Welcome to another rundown of artificial intelligence in financial services news, amid ramping celebrations of not just another U.S. Independence Day, but also the lead in to a 250th birthday party in 2026, we’re also looking at some fireworks in AI & Finance. 
But first, we want to talk about where traditional financial services will thrive as the industry evolves towards more automation and accelerated consolidation, and for most consumers and potential clients, most financial services are reduced to buttons on a dashboard or apps on their mobile devices.
Even as most of what we call financial services becomes another piece of the greater technology sector, there is still an ecosystem in which traditional providers—banks, insurance companies, accounting firms, wealth managers and the like—will not just survive, but thrive.
These providers can’t beat technology at its own game.
Technology is already better at serving people at scale, especially people who only need a limited number of services at any given time and who need to access those services at low cost.
Technology is already a better general financial practitioner than any business or individual in the traditional financial services industry.
Technology already beats humans at tasks like online marketing, client onboarding, portfolio/investment/asset management, compliance, corporate finance, accounting, cashflow management, insurance planning, retirement planning, tax planning and optimization, philanthropic planning and legacy planning, and these areas are already coming to be dominated by technology.
Yes, technology is already better at these things—and it’s getting better all the time, at an accelerating pace, and over time technology is picking up the abilities to do all the little things that the traditional financial services industry is chasing after to try to claim as part of a so-called value proposition.
But traditional financial services businesses can still thrive, for now, in a few ways, like by being hyperlocal, hyperniche, hyperpersonal, super-high touch, and ultra-exclusive.
Let’s talk about these individually.
Hyperlocal—By hyperlocal, I mean not just operating in your town, but within a specific neighborhood or community, where people shop and walk and eat and raise their kids together. Is your face on the neighborhood diner’s placemats? Do you know the people on your block? The people who bag groceries or punch registers at the gas station? Would they come to you for financial services?
Hyperniche–These are tightknit groups bound by attribute or activity. So just saying that we’re going to serve “women” or large racial or ethnic segments like Hispanic peoples would not fit here, but could be part of the identification of a hyperniche. So instead of an overall demographic group, think women who ride motorcycles, tenured Black educators and writers, semi-retired men in a particular age range who follow 1960s and 1970s rock and roll bands, Italian-American small-business owners and self-employed craftspeople. These groups are people united by purpose, skill and/or identity in which trust is strong and word-of-mouth moves quickly.
Hyperpersonal–Being on first-name basis doesn’t even begin to describe it. By hyperpersonal we mean that you’re in with the people you serve, like, really in with them. These are YOUR people, and to a greater extent than your peers in the industry, you are in their lives. You share interests and activities, you know their families and their friends—often their extended families and friends, and chances are, you’re in with them, too. You call each other “fam” or “family” even though you’re not related. You literally watch each others’ kids and grandkids grow up, and have great relationships with them, too.
Super High-Touch (but also Customizable)–Concierge or concierge-like services and white-glove experiences are offered that go well beyond a traditional financial services experience, the consumer/client can access services at any level in any way they wish to interact, and change their level of interaction and service without feeling like they’re moving money around and without experiencing major shifts in costs and quality of services.
Ultra-Exclusive–Here, we’re talking about the ultra-high-net-worth, but not all of them, rather, a pool of people for whom having traditional – but exceptional – wealth and financial services offerings are not just an expectation but also a mark of identity/culture. These people don’t just want a service from their providers, they also want the experience of accessing the service in a particular way. Keep in mind that as money moves between generations, this is not likely to be a rapidly growing segment of clients.
That was a lot. Let’s get to your headlines...
1. Algebrik AI
Algebrik AI Inc., a Delaware-incorporated company headquartered in New York City and pioneering the world’s first cloud-native, AI-powered, digital-era Loan Origination Platform (LOS), today announced a strategic partnership with SentiLink, a leading provider of identity verification and fraud detection solutions. This collaboration aims to enhance fraud prevention capabilities within Algebrik’s LOS, providing credit unions and community lenders with advanced tools to detect and mitigate identity fraud at the point of application.
SentiLink’s solutions are designed to identify and prevent various forms of identity fraud, including synthetic identities and identity theft, which are endemic in the financial sector. Integrated into Algebrik’s AI-powered Loan Origination System, SentiLink’s real-time scoring enhances fraud detection at the point of application—enabling lenders to make faster, more informed decisions, minimize fraud losses, and streamline onboarding for members within an intelligent, automated lending workflow.
