AI & Finance™ | News for the Week Ending 9/19/25

ACA Group (ACA), the leading governance, risk, and compliance advisor in financial services, today announced the launch of Encore AI, the firm’s proprietary artificial intelligence (AI) engine purpose-built for regulatory compliance. Encore AI marks the evolution of ACA’s original Encore Compliance platform. It formalizes the next phase of ACA’s strategy to deliver smarter, AI-powered solutions that meet the rising demands of regulators and clients. 

As AI adoption accelerates across financial services, firms are seeking trusted guidance on how to responsibly apply the technology within compliance programs. Compliance teams face increasing workloads, resource constraints, and mounting regulatory expectations, leaving many organizations uncertain about integrating AI without introducing risk. Encore AI offers a clear path forward, delivering outcomes that are explainable, auditable, and aligned with regulatory expectations while ensuring human expertise stays in control. 

Encore AI serves as the core intelligence layer across ACA’s technology suite, including ComplianceAlpha®, ESG, and Research Compliance Solutions. It helps reduce manual lift, improve visibility, and detect issues across compliance workflows. 

CalSavers and Ascensus announce the launch of CalSavvy, the first AI-powered chatbot designed specifically for state-sponsored auto-IRA programs. With over 600,000 employers mandated to register with CalSavers or offer a qualified retirement plan by the end of 2025, CalSavvy is designed to deliver quality information and streamline user interactions with 24/7 on-demand access. 

Reinforcing Ascensus’ commitment to deliver tech-forward and responsible AI solutions for clients, this partnership with the State of California marks a major milestone towards CalSavers’ purpose. 

CalSavvy answers common questions, in English and Spanish, about account setup, contributions, investment options, and retirement planning—without wait times or business hour restrictions. The chatbot helps savers better understand retirement savings concepts and CalSavers program features, making it easier than ever for workers across California to engage with their retirement benefits. 

Aurionpro Solutions Limited, a global enterprise technology leader, has announced its European market expansion through a strategic win with a leading UK-based financial institution. This announcement follows the historic UK-India trade agreement signed in July 2025. As part of this expansion, Aurionpro is investing over £20 million to launch its UK headquarters, creating 150+ high-value jobs across multiple locations in the UK over the next three years. 

This marks the first in a series of strategic Enterprise AI-native implementations Aurionpro is bringing to market through its Integro Lending Suite and Arya.ai capabilities. Aurionpro will deploy Arya.ai’s intelligent credit assessment capabilities, replacing the institution’s traditional systems with an AI-native solution to simplify underwriting processes, reduce operational risk, and enable the institution to scale efficiently. 

The company also plans to establish AI-powered R&D labs in collaboration with top UK universities to develop next-generation transport technology and take a leadership role in the global Safe Superintelligence (SSI) movement, ensuring AI is built safely, transparently, and ethically. 

BlackLine, Inc. (Nasdaq: BL), the future-ready platform for the Office of the CFO, today announced it has achieved the ISO/IEC 42001:2023 certification for its Artificial Intelligence Management System (AIMS). This certification provides the trusted, verifiable foundation for Verity, BlackLine’s new comprehensive suite of AI capabilities. 

The announcement coincides with the launch of Verity, a new suite of embedded, auditable AI. Built upon the trusted foundation of BlackLine’s Studio360 platform, the ISO 42001 certification validates the robust governance framework and “Control Layer for AI” that BlackLine has built into its platform, ensuring its AI is developed and managed with the highest standards of ethics, transparency, and accountability. 

BlackLine’s commitment to trust is further strengthened by its strategic partnerships with the world’s leading auditing and advisory firms. These alliances ensure that BlackLine’s solutions are aligned with global accounting standards and that customers are supported by a network of trusted transformation advisors. 

Global Fintech leader Broadridge Financial Solutions, Inc. (NYSE: BR) is making strategic investments to enhance its advisor marketing solutions to more effectively empower wealth firms and their advisors to build their book of business. Launching improved website creation tools with Wix, and new video marketing capabilities will provide advisors with the critical digital front door experience needed to attract, engage, and retain today’s investors. 

