AI & Finance™ | News for the Week Ending 10/10/25

Advisor.com, the fast-growing platform transforming how individuals discover and receive financial advice, announced a $9 million seed round led by Walkabout Ventures, with participation from Long Ridge Private Equity Partners Founder and Managing Partner Jim Brown. 

The capital infusion allows Advisor.com to further address the growing number of investors who aren’t being served by current market offerings. This includes the growing group of professionals with investible assets under $500,000. 

Specifically, Advisor.com will leverage the investment to grow its marketplace by accelerating customer acquisition, enhancing its AI-powered advisor-matching technology, and expanding its network of top-tier advisors. The network includes market leaders Creative Planning, Edelman Financial Engines, Empower, Pure Financial, United Capital, and Vanguard. 

AiPrise, the company building the operating system for global compliance, today announced it has raised $12.5 million in Series A funding to accelerate its mission of helping businesses streamline KYC and KYB processes, reducing onboarding from weeks to minutes across 150+ countries. 

The round was led by Headline, with participation from Y Combinator, SixThirty Ventures, Correlation Ventures, and a select group of strategic angels. Since graduating from Y Combinator’s Summer 2022 batch, AiPrise has grown to 150+ global customers and a 40-person team, powering onboarding for leading enterprises, including Bridge (a Stripe Company) and D.Local. 

Onboarding across borders is harder than ever. Regulations vary by country, systems don’t connect, and fraud tactics from deepfakes to synthetic identities are moving faster than most companies can keep up. Traditionally, companies stitch together multiple point solutions to manage compliance, juggling vendors and integrations across regions. This approach is slow, expensive, and brittle. AiPrise solves this with orchestration. 

Aladdin Wealth™, wealth management technology from BlackRock, is introducing Gen AI-driven functionalities designed to help financial advisors deliver more personalized, insightful, and efficient client service. The new “Auto Commentary” feature turns complex portfolio analytics and client-level investment preferences into concise insights, helping financial advisors craft relevant narratives to deepen client relationships by delivering more meaningful, differentiated conversations. 

Auto Commentary brings together three powerful inputs: the Aladdin Wealth platform’s robust data and risk analytics, an individual firm’s CIO market outlook, and detailed information about the client’s portfolio holdings and investment preferences. Leveraging the power of Gen AI, Auto Commentary assesses hundreds of data points and summarizes them in a way that highlights the most relevant insights. Armed with these insights, financial advisors can deliver personalized service at scale, differentiating their value and increasing their impact to drive growth across clients. 

Morgan Stanley’s proprietary Portfolio Risk Platform, which leverages a combination of BlackRock’s Aladdin risk analytics and Morgan Stanley data, will be the first to implement this new AI-powered capability. Starting in October, financial advisors will begin accessing Auto Commentary to bring AI innovation to the forefront of their client experience, enabling them to spend more time on critical client conversations. 

AlphaSense, the AI platform redefining market intelligence for the business and financial world, today announced at its AlphaSummit customer conference the acquisition of Carousel, an innovator in AI-powered Excel modeling. This acquisition expands AlphaSense’s leadership in generative AI by adding Carousel’s dynamic modeling technology to AlphaSense’s generative AI suite, creating a new standard of unified intelligence – from documents to financial data, and now dynamic models. 

For decades, Excel has been central to decision making, yet building models has required burdensome manual workflows. With Carousel added as an extension of AlphaSense’s end-to-end AI platform, customers will be able to create and update financial models almost at the speed of thought. AlphaSense will uniquely combine generative Excel modeling on top of the world’s most extensive premium content universe, including its fully drivable Canalyst models for 4,500 companies, incorporating historical financials and granular KPI drivers for detailed modeling of every company’s financial performance. 

Carousel eliminates the most tedious parts of an analyst’s workflow – extracting data from PDFs and presentations, formatting models, building formulas, and explaining complex logic. Now, as Carousel’s modeling velocity becomes seamlessly embedded into the AlphaSense ecosystem, it evolves from an execution tool into an iterative thought partner. Analysts can spend less time wrestling with manual tasks and more time generating strategic insights, with AI that not only builds models faster but also enables intelligent iteration – helping them sharpen their craft and deliver the high-value analysis that drives smarter, faster decisions. 

Amplify Platform (“Amplify”), the first enterprise growth platform built on an AI-native data lake, announced today that Jack Martin has been named the company’s first Chief Marketing Officer (CMO). Martin joins Amplify’s growing C-suite roster of industry veterans, as the firm continues its trajectory of record growth through 2025. 

With more than three decades of industry experience, Martin brings to the role a unique view into the advisor mindset. A proven marketing leader with a financial advisor’s DNA, he will lead brand strategy, demand generation, and go-to-market execution for Amplify. As part of his remit, he will craft stories that fuel brand recognition, turn branding into qualified pipeline opportunities, and convert opportunities into durable growth. 

Martin is the co-founder of Elite Advisor Group, where he led high-value multimillion-dollar campaigns for financial institutions, including asset and wealth managers. With experience in strategic partnership development, digital transformation and marketing, he joins Amplify with a goal to unite clear positioning with measurable programs and modern, compliance-ready content. 