2. Alltius
Alltius today launched its Agentic AI Suite, a comprehensive platform for building, deploying, training, and maintaining sophisticated AI agents geared to redefine the financial services landscape. This will enable financial institutions to move beyond basic automation and into an era of intelligent, proactive, and personalized customer experiences.
The Alltius platform is a complete, end-to-end ecosystem for agentic AI built for insurance, banking, lending, wealth management and FinTechs, providing a powerful suite of tools that work in concert to deliver unparalleled performance.
Alltius is the only platform that works with the latest AI research, combining the strengths of multiple research methodologies, top-tier and proprietary LLMs, and a world-class team of researchers to deliver best-in-class performance for every financial services task. With over 20 years of experience developing these advanced systems, our team has an unparalleled understanding of the nuances and complexities of enterprise AI.
3. Altruist
Altruist, the modern custodian built exclusively for RIAs, today announced a significant rebrand and overhaul of its advisor platform and client portal. Now supporting over 4,900 advisors, Altruist is the fastest-growing RIA custodian according to the 2025 T3 Software Study. The platform has tripled assets under management for two consecutive years and is increasingly attracting larger, more sophisticated high-growth firms, with average firm size up 43% year-over-year.
Key updates include a new logo, color palette, fonts, photography, illustration, and motion guidelines. According to Wenk, the only elements that were off-limits were the name and mission statement.
The rebrand comes on the heels of two major teasers from the company: a new subscription bundling premium features across the platform known as Altruist One, and the debut of Altruist’s flagship AI product, Hazel. To learn more about how Altruist can help advisors build better businesses and stronger client relationships, visit the rebranded altruist.com and contact the Altruist team for a personalized demo.
4. Ant International
With launch partners including Agoda, Fliggy and Trip.com, Ant International introduces Alipay+ Voyager, an AI travel companion integrated into digital wallets for the travel industry to simplify and enhance travel experiences for global consumers.
Alipay+ Voyager combines Ant International’s agentic AI capabilities with the galaxy of cross-border travel services offered by OTA partners and 100 million global merchants in Alipay+’s partner ecosystem.
Through its one single AI interface embedded in e-wallets and super apps, Alipay+ Voyager assists travellers, via text or voice in their local language, to complete itinerary planning, booking, and purchasing in-destination merchant offerings with a seamless flow.
5. CB Insights
CB Insights, the leading provider of predictive market intelligence, today announced the launch of its Team of Agents – the industry’s first comprehensive AI agent workforce designed specifically to enable business leaders with always-on market intelligence for strategic decision-making. CB Insights’ growing team of agents starts with 11 specialized agents that work continuously to uncover insights, translate proprietary data into action, and accelerate smart decisions by providing the external intelligence layer that enterprises need to compete effectively across business development, investments, partnerships, GTM, and competitive intelligence.
While generic AI assistants struggle with business context and lack reliable external data, CB Insights’ Team of Agents delivers validated intelligence and data science on over 10 million companies and 1,500 tech markets through purpose-built specialists that understand the nuanced requirements of strategic business functions.
Enterprise clients are already hiring CB Insights’ Team of Agents to streamline their workflows and accelerate decision-making across research, diligence, briefings, and more – saving months of work.
6. Conquest Planning
Conquest Planning Inc., (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced it has raised $80 million USD ($110 million CAD) in Series B funding led by Growth Equity at Goldman Sachs Alternatives. The round attracted additional new investors, including Canapi Ventures, a venture capital firm investing in early to growth-stage software and fintech companies, as well as BDC Capital, Citi Ventures, TIAA Ventures and USAA. Existing investors BNY and Portage also participated in the round, which brings Conquest’s total funding to over $100 million USD.
Conquest was established in 2018 with the foundational belief that financial planning should be accessible, yet bespoke, for retail investors and ultra-high-net-worth families alike. Its artificial intelligence (AI)-powered software enables financial advisors, banks, brokerages, wirehouses, insurance firms and pension providers to offer personalized advice at scale.
Conquest will leverage this fresh capital to accelerate its U.S. expansion, while also funding the continued evolution of its AI-based Strategic Advice Manager (SAM). SAM’s revolutionary AI planning engine performs thousands of complex calculations around every piece of information in an individual’s financial plan, which allows advisors and their clients to quickly and accurately understand the impact of different scenarios on clients’ goals and recommend the next best financial decision. Conquest will continue to invest in its technology to support more robust plan analysis, enable more efficient onboarding and plan creation and create tools and modules that lead to dynamic content creation.