Investor behavior is evolving, with rising demand for personalized advice, mobile-friendly platforms, AI-driven insights, and video content. At the same time, trillions of dollars are shifting to younger, more digitally native investors during the great wealth transfer, making a strong digital presence critical to standing out and reaching the next generation of investors. By combining Broadridge’s proven wealth tech solutions with website technology from Wix.com Ltd. (NASDAQ: WIX), a leading global platform for creating, managing, and growing a complete digital presence, advisors will be equipped with the modern tools they need to serve the evolving needs of investors. 

A recent Broadridge study found that 62% of advisors find their website ineffective at generating leads, and only 4 in 10 advisors are embracing personalization to share content targeted to client interests and life events. To help wealth firms adapt to the changing needs and expectations of investors, Broadridge is building the future of advisor marketing. 

Canopy, the leading all-in-one practice management platform built for modern accounting firms, today announced the next major enhancement to its AI-powered Smart Intake feature: AI Document Request Lists. This innovation uses artificial intelligence to create unique request lists for each client in seconds—dramatically reducing the time it takes for firms to gather critical tax documents and information. 

This addition to Canopy is in line with the company’s ongoing commitment to making the work accountants do more efficient and easier. Earlier this year Canopy raised $70 million to continue improving its product. This new tool along with many others coming later this year are part of that huge investment in the platform. 

With AI Document Request Lists, Canopy scans available client tax information to instantly generate a tailored list of required documents. Practitioners can easily edit these lists, adding or removing items as needed. This enables the client to be more compliant with what a firm requests, and with Canopy’s automated reminders, no more back and forth trying to get the right documents submitted. Additionally, clients will be able to set reminders for themselves if they don’t have a document/file being requested. 

CLPS Incorporation (the “Company” or “CLPS”) (Nasdaq: CLPS), today announced the successful modernization of a 30-year-old legacy mortgage system for a major Hong Kong bank, leveraging artificial intelligence (AI), including client-specified models like Microsoft Copilot. This achievement marks a significant breakthrough for CLPS in applying AI to complex system modernization, providing a replicable model for fintech solutions.  

To meet its evolving business needs, the bank required a complete overhaul of its legacy mortgage system. CLPS successfully modernized a vast and intricate infrastructure, which comprised of 138 Virtual Basic (VB) functional programs, 248 Microsoft (MS) Access programs, 315 reports, 114 letters, 303 batch jobs, 25 COBOL programs, and 841 stored procedures.  

The modernization effort faced significant challenges due to limited documentation, minimal understanding of the system’s operational logic, and the complexity arising from its numerous software components. Relying solely on the raw source code, CLPS completed this large-scale modernization within seven months with a team of just over 20 developers. By leveraging AI, the Company achieved a 70% automation rate in system code conversion, successfully transforming the legacy VB applications and MS Access database programs to a modern Java/React/PostgreSQL technology stack. This process ensured business continuity while completing a comprehensive upgrade of the technical architecture. In contrast, a project of this scale using traditional methods would typically require 40–50 developers and two years to complete. 

Compound Planning, a leading digital family office reimagining wealth management for the next generation, today announced the launch of Activity Monitor – the centerpiece of the company’s AI-powered operating system for financial advisors. 

Available exclusively to Compound advisors, Activity Monitor delivers AI-powered analysis of an advisor’s entire book of business, serving as a real-time command center that provides actionable intelligence, centralized data, and automated workflows. 

Activity Monitor uses artificial intelligence to empower advisors to deliver proactive, holistic wealth management services tailored to the evolving needs of today’s high-net-worth clients. More specifically, Activity Monitor is the newest feature Compound has added to AdvisorHQ, the AI-powered operating system that is available exclusively to Compound Planning advisors. 

DataDasher AI, developer of an agentic artificial intelligence platform purpose-built for financial professionals, announced today the launch of an SOC 2-certified system built specifically for investment sponsors and their wholesaling teams. 

Utilizing proprietary Brain Language™ AI technology, the SOC 2-certified platform helps wholesalers save 10 to 15 hours each week by streamlining meeting prep, client interactions and follow-ups with tools for real-time data queries, automated email drafting, meeting transcription and note-taking, task detection, email integration and team collaboration. 