Leading advisory, tax and assurance firm Baker Tilly announces Collaborative AI, a set of AI enablement services designed to help businesses safely and efficiently harness artificial intelligence. Using a business value approach, Collaborative AI connects employees to company data and knowledge bases, enhancing performance and enabling organizations to realize meaningful returns on AI investments. 

Baker Tilly’s professionals guide businesses through every step, from discovery and use case identification to integration and ongoing data management. With specialization across more than 30 industries and experience in executive leadership roles, the team delivers AI solutions tailored to each client’s specific challenges and goals. 

Behavox, the AI company that transforms data into insights to safeguard and enhance businesses, today announced a $42 million investment in Google Cloud infrastructure and services as part of its expanded strategic partnership. 

This milestone represents the next phase in Behavox’s deepening integration with Google Cloud, building on a series of strategic announcements over the past two years. These include the launch of Behavox Intelligent Archive, developed in partnership with Google Cloud last year, and the recent General Availability of GPU-Powered AI Models for Advanced Compliance Surveillance. 

Behavox’s expanded partnership with Google Cloud underscores significant financial resources the company is committing to research and development as it expands its product ecosystem. A key milestone on this roadmap is the planned launch of its integrated trade surveillance offering in the first half of 2026. 

Biz2X, a global SaaS digital-lending platform and subsidiary of Biz2Credit, has collaborated with Amazon Web Services, Inc. (AWS) to launch an industry-first Agentic AI digital lending solution with multilingual capabilities. Built on Amazon Bedrock, the Agentic AI solution is purpose-built for banks, NBFCs, and fintech lenders. It is designed to help financial institutions deliver smarter, faster, and more inclusive credit decisions, potentially enabling them to disburse over INR 8,500 crore in loans over the next two years through Biz2X’s technology. 

This marks a significant milestone in the future of AI-led financial services. Biz2X is making a direct financial investment of INR 100 crore over the next 2 years in AI and related technologies. AWS is extending support for the Agentic AI digital lending solution through its global cloud infrastructure, AI/ML expertise, advanced security frameworks, and access to AWS partner network for go-to-market opportunities. The collaboration ensures that the solution is not just a product launch, but a long-term innovation platform for lenders worldwide. 

The solution with conversational AI will transform SME lending by streamlining loan origination and servicing. AI agents will guide borrowers through application steps, verify documents, and provide instant support, speeding up approvals and reducing errors. Post-disbursement, AI agents will handle payment reminders and queries 24/7, improving customer experience and loan recovery. This automation helps financial institutions serve SMEs faster and more efficiently, bridging the credit gap effectively. 

Chatham Financial, a global leader in capital markets technology and advisory, today announced the appointment of Mike Noonan as Managing Director, Execution & Analysis. In his new role, Noonan will partner with Chatham’s product, technology, and advisory teams to launch innovative solutions that seamlessly integrate technology and artificial intelligence (AI) with the company’s world-class risk and capital advisory services. 

Noonan brings more than 20 years of experience in financial services, fintech, SaaS, and private equity. At J.P. Morgan, he most recently spearheaded fintech strategy and investments, driving large-scale technology initiatives and delivering substantial cost efficiencies across the global Investment Bank. Previously, he served as Chief Operating and Financial Officer at Sentieo, a venture-backed AI fintech acquired by AlphaSense. Earlier in his career, he held senior roles at Clarifai, Public Pension Capital, and Eos Partners, developing deep expertise in growth equity, operations, and capital markets strategy. Noonan’s expertise will help reinforce Chatham’s leadership in capital markets advisory, advancing a seamless ecosystem of AI-focused technology and advisory services that drives efficiency and innovation while upholding the firm’s high standards. 

Noonan earned an MBA from The Wharton School, a J.D. from the University of Pennsylvania Law School, a B.A. from Duke University, and was a Fulbright Scholar. 

The College for Financial Planning—a Kaplan Company has launched the Wealth Management Professional Assistant, leveraging artificial intelligence, designed to enhance the efficiency and effectiveness of financial advisors when serving clients. Built on the College’s trusted educational content, the CFFP Wealth Management Professional Assistant provides financial professionals with on-demand access to up-to-date information and scenario-based guidance. The tool is intended to complement advisors’ expertise, offering quick fact checks, conceptual refreshers, and support in navigating complex client questions. 

The launch of the Professional Assistant comes on the heels of a recent Advisor360° survey highlighting a dramatic shift in financial advisors’ views on artificial intelligence. A strong 85 percent of advisors now say AI is helpful to their practice, up from 65 percent just a year ago, and 76 percent report experiencing immediate benefits from generative AI–enabled tools. 

In response to the changing sentiment among financial advisors, the CFFP Wealth Management Professional Assistant functions as an interactive resource: Advisors enter their questions and receive clear, reliable answers in real time. For straightforward inquiries, such as retirement distribution rules or the impact of recent legislation, the tool delivers quick responses. In more complex cases, it further prompts advisors with clarifying questions, ensuring that the guidance is tailored to the situation at hand. 