7. Envestnet
Envestnet, Inc. today announced it has entered into a definitive agreement to sell Yodlee, Inc., its open finance and data analytics subsidiary, to STG, a private equity firm focused on fueling innovative software, data, and analytics market leaders. The transaction is expected to close in the third quarter of 2025, subject to customary closing conditions.
This strategic divestiture positions Yodlee for accelerated growth and continued client support under STG’s stewardship. Founded in 2002 and previously known as Symphony Technology Group, STG has a proven history of propelling market leaders through its deep experience, flexible approach, and over $12 billion in assets under management as of March 2025. Yodlee, a leader in open finance, data aggregation, and analytics, will become part of STG’s expanding global technology portfolio that includes prominent companies such as RSA, Trellix, and SurveyMonkey.
STG intends to leverage its transformation experience to help Yodlee deliver increased value to clients, attract and retain top talent, and achieve best-in-class business performance. With a focus on customer-centric innovation, the firms aim to rapidly invest in technologies and deliver enhanced solutions to the financial sector.
8. Fruition
Fruition, the financial empowerment platform dedicated to bringing clarity to personal finance, has partnered with transaction enrichment and insights and analytics specialist Bud Financial (“Bud”) to provide more richly personalized financial experiences for their members.
Through the power of Bud’s Enrich and Engage products, Fruition will deliver enriched transaction data and intelligent, personalized financial insights to members making it possible for them to make even more informed financial decisions aligned with their financial goals.
Fruition’s Folio provides members with a comprehensive view of their financial landscape in a single, intuitive dashboard. With the enriched transaction data from Bud, Folio is even more powerful – illuminating category spending for members and making it easier than ever to budget. Additionally, Fruition will be able to deliver customized, targeted notifications for members based on the smartest transactional data available.
9. GReminders
GReminders, a leading end-to-end meeting and automation management platform for financial advisors, today announced that Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, has approved the integration of its artificial intelligence (AI) Notetaker and SMS Reminders. Building on nearly a year of collaboration focused on streamlining workflows, the expanded partnership allows Osaic’s network of more than 11,000 financial professionals to maximize the range of GReminders of automation capabilities, from administrative support to automated post-meeting reporting and action items.
GReminders is purpose-built for financial advisors, and offers flexible add-on packages with discounts available to Osaic affiliated advisors. Existing users can enable the AI Notetaker directly in-app to instantly unlock all available features.
10. Guidewire
Guidewire (NYSE: GWRE) announced that Guidewire Marketplace has surpassed 20,000 partner integration downloads, with 32% growth year over year, and introduced functionality enabling Guidewire customers to leave ratings and reviews on Marketplace integrations.
Consulting partner specializations, new partners, and Guidewire Marketplace updates were also announced.
Guidewire Marketplace has achieved 20,000 downloads of partner-developed integrations, a milestone that demonstrates the value and interest of P&C insurers in a robust, open ecosystem of insurance technology innovation. With more than 290 integrations, Guidewire Marketplace is the largest integration ecosystem in P&C insurance, providing on-demand access to hundreds of solutions that address Guidewire customers’ common business challenges.
11. Intuit
Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, today announced a transformative set of proactive Intuit AI agents that will dramatically improve how businesses run and grow. These agents will automate workflows and when combined with human experts will deliver real-time insights and improve cash flow for businesses.
The new AI agents, embedded in the Intuit platform, create a more powerful QuickBooks that provides businesses with a virtual team working on their behalf while the customer is always in control. The agents transform how work is done and help customers grow, completing workflows across customer relationship management, financial analysis, payments, accounting, and more, saving businesses up to 12 hours a month.1 Their ability to seamlessly connect data across multiple applications proactively gives customers a 360-view of their business metrics and overall performance – all in one place. The result: 78% of customers say Intuit’s AI makes it easier for them to run their business; and 68% state it allows them to spend more time growing their business.2 These AI agents are also able to work along-side trusted AI-enabled human experts to provide businesses with additional expertise and support.
These new, done-for-you experiences are part of a completely redesigned and personalized QuickBooks web layout. The homepage is transformed into a striking display of customizable widgets with a powerful business feed that shows real-time intelligent insights, recommendations, and summarizes the workflows and tasks completed by the AI agents. Customers can seamlessly collaborate with human experts and connect to additional Intuit products, services, and third-party apps to truly realize the benefits and power of one integrated platform that drives next-level business efficiencies and growth, all in one place. In addition to the new web experience, the QuickBooks mobile app also has a new, modern interface that delivers the benefits of AI agents on the go.
