AI & Finance™ | News for the Week Ending 9/12/25

Abbove, the European platform for collaborative and family-centered wealth planning, announces today the launch of Mia, its new artificial intelligence agent. Used by more than 1,100 advisors and deployed to over 37,000 families across Europe, Abbove takes a major step forward in its mission to reimagine the wealth advisory experience in the digital age. 

Designed to enhance the capabilities of wealth advisors, family officers, and financial experts, Mia acts as an intelligent co-pilot. It simplifies the reading and analysis of complex estate documents, automatically extracts key information, and assists users in the understanding, enrichment, and structuring of wealth data. 

Natively integrated into the Abbove workspace, Mia reflects a long-standing vision: combining technology, collaboration, and wealth intelligence to deliver high-quality, long-term advisory experiences. With Mia, users save valuable time, increase the quality of their analysis, and can focus more on strategic decision-making and client relationships. 

Artifact AI, the London-based accounting automation leader, today announced its official U.S. launch and plans to open a New York City office in October. Artifact AI enables accounting firms to tackle acute staffing shortages by automating everyday tasks without disrupting existing systems, or removing human oversight. The U.S. rollout follows a successful London forum attracting more than 250 industry leaders from AI, investment, and accounting sectors. 

In early deployments, Artifact’s “Arti” AI agent has demonstrated industry-best outcomes: 99% accuracy in reconciliation, 96% accuracy in general ledger posting, up to 5× productivity gains, 30%+ margin uplift, and 7× ROI in under one year. Arti enables event-by-event audit trails, AI scoring, and seamless integration with QuickBooks, Xero, Sage, and NetSuite. 

At Artifact’s London forum, firm leaders highlighted widespread staffing shortages and expressed a strong demand for intelligent automation. The event drew attendees from leading institutions including OpenAI, Mistral AI, Goldman Sachs, KPMG, Frontline Ventures, Motive Partners, Lightspeed, Creandum, and over a dozen Top 100 UK firms. 

AutoRek, a leading provider of automated reconciliation and financial controls solutions, today announced the launch of AutoRek ARIA, a multi-skilled intelligent AI agent designed specifically for reconciliation operations. 

Built within the AutoRek reconciliations platform and leveraging Microsoft Azure infrastructure, AutoRek ARIA marks a new era of “agentic reconciliation” for financial services operations. The development represents a breakthrough evolution from rules-based process automation to AI-powered intelligent automation that analyzes, learns, optimizes and extends reconciliation processes in collaboration with users. For operations teams it promises significant time savings while empowering them with new ways to add strategic value to their firms. 

The financial services industry faces a pervasive “capacity gap” as AutoRek’s 2025 industry research revealed 79% of asset management and capital markets firms struggle to keep up with current data volumes, while daily transaction volumes are expected to surge 39% annually. This struggle is repeated across other financial services sectors including banking, insurance and payments. Despite the growth in data volume, 90% of organizations still rely on spreadsheets for critical financial operations, creating significant operational risks and compliance challenges. 

BlackLine, Inc. (Nasdaq: BL) today announced the launch of Verity, a comprehensive suite of AI capabilities providing finance and accounting teams with a new digital workforce of embedded, auditable AI. Built upon the trusted foundation of BlackLine’s Studio360 platform and its unified data layer, Verity ensures process integrity, accelerates resolution, and provides intelligent insights for the Office of the CFO. 

Verity represents BlackLine’s comprehensive suite of artificial intelligence capabilities, embedded across the Studio360 platform and record-to-report and invoice-to-cash solutions. Designed to deliver practical, trusted, and auditable AI, Verity automates complex processes, uncovers deep analytical insights, and empowers finance and accounting professionals by freeing them from repetitive work. 

At the heart of this new digital workforce is Vera, the AI team lead, who directs and coordinates a team of specialized agents. Vera acts as the single point of contact for finance and accounting professionals, enabling them to orchestrate complex workflows, assign tasks, and review the work of their entire agentic team. More than just an interface, Vera is the supervisor for your digital workforce, making the collaboration between humans and AI seamless, strategic, and fully auditable. 

CLARA Analytics (“CLARA”), the leading provider of artificial intelligence (AI) technology for insurance claims optimization, today announced the launch of CLARA Intelligence-as-a-Service (IaaS), a groundbreaking solution that leverages data from CLARA’s existing products to empower claims executives with powerful information. With the largest claims AI dataset of bodily injury cases across workers’ compensation, auto liability, and general liability, insurance carriers and self-insured organizations can leverage CLARA IaaS for strategic decision-making. It draws on millions of records, spanning over a decade, to yield granular and accurate insights that can transform claims operations and profitability. 

