AI & Finance™ | News for the Week Ending 10/24/25

Aboon, an AI-powered platform that transforms how financial advisors help their business owner clients launch and manage 401(k) plans, today announced $17.5 million in seed funding. The financing was led by Bain Capital Ventures, with participation from Altai Ventures, Runyon, Edward Jones Ventures, Outpost Ventures, and EJF Ventures. This marks the company’s first public announcement and a major step toward its mission of making workplace retirement plans simple, efficient, and accessible for advisors and employers. 

A majority of American adults (57%) worry they’re behind on their retirement savings, according to a 2024 Bankrate survey. With Social Security vastly underfunded and predicted by the U.S. Treasury to run out as soon as 2034, recent regulations like SECURE 2.0 and an increasing number of state mandates have aimed to close this gap by incentivizing private sector solutions. Yet Pew reported last year that 43% of U.S. businesses with fewer than 100 employees do not offer a workplace retirement plan. Financial advisors are trusted by business owners and well-positioned to address this growing need, but they lack modern tools to navigate the complexity of retirement plans. Instead, they still face lengthy and manual processes, administrative burdens, opaque pricing, and outdated platforms. 

Aboon is a digital third-party administration (TPA) platform that empowers financial advisors to easily design, launch and manage 401(k) plans for their business owner clients by combining AI-powered automations, intuitive digital workflows, and real-time human expertise. Aboon’s unparalleled speed and efficiency mean advisors can generate proposals in minutes and onboard new plans in a few days, far outpacing manual processes that typically take weeks or months. 

Advisor360°, a leader in integrated wealth management technology, has expanded Parrot AI®, its secure and compliant AI teammate, with enhanced intelligence that empowers financial advisors at every stage of the client relationship. The result is a truly informed AI teammate that unifies data across every channel advisors use to manage and grow client relationships. 

Parrot AI is now able to understand client needs across entire families, recall their history, and uncover opportunities to better serve them. The tool can also securely access and understand client data by connecting with additional CRM systems, and integrating documents into client meeting preparation and follow-up. 

Since its debut as part of the Advisor360° technology ecosystem earlier this year, Parrot AI has evolved from an automated note-taking and transcription app into a secure, intelligent teammate—one that learns from household, document, and CRM data to provide deeper insights, streamline workflows, and help advisors deliver truly personalized client experiences. 

The Artificial Intelligence Infrastructure Partnership (“AIP”), MGX, and BlackRock’s Global Infrastructure Partners (“GIP”) (collectively, the “Consortium”), today announced they will acquire 100% of the equity in Aligned Data Centers (“Aligned” or the “Company”) from private infrastructure funds managed by Macquarie Asset Management and its co-invest partners. The transaction will fuel the expansion of next-generation cloud and AI infrastructure and implies an Aligned enterprise value of approximately $40 billion. 

AIP was founded by BlackRock, Global Infrastructure Partners (GIP), a part of BlackRock, MGX, Microsoft, and NVIDIA to expand capacity of AI infrastructure and help shape the future of AI-driven economic growth. Its financial anchor investors include the Kuwait Investment Authority and Temasek. 

In less than a decade, Aligned has evolved into one of the largest and fastest growing data center companies globally. The Company designs, builds, and operates cutting-edge data campuses and data centers for the world’s premier hyperscalers, neocloud, and enterprise innovators. Aligned’s portfolio includes 50 campuses and more than 5 gigawatts of operational and planned capacity, including assets under development, primarily located in key Tier I digital gateway regions across the U.S. and Latin America including Northern Virginia, Chicago, Dallas, Ohio, Phoenix, Salt Lake City, Sao Paulo (Brazil), Queretaro (Mexico), and Santiago (Chile). 

Allvue Systems, LLC (“Allvue”), a leading technology provider for private capital markets, today announced the expansion of its comprehensive AI-powered platform that unifies data, automates workflows, and delivers benchmarks and actionable insights across the private investment lifecycle. The announcement marks a major step in Allvue’s mission to make private markets transparent, efficient, and connected. These announcements include the launch of Andi AI Document Extraction along with streamlined integrations for Portfolio Optimization and Investor Onboarding. Lastly, Allvue is strengthening its executive leadership team for its next phase of growth. 

Allvue’s Andi Document Extraction transforms unstructured data directly into your investment management processes to operationalize document intelligence by evolving document review from a highly manual front-office task to an automated, scalable operations function. Andi Document Extraction is powered by an array of best-in-class document extraction providers, starting with Claira for financials. 

In addition to its integration with Claira for document extraction, Allvue is launching another strategic product integration with Loan Hunter, underscoring its growing ecosystem of partners focused on automating workflows and financial operations. 

