AI & Finance™ | News for the Week Ending 10/31/25

ADP® (Nasdaq: ADP), a global leader in HR and payroll solutions, today announced that it has acquired Pequity, an innovative compensation management software provider founded in 2019. This acquisition will broaden the tools ADP offers to support the complex compensation planning needs of its mid-size, enterprise and multinational clients. 

Pequity’s flexible configurations, AI-enhanced insights, budgeting and scenario planning tools, and HCM ecosystem integrations will broaden the compensation management capabilities ADP offers to support the needs of its enterprise and global clients.  

Pequity offers a new class of compensation management software that combines the familiarity and ease of use of a spreadsheet with the power of automation at scale, making it easier for employers to effectively manage their compensation programs. 

Alchemy, the infrastructure powering 70% of crypto applications and $150 billion in annual transactions, today announced the appointment of Bill Platt as Chief Operating Officer. This announcement comes as institutional adoption of blockchain accelerates, driven by the surge in AI-enabled financial applications. 

Platt joins just as Alchemy’s infrastructure proved its mettle on October 10th, when crypto markets faced their largest liquidation cascade in history. While unprecedented market volatility strained blockchain infrastructure industry-wide, Alchemy’s Cortex engine kept critical applications like Polymarket and Coinbase running, processing record volumes without degradation. This real-world stress test validated Alchemy’s readiness to handle institutional demand at scale with Platt now on board. 

Platt brings with him over three decades of experience, including most recently at Amazon Web Services (AWS), where he led large-scale ‘agentic AI’ platforms, including AWS Transform, Kiro, and Amazon Q Developer, that modernized enterprise workloads. At Alchemy, he will lead the company’s next phase of growth as AI and blockchain converge to enable autonomous financial systems. 

AuditBoard, the leading AI-powered global platform for connected risk, today announced as part of the strategic alliance with Ernst & Young LLP (EY US), AuditBoard’s modern connected risk platform will be integrated with the new EY.ai for Risk capabilities. The potent combination of AuditBoard’s innovative AI-driven risk management technology with EY’s proprietary content and knowledge through EY.ai for Risk offers clients a seamless and efficient path to realizing the value of the unique strengths of both companies. 

Organizations are facing unprecedented scale and pace of change along with a growing number of risks, from cyber threats to regulatory shifts. AuditBoard’s inaugural Risk intelligence report analyzed proprietary AuditBoard platform data alongside survey insights from more than 400 risk leaders and found 70 percent of enterprises expect to increase risk-management staffing over the next two years, and 40 percent plan to add cybersecurity staff. Managing these challenges effectively requires a forward-looking strategy leveraging enterprise-grade AI and deep professional experience. This alliance will address the critical market need with a comprehensive set of shared solutions for the modern risk and compliance function. 

Behavox, the AI company that transforms data into insights that safeguard and enhance businesses, today announced that a top-five global bank has chosen Behavox Intelligent Archive for an enterprise-wide deployment. The bank selected Behavox to replace its legacy archive and upgrade its global regulatory retention program for text, voice, and trade data. 

Following an extensive evaluation, the bank cited the following value drivers: AI communications monitoring (text & voice), Integration of structured data, and the Behavox Polaris integration. 

BILL (NYSE: BILL), the intelligent finance platform trusted by half a million businesses to manage, move, and maximize their money, today announced the launch of BILL AI, BILL’s suite of intelligent AI agents and features for the Fortune 5 Million—the small and midsize businesses that power the U.S. economy. The first BILL agents and agentic-powered features autonomously collect and validate W-9s, reconcile receipts, accelerate user onboarding, and execute routine tasks, removing the friction that slows businesses down. 

The Fortune 500 are largely automated, but the Fortune 5 Million are stuck with manual workflows and friction. For example, more than 90% of businesses say collecting W-9s is the most painful part of doing taxes, and many spend too much time on expense management. These inefficiencies force leaders into trade-offs between running the back office and growing their business. BILL AI agents eliminate these workflows, freeing teams to focus on growth and serving their customers. 

BILL AI has helped accelerate billions in payments and processed more than 1.3 billion documents. Since the beginning of 2025, our AI solutions have increased fully automated bills by more than 80%, and we’ve stopped 8 million fraud attempts in FY25 alone. With data from over $1 trillion in transactions across a network of 8 million members, we currently serve nearly half a million businesses and 9,000 accounting firms—this scale makes BILL the trusted AI solution for SMBs, with agents that are smarter, faster, and more reliable from the start. 