The CIO Group (“CIOG”), a new wealth intelligence firm, today announced its official launch. Founded by David Bailin, former Global Head and Chief Investment Officer of Citi Wealth, alongside a senior team drawn from the world’s top banks, investment boutiques, and family offices, CIOG delivers Total Wealth Intelligence — a new paradigm in portfolio management powered by a powerful combination of proprietary artificial intelligence and decades of investing experience. 

With its proprietary technology and industry-leading investment experience, CIO Group client portfolios focus on growth industries, reflect shifting macroeconomic trends, weight elements based on relative market valuations and take advantage of markets dislocation. CIO Group advises clients on their total wealth, improving portfolio results by reducing fees, improving cash returns, eliminating redundant market exposures and increasing diversification, all while working with other advisors and family office CIOs.  

At the center of CIOG’s business is COLOR, our proprietary AI-powered analytics engine that decodes a client’s total portfolio with unprecedented transparency. COLOR allows the CIO Group to advise or manage portfolios with increased tax efficiency and fewer hidden risks. CIOG’s leadership team works side by side with clients and their advisors to act on its insights to optimize performance and increase portfolio efficiency. 

CIO Group (“CIOG”), a new wealth intelligence firm, announced today that Steven C. Wieting has joined as Co-Chief Investment Officer and Co-Founder. Steven, an award-winning global investment strategist, economist, and asset allocator, reunites with CIOG Founder and Co-CIO David Bailin, with whom he worked side-by-side for over a decade at Citi Wealth. 

Together, Steven and David bring decades of experience advising the world’s wealthiest families and institutions, having steered clients through major market cycles and crises while overseeing more than $30 billion in discretionary portfolios. Their partnership at Citi produced a track record of portfolio innovation, thought leadership and resilient performance.  Their skills were recognized by the investing community, David was acknowledged for leading Euromoney’s World’s Best CIO Office in 2023 and Steven earned recognition for running Private Wealth Management’s Best Chief Investment Office in Private Banking in 2024. 

Steven Chaired Citi Wealth’s Global Investment Committee from 2013 to early 2025. At CIO Group, Steven will co-lead investment strategy and portfolio management, driving the firm’s global outlook, active asset allocation and integration of COLOR — CIOG’s proprietary AI-powered portfolio intelligence engine — into client portfolios. 

Communify, the leading provider of Financial AI, Digital and Data solutions for the financial industry, today announced the expansion of its flagship MIND AI Stories offering to include robust client-level data. Communify Stories, which translate complex data into clear and actionable narratives, leverage MIND AI to fundamentally change how financial information is understood and communicated. 

Communify is the established engine for trusted AI in the financial sector, powering over 85% of the online brokerage market in North America and delivering more than 6 million AI-driven insights daily to financial institutions worldwide. The expansion of Stories marks the next evolution in the company’s mission to deliver precise insights and add mass value to investors and investment professionals by unifying the communication of market and client data. 

Stock and Fund Stories, currently live with retail clients, have achieved significant success in engaging clients through scalable, differentiated experiences. Their compliance pre-approval reduces regulatory review, overhead and risk while delivering company and fund data via consumable, natural language narratives that are fully auditable. Communify has now expanded the same proven technology to drive unified client and market narratives via integrated portfolio and client-level stories. 

DataDasher AI, developer of an agentic artificial intelligence platform purpose-built for financial professionals, today announced a new strategic partnership with Bento Engine, a leading fintech known for combining powerful timing insights with multi-format client engagement resources.  

The integration equips financial advisors and wealth management professionals with seamless access to Bento Engine’s award-winning proprietary life-event timing signals, proven client communication resources and engagement tools, all within the DataDasher ecosystem. 

The partnership reflects a shared commitment by DataDasher and Bento Engine to help financial advisors thrive in an increasingly competitive environment by providing time-saving technology that strengthens client trust, converts prospects, drives growth and simplifies daily workflows. 

DataSnipper, the intelligent automation platform for audit and finance teams, today announced the launch of its AI Agents: Disclosure Agents and Excel Agents, marking a breakthrough for the industry. These AI agents are purpose-built for the profession and designed to automate complex audit and reporting tasks while maintaining transparency, accuracy, and compliance. 

Disclosure Agents and Excel Agents embed directly into familiar audit workflows and address two of the most time-intensive and error-prone parts of the job: checking disclosures against IFRS/GAAP and running complex tasks in Excel. 

Audit and finance professionals face unique challenges: strict regulatory requirements, high volumes of unstructured data, and constant pressure to deliver fast, accurate results under tight deadlines.  Traditional automation can speed up repetitive tasks, but it fails when judgment, structure, or context are required. DataSnipper’s AI Agents change that. 

DataVisor, the world’s leading AI-powered fraud and risk platform, today announced a strategic partnership with VeriPark, a leading provider of digital banking solutions for financial services, to deliver a joint ongoing fraud and device intelligence solution for VeriPark customers. This collaboration brings seamless, out-of-the-box fraud protection to credit unions across Canada via VeriPark’s digital banking platform, with early customers including Beem Credit Union, one of the country’s largest and most innovative credit unions. 