Anrok, the global sales tax compliance platform powering the world’s fastest-growing digital businesses, today announced a $55 million Series C funding round led by Spark Capital, with participation from Sapphire Ventures and existing investors Khosla Ventures, Sequoia Capital, and Index Ventures. The round brings Anrok’s total funding to over $100M, accelerating the company’s mission of using AI-native automation to transform global sales tax compliance so modern companies can focus on growing their business. 

Today, Anrok serves over 3,000 global finance leaders. Companies like Anthropic, Cursor, and Notion rely on Anrok to automate global tax compliance, with comprehensive coverage across all countries and jurisdictions where businesses operate, saving teams 90% of time on sales tax compliance every month. 

Anrok serves businesses across the entire digital economy—from AI companies and SaaS providers to e-commerce marketplaces and hardware businesses. With over 40% of the Forbes AI 50 relying on Anrok for tax compliance, the company has achieved explosive growth and established itself as the leading solution for the world’s most innovative technology companies. 

BeyondWill, the modern estate planning platform built for financial advisors, today announced the launch of WiseAI™, its groundbreaking AI Assistant with Proactive Alerts designed to anticipate life events, surface estate planning risks, and help advisors act before small details become big problems. 

With continuous AI monitoring, advisors spend more time building trusted client relationships by proactively staying ahead of every important change. 

The release of BeyondWill’s WiseAI comes as demand grows for digital-first, human-centered estate planning tools. BeyondWill is equipping advisors with solutions that both modernize their practices and meet families where they are. 

Blend Labs, Inc. (NYSE: BLND), a leading digital origination platform for banks, credit unions, and mortgage lenders, today announced Intelligent Origination—an AI-powered system built deeply into Blend’s digital lending platform to redefine how lending operates. 

With Intelligent Origination, Blend is moving beyond traditional, bolt-on AI features by embedding agentic intelligence directly into the heart of lending, where decisions are made and actions are taken. This marks a fundamental shift in the operating model for lending, from tools that assist to systems that execute. 

Over the past decade, Blend has helped financial institutions digitize nearly every step of the lending process, from application to close, creating faster and simpler borrower experiences. Yet the industry’s cost structure remains stubbornly high, averaging more than $11,000 per mortgage and $2,000 per home equity loan, with cycle times often stretching 20 to 30 days. 

CAIS, the leading alternative investment platform for independent financial advisors, announced today the launch of CAISey, an AI-powered tool built to redefine how advisors navigate the world of alternative investments. Embedded directly into the CAIS platform, CAISey uses advanced language models and data intelligence to help advisors instantly surface, evaluate, and compare investments. 

CAISey builds on CAIS’ leading role in digitizing due diligence and education around alternative investing. Key features of the new solution include Instant, Conversational Discovery, Comprehensive Fund Intelligence and Integrated Learning and Insights. 

Communify, the leading provider of Financial AI, Digital and Data solutions for the financial industry, today announces its acquisition of Empaxis Data Management, a premier provider of investment data management and operational services for wealth and asset managers. The acquisition removes the primary obstacle of fragmented and inaccessible data through advanced data management, thereby empowering wealth and asset management firms to adopt Communify’s advanced MIND AI to create Client Stories™ and Portfolio Stories™ in fractions of a second rather than days. 

Communify’s premier platform for wealth managers delivers powerful AI-driven tools like Client and Portfolio Stories, which are proven to drive engagement and scale advisors and asset managers. However, the effectiveness of these tools depends on clean, unified data—a challenge for most firms whose information is trapped in disconnected systems. Empaxis’s focused data management expertise on custodial and accounting integrations complements Communify’s apps and agents, making it simple for firms to quickly realize the benefits of the MIND AI platform. 

The integration of Empaxis means that Communify is now a complete, out-of-the-box solution. Empaxis will unify a firm’s fragmented custody and accounting data, creating the AI-ready foundation needed to immediately deploy trusted, precise MIND AI apps and agents, which are currently deployed in major institutions across the globe. MIND AI is expanding with both detrministic and generative tools, most recently announcing Communify’s Money Map (that includes a Personal Financial Statement PFS); this reinvents client onboarding and adds a layer of automation to client data management. 

Managing risk for today’s banks and financial services firms is more challenging than ever. With more than 375,000 evolving state and Federal laws shaping financial regulation, even the most experienced compliance teams report increased frustration and challenges with the ever-changing updates and relentless pace. CompliSolv, an AI-powered compliance platform built by banking lawyers, is officially launching at the American Bankers Association Annual Convention. The platform is being unveiled and demonstrated to help financial institutions of all sizes navigate this complexity with clarity, consistency, and confidence. 