BluWave, the leading market network platform connecting private equity firms and their portfolio companies with top-tier boutique professional service providers and interim executives, today announced the close of a $14 million growth investment. The investment was led by Highmount Capital, with participation from HighSage Ventures and other investors. 

Founded in 2016, BluWave is trusted by hundreds of leading private equity firms and their portfolio companies to find the best professional service providers, independent consultants, and interim executives to assist with deal due diligence, value creation initiatives, and operational support. The platform is powered by BluWave’s proprietary AI, its one-of-a-kind dataset, and a concierge-grade white glove experience that together enable clients to achieve better outcomes across a wide range of use cases. Spanning over 100 categories, popular projects include commercial due diligence, operational performance improvement, data analytics, IT systems selection & integration, artificial intelligence consulting, HR/recruiting, and interim executive placement. 

The investment will fuel the continued development of BluWave’s advanced AI matching engines, data intelligence capabilities, and technology platform, while expanding its highly vetted network of best-in-class third-party providers. BluWave will also scale its go-to-market team to ensure clients receive both the technological precision and the concierge-grade attention they depend on to consistently win in today’s market. 

Boosted.ai today announced the launch of voice-powered AI research agents, becoming the first investment research platform to empower professionals to talk to their data in real time. 

Boosted.ai, the leader in AI-powered investment research, whose users manage more than $5 trillion in assets, builds agentic AI tools for investing platforms and investment professionals, including analysts, portfolio managers, and advisors, who need to stay ahead of market-moving events. By integrating ElevenLabs’ Text to Speech and Conversational Agents, Boosted.ai transformed its research agents into truly conversational assistants that clients can speak to naturally, in real time, without losing accuracy. 

The result is higher client engagement, better prompts, and faster time to insight. 

Butter Payments, the most intelligent machine learning-powered payments recovery platform, today announced that it has strengthened its leadership team with two key additions: Sofya Pogreb as Chief Executive Officer and Charles Rosenblatt as Chief Commercial Officer. 

Failed payments account for a massive – $440 billion – loss in revenue each year, and Butter’s patented machine learning technology optimizes failed payment recovery, resulting in up to 15% annual recurring revenue growth for its customers. Its success is due to the seamlessness of its technology and the dedication to best-in-class service. Butter integrates with platforms such as Stripe, Braintree, ReCharge, and others to create tailored recovery plans for its customers using ML models. 

These appointments signal a period of accelerated growth for Butter, as the addition of two seasoned leaders deepens its commitment to innovation and scaling its technology to meet growing demand across industries. 

Fueled by artificial intelligence, new scams and fraud schemes targeting older adults are evolving daily, costing families over $29 billion in 2024 alone according to the FTC. In parallel, research continues to shed more light on the intersection of brain health, age, and finance. Today, Carefull, the company redefining financial safety for older adults and their families, announced live from the Money20/20 stage the launch of GreyMatter, its proprietary artificial intelligence engine built to detect, prevent, and predict the complex risks of aging and money. 

GreyMatter is the AI intelligence layer powering Carefull’s financial safety platform, used by financial institutions nationwide to help families spot early signs of financial risk, from scams and fraud to cognitive decline and elder abuse, before small issues become lasting harm. GreyMatter is an evolving system trained on millions of transactions and behavioral data points to identify what traditional fraud and risk systems typically miss. 

Since 2020, Carefull has been building the industry’s first AI platform focused on aging and money, an area long overlooked by traditional fraud systems. Carefull stops elder fraud by putting a preventative solution directly in the hands of customers, detecting and resolving concerning patterns, before the “big one” that irreparably harms a family. GreyMatter represents the next step in Carefull’s mission, delivering new proprietary intelligence and expanded behavioral insight to support older customers in a manner Carefull calls “oversight without overreach.” 

Chronograph, a leading global technology provider of portfolio monitoring, valuations, and analytics technology for private capital investors, today announced a collaboration with Anthropic to bring Chronograph data into Claude. This integration enables private equity professionals to leverage their portfolio data on Chronograph within Claude, taking advantage of cutting edge LLM capabilities. 

