cryptocurrency and AI expert James Altucher will lead a TAO-based revenue generation strategy targeting staking yield and token appreciation. 

Synaptogenix plans to acquire $10 million in TAO tokens initially, which amounts to over two times the Company’s current market valuation. The Company’s strategy is targeted to acquire $100 million of TAO tokens. The initial acquisition will be funded by the Company’s significant cash reserves and well-capitalized balance sheet. 

Mr. Altucher is an accomplished entrepreneur, venture capitalist, writer and author with decades of expertise in emerging technologies including crypto and AI. As an early proponent of Bitcoin, he created the first “Bitcoin-only” store. He has also published numerous academic papers on AI and delivered keynotes at prestigious AI conferences. 

Concurrent Investment Advisors, LLC (“Concurrent”), a leader in wealth management solutions, is expanding its partnership with TIFIN @Work by leveraging the power of TIFIN AG (AG). With AG’s AI-powered solution, Concurrent empowers advisors to gain deeper insights into each client’s financial life, enabling more comprehensive guidance and driving better wealth outcomes. 

Using artificial intelligence (AI) and advanced machine learning (ML) algorithms, AG analyzes data to help advisors identify key opportunities, guiding more targeted and impactful client interactions. For investors, the expanded partnership means more personalized financial guidance tailored to their individual goals, helping them make better investment decisions, save more, and optimize their retirement plans. For Concurrent, this expansion represents a strategic opportunity to deepen client relationships while driving sustainable business growth. 

As part of the partnership, TIFIN and Concurrent will collaborate on marketing initiatives, including customized content designed to further engage retirement plan participants and underscore the value of comprehensive wealth management relationships. 

Vantagepoint A.I., LLC, (www.vantagepointsoftware.com) – VantagePoint A.I., the pioneer in artificial intelligence-driven market forecasting technology, today announced a groundbreaking expansion of its ETF coverage within its award-winning software platform. This monumental enhancement adds over 70 new exchange-traded funds (ETFs) across 10 additional sectors, bringing the total forecasting capability to 19 comprehensive ETF sectors and positioning traders to capitalize on the explosive growth in ETF popularity. 

As ETFs continue their meteoric rise among both institutional and retail traders, VantagePoint’s A.I. expansion arrives at the perfect moment. 

Among the notable additions, the BTCW WisdomTree Bitcoin Fund stands out as a game-changing inclusion for alternative asset traders seeking exposure to cryptocurrency markets through traditional ETF structures. Similarly, the SCHE Schwab Emerging Markets Equity ETF provides crucial international exposure in today’s interconnected global marketplace, offering traders unprecedented opportunities to diversify and capitalize on worldwide market movements. 

Wealth.com, the leading end-to-end estate planning platform, today announced it has been selected by Commonwealth Financial Network® (“Commonwealth”) as an estate planning solution for its more than 2,300 affiliated independent financial advisors. The partnership positions Wealth.com as a core component of Commonwealth’s broader effort to bring specialized planning services to advisors looking to attract and retain high-net-worth (HNW) clients through seamless, integrated estate planning as part of a comprehensive client experience. 

Wealth.com’s platform includes powerful tools such as Ester™, an AI-powered legal assistant that automates document review and generates client-ready summaries. For Commonwealth advisors, these innovations can translate into time savings, deeper planning insights and the ability to deliver more proactive, personalized estate guidance. Advisors gain the ability to seamlessly incorporate estate planning into their broader wealth management process, with the opportunity to strengthen client relationships, improve retention across generations and drive growth at scale. 

By introducing Wealth.com into its suite of planning services, Commonwealth is equipping advisors with tools that simplify the estate planning process, transforming what was once a complex and static task into an accessible, ongoing part of a client’s financial life.