By integrating DataVisor’s advanced fraud and risk platform and enriched device intelligence directly into VeriPark’s platform, credit unions gain immediate access to real-time, AI-powered fraud protection without complex custom integrations. The combination speeds deployment, reduces operational burden, and improves member experiences across digital channels. 

According to DataVisor’s 2025 Fraud and AML Executive Report, 75% of surveyed financial institutions acknowledge that bad actors are leveraging AI more effectively than legitimate organizations. Through this strategic partnership, credit unions gain access to DataVisor’s next-generation AI-powered fraud prevention framework, powered by AI Agents, an ensemble of machine learning models, and device intelligence. With these advanced defenses embedded into VeriPark’s platform, credit unions can regain the upper hand, staying one step ahead of fraudsters while delivering a seamless digital experience. 

DXC Technology (NYSE: DXC), a leading Fortune 500 global technology services provider, today announced the launch of Assure Broking Essentials, an AI-powered, multi-tenant SaaS solution designed to simplify operations, accelerate transformation, and deliver superior customer service for small and mid-sized insurance brokers.    

 In the rapidly evolving insurance industry, brokers face mounting pressure to digitize, meet rising customer expectations, comply with regulatory requirements, and prepare for the future. Assure Broking Essentials provides a ready-to-deploy, cost-efficient platform that replaces legacy processes with an AI-first operating model. With built-in security and compliance, the SaaS solution meets requirements of evolving regulatory frameworks, including ACORD GRLC standards, enabling fast onboarding and integration into existing operations while driving sustainable growth. 

The solution leverages responsible AI, human-in-the-loop automation, and intelligent data extraction to improve efficiency, reduce complexity, and enable seamless workflows. By integrating DXC’s proven insurance software with ServiceNow’s workflow automation and AWS’s secure cloud infrastructure, alongside Velonetic’s industry expertise and mea platform’s advanced document intelligence, DXC Assure Broking Essentials delivers enterprise-grade innovation without more costly IT investment. 

Encoda, a leader in physician practice financial health management, today announced the appointment of Adam Seymour as Chief Product & Technology Officer. Seymour will spearhead Encoda’s product vision and technology strategy, accelerating innovation to help practices overcome pervasive challenges such as contract reimbursement issues, revenue leakage, and inefficient workflows. 

With over two decades of experience building transformative healthcare and financial technology solutions, Seymour has a proven track record of delivering products that drive growth and create measurable impact. He has held key leadership roles at organizations including Aptarro, TransUnion, and FinThrive, where he developed advanced analytics and technology platforms that improved operational performance and financial outcomes for healthcare organizations nationwide. 

Encoda has experienced significant growth and innovation in its SaaS platform over the past year, introducing advanced automation, real-time analytics, and AI integration to give physician practices unprecedented visibility into their revenue cycle. With Seymour leading product and technology, Encoda will focus on expanding its AI capabilities and delivering deeper insights into key financial health indicators—empowering practices to proactively address the issues that silently erode revenue and drain back-office productivity. 

Serial fintech entrepreneur Bill Harris today announced the launch of Evergreen Wealth, a digital Registered Investment Advisor (RIA) that provides tax-aware investment management and AI-powered financial advice to affluent and high-net-worth clients seeking to build long-term wealth. 

While many financial advisors and investment firms still focus on pre-tax returns, Evergreen Wealth seeks to maximize its clients’ net returns after paying the tax bill. Unlike ETFs and mutual funds, where every fundholder receives the same cookie-cutter product, Dynamic Portfolios contain hundreds of individual securities, which can then be hyper-personalized to match the goals of each client and tax-optimized across their entire portfolio. Evergreen Wealth employs multiple tax strategies, including direct indexing, to offset, reduce, defer, or, in some cases, even eliminate the taxes on their investments. For high-income taxpayers, particularly those in high-tax states, this “tax alpha” can be more consequential than the expected gains, if any, from trying to beat the market. 

Evergreen Wealth’s advisors are fiduciaries, legally obligated to act in the best interests of their clients. They utilize the in-depth research provided by Evergreen Intelligence, the company’s financial knowledge base, and agentic AI tools to deliver personalized advice to their clients. Evergreen Intelligence’s hyper-personalized insights are also available on demand to Evergreen Wealth clients directly through desktop and mobile apps. Based on their financial information, each client receives personalized insights and advice, which is maintained in a private data vault to prevent exposure to any AI models on the open internet. 

Feedzai, the leading AI-native RiskOps platform for financial crime prevention, today announced it is valued at more than $2 billion following an investment round of approximately $75 million. The new funding adds new institutional investors Lince Capital, Iberis Capital, and Explorer Investments, with renewed backing from Oxy Capital and Buenavista Equity Partners. 

Feedzai’s evolution into a comprehensive financial crime prevention platform for fraud, risk, and anti-money laundering teams has fueled strong growth. Feedzai protects more than 70 billion in annualized payment volume across card transactions and bill payments. 