DataDasher AI offers a unified client context, ensuring every professional touchpoint is captured, organized and actionable. The system seamlessly integrates with widely used CRM and meeting platforms such as Salesforce, Redtail, Wealthbox, XLR8, Google, Zoom and Microsoft, providing a connected, frictionless experience. 

defi SOLUTIONS, a leading provider of end-to-end, SaaS loan originations, servicing, and managed servicing solutions, is pleased to announce the addition of Informed.IQ to the defi ecosystem of integration partners and lenders. 

Lenders will be able to seamlessly integrate Informed.IQ’s vertical AI agents to verify applicant data, documents, and stipulations to accelerate their approval process and mitigate early charge-offs. Informed.IQ uses Artificial Intelligence (AI) and Machine Learning (ML) to automate funding while reducing fraud, risk, and manual errors. 

The integration will offer defi clients access to Informed.IQ’s AI agents trained on the requirements of the nation’s largest lenders across more than a hundred million auto loan documents from over 50,000 car dealers across the United States. These AI agents have proven and back-tested expertise ranging from document classification, extraction, and verification to compliance and fraud detection. Informed.IQ’s platform also offers robust data and analytics that empower lenders to monitor performance, identify bottlenecks, and improve funding outcomes in real time, while measuring AI agent productivity. 

Dispatch, the first wealthtech solution to enable effortless client data management for registered investment advisors (RIAs), today announced that Chris Cook has joined the company as head of solutions and security engineering. Cook is a veteran leader in RIA technology, data strategy and cybersecurity, with more than a decade of experience helping financial advisory firms leverage technology to scale and serve clients. 

At Dispatch, Cook will help RIAs move beyond data storage to true data activation. He will lead initiatives in system integration, real-time data orchestration, AI applications and information security, ensuring firms can surface and act on the right information at the right time. By bridging gaps between core systems, automating workflows and strengthening security, Cook will help Dispatch clients operate more efficiently, scale with confidence and deliver faster, more personalized experiences. 

Cook spent nearly a decade transforming one of the industry’s largest RIAs, Mariner, into a digital-first powerhouse, leading cloud migrations, mobile-first initiatives and enterprise security frameworks. In early 2025, he founded Obsydian, a consultancy that helped firms of all sizes activate their data, streamline operations and adopt emerging technologies such as AI and orchestration layers. Drawing on his experience scaling technology organizations from lean teams to departments of more than 75 professionals, Cook brings the expertise to bridge systems, automate workflows and deliver real-time, actionable insights. 

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. 

For insurers, these Intelligent Decisioning capabilities unlock smarter, data-driven decision-making at scale. The platform delivers real-time insights and personalised offerings with faster speed-to-market, while maintaining robust governance of automated decisions. 

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. 

FairPlay, the AI Enablement Company for the Financial Services industry, today announced a partnership with Arva AI, a leader in financial crime prevention technology, to validate and assure the safety of Arva’s agentic AI systems for Anti-Money Laundering (AML) and Know Your Business (KYB) use cases. 

Through this partnership, FairPlay will perform independent validation of Arva’s AI Agents—including those used for Screening, KYB, and transaction monitoring—using FairPlay’s newly launched Agentic Assurance Platform. 

This collaboration underscores both companies’ commitment to advancing the responsible adoption of agentic AI in financial services. For Arva’s customers, the validation adds an independent layer of assurance that its AI Agents perform effectively and meet the highest standards of AI governance. 

Glassbox, a leading provider of digital experience analytics for financial institutions, today announced the launch of Glassbox Accessibility, a breakthrough solution that empowers organizations to identify, prioritize, and resolve accessibility issues to create truly inclusive customer experiences. 

The launch comes as global businesses prepare for the European Accessibility Act, which took effect in June 2025, and the ADA Title II updates, which will take effect in April 2026. With one in four people worldwide living with some form of disability, and nearly everyone experiencing digital access barriers at some point, accessibility is no longer just a regulatory requirement; it’s essential for every business. 

Glassbox Accessibility is the first solution to unify digital experience analytics with real-time accessibility monitoring, enabling 100% real-time scanning, intelligent severity scoring, and fully automated remediation workflows. By embedding accessibility directly into the customer journey, organizations can identify hidden barriers, resolve issues faster, and tie inclusive design efforts to measurable retention and conversion outcomes. 