As institutional private capital investors are increasingly adopting enterprise AI tools to accelerate their investment decisions, they face limitations in harnessing the full breadth of private portfolio data. Chronograph and Anthropic are changing that. 

The Chronograph connector for Claude leverages Model Context Protocol (“MCP”), the open standard developed by Anthropic, to enable clients to securely and reliably access their private equity, private credit, venture capital, infrastructure, and other portfolio data in Claude. 

Conduent Incorporated (Nasdaq: CNDT), a global technology-driven business solutions provider, today announced that FastCap® Finance Analytics solution has integrated a GenAI-powered contract and spend analytics capability that enables it to expedite contract intake, verify contract compliance, and identify procurement savings and tariff-related financial exposures more efficiently and more accurately. 

FastCap initially launched as a platform focused on preventing payment errors and recovering incorrect payments. Since 2021, the solution has helped clients recover or prevent overpayments exceeding $850 million. 

Built on a sophisticated GenAI model designed for enterprise use, these new FastCap capabilities are already supporting finance, accounting, procurement and contract management teams in a variety of industries across four key functions. 

Envestnet, a leading provider of connected technology, advanced insights, and comprehensive wealth management solutions, today announced the appointment of Bhaskar Peddhapati as its Chief Technology Officer (CTO). 

In this role, Peddhapati will report to Chris Todd, Chief Executive Officer, and oversee all aspects of technology, engineering, and information security across the company. He has been charged with accelerating Envestnet’s technical roadmap, infusing artificial intelligence into every layer of its platform, and scaling innovation across teams to position Envestnet for long-term leadership in wealthtech. 

A global technology and product executive with more than 25 years of experience, Peddhapati brings deep expertise across FinTech, Cloud Strategy, Data Platforms, and AI/ML, having led global teams of more than 2,500 engineers and product professionals. He is recognized for building high-performance engineering organizations, empowering and mentoring teams to master emerging technologies, unlock their potential, and transform their career trajectories through learning and experimentation. 

Financialize, a leading insurance marketing and technology company, has officially launched Lead Revival, an AI-powered system that helps insurance agents transform old, inactive leads into verified, show-ready appointments — guaranteed. 

As the insurance industry faces a historic workforce transition — with nearly half of U.S. insurance professionals expected to retire by 2028, according to the National Association of Mutual Insurance Companies (NAMIC) — Financialize is leading the charge to modernize how agents connect with consumers. The company’s AI and human verification model bridges the gap between traditional sales methods and the technology-driven expectations of today’s buyers. 

Lead Revival uses conversational AI to engage unresponsive leads in a natural, human-like way, detecting interest through behavioral patterns and timing. When a lead shows intent, Financialize’s U.S.-based team completes live verification before scheduling the appointment directly into the agent’s calendar. If the prospect doesn’t show up, the agent doesn’t pay — an industry-first appointment guarantee. 

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) today announced that it has entered into a definitive agreement to acquire ProNav Technologies Ltd. (d/b/a ProNavigator), a knowledge management platform purpose-built for the P&C insurance industry. 

ProNavigator delivers precise, context-aware best practice information directly within insurance workflows, helping professionals work faster and more effectively. Its platform captures, connects, and surfaces institutional knowledge across claims, underwriting, and distribution. Used by 34 insurance organizations, including 12 shared customers with Guidewire, ProNavigator helps increase productivity, reduce claim cycle times, personalize customer service, and accelerate employee onboarding. 

Once the acquisition is complete, Guidewire will integrate ProNavigator’s insurance-trained intelligence across its platform, delivering advanced search and contextual knowledge retrieval capabilities for underwriters, claims adjusters, brokers, agents, and customer service representatives. 

Guidewire (NYSE: GWRE) today introduced PricingCenter, enabling P&C insurers to deliver pricing changes quickly and with greater precision – adjusting rates in real time, analyzing impact before release, and responding rapidly to market shifts. 

Purpose-built for actuaries, pricing teams, and IT developers, PricingCenter unifies and modernizes the pricing and rating lifecycle, from model design to market deployment. By connecting pricing strategy to execution, it helps insurers stay agile, improve accuracy, and accelerate new product launches. 

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. 