The average financial institution uses disparate tools from up to a dozen different vendors to run its daily financial crime operations. This fragmented approach creates unnecessary complexity and inefficiency, especially as companies grow. Feedzai addresses this challenge by providing a comprehensive financial crime prevention solution that consolidates various point products into a single, modern platform and is increasingly powering more of the financial tech stack within companies as they transition from legacy systems to AI-native systems. 

Mutual of Enumclaw Insurance Company, a mutual insurance company offering products for individuals, families, farms, and businesses, and Guidewire (NYSE: GWRE) announced that Mutual of Enumclaw successfully implemented Guidewire ClaimCenter on Guidewire Cloud Platform to power its claims management functions, simplify its IT operations, adapt to changing market demands, and deliver more value to policyholders. A Guidewire customer since 2013, the company migrated ClaimCenter to Guidewire Cloud Platform simultaneously for all of its lines of business. Mutual of Enumclaw is currently migrating its on-premises Guidewire BillingCenter environment to Guidewire Cloud Platform. 

Hamachi.ai (“Hamachi”) today announced its official launch, unveiling a breakthrough AI-powered communication platform that streamlines and accelerates dialogue across the wealth management ecosystem. Founded by fintech innovators Eric Clarke (Orion), Brian McLaughlin (Redtail), Mike Wilson (AdvisoryWorld), and Mustapha Baassiri (Advizr), Hamachi empowers asset managers and advisors to deliver personalized, compliant and timely client communications at scale. 

Wealth management firms face increasing pressure to provide personalized advice efficiently at scale. Advisors spend up to 12 hours a week on research distribution, email drafting and compliance review—time that slows delivery of insights as the industry contends with a growing investor base and shrinking advisor workforce. The demand for scalable, personalized communication has never been greater. 

The company’s mission echoes the early 2000s, when its founders helped thousands of RIAs shift from installed software to the cloud. Today, they view AI as the next inflection point, with rapid, accurate communication as the entry point to greater efficiency and insight to advisors, asset managers and investors. 

Homebot, Inc., provider of the award-winning, client-for-life portal that empowers consumers to build wealth through homeownership, today announced a strategic partnership with Mutual of Omaha Mortgage, the mortgage-focused subsidiary of the Fortune 500 mutual insurer. The collaboration will deliver personalized home wealth insights to Mutual of Omaha Mortgage clients while expanding the lender’s referral network through Homebot’s innovative Partner Intel technology and seamless integration for funded loans. 

Built on core values of integrity, innovation, and customer focus, Mutual of Omaha Mortgage offers a comprehensive array of mortgage products including conventional, FHA, VA, USDA, jumbo, and reverse mortgages. Known for excellent customer service and flexible credit guidelines, the company serves customers nationwide while supporting banks and credit unions through their Mortgage Services channel. 

The partnership will integrate Homebot’s intelligent client and prospecting portal directly with Total Expert for funded loans, ensuring seamless delivery of monthly home wealth reports branded specifically to Mutual of Omaha Mortgage. Additionally, the company will leverage Partner Intel to discover and connect with ideal referral partners, expanding their network of real estate professionals. 

Increase Alpha, LLC, a fintech startup founded by former U.S. government AI policy advisor Sid Ghatak, today announced it has raised US$3.5 million in seed funding to launch its equity predictive signal engine for hedge funds and institutional investors. The round was led by Bartt Kellermann, CEO of Battle of the Quants. 

Powered by its proprietary Predictive Artificial Intelligence (PAI), Increase Alpha’s predictive engine has generated 90% cumulative excess returns (“alpha”) over the past three years. While most hedge funds aspire for 52-55% accuracy—Increase Alpha exploits an information gap to identify a tradable set of hundreds of equities with an average accuracy of 70%. Designed for seamless integration into existing investment strategies, the engine offers ready-to-use signals for hedge funds without requiring internal data cleansing or signal processing as is typically the case with other alternative data providers. 

The announcement comes with the tailwind of an especially auspicious month—Zanista, an AI-powered financial analytics firm, has published a research paper on Increase Alpha, entitled “Increase Alpha: Performance and Risk of an AI-Driven Trading Framework,” Increase Alpha sponsored the Eagle Alpha conference where it formally introduced its product to the hedge fund industry, and Sid testified before Congress on how to develop AI solutions to improve care for the nation’s veterans. 

Majesco, the insurance industry’s foremost innovator in cloud-native, AI-driven software, announced today, today announced the general availability of its Fall ’25 Release. The update introduces 13 new AI Agents that bring advanced reasoning, human-in-the-loop control, and company-specific guardrails to transform everyday insurance operations. 

The new agents automate complex processes across P&C and L&AH Intelligent Core Suites and Loss Control, helping insurers speed up quoting and claims, simplify billing, and cut manual work while improving accuracy and customer experience. 

Alongside the AI advances, the release delivers telemetry, built-in analytics, streamlined upgrades, and user experience, functional and cloud enhancements across Majesco’s entire portfolio. 