CompliSolv delivers current, plain-language summaries of regulatory requirements through a subscription-based platform that combines advanced AI technology with decades of legal expertise. The result: an easy-to-implement, scalable compliance solution that reduces risk, saves time, and controls costs—all at a predictable flat fee with unlimited user licenses and flexible contracts. 

Designed for banks, credit unions, and financial service providers, CompliSolv helps lawyers and compliance professionals manage risk across entities, maintain audit readiness, and respond to regulatory change in real time. Unlike traditional compliance tools that simply aggregate content, CompliSolv goes further by mapping requirements directly to internal controls, flagging changes as regulations evolve, and forecasting potential preemption opportunities to ensure programs remain accurate and up to date. 

Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a strategic partnership with Meridian Credit Union (“Meridian”), Canada’s second-largest credit union. Conquest Planning will play a key role in helping to enable Meridian’s OnYourWay, a new advice experience designed to help Members feel more confident about their money and their future. Through the partnership, all Meridian financial planners and investment advisors now have access to Conquest’s artificial intelligence (AI)-powered financial planning platform, enabling them to deliver highly personalized plans and deeper, more impactful advice to Members. 

As part of this initiative, Meridian has also launched a self-directed financial planning experience leveraging Conquest’s planning platform, which allows Members to build, view and manage their plans through Meridian’s mobile and online banking platforms at no cost to them. Members can seamlessly access their plans through Meridian’s secure digital channels, either independently or with an advisor’s support, affording them greater transparency, accessibility and control over their financial futures. 

Conquest’s Strategic Advice Manager (SAM) leverages AI to model multiple financial scenarios, presenting potential outcomes for various strategies so Members can make informed decisions. SAM automates complex calculations and evaluates trade-offs between short-term needs and long-term objectives, enabling advisors to focus on meaningful client conversations and strategic guidance, while giving Members a clearer understanding of their goals and progress. Whether it’s buying a first home, saving for a child’s education, or planning for retirement, SAM empowers Meridian Members to move forward with confidence. 

Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, and FP Canada, a national education, certification, and professional oversight organization for financial planners, today announced the launch of “Conquest Ready,” a new professional development course. 

The Conquest Ready course, offered by the FP Canada Institute™, trains individuals to follow a disciplined financial planning process and develop financial plans using Conquest’s proprietary platform. The course covers Conquest’s AI-powered planning engine, the Strategic Advice Manager (SAM), which drives personalized, adaptable financial plans that evolve in real time with changing client goals and circumstances. 

The Conquest Ready course is available to both new and experienced planners, equipping them to incorporate more meaningful and personalized advice in the financial plans they deliver to their clients. The course, which is eligible for continuing education (CE) credits from FP Canada, is part of the FP Canada Institute’s expanding suite of CE offerings. 

Dynamic Advisor Solutions (“Dynamic”), a leading RIA and provider of integrated business solutions for wealth advisors, announced a strategic partnership with Aculis, a pioneering artificial intelligence platform, to develop and deploy a secure AI enterprise solution, serving as the intelligent engine behind Wealth360™, the firm’s integrated tech stack accessible through a single sign-on. 

Built on Aculis’ highly secure, model-agnostic and modular platform, the new AI layer will be deployed across Dynamic’s advisor network and virtual home office team, enabling deeper automation, personalization and insight generation across every function of the advisory business — all within a protected enterprise environment, keeping firm, practice and client data private, segmented and unique to each advisor’s business model. 

The Dynamic-Aculis solution will introduce numerous AI workflow and process agents, i.e., intelligent digital assistants trained specifically trained for Dynamic’s advisors and staff. These agents will streamline daily operations, automating routine tasks from knowledge queries, compliance checks, workflows for client onboarding and communication, generating personalized client and advisor outreach, to surfacing key business insights in real time. 

Erie Strategic Ventures, the venture capital arm of Erie Insurance (ERIE), today announced investments in two new portfolio companies:  Atomic and Feathery. 

The Erie Strategic Ventures fund, launched in August 2022, focuses on investing in the personal and commercial insurance value chain, as well as adjacencies that offer potential to deliver value to ERIE, its agents and policyholders. ERIE collaborates with Cerity Partners Ventures, a corporate venture capital management firm, to help oversee and operate Erie Strategic Ventures. The two investments announced today support startups operating at the intersection of technology and financial services. 

Atomic offers a full-stack brokerage and wealth management solution purpose-built for financial institutions. Atomic’s position as a licensed RIA and broker-dealer allows financial institutions like credit unions and insurance carriers to leverage Atomic’s technology platform to offer embedded financial solutions to their clients. Feathery provides a flexible, AI-powered data intake platform for financial institutions. Feathery workflows allow intaking data and documents across multiple sources to be validated, formatted and connected to end systems. This unlocks insights and efficiency across traditionally manual processes such as submission intake for insurance underwriting, policy checking and proposal generation for brokers, client onboarding for RIAs and broker-dealers and more. 