Security First Insurance, one of the largest homeowners insurance companies in Florida, and Guidewire (NYSE: GWRE) announced that Security First deployed Guidewire InsuranceNow to modernize its operations to enhance agent and customer service. The company implemented InsuranceNow to its homeowners and dwelling fire lines of business simultaneously. 

Indico Data, the leader in AI-powered automation for insurance operations, today announced a strategic investment from Aviva Ventures, the corporate venture capital fund for Aviva plc, one of the UK’s largest insurers. The investment reinforces Indico’s growing leadership in the London Market and its expanding adoption among global property and casualty carriers. 

As part of the investment, Arslan Hannani, Chief Innovation Officer at Aviva, will join Indico’s Board of Directors as a Board Observer and Advisor. 

Aviva Ventures invests in companies driving transformation across insurance and financial services through emerging technologies and new business models. 

Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, announced today major innovation to its all-in-one platform, including the introduction of Intuit Intelligence, a revolutionary system of intelligence that provides businesses and accounting firms with everything they need to compete and grow in the AI era. The announcement also included the launch of Intuit Accountant Suite, a new AI-native solution for accountants; new AI agents that transform how businesses run and grow; and several powerful enhancements to Intuit Enterprise Suite, the company’s modern ERP solution that serves growing mid-market businesses. 

Intuit CEO Sasan Goodarzi unveiled these transformational innovations before global accounting leaders at Intuit Connect, the company’s flagship event for multi-service accounting firms and professionals. 

At the core of Intuit’s all-in-one platform transformation is Intuit Intelligence, a revolutionary system of intelligence that will unify a business’s data and provide access to a powerful, virtual team of AI agents across all financial pillars—including growing and managing customers, payments, payroll, accounting, and tax. Intuit Intelligence is simple, ‘Ask Anything’ 

iPipeline®, a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industry, today announces the launch of CHARLi, an industry leading AI foundation powering iPipeline solutions that enables life and annuities carriers and distributors to optimize workflows for speed, accuracy and personalization. CHARLi is integrated into iPipeline’s full suite of digital workflow solutions to power enhanced, intelligent automation at every level. CHARLi will enable life and annuities carriers and distributors to automate and optimize product launch processes, product distribution and client experience strategies, and will offer operational insights to help increase speed throughout the entire sales process. 

CHARLi powers and connects the iPipeline ecosystem to enhance the impact of every product, feature, and workflow with shared intelligence that learns, adapts, and gets smarter over time. iPipeline’s engineers designed CHARLi on a foundation of data and AI to answer the life and annuities industry’s needs for intuitive, data-driven customer and agent experiences, faster decision-making, and scalable AI-powered operations. CHARLi empowers the industry to bring products to market faster, personalize the sales experience through intelligent decision-making, and gain immediate access to data-driven insights for better business outcomes. 

CHARLi is now live – fueling the AI that drives Policy Intelligence, available today, to deliver instant answers to policy questions and accelerate signature turnarounds. CHARLi is also the underpinning of iPipeline’s next-gen solution for e-Applications – helping carriers onboard and distribute new products faster than ever before. Additional features will be introduced over the next few months, including Speed Score, which allows carriers to analyze and optimize their sales journey across products and market segments to improve efficiency, and SmartSell, which provides agents with real-time, on-screen underwriting outcomes to streamline sales. Conversational Analytics will also be upcoming, enabling carriers and distributors to quickly interrogate data and extract actionable insights. 

K1x, the leader in AI-powered tax compliance solutions, has partnered with XcelLabs to launch Turning Tax Tech into Leadership Opportunity, a hands-on program that shows accountants how to use AI to lead change inside their firms. 

The on-demand course gives participants the opportunity to learn and apply AI-first frameworks developed by XcelLabs while practicing end-to-end K-1 automation using K1x’s patented K1 Aggregator® software. Attendees will gain practical skills to streamline workflows, improve accuracy, and convert saved hours into client-facing growth. 

The program builds on K1x’s previous collaboration with Padar on the white paper, Implementing Tax Technology Best Practices, which outlined best practices for adopting AI in tax compliance. 

LegitScript, the leader in merchant and product certification and monitoring, today announced the acquisition of Kompliant, a leading compliance orchestration platform for banks and financial services providers. This strategic move unites LegitScript’s comprehensive risk monitoring, which blends cutting-edge AI, unparalleled human expertise, and unmatched market intelligence, with Kompliant’s automated full-lifecycle compliance solution. 

