Partnerships, integrations, and deployments enabled improved user utility. Ease of use was the watchword within secure environments.
Headlines to take note of:
- CME and Nasdaq renewed their licensing agreement until 2039;
- PitchBook expanded its Collateralized Loan Obligation (CLO) dataset;
- Hidden Road enabled over-the-counter (OTC) options trading for digital assets;
- PayPal teamed up with Wix to enable easier payments;
- Intuit revealed several upgrades to its Enterprise Suite (read on to find out);
- And much more!
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Wealthtech, Regtech, Regulatory, and Treasury
Premier markets infrastructure firm CME Group and Nasdaq renewed their exclusive licensing agreement for Nasdaq-100 futures and options through 2039. The move extends a nearly 30-year partnership that underpins one of the most liquid equity index derivatives ecosystems.
Furthermore, the expansion ensures continued access to several offerings, including the E-mini and Micro E-mini Nasdaq-100 futures.
Kaiser Ridge, Inc. (GReminders)
Activity management specialist GReminders introduced a fully autonomous AI assistant for financial advisors. The tool automates pre-meeting briefs using CRM, calendar, and email data, delivers post-meeting summaries to CRMs, and drafts follow-up emails within 30 seconds.
Advisors can configure the assistant’s behavior to fit their compliance and workflow needs.
In a July 21 announcement, data-focused Fintech PitchBook revealed the expansion of its Collateralized Loan Obligation (CLO) dataset. The offering now covers over 7,000 active and inactive funds across the U.S. and Europe.
Additionally, the update includes complete fund histories, trade data, and lender positioning.
Charles Schwab
Investment titan Charles Schwab unveiled the expansion of instruments available for overnight trading. Retail users can now trade over 1,100 securities twenty-four hours a day, five days a week through its thinkorswim platform.
Moreover, customers can access the feature using Schwab’s extended + overnight session orders (EXTO) from within the thinkorswim solution.
Crypto, Blockchain, and Digital Assets
On the tokenization end, CME Group entered phase two tests of Google Cloud’s Universal Ledger. The setup focuses on settlement solutions for tokenized cash and non-cash assets.
In addition, the initiative aims to enhance efficiency across collateral, margin, and fee payments. A potential market launch is possible in 2026.
Hidden Road
Credit network specialist Hidden Road launched support for digital asset over-the-counter (OTC) options. The move enables crypto asset cross-margining.
Furthermore, the digital asset range includes spot, swaps, options, forwards, and cleared derivatives.
A July 21 letter from Citadel Securities to the SEC’s Crypto Task Force revealed concerns about tokenization deployments. In the document, Citadel called for a conservative approach towards tokenized equities.
In addition, the firm reiterated that players in the segment should adhere to the same rules other instruments are subject to.
Fintech, Personal Finance, and Apps
In a July 24 post on its website, PayPal revealed the expansion of its partnership with Wix. The setup now includes a PayPal integration with Wix Payments.
Merchants can manage PayPal, Venmo, and Pay Later transactions directly from within the Wix dashboard, which includes streamlined reporting, chargebacks, and payouts.
Intuit, Inc.
All-American Fintech Intuit announced significant upgrades to its Enterprise Suite. The update introduces agentic AI experiences—intelligent agents that automate financial, accounting, project management, and payment tasks.
Moreover, businesses can access consolidated dashboards, standardized reporting, and deeper insights into performance drivers.
In related news, boutique Fintech Sovos has launched Sovos Intelligence, a new AI-powered tax compliance solution. The offering gives businesses real-time insight into transactional and tax data.
Furthermore, the solution unifies fragmented systems, including tax, accounting, and invoicing, into one model and supports natural language queries for on-demand analytics.
Subscription-focused Fintech OneBill integrated its cloud-based billing platform with Cisco BroadWorks to streamline customer onboarding, billing, and revenue management for service providers. Service providers can now synchronize subscriber data and manage service activation through a unified workflow.
Additionally, the integration enables automated provisioning of enterprises, groups, users, and services from OneBill’s interface.
Banking, Payments, and Infrastructure
Greenlight® Financial Technology, Inc. (Greenlight)/Q2 Holdings, Inc.
Niche Fintech Greenlight joined forces with Q2’s Digital Banking Platform via the Q2 Partner Accelerator Program. The integration enables financial institutions using Q2 to embed Greenlight’s debit card and money management app into their digital services.
Families can access educational content, real-time spending controls, automated allowances, and tools designed to build lasting financial habits.
Apiture, Inc./The Clearing House Payments Company LLC (RTP Network)/Federal Reserve (FedNow)
Boutique banking software firm Apiture boosted community banks and credit unions with instant payments functionalities. Account holders can send and receive money instantly through The Clearing House’s RTP network and FedNow.
Furthermore, Community Finance Institutions (CFIs) can access improved payment capabilities for their members.
Swaystack, Inc./Kohler Credit Union
Sheboygan, Wisconsin-based Kohler Credit Union partnered with Swaystack to improve member onboarding and digital engagement. The collaboration guides users from their first login to full-service adoption, including direct deposit, e-statements, and mobile banking.
Moreover, personalized prompts and automated workflows help members complete key actions.
Alkami Technology, Inc./HubSpot, Inc./Atomic Credit Union/PrimeWay Federal Credit Union (FCU)
Customer-focused ecosystem HubSpot partnered with Alkami to enhance marketing efforts and drive data-driven engagements. The tie-up integrates Alkami’s Full Funnel Marketing offering with HubSpot’s platform.
Moreover, PrimeWay FCU and Atomic Credit Union secured the deployment at launch.
REtech, Insurtech, and Investing
myCUmortgage, LLC/Fairfield Federal Credit Union (FCU)/Revity Federal Credit Union (FCU)/Badger Globe Credit Union/New South Credit Union/California Lithuanian Credit Union
Boutique credit union service organization (CUSO) myCUmortgage linked up with six credit unions across America. They represent a combined membership of 37,500 and over $548 million in assets.
Furthermore, myCUmortgage will provide a full suite of mortgage services, including conventional and government lending, loan origination, and member loan servicing.
The CUs include Badger Globe Credit Union, Revity Federal Credit Union, American Partners Federal Credit Union, California Lithuanian Credit Union, New South Credit Union, and Fairfield Federal Credit Union.
Honeycomb Programs, Inc.
Boutique Insurtech Honeycomb expanded its Honeycomb Specialty insurance program to all 18 states where it operates. The offering now covers properties with older infrastructure or minor coverage gaps.
Moreover, the platform allows users to manage both admitted and non-admitted policies in one place.
American Honda Insurance Solutions, LLC/VIU by HUB LLC
Honda unveiled Honda Insurance Solutions, a new digital insurance agency. The ecosystem offers competitive coverage across all 50 U.S. states.
Partnering with niche Fintech VIU by HUB, the platform offers auto, home, motorcycle, and RV insurance, along with optional features including original equipment manufacturer (OEM) parts coverage.