Mercans, a global leader in payroll technology and managed payroll services, today unveiled a sweeping suite of AI-powered innovations that mark a historic shift in the payroll industry. With this launch, Mercans positions itself not as a company with AI features, but as an AI-first organization, embedding intelligence into the very core of payroll, compliance, and client experience. 

Mercans is transforming the payroll experience with a suite of AI capabilities that redefines how payroll is calculated, validated, reported, and understood. 

Central to this transformation is Instaroll™, the company’s real-time payroll orchestration engine that allows organizations to simulate, calculate, and adjust payroll instantly. Employees can now see their earnings outcomes as they happen, while finance leaders gain unparalleled visibility into workforce costs. With Instaroll™, payroll moves from a rigid monthly cycle into a dynamic, on-demand process. 

Mesh, the leading crypto payments network, today unveiled the future of agentic commerce during a live demo at TOKEN2049, demonstrating an AI agent completing a crypto transaction. The demonstration highlighted how an AI agent can seamlessly complete a real world ecommerce purchase using stablecoins, in this case finishing a purchase of dog food from a retailer. 

This end-to-end flow – from account funding to stablecoin checkout – underscores Mesh’s role as the connective layer powering programmable payments. By integrating wallets, exchanges, and merchants into a single experience and intelligently orchestrating payments across all parties, Mesh enables AI agents to securely transact on behalf of users without human intervention. 

Mesh’s infrastructure eliminates the complexity of agent-driven transactions. Now, users can simply connect their wallet to Mesh AI (MAI), and with a simple prompt, leverage Mesh’s proprietary technology to complete a crypto transaction. Mesh also provides the ability to spin up new wallets programmatically, expanding the scope of what agents can do beyond the demo shown at TOKEN2049. 

Leading commercial insurance provider Zurich North America and Nearmap, a leading global provider of property and location intelligence for insurers, have announced a strategic integration that brings Nearmap AI-enhanced data and property insights directly into Zurich’s U.S. Middle Market underwriting platform. 

Delivered via the Betterview platform by Nearmap, the technology integration makes it possible for Zurich Middle Market underwriters to quickly access regularly updated property details such as high-resolution aerial imagery, roof condition scores, signs of deferred maintenance and other risk indicators that even on-site physical inspections could not deliver. Having these insights at their fingertips can enable underwriters to assess risk more efficiently and precisely. It also can help them determine whether physical inspections are necessary. Reducing manual processes and centralizing data can support Zurich underwriters in delivering timely quotes for property insurance coverage tailored to the unique risk. 

The implementation of aerial intelligence is already demonstrating measurable benefits. During the initial, limited rollout, Zurich underwriters were able to identify risks that may have been overlooked or misinterpreted using conventional methods, enabling the company to classify risks with greater accuracy. The streamlined access to enhanced data also frees underwriters to focus on higher-complexity accounts, which can contribute to stronger portfolio performance. The results of the pilot led Zurich to integrate the technology across its U.S. Middle Market underwriting offices. 

Oracle NetSuite, the #1 AI Cloud ERP, and BILL (NYSE: BILL), the intelligent finance platform trusted by half a million businesses to manage, move and maximize their money, have formed a strategic partnership to deliver enhanced payment processing to US customers. The new BILL-powered payment automation capability, which is embedded in NetSuite Intelligent Payment Automation, helps customers accelerate accounts payable processes, increase efficiency, and reduce risk. 

With quick activation and support for all US banks, the new BILL-powered payment automation capability will enable NetSuite customers to begin making payments from their existing bank accounts within minutes of signing up. BILL’s extensive network of more than eight million businesses enables customers to seamlessly connect with vendors and make fast, easy, and secure payments.  

With NetSuite Intelligent Payment Automation, customers can capture and pay bills, track payment information, and plan batch payment runs from one central location. Unlike point solutions that rely on delayed synchronization, NetSuite Intelligent Payment Automation is fully embedded, so the system of record is where every payment is requested, tracked, and reconciled in real time. This is made possible by NetSuite’s advanced AI capabilities, which help enable the seamless flow of data across procurement, bill capture, payments, and reporting.  

New York Life, America’s largest1 mutual life insurance company, announced the appointment of Deepa Soni as executive vice president and chief information officer (CIO). Reporting to New York Life Chair, President & CEO Craig DeSanto, Soni joins the company’s Executive Management Committee and will oversee enterprise technology, cyber, data, artificial intelligence and New York Life Ventures, the company’s venture capital arm.2 

Soni brings more than two decades of experience driving technology transformation in financial services. She most recently served as chief information and operations officer at The Hartford, where she advanced AI/machine learning, data and digital strategy, while also overseeing business operations including enterprise call centers, underwriting support and servicing. She previously held senior technology leadership roles at BMO Financial Group, M&T Bank and KeyBank. 

Soni’s background spans agile product delivery, creating seamless multi-channel customer experiences and the use of advanced analytics to drive differentiated go-to-market strategies. In recognition of her leadership, she has received multiple Global CIO awards. 