The new solution debuts as claims executives continue to grapple with loss and expense accuracy, social inflation, reserving adequacy, and the need for greater control over complex claims. By leveraging CLARA’s robust and detailed industry data, insurance carriers and self-insured organizations will be able to strategically query their own practices, drill down into aberrations, and identify opportunities to optimize reserving and settlement outcomes. No other provider can extend this capability. 

The “apples-to-apples” comparison it delivers provides a clear, accurate understanding of an organization’s position relative to its peers and identifies specific areas for improvement. By combining CLARA’s proven AI platform with expert-curated reports and industry-leading benchmarking, organizations gain the actionable intelligence to improve outcomes and their bottom line. 

Coupa, the leading AI platform for total spend management, announced today that its platform is now available in AWS Marketplace, a digital catalog with thousands of software listings from independent software vendors that make it easy to find, test, buy, and deploy software that runs on Amazon Web Services (AWS).  

Coupa’s Total Spend Management Platform provides AI-driven visibility, control, and strategic insights across an organization’s entire spend ecosystem, from procurement and invoicing to expense management to supply chain operations. This single, integrated, and scalable solution helps finance, procurement, and supply chain leaders effectively manage all of their direct and indirect spend. 

AWS customers can now directly access Coupa’s design-to-pay platform within AWS Marketplace. This integration simplifies the purchase and management of Coupa services directly through their existing AWS Marketplace accounts. Using Coupa, customers can unlock significant efficiencies, free up funds, streamline spend, and achieve durable profitable growth across their supply chain, procurement, and finance functions. 

HuLoop Automation, a leader in AI-powered work intelligence for community and regional banks, and CSI, a leading provider of end-to-end financial software and technology, today announced they have entered into a partnership to deliver AI-driven efficiency enhancements to banks leveraging CSI’s NuPoint® Core Banking System. 

Through this partnership, NuPoint customers will gain access to HuLoop’s AI-based Work Intelligence Platform, which is built with the needs of community and regional banks in mind. At the core of HuLoop’s Human-in-the-Loop ethos, Intelligent Agents (digital workers) collaborate with people to eliminate time-consuming manual work while empowering employees to focus on higher-value, cognitive activities. 

Delivered through a radically simple, fast and affordable no-code platform, HuLoop unifies Productivity Discovery, Workflow Orchestration, Process Automation, Document Processing, and Automated Testing. Together, these modules enable a wide array of bank-specific use cases, from accelerating account onboarding to streamlining lending and collections workflows, to reducing compliance burdens and automating software testing, all designed to complement the capabilities of CSI’s NuPoint Core Banking System. 

Deloitte announces the launch of its global AI Infrastructure Center of Excellence (CoE), dedicated to supporting clients around the world in establishing and operating specialized AI data centers. This initiative comes in response to growing client demand for scalable, secure, and efficient AI infrastructure solutions, fueled by the exponential growth of AI adoption globally. 

The AI Infrastructure CoE is a strategic pillar of Deloitte’s Silicon2Service AI factory-as-a-service offering, which helps enable end-to-end transformation—from foundational silicon to scalable, business-ready AI solutions. By aligning infrastructure innovation with enterprise outcomes, this integration can help ensure that clients accelerate AI deployment at scale with speed, governance, and impact. 

The CoE will play a pivotal role in accelerating and streamlining the deployment of AI infrastructure by offering end-to-end capabilities across strategy, design, implementation and operate. It will help enable clients to manage risk through robust cybersecurity and compliance frameworks, optimize costs through efficient procurement and strategic sourcing, and enhance decision-making via digital twins and detailed market insights. Clients will gain access to leading practices, advanced network architecture, and cutting-edge AI infrastructure insights. To support this, Deloitte is making significant strategic investments in building world-class technical capabilities, establishing specialized infrastructure, and strengthening its team of skilled AI and data center talent. 

Dispatch, the first wealthtech solution enabling effortless client data management, today announced the successful completion of an $18 million Series A funding round, bringing its total capital raised to $30 million. The round was led by Brewer Lane Ventures, with participation from New York Life Ventures, MassMutual Ventures, Perceptive Ventures and existing investors F-Prime, Flyover Capital, and Fika Ventures. 