Finzly is extending its leadership in payments transformation by embedding AI across its technology stack and operations. Finzly’s Agentic Galaxy forms an intelligent fabric of deployable AI agents that help banks and credit unions innovate faster, simplify complexity, and deliver seamless customer experiences. 

At the heart of this initiative is a suite of specialized AI modules that brings intelligence to every layer of payment processing and operations, automating workflows and enhancing user experiences across payments, FX, and virtual accounts. Additionally, Agentic Galaxy brings deployable AI-powered agents that streamline operations and enable financial institutions to offer value-added services, with human-in-the-loop oversight for compliance and control. 

Unlike legacy systems that treat AI as an add-on, Finzly embeds intelligence into the very foundation of its architecture – the same ISO 20022-native framework that powers its award-winning Galaxy suite of money movement products. This deep integration delivers measurable efficiency gains without requiring additional layers or complex integrations. 

FIS® (NYSE: FIS), a global leader in financial technology, today announced Smart Basket, a soon to be released solution being designed to leverage a real-time, item-level adjudication engine and transaction gateway to transform the payment experience at check out. Smart Basket aims to unlock unparalleled value and convenience by analyzing an individual’s shopping behavior to proactively apply optimal rewards and payment methods at checkout, making it easier for consumers to instantly save money and earn rewards while increasing brand and seller loyalty. 

According to recent research from FIS and Oxford, payment process friction costs organizations $4.9 million annually, with 51% identifying ‘money-in-motion’ – which includes payment processing – as where they experience the greatest sources of friction. Smart Basket represents the power FIS brings to the world’s money lifecycle. The solution will leverage the strategic integration of three proven market solutions within FIS’ payments ecosystem -its innovative real-time payments gateway, loyalty platform, and filtered spend technologies – to create a differentiated network offering that delivers superior value. Smart Basket will be designed to enable payment method selection down to the basket-item level, lowering payment costs while enabling customized loyalty and rewards programs at highly targeted levels. 

The Founders Arena, the leading global WealthTech Accelerator, in collaboration with First Rate, Inc., SEI®, the City of Arlington and the Arlington Economic Development Corporation, today announced its fifth cohort of startups who are redefining the future of financial services. As the hype around artificial intelligence continues to drive decision making, The Founders Arena stands apart as a curator of credibility. The program, now in its third year, has a track record of identifying companies and supporting founders that solve real problems – not just chase trends.  

The Founders Arena is a boutique, high-touch experience built around market access, connecting founders directly with buyers, investors, and decision-makers. Each company is selected through a rigorous, evidence-based process focused on measurable impact, transparency, and real-world adoption. 

The latest cohort of companies represents the next generation of WealthTech and AI-driven solutions — founders building technology that amplifies human intelligence rather than replacing it. 

GReminders, a leading end-to-end meeting and automation management platform for financial advisors, today announced a new integration with Osaic Institutions, the bank and credit union-focused channel within Osaic, one of the nation’s largest providers of wealth management solutions. With the partnership, GReminders becomes the only scheduling and AI-driven notetaker app to integrate and work natively alongside Infinet, Osaic Institutions’ proprietary platform. The integration enables seamless functionality and access to GReminder’s AI-powered tool suite within Infinet’s CRM, Client Central, which supports more than 250 financial institutions nationwide and more than 750 financial professionals. 

The Institutions partnership builds on the previously announced Osaic integration, and continues GReminders’ partnership expansion in multiple channels within the financial services ecosystem. 

Guidewire (NYSE: GWRE) announced significant initiatives to strengthen its global presence and partner ecosystem, including a global expansion of its Marketplace Summit and the elimination of fees for all e-learning education courses for Guidewire partners. These strategic moves complement the strong global growth of Guidewire in FY25, with increased market momentum in Latin America and Asia-Pacific regions specifically. 

Highlighting the company’s commitment to customer success, Guidewire hosted its third Marketplace Summit in London, bringing customers and partners together to collaboratively address real-world challenges and drive innovative solutions. Its theme focused on the enhanced user experience and cost efficiency Guidewire Marketplace solutions can provide for insurers. Building on its success, the Marketplace Summit will expand globally in 2026, bringing transformative insurance technology solutions directly to Guidewire customers across North America, Europe, and Asia-Pacific. 

In a move to enhance the capabilities and expertise of Guidewire PartnerConnect partners globally, Guidewire has removed the fees for all of its e-learning education courses. The initiative will enable partners to more easily grow their pool of certified Guidewire analysts and developers, leading to more effective, efficient implementations and solutions for insurers. 