BlackLine’s commitment to trust is further strengthened by its strategic partnerships with the world’s leading auditing and advisory firms. These alliances ensure that BlackLine’s solutions are aligned with global accounting standards and that customers are supported by a network of trusted transformation advisors. 

The Genius solution for enterprise businesses provides a unified, modern and modular commerce enablement platform designed to meet the complex needs of quick service and fast casual restaurants, sports and entertainment venues, and foodservice management environments such as cafeterias. 

Built for speed and scale, Genius packs all the features – including POS, Kitchen Management, Back Office, Payments, Drive Thru, Kiosk, Digital Signage and more – in one enterprise-grade platform that large-scale food service organizations and venues need, while also delivering enhanced configurability that enables Global Payments to bring its feature-rich POS platform to customers across a broader range of business needs and sizes. 

Gradient AI, a leading enterprise software provider of artificial intelligence (AI) solutions in the insurance industry, today announced the release of its enhanced group health AI-powered Risk Management Life Cycle solution. The platform integrates Gradient AI’s SAIL™ for new business underwriting with its Renewal Analytics for existing clients, creating a unified, full-cycle underwriting and risk management solution for group health insurers. 

The solution unifies the quoting and renewal processes by applying the same AI modeling methodologies across both, creating more reliable risk assessments. It ensures data consistency and provides actionable member-level insights to support care management. Together these capabilities reduce variability, improve pricing precision and strengthen overall portfolio performance. By applying a consistent underwriting framework, the platform boosts efficiency, improves risk segmentation and uncovers new opportunities for growth and retention. 

Gradient AI’s Risk Management Life Cycle solution is available immediately. For more details on the topic, see Gradient AI’s new white paper, AI-Powered Integrated Risk Management Life Cycle Solution: The Future of Group Health Insurance. 

Guidewire (NYSE: GWRE) is pleased to announce the appointment of Brigette McInnis-Day as Chief People Officer, reporting to Chief Executive Officer Mike Rosenbaum. In this role, McInnis-Day will lead the company’s global People and Enterprise Business Operations teams, shaping a high-performance culture to drive the company’s next era of growth and innovation. 

With more than 25 years of leadership experience across the technology industry, McInnis-Day brings a proven track record of scaling organizations, driving digital and AI transformation, and building high-performing global teams. She most recently served as Chief People Officer at UiPath, where she led the company’s global people strategy during a period of enterprise growth, embedding AI and automation into core HR processes. Prior to UiPath, she held senior leadership roles at Google Cloud, SAP, VerticalNet and Mercer. 

Guidewire (NYSE: GWRE) announced that, as part of its ongoing commitment to the Japanese insurance market, it is developing functionality for PolicyCenter on Guidewire Cloud tailored to the Japanese market. To accelerate the initiative, Guidewire will collaborate with Capgemini in Japan (Capgemini) and Nomura Research Institute (NRI). 

Capabilities previously offered as accelerators for Japanese insurers will now be built directly into PolicyCenter. The initiative builds on Guidewire’s successful extension of ClaimCenter for the Japanese insurance market and furthers its commitment to its customers there. It marks a significant step toward enabling innovation, agility, and success for Japanese insurers navigating digital transformation. 

In this strategic initiative, Guidewire is deepening its collaboration with Capgemini, a Guidewire PartnerConnect Consulting Global Strategic partner, and nurturing its relationship with NRI, a trusted Japanese consulting firm. This collaboration with two respected local partners greatly expedites the delivery of the tailored PolicyCenter functionality, empowering insurers in Japan to swiftly embrace a modern and cost-effective cloud solution. 

InRule Technology®, a Decision Intelligence Platform company providing integrated decisioning, machine learning, and process automation software to the enterprise, announced today a strategic partnership with Advanced Financial Solutions, a FinTech software and consulting firm headquartered in Bahrain. 

Through this partnership, Advanced Financial Solutions will sell, implement and support InRule’s intelligent decisioning platform throughout the Middle East & Africa, helping financial institutions streamline decision-making and respond faster to evolving market demands. 

As a leader in AI-powered decision automation, InRule Technology enables organizations to simplify and manage complex rules at scale, and empowers business users to make smarter, faster decisions without relying on IT cycles. 

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. 

Masttro, the leading wealth tech provider to wealth owners and the industries that serve them, today announced the appointment of Dan Williams as Global Head of Marketing. 