The new capital will be used to accelerate investment in agentic workflows and AI-driven data orchestration. Dispatch is built with intelligent automation at its foundation, enabling wealth management firms to eliminate repetitive data tasks, streamline client onboarding and dynamically reconcile client information across multiple systems. Clean, connected, real-time data orchestrated through Dispatch allows advisors to rely on their AI tools for accurate insights and the automation of complex processes. Dispatch is the backbone of modern advisor AI tech stacks, powering the next generation of wealth management. 

Over the past year, Dispatch has achieved rapid adoption and growth, adding some of the industry’s largest firms, including Mariner, Sanctuary Wealth and Choreo, representing more than $1 trillion in assets under advisement (AUA). By automating data orchestration across complex systems, Dispatch has helped firms save thousands of hours in manual workflows and reduced costly errors by over 90%. 

Dynasty Financial Partners, a champion of the independent wealth management movement, today announced the launch of Dynasty Labs, a dedicated innovation arm that applies artificial intelligence (AI) and advanced technology to improve the independent wealth management experience. 

Dynasty Labs will serve as the firm’s engine for experimentation, rapid prototyping, and deployment of intelligent tools that enhance advisor productivity, streamline operations, and elevate client engagement – including a virtual assistant designed to orchestrate work across the broader wealth management ecosystem. 

Dynasty Labs builds on years of investment in a proprietary data foundation that curates, organizes, and transforms complex information into actionable intelligence. 

At its Excelerate 2025 conference, Earnix, the leader in Dynamic AI for insurance, announced a new suite of solutions designed to help insurers fully realise the promise of AI. Built specifically for the insurance industry, these technologies accelerate decision-making and improve personalised customer experiences all while ensuring compliance in complex regulatory environments. 

The unified, no-code/low-code intelligent decisioning platform empowers business users to innovate rapidly without relying on IT teams. It enables insurers to adapt quickly to market shifts, launch new products faster, and optimise pricing strategies with confidence. Seamless data integration, embedded compliance and explainability, and out-of-the-box connectivity with core systems and engagement channels ensure insurers can operate effectively even in heavily regulated settings. 

Earnix’s Intelligent Decisioning Platform is underpinned by Earnix’s robust data and Dynamic AI capabilities, unifying predictive, generative, and agentic AI capabilities with governed workflows so teams can act quickly and confidently and launch innovative products without compromising security, compliance, or control. 

JVP, a leading global venture capital firm, announced today the close of a $290 million single-asset Continuation Vehicle in partnership with TPG GP Solutions, TPG’s dedicated U.S. and European GP-led secondaries strategy. The transaction supports the continued global expansion of Earnix, a category leader in Dynamic AI that is redefining the insurance industry, while delivering substantial liquidity to early JVP investors. 

JVP has a three-decade track record of building companies into international category leaders through the JVP Way, a repeatable approach to company-building that has led to 42 of the largest exits out of Israel and New York, such as CyberArk, where JVP held a 47% stake at IPO and was recently acquired by Palo Alto Networks for $25B, Cogent Communications’ $3.5B sale, Qlik’s $3B sale, and many others. 

The Continuation Vehicle reinforces JVP’s conviction in Earnix’s global potential. Earnix is redefining the insurance industry by delivering a cloud-native, AI-driven platform for real-time decisioning in pricing, underwriting, and product personalization across the insurance and banking industries, resulting in significantly reduced costs and increased revenue. Already operating in more than 35 countries and across six continents, Earnix has been adopted by over 100 of the largest tier-1 insurance companies in the world such as AXA, Assicurazioni Generali, Tokio Marine, Banco Santander, IAG, Toyota Financial Services, and Munich Re. 

FIS® (NYSE: FIS), a global leader in financial technology, today announced the launch of FIS Neural Treasury, an AI-powered suite designed to transform how treasury operations utilize technology to run their business and manage their money in motion. The solution suite combines AI, machine learning and robotics to help corporate treasurers in business of various sizes with increasing efficiency, reducing operational risk and unlocking cash flow to help fund strategic growth opportunities. 

Amidst rapid technological change, rising capital costs and market volatility, corporate treasurers need improved visibility into their global liquidity positions, more intelligent risk management capabilities and the ability to scale operations without proportionally increasing costs. 

By expanding access to AI-powered treasury capabilities, FIS® Neural Treasury is intended to serve corporations across a wide range of sizes and industries. Large and mid-market firms alike can now access AI-based liquidity management and risk detection tools once only available to the largest, most complex corporations. 