Income Laboratory, Inc. (Income Lab), maker of award-winning retirement planning software, today announced the launch of an innovative suite of AI tools designed to radically change how financial advisors build and update financial plans, simplify client interactions, and deliver smarter, more dynamic retirement plans. 

The new AI suite includes three powerful tools—AI Plan Builder, AI Interviewer, and AI Assistant, each created to save advisors time, reduce manual work, and enhance client confidence through automation and intelligent insights. 

The launch reinforces Income Lab’s mission to simplify complex retirement planning through state-of-the-art technology. By embedding AI throughout the advisor workflow, Income Lab is giving financial professionals the ability to serve more clients, more efficiently, without sacrificing quality or confidence. The suite of AI tools is available as a free tech preview to all Income Lab users through the end of the year. 

Interactive Brokers (Nasdaq: IBKR), an automated global electronic broker, today announced the launch of Ask IBKR, an AI-powered tool that delivers instant portfolio insights through natural language queries. 

Originating as a chatbot extension of PortfolioAnalyst, Interactive Brokers’ comprehensive and free portfolio management solution, Ask IBKR will be expanding its capabilities into new realms such as fundamentals data, statements and reporting, corporate actions, tax lot details, and more. The intent is for users to access the wealth of data IBKR offers more intuitively and naturally while saving time that would otherwise be spent searching through screens. 

While Ask IBKR is AI-powered, it uses proprietary techniques to avoid uncertainty often associated with generative AI applications. Additional features include intelligent question completion, which suggests relevant queries as users type. Dropdown menus also allow clients to select parameters such as benchmarks, timeframes, and accounts. 

Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, today announced a strategic partnership with Aprio, a top 25 business advisory and accounting firm, to help mid-market businesses scale faster and smarter, starting with the combined capabilities of Intuit’s modern, AI-powered, ERP solution Intuit Enterprise Suite and Aprio’s holistic approach to business advisory and accounting services. This first-of-its-kind strategic partnership with Aprio will expand further to offer more AI-powered solutions and services that meet the needs of large accounting firms and their clients. 

Aprio is the first to partner with Intuit to address the opportunity to simplify how mid-market businesses operate and scale. Together, Intuit and Aprio will unlock growth, efficiencies, and profitability for their shared mid-market clients, launching joint services that deliver tailored, best-in-class customer experiences and industry-specific workflows and insights through Intuit’s business platform and Aprio’s advisory capabilities. Industries that will benefit from Intuit’s and Aprio’s products and services include construction, healthcare, technology, private equity, and more. 

Today’s growing mid-market businesses are more complex. They are often overserved by legacy ERP systems that are expensive, time-consuming and costly to install and learn. Intuit and Aprio recognize that mid-market businesses are also over-digitized, using up to 25 different apps to manage and run their business. This leads to a fragmented tech stack with data silos, resulting in limited visibility into business performance and a lack of integrated workflows. 

Jump, the leading provider of artificial intelligence (AI) solutions for financial advisors and financial services, today announced its acquisition of Mobile Assistant, a leader in advisor transcription services. The move reinforces Jump’s mission to empower advisors and their clients to thrive in the age of AI and gives Mobile Assistant customers a clear path to reduce daily administrative burden and enhance client relationships. 

Both companies have built a reputation for being 100% advisor-centric, with technology designed to enhance, not replace, the human connection at the core of advice. Mobile Assistant pioneered trusted meeting transcription and Jump is leading the next frontier with full-cycle AI that automates advisor workflows across meeting prep, follow-ups, CRM updates and more. Mobile Assistant customers will receive dedicated onboarding support as part of a seamless transition onto the Jump platform. 

It also comes at a pivotal moment for wealth management as the industry faces accelerating RIA independence, the $84 trillion great wealth transfer and rising pressure for firms to differentiate through client experience. Advisors who adopt AI are better positioned to retain generations of clients, grow assets under management and win new business from competing firms relying on outdated technology. 

Ncontracts, the leading provider of integrated compliance, risk, and vendor management solutions to the financial industry, today announced the launch of Ncontracts Ntelligence Solutions, including two groundbreaking solutions that position Ncontracts at the forefront of AI-powered compliance and risk management for financial organizations navigating an increasingly complex environment. 

The new Ntelligence product line includes Complaint Ntelligence and Regression Ntelligence — AI-powered tools that transform how financial organizations manage compliance by cutting through data noise to deliver precise, actionable insights in minutes rather than months. Ncontracts unveiled the solutions to hundreds of financial risk and compliance personnel at Ngage, its annual user conference, offering an exclusive first look at the game-changing technology. 