12. Jump
Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced a new integration with eMoney Advisor, a leading provider of technology solutions and services dedicated to helping people talk about money. The integration is designed to eliminate the tedious and error-prone task of manual data entry following client meetings—helping advisors operate more efficiently and deliver more reliable financial plans.
This new capability enables advisors who use both Jump and eMoney to push proposed updates to income, expenses, personal details and financial goals—immediately after client meetings. Advisors simply review the suggestions generated by Jump’s AI assistant and, with a single click, sync them into eMoney, ensuring financial plans are updated quickly and accurately. In advance of meetings, Jump pulls key data from eMoney into its Pre-Meeting Prep, giving advisors a more accurate and complete briefing.
Advisors can enable the integration by connecting their eMoney account within Jump’s settings menu. After each client meeting, Jump surfaces recommended updates to the client’s Base Facts, which advisors can review, edit if needed and instantly sync to eMoney. Additionally, Jump maps conversational data to the eMoney Fact-Finder, automatically populating it on the advisor’s behalf—streamlining data entry before and after meetings. This functionality is available to all shared Jump and eMoney users at no additional cost; advisors simply need active subscriptions to both platforms.
13. Jump
Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced a new partnership with RightCapital, the fastest-growing financial planning software for financial advisors. This partnership enables advisors to seamlessly sync meeting insights from Jump into RightCapital’s platform—eliminating the need for manual data entry and helping to ensure financial plans remain accurate and up-to-date.
With this integration, Jump proposes updates to key household data—including incomes, expenses, goals and family records—after every client meeting. Advisors can review and approve the suggestions, then push them to RightCapital with a single click. This saves time, reduces the risk of errors and helps to keep client plans accurate and actionable—allowing advisors to stay focused during meetings while scaling their planning process more efficiently.
The integration is now live and available to all users of both Jump and RightCapital at no additional cost. Advisors can activate the integration directly within Jump.
14. K1x
K1x, Inc., the fintech company behind the industry-leading K1 Aggregator®, today announced the launch of Aggregator Plus™, a powerful new product upgrade that adds automated Form 1099 data extraction to its patented, AI-powered tax platform. This enhancement addresses the growing complexity of tax document processing, with over 40 million Schedule K-1s and an estimated 44 million Form 1099-Ks filed annually.
Built as an optional upgrade to K1 Aggregator®, Aggregator Plus™ provides tax professionals with a unified solution for processing complex investor tax documents across multiple entities and asset classes. The extension is purpose-built for the needs of accounting firms, alternative investment funds, and family offices, where fragmented tax workflows and tight deadlines often increase costs and audit risks.
With the addition of 1099 automation, K1x further strengthens its position as the leading tax compliance automation platform. The company’s solutions are already used by over 8,000 organizations, including 44 of the 100 largest institutional investors, 20 of the top 25 accounting firms, and 45 of the top 100 university endowments.
15. Lemonade
Lemonade, Inc. (NYSE: LMND), the digital insurance company powered by AI and social impact, announced that its reinsurance program is being renewed.
Given strong progress in the company’s diversification, underwriting prowess and loss ratio trajectory, the Company has chosen to reduce the ceded proportion of its quota share reinsurance from approximately 55% to approximately 20%, effective July 1. The variable ceding commission rate related to the quota share agreements is expected to be roughly equivalent to that of the expiring agreements. The program covers all Lemonade businesses globally, and the primary quota share carriers will remain unchanged.
The Company expects to renew its other ancillary reinsurance programs, including Property Per Risk (PPR) coverage, at terms roughly in line with expiring agreements.
16. Medius
Medius, a leading global provider of autonomous accounts payable (AP) automation and spend management solutions, has announced that it has entered into agreements with leading European channel partners to offer its procure-to-pay solutions for finance teams to transform their operations.
Panamoure, a digital and technology change consultancy, works with private equity and mid-market businesses to drive value creation through business transformation and digital innovation. As a Medius channel partner, Panamoure can help finance teams within these organizations transform spend management with Medius.
AiVidens, a Receivables Management Solution that uses Artificial Intelligence to predict payment issues and prioritize collection efforts, optimizes the order-to-cash process. The partnership with AiVidens fills a void in the Medius product offering with an Accounts Receivable (AR) solution that integrates with Medius’s AP automation platform.