FP Alpha, the leading AI-powered advanced planning platform for financial advisors, today announced significant enhancements to its Tax Offering, designed to help advisors navigate the sweeping tax law changes introduced by the One Big Beautiful Bill Act (OBBBA). These updates, which include the launch of the Tax Wrap feature and a new Scenario Comparison Visual inside the platform’s Tax Projector, come at an ideal time due to the passage of the OBBBA and reinforce the SaaS company’s speed-to-market and as a leader in tangible solutions for advisors across the tax planning space. 

The new Tax Wrap feature gives advisors and clients a professional, year-end summary of all key taxable events, ensuring that nothing falls through the cracks when tax season arrives. This helpful automation allows advisors to document key planning strategies and share with the client’s tax preparer in accordance with the OBBBA. 

FP Alpha’s Tax Projector now includes a Scenario Comparison Visual, transforming tax planning into an intuitive, client-friendly experience. Advisors can compare multiple tax strategies side-by-side and show clients the tangible outcomes of decisions with clean, easy-to-digest visuals. This also makes it easy for advisors to explain this year’s OBBBA changes to clients and show next year’s modeled in as well.  

Future Proof, the creators of the wealth management industry’s most forward-thinking gatherings, today at Future Proof Festival, announced the next chapter of its flagship event series: Future Proof Citywide, now fully focused on building the largest AI-native community in finance. 

Set to take place in Miami Beach, Future Proof Citywide is far from a traditional conference. It is a citywide takeover designed for the next generation of investors, advisors, financial professionals, and firms who treat AI as the new operating model for strategy, investing, and operations. The citywide event will take place March 8-11, 2026. 

Future Proof Citywide will stretch across four blocks of beach in South Beach, with meetings, content, and unique group experiences hosted on the sand, in rooftops, non-traditional venues like the Versace Mansion, and other iconic locations throughout the city. 

LähiTapiola, the Finnish finance group and provider of insurance services, has extended its long-standing relationship with Guidewire (NYSE: GWRE) by choosing to migrate Guidewire InsuranceSuite from an on-premises environment to Guidewire Cloud Platform to power continuous insurance innovation, enhance value and increase business agility. 

LähiTapiola, which has around 1.8 million owner-customers and 3,800 employees, is a group of companies serving personal, farm, entrepreneur, corporate and institutional customers throughout Finland. Since 2017 LähiTapiola has been using Guidewire InsuranceSuite, a collection of core applications for policy administration, billing, and claims management. Used together, InsuranceSuite enables seamless end-to-end insurance processes for P&C insurers across all lines of business. 

LähiTapiola will be the latest insurer to migrate to Guidewire Cloud Platform, which combines resilient, trusted infrastructure with modular and interconnected cloud services to enhance and extend the power of an insurer’s core applications. 

Hummingbird, a leading provider of financial crimes solutions, today announced its unified platform for risk and compliance operations. The expanded platform brings together the full risk and compliance lifecycle with the launch of new solutions for both Transaction & Risk Monitoring and Customer Screening. 

Financial institutions, long stymied by fragmented workflows, will find immediate value in Hummingbird’s Transaction & Risk Monitoring and Customer Screening solutions, which strengthen risk detection and accelerate decision-making. While Hummingbird may now be deployed end-to-end, the platform’s modular design also allows institutions to use the new solutions independently and integrates seamlessly with existing systems, enabling teams to adapt the platform to their needs. 

Hummingbird is reinventing Transaction & Risk Monitoring with the launch of its new solution. Unlike other solutions, Hummingbird’s suite of monitoring capabilities sits directly on top of an institution’s cloud data warehouse. This novel approach gives tech-forward financial institutions access to all of their data for monitoring, such as transaction, account, and behavioral data, and the ability to create powerful rules using a combination of SQL and no-code. Rules are fast and easy to write and can be deployed instantly. This solution, when used in conjunction with Hummingbird’s full platform, streamlines a team’s entire workflow, from alert to action, delivering intelligent automation and AI insight at every step. 

Mastercard is advancing AI-powered payments with new tools for developers, expanded consulting services and deeper collaboration across the global tech and finance ecosystem. These efforts are laying the foundation for smarter, more secure shopping experiences using artificial intelligence and intelligent agents as the company is helping to set the standards for how AI can securely and confidently handle payments. 

Mastercard is working with AI and commerce leaders including Stripe, Google and Ant International’s Antom to make secure agentic transactions accessible and scalable for digital merchants and platforms globally. By the holiday season, all U.S. Mastercard cardholders will be enabled for the Mastercard Agent Pay program, with global rollout to follow shortly thereafter. Ahead of this, Citi and U.S. Bank Mastercard cardholders will be the first to have the opportunity to experience AI-enabled shopping as agentic commerce providers and enablers like PayOS and other industry players go live. 