Parlay Finance announced today a partnership with First Internet Bank to deploy its AI-native Loan Intelligence System (LIS). The move allows the bank’s Small Business Administration (SBA) lending operations team to eliminate manual tasks and gain deeper insights for loan decisioning. 

The partnership addresses a critical industry challenge. Amid surging SBA demand, lenders require technology to scale operations efficiently without sacrificing the relationship-first approach and rigorous underwriting that define small business lending. With the implementation of Parlay, First Internet Bank is able to process significantly higher application volumes with its existing team, while delivering well-informed decisions and a transformed borrower experience. The bank anticipates up to a 50% increase in efficiencies throughout the lending process. 

Parlay’s LIS combines AI with tailored automation to streamline intake complexity. Borrowers can submit an inquiry and quickly receive real-time insights on their business health, application status and next steps. Behind the scenes, the platform handles work that used to consume operational hours per application – capturing user-permissioned data, cross-referencing financial statements, validating documents and building an AI-powered analysis for the lending team. 

Pathwork, the AI-native platform modernizing the $160 billion life and health insurance market, today announced a strategic partnership with AIMCOR Group, LLC, a leading national marketing organization comprised of 40 Brokerage General Agencies (BGAs). Through this collaboration, AIMCOR will deploy Pathwork’s Knowledge Assistant across the AIMCOR Exchange, and AIMCOR members will receive a preferred offering of Pathwork’s BGA Case Underwriter solution—bringing faster, more accurate case management to an industry long burdened by fragmented, manual workflows and outdated software. 

Within two weeks of launching the partnership, over 50% of AIMCOR member firms selected Pathwork as their pre‑application software, with more firms joining daily. This rapid adoption underscores how AI and modern technology are reshaping life insurance distribution and how AIMCOR member firms are evolving to the new normal in the life insurance space. 

The Pathwork Knowledge Assistant equips distribution teams with instant access to centralized product, underwriting, and operations knowledge, while the BGA Case Underwriter applies predictive and generative AI to streamline pre‑application intake, triage, and case analysis, helping brokers move faster and quote more accurately. 

Provus Inc., a leading provider of AI-powered services estimation, pricing, and quoting solutions, today announced Provus AI, the first agentic AI platform purpose-built for services quoting. Designed to automate, optimize, and accelerate the revenue lifecycle for complex, services-based engagements, the platform empowers organizations to boost win rates, protect margins, and unlock actionable insights across the business. 

Although services account for two-thirds of technology industry revenue, often less than one-third of sales representatives’ time is actually spent selling – a majority of their time is spent on prospecting, quoting, and other administrative tasks. Provus AI replaces manual processes and continuously learns from an organization’s sales strategy, win rates, and market insights to rapidly accelerate and improve the quoting process. 

Provus AI delivers pricing intelligence that understands services complexity and provides 100% accurate pricing recommendations that learn and improve with every deal. The solution is built for services pricing, skills matching, and project complexity, powering over $5 billion in enterprise revenue annually. 

Prudent AI today launched the industry’s first AI-powered platform, fully integrated with Fannie Mae’s Income Calculator. The enterprise-ready platform delivers instant qualified income calculations with speed and accuracy. 

This breakthrough transforms how lenders operate, enabling them to confidently approve borrowers with intricate business structures and diverse income streams, including rental income. Calculations meet Fannie Mae’s standards and are eligible for representation and warranty relief. 

The competitive advantage is immediate and decisive. Some existing solutions require lenders to manually enter data across multiple platforms. Prudent AI’s intelligent automation recognizes every business type and income stream instantaneously. The platform delivers comprehensive income analysis and adapts to any LOS environment through seamless API integration. 

S&P Global today announced new AI-powered enhancements to its flagship S&P Capital IQ Pro platform, introducing Document Intelligence 2.0 and several breakthrough features designed to accelerate financial analysis and deliver comprehensive insights with transparency. These enhancements represent a significant advancement in financial intelligence technology, addressing the growing demand for tools that deliver faster, more actionable intelligence in an increasingly complex global economy. 

The centerpiece of this release is Document Intelligence 2.0, which harnesses generative AI capabilities to analyze vast document repositories while enabling users to generate deep insights with precise citations for full auditability. Additionally, upgrades to Visible Alpha on S&P Capital IQ Pro feature new Estimates pages with expanded earnings data and customizable consensus views. 

The Multi-Document ChatIQ feature enables clients to seamlessly interact across multiple documents for efficient comparison, strategic insights, competitive positioning and trend analysis. S&P Capital IQ Pro users can analyze multiple documents from different sources, including filings, transcripts, investor presentations, news, research, and more across multiple companies or industries in Document Intelligence. 