For over 15 years, LegitScript has set the standard for transparency and trust in the digital commerce and payments landscape, offering payments companies unmatched visibility into online merchant risk. LegitScript’s expansive data offers global risk detection expertise in more than 60 high-risk areas and cross-platform intelligence that spans merchants, ad platforms, marketplaces, and social media. 

The acquisition addresses the critical market need for enhanced efficiency, service reliability, and global scale in underwriting and merchant risk management. Many payments companies currently struggle with legacy, siloed onboarding processes that create delays, increase risk, and lead to merchant churn. The integration of Kompliant’s advanced underwriting and compliance workflow automation technology with LegitScript’s established risk intelligence data, onboarding, and monitoring capabilities will create a unified suite of products designed to streamline compliance operations across the payments ecosystem. 

Majesco, the insurance industry’s foremost innovator in cloud-native, AI-driven software, announced today that Pennsylvania Lumbermens Mutual Insurance Company (PLM) has expanded its risk management strategy with the adoption of Majesco’s Property Intelligence solution. 

The addition of Majesco Property Intelligence supercharges PLM’s underwriting by delivering real-time AI intelligence for property risk assessments in Majesco Loss Control by using expanded data including detailed roof condition that directly improves the decision-making process. This expansion enables PLM to build on its successful use of Majesco Loss Control, Self-Survey and Guide Stream digital inspection tools, taking their risk management strategy and loss control operation to the next level. 

By embedding Property Intelligence into our operation, PLM is reducing risk blind spots, accelerating risk assessment, and reinforcing its leadership in delivering proactive risk protection and resiliency to customers. The adoption validates Majesco’s strategy of arming insurers with next-gen, data-driven, intelligent solutions that unlock agility, precision, and competitive advantage. 

mea Platform today launched mea Operations, a suite of insurance-specific agentic AI products designed to unlock the massive value trapped inside (re)insurance operating expense. Having already enabled clients to transform underwriting performance with AI that ingests, interprets, and accelerates decisions, mea is expanding its proven platform across industry workflows. 

Operating costs consume up to 14 points of every combined ratio for carriers and nearly half of total broker expenses — roughly $2 trillion annually. mea Operations tackles this, enabling up to a 50 percent reduction in operating costs. 

The suite extends mea’s Intelligent Underwriting products, which help underwriters write over 40 percent more in-appetite business with no extra effort. mea Operations replaces core (re)insurance and broker workflows from pre-bind underwriting and claims processing through post-bind, policy issuance, settlement, and finance services. 

Metropolitan Commercial Bank (the “Bank,” “MCB”), a full-service commercial bank based in New York City) is excited to announce the appointment of Emma Krentz as AI Scientist in its newly established Office of Artificial Intelligence. Emma joins MCB with a proven track record of designing and deploying AI and machine learning solutions for the financial services industry. 

Ms. Krentz has extensive experience in the banking industry and technological innovation, including her work with TD Bank’s Advanced Analytics division. Her career began as a data scientist on TD Canada’s investment team, where she honed her skills in quantitative analysis and financial modeling. 

In her new role at MCB, Emma will help design, build, and deploy enterprise-grade AI and machine learning solutions that advance the Bank’s strategic priorities. She will play a key role in developing models, pipelines, and tools to support risk management, automation, and client intelligence initiatives across the bank. Working closely with the business, technology, and risk teams, Emma will help translate business needs into secure, explainable, and production-ready AI capabilities that drive efficiency, insight, and responsible innovation on a scale. 

OpenText™ (NASDAQ: OTEX) (TSX: OTEX), a global leader in secure information management for AI, today at Guidewire Connections unveiled its new OpenText Content Cloud solutions for Guidewire, designed to help insurers move to the cloud faster and gain smarter, more efficient access to critical policy and claims content.  

The volume of content insurers manage, from accident photos and correspondence to policy applications and inspection reports, is growing rapidly. At the same time, policyholder expectations are rising; seamless service and faster claims decisions are now minimum requirements. 

The new OpenText solutions for Guidewire PolicyCenter, ClaimCenter, and BillingCenter embed content and AI-powered assistance directly into insurance workflows, enabling underwriters, adjusters, and service teams to spend less time searching and more time delivering outcomes. 