Mastercard is leveraging its expertise in shaping global, interoperable digital payments standards – including contactless and tokenization – to help define how payments should operate in agentic environments. Together with the FIDO Alliance and its Payments Working Group, Mastercard and other industry leaders are developing a verifiable credential standard for payments that confirms payment details such as amount, merchant and product. This ensures that everyone involved in a transaction can experience confidence that it was approved by the shopper, paving the way for a more secure, seamless and trusted foundation for agentic payments. 

Entrust, a global leader in identity-centric security solutions, today announced an expanded partnership with Mastercard to enhance fraud prevention by integrating Mastercard Identity insights (powered by Ekata) into the Entrust Identity Verification Security Platform. The collaboration empowers organizations to strengthen fraud detection and prevention, reduce time and costs associated with manual intervention, and streamline end-users’ digital onboarding experience. 

Entrust is the first Engage qualified partner to offer both the Digital First and Identity programs, a significant milestone in the growing partnership. 

As fraud tactics grow in scale and sophistication, from deepfakes to synthetic identities, institutions face mounting pressure to deliver efficient fraud protection while providing a frictionless user experience. According to the Entrust Future of Global Identity Verification report, 66% of organizations say that identity fraud prevention and customer experience are competing priorities. Entrust and Mastercard are combating these challenges head-on by delivering intelligent pre-screening that leverages real-time risk insights from Mastercard Identity’s network to identify threats early and automate remote onboarding for customers. 

Options Technology (Options), the leading provider of capital markets infrastructure, today announced the integration of Bruce ATS market data into its global platform, supporting round-the-clock trading access for equities market participants. 

This latest development comes as equities markets prepare to extend trading hours to 24/5, and represents a meaningful bridge toward that vision. The launch aligns with Options’ broader global growth strategy and its commitment to supporting evolving market structures and investor demand. 

Bruce ATS, which leverages Nasdaq®’s data distribution capabilities, is designed for overnight trading of U.S. equities and is especially valuable to Asia-Pacific investors who access U.S. markets during their local trading day. Through this integration, Options clients can now access Bruce Last Sale (real-time trade prints), Bruce Best Bid & Offer (live quote snapshots), and Bruce Depth of Book (comprehensive order book visibility). This enhanced data access provides brokers, trading firms, and information vendors with faster time-to-market, dependable overnight pricing, and a critical foothold in the growing 24-hour trading landscape. 

Options Technology, a leading provider of cloud-enabled managed services to the global financial sector, today announced that it has been invited to enroll in Microsoft’s Solutions Partner program for Private Cloud. This milestone marks Options’ sixth Microsoft Solutions Partner designation, reinforcing its deep expertise in delivering secure, compliant, and fully managed cloud services to enterprise clients. 

This achievement follows earlier Solutions Partner designations in Modern Work, Data and AI, Security, Infrastructure Solutions, and Digital & App Innovation (Azure). Together, these six designations underscore Options’ global leadership in delivering cutting-edge cloud solutions and integrated technology for the world’s most demanding financial markets. 

Microsoft’s Solutions Partner designations recognize partners with proven technical proficiency, strong customer outcomes, and deep expertise across specific Microsoft Cloud solution areas. The Private Cloud designation acknowledges Options’ ability to deliver advanced infrastructure solutions via SPLA, CSP Software Subscriptions, CSP Azure Stack HCI, and CSP Azure Arc, enabling clients to access enterprise-grade compute, networking, and storage across a secure private cloud environment. 

Origami Risk, the industry-leading risk, safety and insurance Software as a Service (SaaS) technology firm, today announced the launch of a new solution driven by artificial intelligence (AI) that empowers risk managers to rapidly create or expand risk registers for governance, risk and compliance (GRC) and enterprise risk management (ERM) initiatives. 

Origami Risk’s new AI Risk and Control Explorer automatically generates lists of enterprise exposures based on inputs of key information such as industry, employee count, and geographic location. The output enhances the ability of risk management teams to build or scale ERM and compliance programs, as well as to design and implement internal controls. 

Origami Risk delivers its highly configurable solutions for insurance, risk, and safety from a secure, scalable platform that gives clients full control over how, where, and when they use AI, so they’re empowered with whatever tools they need for centralizing data, automating critical workflows, and providing insights into risk and safety initiatives. 