Salesforce (NYSE: CRM) and Anthropic today announced a major expansion of their strategic partnership to deliver trusted, enterprise-grade AI for regulated and data-sensitive industries. 

This expanded partnership introduces three new major initiatives. One, Anthropic’s Claude, one of the world’s most powerful families of AI models, is a foundational model for Salesforce’s Agentforce 360 Platform. Building on this foundation, Claude can now be used as a preferred AI model for regulated industries, including financial services, healthcare, cybersecurity, and life sciences, while keeping sensitive data and workloads secure within Salesforce’s trusted environment. Companies like CrowdStrike and RBC Wealth Management are already using Claude in Agentforce to create new AI-powered customer experiences and workflows. 

Two, Anthropic and Salesforce will collaborate on industry-specific AI solutions for regulated industries via the Agentforce 360 Platform, beginning with financial services. Three, Salesforce and Anthropic are deeply integrating Claude and Slack to give users access to leading AI experiences in their preferred work apps, with plans to bring Agentforce 360 into Claude. 

Smarsh®, the global leader in digital communications compliance and intelligence, today unveiled powerful new capabilities designed to give financial institutions unprecedented access and control over their communications data. Smarsh is enabling global organizations to transform fragmented, siloed information into a unified, AI-ready asset for both compliance and business intelligence. 

This innovation directly addresses a primary challenge in the Generative AI era: the need for clean, secure, and accessible data. Smarsh is moving beyond traditional archiving to provide a flexible platform that allows financial institutions to manage and access their data on their own terms, driving efficiency and holistic risk visibility at scale. 

Smarsh’s architecture fundamentally changes how data is captured and used, ensuring organizations can easily unify communication sources to enable a full 360-degree view of risk. 

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 a strategic partnership with Docusign, the intelligent agreement management company. Beginning today, Socure’s comprehensive identity solutions will be embedded into Docusign Identify, making identity verification and risk-based authentication readily available to Docusign’s millions of users worldwide. 

The partnership enables Docusign customers to leverage Socure’s solutions to assess a signatory’s identity attributes and determine their unique risk level. Instead of relying solely on outdated, expensive, and inaccurate methods like knowledge-based authentication (KBA) — which creates significant friction for users — Docusign customers can now leverage Socure’s full product suite to confidently approve legitimate users while stepping up authentication for high-risk engagements in real-time. Traditional KBA not only frustrates legitimate users with obscure questions but also proves costly and ineffective for organizations. 

Backed by an identity graph that processes over 100 billion data points monthly, Socure delivers real-time identity verification at massive scale — driving risk decisions with market-leading accuracy and minimal friction, anywhere in the world. 

Suralink, the leading client collaboration platform for accountants, today announced the next evolution of its platform with new AI capabilities in Workpaper Suite and Assessment Hub, two solutions that have seen rapid adoption among top accounting firms since their launch earlier this year. 

Designed to help firms close the Client Readiness Gap, these innovations bring advanced automation and AI directly into engagement workflows, improving efficiency, accuracy, and client collaboration from request to test. 

Providing a 50% time savings among users during document review and collaboration, Suralink’s Assessment Hub continues to receive strong adoption among users. Firms cite the File Previewer, Pinned Comments, and Ask Anything features as game-changers for streamlining their workflows. 

Tavant, a leading provider of AI-powered fintech solutions and digital engineering, announced today the release of its industry-leading TOUCHLESS® AI Mortgage Origination Suite. This AI and Agentic AI-powered suite enables end-to-end AI transformation of mortgage origination from lead to funded loan, improving borrower experience, driving up lead conversion, reducing origination cost, and compressing cycle times. It provides a full suite of modules to upgrade existing LOS and POS using Agentic AI Assistants, AI-powered Document Analysis, AI-assisted Underwriting, and an Agentic AI architecture that dynamically personalizes workflows and loan products and programs. 

A core innovation of TOUCHLESS is MAYA™, an intelligent AI assistant that provides personalized, real-time support and feedback throughout the entire application process for borrowers, loan officers, and underwriters. MAYA hand-holds borrowers through complicated questions, steps in when they hesitate, and guides applications to submission, increasing conversion rates. It helps borrowers clear conditions, vastly improving the borrower experience. MAYA explains nuances in mortgage products and programs and responds 24/7 to leads from digital sources, boosting conversion at key moments of truth across the origination chain. It also increases underwriter productivity when paired with TOUCHLESS AI-powered document analysis, data consistency checks, automated conditions clearing, and Policy-as-Code underwriting, enabling underwriters to decision a loan in the most efficient way. 