Prometeo, the leading fintech infrastructure provider connecting global corporations with financial institutions across Latin America and the United States, today announced the launch of its Agentic Banking solution: a transformative infrastructure layer that enables large language models (LLMs) and other artificial intelligence agents to operate real-world financial actions autonomously. 

With this launch, Prometeo becomes the first infrastructure provider in the region to make financial services readable and operable by AI Through a layered system that combines its API network, an intelligent access protocol, and conversational interfaces, Agentic Banking empowers AI to execute actions like payments, account validation, and treasury operations with full traceability and compliance. 

Agentic Banking is currently available in Mexico, Peru, and Brazil, with Argentina, Colombia, and the United States launching in the coming months. The launch follows Prometeo’s recent Borderless Banking and U.S. Account Validation rollouts, continuing its trajectory as the infrastructure layer powering cross-border, programmable finance across the Americas. 

Robo.ai Inc. (Nasdaq: AIIO) and UAE regulated digital asset custodian Changer.ae today jointly unveil “Roboy339”, the world’s first smart vehicle to be equipped with its own digital wallet, in TOKEN2049. 

In August 2025, Robo.ai and Changer.ae signed a strategic memorandum of understanding to co-innovate in the infrastructure of compliant wallets and digital accounts. This joint unveiling at TOKEN2049 represents significant milestone in that collaboration, and it also underscores Robo.ai’s strategic progress in deploying “smart machine × compliant stablecoin capability” in the Middle East. As an entity under the Abu Dhabi Global Market (ADGM) , Changer.ae provides regulated virtual asset custody, forming the foundational support for device-level financial functionality. 

The Roboy339’s compliant digital wallet enables autonomous real-time payments for tolls, charging, maintenance, and leasing, while also processing authorized income and transactions. This represents a practical implementation of embedded finance, integrating financial services (payments, credit, insurance, etc.) into non-financial products to enhance efficiency and diversify revenue streams. The solution provides standardized compliant financial interfaces and auditable transaction loops for fleet management, automakers, mobility services, and the broader IoT industry, supporting scalable deployment across regions. Future expansion plans include connecting eVTOLs, autonomous taxis, and logistics vehicles to the ecosystem to develop new business models based on verified data and token economics. 

Socure, the leading provider of artificial intelligence for digital identity verification, authentication, KYC, KYB, sanctions screening, and fraud prevention in over 190 countries, today announced the launch of Hosted Flows, a no-code solution that reimagines how organizations rapidly build, deploy, and optimize end user experiences for identity verification and fraud detection. 

Hosted Flows eliminates the engineering and UX effort required to design, test, and maintain verification experiences. Product, risk, and compliance teams can now create intelligent, adaptive onboarding flows with drag-and-drop simplicity, complete with conditional logic, global branding controls, built-in accessibility, and dynamic risk orchestration powered by Socure’s Identity Graph. 

Enterprises can use Hosted Flows to accelerate product launches, pilot programs, or market expansions without re-architecting their verification stack. The platform’s built-in theming and page builder ensure brand consistency across sub-brands and partner experiences, while its low-lift API integration and redirect architecture allow rapid deployment and global scalability 

Square today announced significant enhancements to Square AI, its conversational AI assistant that democratizes access to deeper business intelligence and makes Square the always-on partner for local businesses of all sizes – right from the Square Dashboard. The announcement comes as part of the second Square Releases event, its biannual launch of new products and features for sellers, after Square AI was first introduced in open beta earlier this year. 

For food and beverage businesses, Square AI transforms everything from staffing insights to menu optimization to customer engagement – all of which can bring increased profitability in an industry where every margin point matters. Whether it’s unearthing the opportunity to make a small shift in opening hours or determining how to market key menu items more effectively, Square AI brings actionable insights out of hiding and into daily operations. 

For retailers, with the holiday season fast approaching, Square AI can enable smarter planning and operations. Using local market data and historical insights, retailers can optimize their staffing during peak shopping hours and ensure inventory levels match anticipated demand – demystifying customer patterns during peak holiday shopping windows. Sellers can also unlock better visibility into their top-sellers, excess inventory, or best-performing promotional offers. Square AI turns the complexity of holiday retail into actionable insights that drive business growth. 

Hailey and Myla Barnett announce the launch of their new app and financial services digital platform, Staxx™ App, that brings financial empowerment, organization and education to thousands involved in youth sports and under 30 earners. Their mission is to reach thousands, helping users build stronger financial foundations and navigate the often-complex world of youth athletics. 

STAXX™ is a next-generation platform for financial and brand health — purpose-built for athletes in the NIL era. More than just an app, STAXX is a digital financial partner powered by Ace, our AI-driven, voice-enabled coach delivering real-time guidance on tax compliance, savings, investments, and brand strategy. Designed to bring transparency, compliance, and financial literacy to today’s athletes, STAXX empowers users with the tools and insights they need to protect their earnings and build lasting financial strength. 