Today, Origin, the all-in-one personal finance app, introduced its AI financial advisor – the first system designed to provide certified financial planner–level guidance to everyday Americans. Built on advanced AI, the advisor combines each user’s financial data with state-of-the-art reasoning to deliver personalized, interactive guidance at scale. As part of this launch, Origin will offer a one-year subscription to all new users for just $1 – for one day only – removing price as a barrier so anyone can access certified planner-level financial guidance. 

The most common belief about financial advisors is that they only serve the wealthy. Origin bridges the gap by expanding beyond basic money tracking to intelligent, personalized financial management. Demonstrating human-level expertise, outperforming both leading LLMs and certified financial planners across all eight CFP® mock exam modules, scoring 17 points above human performance and demonstrating consistency of a well-rounded financial advisor. 

The redesigned Origin platform eliminates the noise of juggling fragmented finance apps by unifying everything into one intelligent dashboard. With direct access to a user’s real financial profile – not just surface-level prompts – Origin’s AI continuously identifies opportunities, flags risks, and delivers advisor-grade recommendations with a level of relevance and precision no standalone app can match. In doing so, Origin democratizes access to the kind of personalized wealth team and expertise that has historically been reserved for the top 1%. 

Orion, the premier provider of wealthtech solutions for financial advisors and the enterprise firms that serve them, today announced three major innovations at Future Proof Festival – headlined by the debut of AI assistants designed to put real-time data and insights directly at advisors’ fingertips.  

The company unveiled: Orion’s Report Assistant and Query Studio AI assistants – giving advisors and operations teams instant, natural-language access to complex data and report creation; Orion Summit Experience – a concierge-level digital platform tailored for firms serving ultra-wealthy investors or those looking to deliver a truly holistic representation of their client services; and Orion Strategic Insights – a real-time growth intelligence experience for C-suite leaders. 

Together, these new tools reflect Orion’s commitment to delivering a unified, scalable, and deeply personalized wealthtech ecosystem built to empower fast-growing advisors with smarter tools, actionable data, and AI-driven insights. 

Pathwork, an autonomous distribution platform modernizing the $160 billion life and health insurance market, has raised a $3.5 million seed round led by Costanoa, with participation from Logos Fund, American Family Ventures, Meridian Ventures, and prominent industry angels. The funding will help accelerate adoption among brokers and carriers nationwide. 

Life and health insurance touches millions of Americans, but the way policies are sold hasn’t meaningfully changed in decades. Distribution remains fragmented, manual, and error-prone, leaving brokers bogged down by outdated software systems and left to chase paperwork and decipher underwriting rules. In the U.S. alone, life and health premiums exceed $1.1 trillion annually, an enormous market where speed, accuracy and service make the difference. 

Pathwork turns these complex, manual workflows into intelligent systems that help brokers and carriers move faster, quote more accurately, reduce costly back-and-forth, and deliver a better customer experience. 

Paychex, Inc. (Nasdaq: PAYX), an industry-leading human capital management (HCM) company, today announced a new financial management solution for accounts payable provided by BILL (NYSE: BILL), a leading intelligent financial operations platform for small and midsize businesses (SMBs). Launching through Paychex Flex®, Bill Pay, Powered by BILL, integrates payroll, HR, and accounts payable and empowers SMBs to manage their people and payments in one seamless experience. 

According to the 2025 BILL Report, nearly 40% of SMBs that have not yet automated their financial operations, plan to do so within the next six months to cut costs and improve efficiency. The same report found 62% of businesses cannot immediately view their current cash position across all accounts. Bill Pay, Powered by BILL, brings payroll, HR, and payments together into a single platform, giving SMBs the speed, clarity and control they need to make smarter, faster decisions, and simplify the way they run their business. 

Bill Pay, Powered by BILL, will also strengthen the ability of accountants to support their clients. A 2025 Citizens Bank report revealed that 47% of SMBs continue to rely on expert guidance from CPAs, accountants, and bankers, underscoring the critical role trusted advisors play in guiding strategic decisions alongside technology and digital tools. 

Renaissance, the premier agency network, has become the first agency network to deliver an exclusive suite of AI solutions built specifically for independent insurance agents, empowering them to save time, strengthen client relationships, and accelerate revenue growth. Designed by insurance industry experts with independent agents’ workflows, challenges, and goals in mind, these tools seamlessly integrate into daily operations, making adoption effortless while delivering measurable results. 

In 2024, 75% of independent P&C agencies reported revenue increases, yet 63% cited operational efficiency as a top challenge (source: The Big I 2024 Agency Universe Study). This underscores the urgent need for purpose-built solutions that reduce manual tasks and free agents to focus on growth. 