Pilot implementations with top-tier mortgage originators have shown the transformative impact of TOUCHLESS AI, boosting underwriter productivity by a factor of twelve, slashing overall operational costs by 60%, and reducing the time to close loans to just a matter of days. 

Corporate America Family Credit Union (CAFCU), a member-owned, not-for-profit financial cooperative serving thousands of members across America, has partnered with Upstart (NASDAQ: UPST), the leading artificial intelligence (AI) lending marketplace, to offer personal loans, HELOCs and auto refinance loans to more consumers. 

CAFCU started lending as a partner on the Upstart Referral Network for personal loans in September 2025 with plans to expand into HELOCs and auto refinance loans later this year. As part of the Upstart Referral Network, qualified personal loan applicants on Upstart.com who meet CAFCU’s credit policies receive tailored offers as they seamlessly transition into a CAFCU-branded experience to complete the online member application and closing process. 

Verituity, a leading provider of intelligent, verified payouts solutions, today announced a strategic partnership with Sagent, a fintech software company modernizing mortgage servicing, to embed Verituity’s cloud-based payouts platform into Sagent’s servicing solutions. 

This partnership equips servicers to move beyond legacy check-based systems and adopt modern, scalable payment rails that improve efficiency, security, and borrower experience. 

Through the integration, Sagent’s clients will be able to deliver secure, verified payouts across key refund use cases, including annual escrow analysis refunds and loan payoff overages, directly to borrowers through the banks and rails of their choice. The solution also extends to supplier and vendor payments, ensuring that all disbursements are accurate, timely, and protected against fraud. And by enabling digital payouts, servicers will minimize escheatment exposure and improve overall compliance by reducing the number of uncashed and returned checks. 

Wolters Kluwer Tax & Accounting is proud to announce the launch of CCH Axcess™ Client Collaboration — powered by Expert AI, the next evolution of client engagement within the CCH Axcess platform. Debuting at the CCH Connections User Conference, this solution enables faster, smarter interactions by automating intake, request lists, document classification, and secure messaging, so work moves from engagement to completion with fewer handoffs. Built to make firm-client collaboration frictionless, secure, and intelligent, it streamlines data collection, automates routine workflows, and removes barriers to collaboration. 

CCH Axcess Client Collaboration — powered by Expert AI capabilities delivers measurable value to CPA firms by reducing manual effort, increasing productivity, and maximizing staff capacity. Built natively within the CCH Axcess platform, it offers a unified experience for professionals – eliminating manual steps and ensuring seamless orchestration for an automated tax prep experience. 

Expert AI ensures Wolters Kluwer solutions or products are enabled with the latest AI technology built on deep domain expertise and more than a decade of AI experience. It empowers customers to work faster and make smarter decisions based on trusted and verified content. 

Zip, the AI platform for procurement, today unveiled a powerful new suite of AI agents at its third annual Zip Forward conference, including its most powerful agent yet: the Price Negotiation Agent, which helps companies identity overpayments and negotiate better deals across all categories of spend, from IT and software to professional services, real estate, and advertising. The two-day event brought together more than 700 procurement and finance leaders, including executives from T-Mobile, OpenAI, Gap, Block, Cloudflare, Dollar Tree, LinkedIn, Northwestern Mutual, Prudential and AMD to share insights on implementing AI agents in enterprise operations. 

Zip’s Price Negotiation Agent tackles one of procurement’s most persistent challenges. In enterprise purchasing, suppliers hold all the pricing cards. When companies pay vastly different prices for identical products, the difference isn’t about value, it’s about information. Suppliers know what everyone else pays; buyers don’t. Without market benchmarks, procurement teams don’t have the negotiation leverage they need, often leaving them with no choice but to overpay by hundreds of thousands of dollars. 

The Price Negotiation Agent levels the playing field by analyzing both internal purchase history and external market benchmarks to provide data-backed negotiation guidance. When a procurement team needs to renew their marketing automation software, for example, the agent analyzes what the company paid historically, benchmarks against third party market intelligence and provides specific negotiation tactics on each contract. 

Zocks, the privacy-first AI assistant for financial advisors, and CreativeOne, a Kansas City-based independent insurance marketing organization (IMO), today announced their strategic partnership.  

The collaboration gives CreativeOne-affiliated advisors access to a proprietary suite of AI-driven tools designed to optimize practice management, improve communication, and uncover new business opportunities. These capabilities are aligned with CreativeOne’s ongoing commitment to help advisors work smarter — not harder — while preserving the personal connection at the heart of every client relationship. 

Zocks helps advisors deliver personalized advice to more clients and move faster from client conversation to account planning and execution. It automates time-consuming administrative tasks, including meeting preparation and follow-up; client onboarding, such as intake forms and account openings; and contextual responses to client emails.