Williams brings extensive experience crafting high performing marketing strategies and leading go-to-market initiatives in the Fintech and SaaS spaces. Most recently, he served as Global Head of Digital Marketing and Demand Generation at FactSet, where he led a performance-focused team driving record lead and revenue growth across a 5-year period. 

Previously across a 15-year career at leading marketing technology and advertising firms, Williams oversaw campaign and product development work for firms such as JP Morgan Chase, Thomson Reuters and Verizon Wireless. 

Moody’s today announced Agentic Solutions, a groundbreaking addition to its suite of AI-powered offerings designed to transform how organizations make decisions in complex, high-stakes environments. The new solutions empower organizations to act with greater speed, precision, and confidence than ever before, reshaping how risk is decoded, opportunities are identified, and decisions are made. 

Built on Moody’s trusted data estate covering more than 590 million global entities, Agentic Solutions coordinates AI agents that automate and optimize knowledge-intensive workflows across finance, risk, and strategy. Working together, the agents deliver specific enhancements to decision-makers. 

Neeyamo, a global leader in payroll and workforce management solutions, today announced the launch of ARIA (Adaptive Real-time Intelligent Assistant), a payroll and HR agent that reimagines how organizations engage with global payroll operations. 

For too long, fragmented systems, evolving compliance requirements, and manual-heavy workflows have slowed payroll teams worldwide. ARIA addresses these challenges head-on. Designed to be intuitive, adaptive, and always-on, ARIA empowers employees, managers, and administrators to interact with payroll and HR in smarter, simpler, and more human-like ways. 

These experiences are enabled by an Adaptive App Window that dynamically surfaces the most relevant data and tasks, eliminating friction, enhancing accuracy, and saving valuable time. Built on Neeyamo’s unified global payroll architecture, ARIA ensures consistency and control across complex multi-country operations. It harmonizes disparate inputs, validates data before processing, and embeds automated compliance checks for regulatory adherence across jurisdictions. Organizations benefit from real-time visibility, governance across workflows, and consolidated global reporting. 

Omnea, a leading AI-native procurement intake and orchestration platform, has raised $50M in Series B funding to accelerate its shift to a new era of AI-powered supplier relationship management. The round was led by Insight Partners and Khosla Ventures, with participation from Accel, Point Nine, First Round Capital, and Prosus bringing total funding to over $75M. 

This announcement comes after another year of hypergrowth for Omnea. The company has grown revenue 5x and more than tripled headcount in the past 12 months, adding a number of high-profile enterprise businesses to its customer base across North America and Europe, including Spotify, Albertsons, Wise, Adecco and MongoDB. Omnea will use the fundraise to scale the next phase of its vision—AI-powered Supplier Relationship Management (AI SRM)—and accelerate hiring across the US and UK. 

Omnea’s momentum is set against the backdrop of the growing financial pressure faced by businesses of all sizes driven by increased interest rates, rising costs and an evolving regulatory landscape. At the same time, they’re managing more suppliers than ever before. Every department is using more technology providers, consultants, and other third-party providers, driven by the advent of AI. 

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. 

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. 

Personetics, the global leader in AI-driven Cognitive Banking, today announced the launch of Personetics MCP Server, which enables banks to develop and deploy Agentic AI applications leveraging Personetics’ sophisticated financial models and actionable insights. 

With the MCP (Model Context Protocol) Server, banks gain direct access to Personetics’ capabilities—including financial behavior analysis, predictive analytics, and contextual engagement frameworks—through a secure, scalable server environment. This empowers financial institutions and fintech innovators alike to craft personalized, proactive Agentic AI experiences that guide customers toward smarter financial decisions. 

Recent studies underscore the growing appetite for AI-assisted financial advice—with 84% of consumers saying they would switch banks to receive cognitive banking capabilities such as real-time, contextual guidance. The MCP Server helps institutions harness this opportunity by turning existing AI models into dynamic, agentic experiences. 

Shift Technology, the leading AI platform for insurance, today launched Shift Claims. Powered by agentic artificial intelligence (AI), Shift Claims helps  transform claims operations by assessing and prioritizing cases, guiding and assisting claim handlers and automating tasks across the claims lifecycle.  The solution speeds processing, improves accuracy and lowers claims losses and handling costs – all while delivering better experiences for policyholders.  