Renaissance’s AI suite directly addresses this challenge by streamlining workflows, eliminating repetitive processes, and delivering actionable insights that help agencies scale profitably. 

Rithum, a leading global commerce solutions provider, today unveiled RithumIQ, the commerce AI engine operating at the core of its platform. As the foundational layer of intelligence, RithumIQ harnesses one of the world’s richest commerce data sets to transform the complexity of modern retail into clear, actionable insights. 

From predicting which products will perform best on each marketplace to dynamically optimizing fulfillment strategies, RithumIQ is already driving measurable results for thousands of brands and retailers – powering billions of daily transactions and enabling more than $50 billion in annual GMV. Unlike experimental AI tools flooding the market, RithumIQ is proven, scaled, and deeply embedded in the commerce workflows that matter most. 

For more than two decades, Rithum has been a trusted partner to global retailers and brands, providing the scalability and infrastructure to compete in a fragmented commerce landscape. Leveraging deep commerce expertise and one of the industry’s richest data sets, Rithum pairs advanced AI with hands-on market knowledge to optimize decisions, uncover new opportunities, and streamline fulfillment. Upcoming partnerships will further expand Rithum’s AI capabilities, creating even greater opportunities for clients to innovate. 

Sapiens International Corporation, (NASDAQ: SPNS) (TASE: SPNS), a global leader in intelligent SaaS-based software solutions, today announced the launch of its latest version of Sapiens CoreSuite for Property & Casualty for the North American insurance market. Version 13.0 is a critical component of Sapiens Insurance Platform, a future-proof, AI-based, open and integrated platform. The release, which is available to all North American CoreSuite for P&C customers, expands the robust core business capabilities for both underwriting and claims.   

Significant performance, integration, and usability enhancements across ClaimsPro, BillingPro, and PolicyPro solutions significantly improve operational inefficiencies, increase speed and accuracy, and optimize the user experience. 

A strategic technology upgrade in claims improves integration flexibility and helps manage operational costs, while maintaining robust performance. Billing capabilities have been enhanced through streamlined payable statement creation and a new policy filter, resulting in faster navigation and processing for carriers. 

Shaping Wealth, the leading provider of behavioral science-based learning and engagement solutions for the wealth management industry, today announced the expansion of its advisory board. Prominent industry leaders Jason Pereira, MBA, CFA, CFP®, and Samantha Russell will join behavioral economist Dr. Hal Hershfield to help guide Shaping Wealth’s strategic evolution as the company advances its proprietary AI platform, Lydia™, and deepens its technology integrations. 

The advisory board expansion coincides with Shaping Wealth’s strategic pivot toward AI-powered solutions, anchored by Lydia™, a behavioral intelligence engine that helps advisors deliver more empathetic, personalized guidance. Unlike traditional AI tools focused solely on efficiency, Lydia enhances the emotional intelligence of financial conversations. 

Smarsh, the global leader in communications data and intelligence, today announced the deployment of Salesforce’s Agentforce to power AI-driven customer service agents across its support organization. As a leader in AI innovation, Smarsh is known for building proprietary AI solutions for its customers in finance and other regulated industries, such as the Intelligent Agent for communications surveillance. The company is now innovating in customer support. By leveraging Agentforce, Smarsh will streamline support operations and deliver a higher standard of service for its global customer base. 

Smarsh has launched an AI-enabled experience on Smarsh Central, its award-winning digital support platform, for a select group of customers and partners. Powered by Agentforce, this innovation will be available to all Smarsh customers and partners in the months ahead. The impact is clear: smarter self-service, faster resolutions, greater efficiency—delivered with the compliance rigor trusted by the world’s largest banks, insurers, and investment firms. 

Smarsh’s investment in Agentforce underscores its dual approach to AI: building market-leading proprietary technology in Smarsh products like Intelligent Agent and AI Assistant, while selectively collaborating with best-in-class companies to maximize customer value. Smarsh Intelligent Agent already helps compliance teams filter, detect, and act on high-risk communications with industry-first efficiency. Now, with Agentforce, Smarsh customers will see a high level of intelligent automation applied to the service experience, delivering tangible, measurable results. 

SigFig, a leading digital wealth management solutions and technology provider for financial institutions and their advisors, today announced that it is changing its company name to Tandems, and launching an expanded product ecosystem centered around an AI-native wealth operating system for financial advisors. Its new WealthOS helps advisors run more efficient and effective meetings, turns every new client conversation into an asset-gathering opportunity, and helps deliver personalized advice at scale. This new evolution reflects SigFig’s growth beyond investment management tools deployed by large financial institutions, to providing full “finance with intelligence” to banks, insurance companies and large wealth management firms. 