17. Metafide
Metafide, an innovative startup combining human intuition and cutting-edge artificial intelligence to revolutionize financial trading, announced today $3.275 million in new funding. The capital will fuel the growth and market launch of SURGE, a gamified predictive trading platform designed to harness collective human expertise and advanced AI neural networks to accurately forecast market movements, particularly in volatile conditions.
Further amplifying its reach, Metafide has secured a strategic go-to-market partnership with DogeOS—the leading application layer for Dogecoin, an asset boasting a $25 billion market capitalization. Alex Hoffman, Head of Ecosystem, DogeOS on the excitement of partnering with such an innovative project said, “Metafide is building the kind of infrastructure this industry has been missing: fast, intelligent, and built for real participation. Their approach to predictive finance aligns perfectly with where we see the market going, and we’re proud to support a team turning data, intuition, and execution into a unified system that actually works.”
Led by serial entrepreneur Frank Speiser, known for multiple successful exits and pioneering AI-focused ventures, Metafide introduces a new paradigm where financial markets meet competitive gaming. SURGE hosts short-interval predictive trading competitions that allow users to compete for tangible rewards, blending AI-driven insights with human strategic skill to enhance market prediction accuracy.
18. Orion
Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, announced today the appointment of Valli Nachiappan as Chief Technology Officer (CTO). In this role, Valli will lead the execution of Orion’s technology strategy, further modernizing its architecture and accelerating the delivery of emerging technologies and AI-powered solutions to enhance the advisor-client experience.
Valli brings more than two decades of technology leadership, most recently serving as Vice President of Engineering at Zendesk, where she led global, product-focused teams and spearheaded artificial intelligence innovations that deepened client engagement. Her previous roles include senior leadership positions at Zaplabs, where she drove the development of digital solutions across both business and consumer segments, and at Yapstone, where she built secure, scalable and reusable multi-platform applications.
Valli reports to Reed Colley, President of Orion Advisor Technology, and serves on Orion’s senior leadership team. She will oversee a global department focused on empowering high-performing teams, advancing technology strategy, scaling infrastructure, deepening data integration and accelerating AI development.
19. Saifr
Saifr®, a leading AI technology company incubated within Fidelity Labs, today announced new AI capabilities that can help insurance companies efficiently manage compliance with advertising regulations for life insurance and annuity products.
Saifr’s latest AI agent alerts are based on model laws developed by the National Association of Insurance Commissioners (NAIC) and will expand to include various US state-level regulations. The AI agent alerts on potentially noncompliant or problematic content, explains the reasoning behind the alert, and generates recommendations to help mitigate the risk, all while prioritizing a human in the loop feedback process. The AI agent is designed to process the context of the full document, enabling it to intelligently surface flags and suggestions for potential concerns such as with phrasing, misrepresentations, disclosures, industry practices, and performance reporting, while the client’s human subject matter expert remains in control of model output.
Marketing teams can use the agent to perform a first-pass review and make changes before submitting for compliance review, while compliance teams can use the agent as an extra pair of intelligent eyes to help catch low-level risks and ensure thoroughness — leading to smoother collaboration, fewer rounds of review, and reduced regulatory risk.
20. Savvy Wealth
Savvy Wealth (“Savvy”), a digital-first platform for financial advisors centered around modernizing human financial advice, today announced the successful close of a $72 million Series B funding round, led by Industry Ventures, a venture capital firm focused on private technology investments with over $8 billion in committed capital. The round attracted new investors Vestigo Ventures—a venture capital firm founded by former LPL Financial CEO and Chairman Mark Casady, who joins Savvy’s Board of Directors—and Euclidean Capital. Existing investors Canvas Ventures, Thrive Capital, The House Fund, Brewer Lane Ventures and former Focus Financial executive Vamsi Yadlapati also participated. This latest infusion of capital brings Savvy to over $100 million in total funding.
Having completed its Series A in August 2024, Savvy is in the top decile for speed between Series A and B funding rounds, according to industry data from Carta. Savvy will leverage the fresh funding to accelerate its core technology offering, hire top technical talent and expand recruitment of independent advisors and advisory teams to its affiliate registered investment advisor (RIA), Savvy Advisors. The firm will also accelerate the development of artificial intelligence (AI) solutions to build personalized knowledge bases on each client, providing predictive, real-time intelligence tailored to individual financial profiles and needs.