Options Technology (Options), the leading provider of capital markets infrastructure, today announced the launch of PrivateMind, a next-generation AI environment engineered to deliver intelligence with full data sovereignty, control, and performance. Purpose-built for the financial sector, PrivateMind enables institutions to harness the power of artificial intelligence within a secure, compliant, and finance-ready ecosystem. 

As firms accelerate AI adoption, many face challenges around data security, regulatory alignment, and integration with mission-critical infrastructure. PrivateMind provides a sovereign alternative to public cloud AI, enabling clients to harness the power of large language models while ensuring their sensitive financial data remains fully under their control. 

The launch of PrivateMind builds on Options’ long track record of innovation in capital markets infrastructure and follows recent milestones for Options including its private cloud expansion into Iceland, achievement of a Microsoft Solutions Partner specialization for Threat Detection and launch of Bruce ATS data into its global platform. Together, these developments reinforce Options’ commitment to delivering secure, scalable, and sustainable infrastructure to the global financial sector. 

Payslip has launched PayrunIQ, a new AI tool within its Payslip Alpha suite that helps global payroll teams, including Cloudera, Just Eat, Delivery Hero, Mango and EQT to query their payrun data using natural language, uncover anomalies, and generate insights 60x faster, achieving a 99% reduction in manual analysis and saves approximately six hours per analyst each month. 

Launched as the company reaches 1.5 million payslips processed annually worldwide, PayrunIQ represents a big leap forward in payroll intelligence. These insights radically improve decision-making and lead to faster error resolution, particularly during time-sensitive payroll operations – representing a major leap forward in payroll intelligence. 

Following the recent debut of Payslip Alpha, which has already generated strong interest across the payroll tech space, PayrunIQ continues Payslip’s commitment to practical, ethical, and impactful AI. With Payrun IQ, payroll data becomes effortlessly intelligent; it uses AI to read and analyze each payrun, turning complex datasets into meaningful insights through an intuitive chat experience. 

PitchBook, the leading private capital market intelligence provider, today announced the general availability of PitchBook’s private capital market data directly within Claude – Anthropic’s leading LLM. The integration allows customers to access PitchBook’s proprietary data through secure, conversational prompts inside Claude, one of the industry’s most trusted enterprise AI assistants. This launch builds on the previously launched Claude integration with Morningstar, PitchBook’s parent company. Together, PitchBook and Morningstar are further expanding access to high-quality, trusted financial intelligence across both public and private markets. 

Within Claude, PitchBook subscribers can now query proprietary data directly using natural-language prompts, generating intelligent outputs tailored to their needs while maintaining the highest standards of data security, accuracy and compliance. For financial institutions, this integration transforms how analysts, bankers, and investors access and apply private market intelligence, streamlining complex workflows such as deal sourcing, due diligence, market mapping, and valuation analysis. The launch also builds on PitchBook’s growing network of strategic partnerships with leading enterprise LLMs and AI-powered tools, including Perplexity, Rogo, Hebbia, Finster, Model ML, and Farsight. 

PitchBook’s larger AI-powered experience strategy is to empower users to make faster, more confident decisions, with every insight grounded in high-fidelity data. Its roadmap prioritizes precision, responsibility, and purpose and focuses on three investment areas. 

Prove, the leader in digital identity, today announced the launch of Prove Verified Agent, a solution purpose-built to secure the emerging $1.7 trillion agentic commerce market.1 The Prove Verified Agent solution provides the trust and verification layer for autonomous agents acting on behalf of consumers and businesses, creating an end-to-end chain of custody that links verified identity, intent, payment credentials, and consent — all backed by cryptographic proof. 

Analysts estimate that agentic commerce and generative-AI features could add more than $1 trillion in annual economic value globally. Yet today’s four-party payment model was never designed for agents acting independently of people. Agentic commerce cannot scale on yesterday’s identity rails. It requires a new trust framework built on verified, tokenized identity and credential issuance. The Prove Verified Agent solution closes that gap by establishing a frontier identity framework that allows trusted agents to transact safely across networks. 

The Prove Verified Agent solution extends the company’s decade-plus of innovation in building the Prove Identity Graph to future-proof banks, payment networks, platforms, and merchants for the next era of commerce. The solution establishes a cryptographically-backed chain of custody for every autonomous digital transaction, building a persistent continuum of trust that enables global ecosystems to embrace the agentic economy with confidence. 