Founded in 2006, SigFig launched initially to democratize access to financial advice, and soon expanded its focus to building digital wealth solutions deployed by major financial institutions to help manage billions of dollars in investments. As a pioneer in the rise of robo-advisory and digital wealth technology of the last decade, its platform serves over $60 billion in assets across two million accounts and 6,000 advisors. Tandems has now leveraged this scale and deep industry expertise to build powerful new verticalized AI solutions tailored to the unique workflows and needs of financial institutions and their advisors. 

Tandems’ new brand and expanded product set is designed to transform a financial advisory industry where core platforms have not kept up with the wider velocity of technological change. It wants to use “finance with intelligence” to transform a sector of commoditized products, basic services and outdated infrastructure, through reimagined intelligent solutions and personalized advice that can amplify and augment human expertise. The Tandems product ecosystem automates the manual work that takes up 90% of an advisor’s time, and lets them focus on what they do best: building meaningful relationships and providing strategic guidance. At the core of its new AI-native WealthOS is a verticalized approach to AI, that is pre-integrated with most major financial and software data platforms, meets stringent security and privacy standards and is finetuned for over 200 real world financial use cases. This verticalized approach to AI significantly outperforms horizontal AI when compared against accuracy benchmarks. 

Valmark Financial Group has announced a powerful new technology enhancement to its in-force life insurance business. The new feature, called the Opportunity Engine™, integrates directly into Valmark’s InForce Insurance Hub, which was launched last October at Valmark’s annual Member Summit meeting. The InForce Insurance Hub is supported by the broader infrastructure of Valmark’s Policy Management Company (PMC) and InForce Insurance Solutions Division. 

This enhancement represents the latest in a series of innovations that underscore Valmark’s commitment to helping independent firms build value by actively managing in-force policies and transforming traditional policy servicing into proactive insurance management. By leveraging a variety of data feeds and artificial intelligence (AI), the expanded platform helps ensure that insurance policies continue to meet the financial security needs they were originally designed to provide. 

These advancements reflect Valmark’s ongoing investment in data and AI and its unwavering commitment to providing Member Firms with the tools and resources they need to protect policyholders through proactive insurance management and thrive in today’s competitive market. 

Varo Bank, the first all-digital nationally chartered bank in the U.S., today announced the hiring of Asmau Ahmed as the company’s first Chief Artificial Intelligence and Data Officer (CAIDO). Reporting directly to CEO Gavin Michael, she will lead company-wide AI and machine-learning efforts. Varo has dramatically expanded credit access by using data and advanced machine learning-driven decisioning to responsibly extend loans to more customers, reinforcing the bank’s mission of advancing financial inclusion with technology. 

Asmau has led teams and delivered products over the past 20-plus years, most recently sitting on the leadership team at Google X, where she led the development of new technologies. At Google, she led Consumer Trust Product Management across Search, Maps, Gemini, Shopping and Commerce, and Ads. Prior to that, she led technology, portfolio, and customer-facing product teams at Bank of America as SVP, at Capital One as Enterprise Product Leader, and co-led the Digital Innovation team at Deloitte, in addition to founding a visual search advertising tech company, Plum Perfect. 

Asmau has served on the boards of an eclectic group of companies, including the Creative Arts Agency (CAA), the Yale Board of Advisers, QuinStreet, Pony AI, and blackcomputeHER. She serves as a mentor at All Raise, supporting women and non-binary leaders in their efforts to establish companies, secure capital, and enhance representation among key entrepreneurial decision-makers. 

Workiva Inc. (NYSE: WK), the world’s leading AI-powered platform for transparency, accountability, and trust, announced today at Amplify a major expansion of its intelligent platform, introducing agentic AI, unified data automation, and a modernized controls experience for the Office of the CFO. The new capabilities allow finance, GRC, and sustainability teams to streamline complex workflows, proactively manage risk, and deliver insights with speed and confidence. 

Economic volatility, evolving regulations, and increasing complexity have left CFOs and their teams burdened by manual processes and siloed systems. In fact, nearly two-thirds of global practitioners say they lack the high-quality data and governance needed to manage these challenges, a gap that leaves organizations vulnerable to costly errors and missed performance opportunities. 

Workiva’s latest innovations were built to meet this moment, embedding agentic AI directly into critical workflows, automating processes that slow teams down, and giving them continuous, connected insights in a secure, auditable platform.