More than a fintech SaaS, STAXX is a compliance assurance platform, designed by athletes who lived the NIL experience and a policy expert who has shaped national education and fiscal strategies. With Congress actively debating NIL regulations, STAXX delivers the first athlete-centered solution that aligns institutional compliance with public interest — while empowering athletes with agency and education. 

Synechron, a leading global digital transformation consulting firm, today announced the formation of a new global ServiceNow business via the acquisitions of RapDev, Calitii and Waivgen.   

By combining the three firms under one umbrella, Synechron is creating the largest financial services-focused ServiceNow practice globally. The new business will leverage ServiceNow’s market-leading, cloud-based platform to help enterprises transform their workflows and integrate AI into essential aspects of their operations. 

While Synechron has traditionally focused on the banking, financial services, and insurance sectors, the new companies’ wide-ranging experience will help Synechron serve additional sectors such as healthcare, pharmaceuticals, energy and utilities, airlines, and more.   

Thredd, a leading next-generation global payments processor, today announced the introduction of One View, a first-to-market fraud solution developed in collaboration with global fraud and financial crime detection innovators, Featurespace, a Visa solution. The solution enables card transactions and non-card payments to be intelligently monitored under one, network-agnostic interface and rules engine to boost fraud detection. 

One View was developed to bring together card and non-card payment data, like account-to-account (A2A) payments and person-to-person (P2P) payments, into a single interface, providing a 360° view of customer behavior and enabling more effective fraud detection while reducing related workloads. 

According to the companies, the solution eliminates the need for fraud analysts to log into separate systems for cards and payments. Instead, fraud teams get a unified interface with consistent workflows and logic, streamlining investigation, reducing toggling, and cutting resolution times – ultimately leading to better coverage with less strain on internal resources. 

Advanced Strategies Group (ASG) and TIFIN @Work today announced a strategic partnership to challenge outdated retirement and benefit structures in the legal profession. Designed to help firms reimagine how they recruit, reward, and retain talent—while giving attorneys clearer pathways to plan for retirement—the new Law Firm Benefits and Planning Platform responds to a simple reality: most plans for attorneys are too generic, too inflexible, and too outdated for the sophistication of the industry they serve. 

To bring this AI platform to market, ASG and TIFIN @Work are joining forces with leading institutions like Franklin Templeton, Equitable, and Charles Schwab to challenge convention and deliver measurable change in how law firms approach benefits and retirement. 

On the ASG side, the initiative is driven by Jeff Acheson, CEO of Advanced Strategies Group, a nationally recognized voice in retirement and benefits design. With more than four decades of experience advising firms and serving as past president of both the National Association of Plan Advisors (NAPA) and the American Retirement Association, Acheson has built a career around challenging conventional models and creating practitioner-led alternatives. 

Tilt, the AI-powered direct indexing platform, has raised a $7.1 million Seed round led by Portage and Lerer Hippeau, with participation from Golden Ventures, Real Ventures, Cumberland Investments, and FJ Labs. The company will officially launch the platform behind a waitlist on September 22nd at Portage’s Confluence event. 

Tilt is pioneering a new approach to wealth management by enabling advisors, TAMPs, and RIAs to deliver scalable, zero-minimum indices with real-time tax optimization, starting at 3 basis points. With Tilt’s platform, anyone can build an index for anything in minutes through an AI-driven thematic research process—democratizing access to institutional-grade indexing and personalization. 

At the core of Tilt’s technology is an embedding engine that continuously ingests, parses and scores an opinionated set of documents, from SEC filings to news articles and social media, surfacing both consensus and emerging themes in the process. This always-on processing allows Tilt to power new types of structured products, rebalance indices at higher frequencies, and unlock the long tail of personalization that advisors and investors increasingly demand. 

Repay Holdings Corporation (NASDAQ: RPAY) (“REPAY”), a leading provider of vertically-integrated payment solutions, today announced a new integration with Yooz, the leading provider of financial automation solutions empowering Lean Financial Operations™. This collaboration further emphasizes REPAY’s commitment to enabling organizations to reduce accounting errors and the risk of delinquent or inaccurate payments while creating more trusting and meaningful relationships with their vendors. REPAY’s technology, embedded directly into Yooz’s accounts payable (AP) automation software, extends innovative payment capabilities to a broader spectrum of organizations across multiple industries, including automotive, heavy trucking, construction, and manufacturing. 

The integration with Yooz significantly expands the reach of REPAY’s vendor payment automation capabilities, allowing organizations to improve cash flow visibility, gain greater financial agility, and access benefits such as accurate, on-time payments, fraud protection, and digital-first execution through Yooz’s financial automation software. Additionally, allowing organizations to transition from paper checks to digital payments such as virtual cards and ACH modernizes AP processes and improves payment security compared to traditional check printing methods. 

REPAY’s automation technology significantly boosts productivity and ensures timely vendor payments by reducing the need for manual processes that often lead to errors or delays. This automation not only prevents the expenditure of unnecessary resources as a result of late or inaccurate payments but also creates valuable time for accounting and finance teams to concentrate on strategic tasks. By streamlining these processes, organizations of all sizes can achieve greater operational efficiency through elevated financial management processes.