S&P Global (NYSE: SPGI) today announced plans to expand its S&P Dow Jones Indices (“S&P DJI”) index offering with the launch of the S&P 500 3AI Sector Rotator Index, an innovative benchmark that incorporates artificial intelligence (AI), through machine learning, to analyze company data and market signals to forecast sector performance, enabling systematic and adaptive allocations across S&P 500 sectors. This launch represents S&P DJI’s first AI-enhanced index using predictive modeling as a tool and marks the beginning of a broader initiative to explore the use of AI in index design. 

As the demand for smarter and more adaptive investment tools grows, S&P DJI continues to deliver innovative benchmarks that blend traditional index methodology with cutting-edge technology. The S&P 500 3AI Sector Rotator Index utilizes scores generated by 3AI using a machine learning model to identify the three highest-ranked sectors at each rebalancing date. Designed to provide adaptive exposure to U.S. equity sectors, the index employs a rules-based methodology that incorporates AI technology and represents an extension of S&P DJI’s leadership in factor-based indexing. 

3AI, a UK-based leader in AI-powered investment intelligence, provides the predictive analytics that underpin the S&P 500 3AI Sector Rotator Index. Trusted by global investment institutions, 3AI’s forecasting system applies explainable machine learning across global equities by mapping deep company analysis and business-cycle sensitivities to forward return forecasts, enabling adaptive, data-driven sector rotation. The collaboration integrates 3AI’s proprietary AI forecasting with S&P DJI’s rigorous index design, marking a milestone in the use of predictive intelligence for benchmark construction. 

Saphyre, the leading AI-powered fintech platform that automates pre-trade onboarding processes and post-trade data management, announced today the addition of Jason Strofs as Senior Relationship Manager. 

With more than 25 years of experience at BlackRock, including roles as Managing Director, Deputy Global Head of Securities Lending and Global Head of Product & Business Strategy for Securities Lending, Strofs brings a proven track record of cultivating institutional relationships and delivering data-driven innovation to the securities finance ecosystem. 

At Saphyre, Strofs will work closely with the company’s leadership team to deepen relationships across brokers, custodians, and asset managers, helping clients leverage Saphyre’s intelligent infrastructure to achieve faster Ready-To-Trade statuses, reduce operational risk, and enhance settlement efficiency. 

SinglepointAI, the intelligent data automation layer designed to simplify and connect the retirement plan ecosystem, and PensionPro, a leader in workflow management software for Third-Party Administrators (TPAs), today announced that SinglepointAI is now an integration partner with PensionPro. Validated in production, the integration powers PensionPro’s new automated onboarding feature—eliminating one of the most painful bottlenecks in retirement plan administration. 

Onboarding plans swiftly and efficiently has long been a challenge for TPAs. Manual, repetitive data entry, missing documents, and error-prone workflows delay plan setup, frustrate employees and clients, and drain resources. SinglepointAI eliminates this friction by automating and streamlining data entry and workflows—packaging and transmitting plan data securely with speed, accuracy, and data integrity. PensionPro TPAs can now access the feature to complete their onboarding faster and more accurately—helping their plan sponsors go live sooner and improve the client experience. 

Built by retirement pros for retirement pros, SinglepointAI easily connects and adapts to existing workflows. For recordkeepers, SinglepointAI can package and deliver them the data they need in their preferred format—file, feed, or post—making integration lightweight and straightforward. 

Snappy Kraken, the martech innovator dedicated to powering smarter, more efficient financial advisor marketing initiatives, today announced its new CRM integrations, the first real-time, bidirectional integration of its kind in the advisor marketing space. This innovation makes Snappy Kraken the only platform able to fully unify CRM, marketing automation and analytics in a single ecosystem. The new CRM integration enables continuous synchronization between advisors’ CRMs and the Snappy Kraken platform—eliminating manual imports and giving enterprises and advisors a single, up-to-date view of client and prospect data. It also supports pre-built integrations with leading systems including Redtail Orion, Salesforce and Practifi, while simplifying integrations with new CRM vendors and custom systems to ensure consistent, accurate marketing efforts for advisors and enterprises. 