This funding round comes amid a banner year for Savvy, marked by exponential growth and the onboarding of top advisors, advisory teams and executive talent. The firm has added nearly $500 million thus far in 2025, with assets under management growing 500% since the beginning of 2024. Additionally, it bolstered its leadership team with the additions of Eric Hurkman as Chief Technology Officer (formerly the founding CTO of Carta, valued at $7.4 billion), David Weiner as Chief Growth Officer (formerly Head of Growth at Compass, valued at $4 billion) and Lisandra Wilmott as Head of Legal & Compliance (formerly General Counsel of $200 billion AUM multi-family office Pathstone).
21. Spendesk
Spendesk, the AI-powered spend management and procurement platform, today announces a major milestone: it has achieved profitability, marking one full quarter in the black. This achievement makes Spendesk the first European spend management and procurement platform to reach profitability, a bold step forward in the industry’s evolution.
Since its €2 million seed round in 2017, Spendesk has rapidly evolved from a disruptive startup to a profitable market leader. The company surpassed €1 billion in spend under management by 2021, then secured a €100 million Series C+ round in 2022 to reach unicorn status and €10 billion managed on the platform. Following the launch of Spendesk Financial Services, its regulated payment institution, and a strategic procurement acquisition, Spendesk doubled spend under management to €20 billion in 2024. Spendesk now processes tens of billions in purchases annually across more than 200,000 business users.
The company’s successful drive to profitability fulfills its publicly stated objective for 2025, ahead of schedule, while maintaining double-digit growth.
22. UC Investments
UC Investments, the investment arm of the University of California, and State Street Corporation (NYSE: STT), a global leader in asset management and investment servicing, today announced a strategic initiative to give individuals access to institutional-grade investment tools and opportunities.
The initiative will combine the latest investment technologies and artificial intelligence to give individuals direct access to a broader spectrum of investment opportunities, including private markets. It also seeks to enhance financial literacy and deliver highly personalized, digitally enabled investment experiences through a new “superapp” – a single platform with multiple investment management services – that will be offered to the 353,000 participants in UC’s defined contribution plan. Over time, the program may extend to UC’s broader community, including nearly 300,000 students and more than two million living alumni.
23. Worth Venture Partners
Worth Venture Partners, an investment advisory firm specializing in tax-efficient alternative investments and emerging manager strategies, is pleased to announce the formation of Nextgen Signal AI. This new company is designed to enhance institutional investment strategies by incorporating advanced artificial intelligence (AI) methodologies.
Nextgen Signal AI acquired the proprietary technology developed by Rosetta Analytics, an innovator in AI-driven trading strategies, in January 2025. Rosetta Analytics’ trading strategies have been recognized with multiple industry awards, including honors from With Intelligence in 2022 and Hedge Fund Journal in 2022. Nextgen Signal AI uses deep reinforcement learning, an advanced form of machine learning, to design trading strategies to dynamically react to market conditions by identifying complex financial patterns in data.
Nextgen Signal AI will work on scaling Rosetta Analytics’ award-winning AI-driven trading strategies, starting with its proprietary, market-tested Reinforcement Learning (RL) platform. Employed in active investing in live markets since 2020, the RL platform is designed to optimize allocation across multiple asset classes — including equities, fixed income, select commodities, and crypto currencies. Nextgen also seeks to leverage Rosetta’s proprietary Deep Learning model, specifically developed for the equity market which was first employed in live trading in 2017. As AI-driven strategies gain traction in institutional investing — particularly in areas such as risk analysis, portfolio optimization, and market pattern recognition — we seek to emphasize the importance of disciplined oversight and rigorous evaluation in integrating AI into institutional portfolios
24. Zocks
Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a new integration with PreciseFP, the award-winning client engagement and data-gathering software from Docupace. The partnership enhances Zocks’ ability to automate key client workflows and accelerate the path from conversation to advice.
With this new bi-directional integration, Zocks users can now sync conversational data directly into PreciseFP’s digital fact-finding and account-opening forms, eliminating manual entry and automating the client journey from initial contact through onboarding and ongoing engagement. The structured data from Zocks flows seamlessly into leading CRMs, financial planning tools and custodian platforms via PreciseFP’s existing integrations, ensuring continuity across platforms. Through PreciseFP’s established ecosystem, Zocks immediately extends value into the platforms advisors already rely on, advancing its mission to streamline end-to-end workflows.