Claims transformation has long been constrained by the complexity of the process and the uniqueness of each claim. Because every claim follows a distinct journey from first notice of loss (FNOL) to closure, rules-based approaches struggle to handle the nuance and variability of most real-world cases. As a result, relying on business rules forces frequent human intervention even for routine tasks, slowing the process and increasing costs.   

Shift successfully integrated generative AI (Gen AI) into its solutions in 2024 to help insurance professionals make better decisions and deliver stronger outcomes. Since then, Shift’s insurance-trained large language models (LLMs) have proven highly effective at information extraction, document summarization and classification, and liability determination for subrogation and recovery. Agentic AI builds on  Gen AI by enabling LLMs to access and utilize a set of tools that can take autonomous, task-specific actions. 

Spreedly (www.spreedly.com), a leading open payments platform, today announced its acquisition of Dodgeball, a modern fraud orchestration company. The acquisition brings payments optimization and fraud management under one platform, while advancing Spreedly’s artificial intelligence and open payments strategy. 

The acquisition of Dodgeball, which has played a key role in shaping the fraud orchestration category, will provide Spreedly’s customers with a new layer of reliability and insights to eliminate fraud and make smarter e-commerce decisions. The acquisition will also enhance Spreedly’s workflow engine and help to establish a foundation for AI-powered payments smart-routing. 

Along with the Dodgeball brand, its team will be integrated into the Spreedly family, allowing Spreedly to leverage its critical expertise. Dodgeball’s customers will experience a smooth transition with no service disruption and have access to Spreedly’s global support and account management teams. 

Synechron, a leading global digital transformation consulting firm, announced a new strategic partnership with Duck Creek Technologies, the global intelligent solutions provider defining the future of property and casualty (P&C) and general insurance. This collaboration brings together Synechron’s AI-led solutions and transformation capabilities with Duck Creek’s advanced SaaS technology suite. 

This partnership will enable insurers to accelerate their digital transformation initiatives, modernize core systems and deliver seamless intelligent customer experiences. By leveraging the strengths of both organizations, Synechron aims to create a more agile, efficient and innovative insurance ecosystem. 

By pooling expertise and resources, Synechron and Duck Creek are poised to set new industry benchmarks for digital transformation, scalability, and customer-centric solutions across the insurance value chain. The Duck Creek Suite offers complete end-to-end insurance, with industry-leading solutions that can be implemented together or standalone, including full-featured policy, rating, billing, and claims solutions that are essential to P&C insurers. The Duck Creek Suite and each of its individual solutions can be implemented in a traditional on-premises deployment or via Duck Creek OnDemand (SaaS), where all system management and maintenance is handled by Duck Creek. 

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. 

TIFIN Give, the first donor-advised fund (DAF) platform designed for growth, today announced the launch of Tax Intelligence. This new capability helps financial advisors identify tax-efficient security contributions and use DAFs to drive better wealth outcomes for their clients. 

This innovation marks a major step in enabling advisors with real-time answers to strategic tax planning questions. While tax loss harvesting is routine, tax gain harvesting remains underutilized by the broader investor population despite being well suited for DAFs. By realizing capital gains intentionally, investors can reset cost basis, reduce concentrated positions, or enhance their overall tax strategy while also giving charitably. This is a particularly effective strategy especially during years where a client may have liquidity events. 

With Tax Intelligence, advisors can, in-real-time, proactively address questions such as “Who stands to benefit most from opening a DAF?” while also helping their clients answer questions such as “”Which part of my portfolio should I donate to a DAF?”. The platform analyzes client holdings and generates tax-efficient security contribution proposals. These recommendations account for variables like portfolio deviation and restricted security lists, giving advisors a sophisticated, personalized way to engage high and ultra-high net worth families, especially as advisors discuss these topics towards the year end. 

Transient.AI™, a New York City-based disruptive technology firm founded by former Wall Street executives and backed by the global alternative investment management firm Hurricane Capital, today unveiled Clarity.AI, a sleek subscription-based AI platform that transforms dense SEC Form ADV RIA filings into an innovative AI-powered, data and event-driven lead generation engine. By combining geospatial heatmaps and conversational AI, Clarity.AI provides instant visibility into the $100 trillion+ RIA marketplace. 

For decades, financial professionals have drowned in regulatory filings that are lengthy, text-heavy, and difficult to analyze. Transient.AI™ changes the game. With a few clicks—or a single question—users can surface who manages billions, where assets are concentrated, and which firms are on the move. 

From targeting high-value prospects to scanning the market for growth trends or red flags, Transient.AI™ delivers speed, clarity, and control. It’s regulatory data, reimagined. 

Trintech, a global leader in AI Financial Close solutions for the Office of Finance, today announced its selection to join the Workday Partner Program, reinforcing its deepening partnership with Workday. As part of this milestone, Trintech is launching Workday External Matching Powered by Trintech – an integrated solution within Workday Financial Management that brings advanced transaction matching capabilities directly into the platform. 

Designed for high-volume environments and complex, multi-way matching scenarios, this solution features a bidirectional integration with Workday to automate external data reconciliation with speed and precision, enabling faster third-party transaction matching while also reducing manual effort and accelerating close cycles. 

The result is a unified experience with increased visibility into the financial close process, aligning with customers’ vision of transforming the Office of Finance through intelligent automation. 

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. 

VisitorsCoverage Inc., a leading travel insurance innovator, today announced the launch of AI Quote Assistance, the first artificial intelligence-powered quote system in the travel insurance industry. This breakthrough technology delivers personalized, intuitive guidance that transforms the traditionally complex insurance selection process into a seamless digital experience. 

AI Quote Assistance addresses longstanding pain points in travel insurance shopping by introducing intelligent automation that adapts to each traveler’s unique circumstances. The system analyzes trip details, traveler profiles, and coverage preferences to present tailored Quotes and recommendations in real-time. 

Post-pandemic travel patterns have fundamentally shifted consumer expectations around digital experiences and risk management. Today’s travelers demand transparency, speed, and confidence in their insurance decisions—particularly as trip costs continue rising and travelers venture to more diverse destinations. 

Workday, Inc. (NASDAQ: WDAY), the enterprise AI platform for managing people, money, and agents, today announced Workday Data Cloud, a new data layer that will help organizations unlock the strategic value of their HR and finance data by connecting it to their existing analytics platforms and operational systems. Customers will get rich, secure, real-time access to insights – turning workforce and financial information into action faster than ever. 

Workday also announced that it is partnering with Databricks, Salesforce, and Snowflake to give customers direct, zero-copy access to their core HR and finance data within the platforms they already use and bring that customer and business data into Workday with the same zero-copy approach. This will eliminate the need for costly data exports, bulky reports, and stale duplicates – just clean, governed data at work. 

For example, a retailer could combine Workday data on employee engagement with Snowflake data on store performance to help them understand which teams are driving the most sales. Or finance teams will be able to unify Workday’s financial data with market, risk, or sales data in Databricks to power real-time forecasting and scenario planning. Additionally, HR leaders will be able to enrich retention and performance insights from Workday with product sales data, sales team KPIs like sales quota attainment, or operational metrics like case resolution times from Salesforce – enabling real-time employee insight linked to business outcomes. This will help data teams build more accurate predictive models, automate insights across departments, and drive innovation – all using trusted, governed, and current data at the core. 

WorkFusion, a pioneer in AI agents for financial crime compliance (FCC), today announced it raised $45 million in funding. The round was led by Georgian, a growth-stage B2B investor helping companies scale faster via its AI Lab. The new investment furthers the company’s focus on delivering agentic AI to the burgeoning $155 billion FCC operations industry. 

Leveraging the company’s rich decade-long automation and intelligent document processing (IDP) history, WorkFusion restructured its business in 2022 to focus on delivering AI Agents that automate the highly manual, error prone and document-heavy work processes for financial crime compliance operations. Today, its solutions are deployed at leading banks around the world, including 10 of the top 20 banks, automate over 1 million alert hits and save 5,000 FTEs per day. 

The company’s AI Agents reduce manual work and allow FCC operations teams to scale capacity by 3-5X in job functions such as sanctions screening alert review, adverse media monitoring, transaction monitoring investigations, onboarding, Know Your Customer (KYC) refresh, enhanced due diligence/high risk review and fraud alert review.