For wealth management firms, fragmented CRM and marketing systems have contributed to slower growth, compliance challenges and outdated client data. Snappy Kraken’s updated CRM integration eliminates that friction by uniting CRM and marketing automation into one connected system, improving data quality, enabling timely follow-up and allowing deep customization for every advisor and firm. The result is a compliant, scalable and AI-ready infrastructure that supports growth across the entire organization. 

Building on its recently released enterprise-level AUM Pipeline Dashboard, which connects firm-wide marketing activity directly to assets under management (AUM), Snappy Kraken is also introducing a new advisor-level view that gives individual advisors the ability to see how their marketing efforts translate into asset growth. The dashboards pull data directly from CRM and other sources to show how leads progress through each stage of the pipeline and the potential AUM associated with each opportunity. 

Socure, the AI-first platform for global identity and risk decisioning, today unveiled an expanded RiskOS AI Suite of solutions featuring six breakthrough AI agents and assistants that substantially elevate the speed, intelligence, and precision of enterprise identity, compliance, and authentication operations. The investments Socure is making in AI position RiskOS as the new benchmark and standard for best-in-class identity and risk decisioning. 

Arriving less than eight months after Socure’s acquisition of Effectiv and the General Availability release of RiskOS, the new RiskOS AI Suite signifies the next leap in Socure’s mission to solve the world’s most complex identity, compliance, and fraud challenges through explainable and actionable AI risk decisioning. 

Built natively within Socure’s industry-leading RiskOS platform, the proprietary AI Suite embeds autonomous intelligence into every phase of the risk lifecycle, not as an add-on feature, but as core infrastructure, enabling organizations to make faster, smarter, and more transparent decisions. The Suite empowers humans and AI to work side-by-side — keeping expert judgment at the center while automating repetitive, time-consuming tasks. It also adds strategic agility and precision, so teams can adjust controls in real time as business needs and external events evolve. 

Sovos, the always-on tax compliance company, today announced the launch of OptiTax™, a purpose-built use tax management solution designed to help enterprise organizations transform their approach to use tax compliance from reactive to proactive financial optimization.  

OptiTax represents a strategic advancement in Sovos’ tax technology portfolio, offering a new kind of Use tax platform that is analytics-driven and ERP-agnostic by design. The solution addresses the critical challenge of use tax compliance – often called the “hidden tax compliance audit risk” – by providing finance teams with unprecedented visibility and control over their use tax obligations.  

Built on Sovos’ robust cloud infrastructure, OptiTax enables organizations to systematically review accounts payable transactions, identify overpaid taxes for recovery, and detect under-accruals before audits begin. The solution replaces brittle integrations and consultant-led clean-ups with a scalable, automated approach that delivers measurable financial results. 

SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the launch of its AI agent catalogue for financial services and healthcare firms. The outcome-focused AI agents are designed to simplify complex operations such as credit processing and contract validation. Delivered as a managed service, the agents help organizations overcome talent shortages and operational bottlenecks securely and at-scale. 

One of the first customers to evaluate an SS&C AI Agent is American Life, a rapidly growing carrier in the annuity and retirement space based in Lincoln, Nebraska. The firm is leveraging and evaluating SS&C’s Credit Agreement Document Agent to streamline processing within its private credit operations. The AI agent continuously reviews and updates lengthy loan documents, cutting time and errors associated with manual review. SS&C saw a significant reduction in credit processing times within internal operations by using the technology. 

Built on SS&C AI Gateway, the company’s enterprise-grade AI governance platform, each agent is developed, tested, and deployed within SS&C’s own operations before being released to customers, ensuring proven performance, compliance, and measurable ROI. 

Truist Financial Corporation (NYSE: TFC) today announced the launch of Truist One View Connect, an embedded banking solution that empowers finance teams to seamlessly manage payments and cash across diverse environments, dramatically reducing complexity and unlocking new levels of efficiency. Embedded natively in leading enterprise resource planning (ERP) platforms — including NetSuite, Sage Intacct, Workday and Microsoft Dynamics 365 Business Central — Truist One View Connect delivers a unified, branded experience with actionable treasury workflows right where teams work. 

An extension of Truist One View — the bank’s flagship wholesale digital platform — Truist One View Connect pairs advanced ERP connectors and Truist’s secure APIs to enable centralized administration, rapid deployment and bank-grade controls. The solution is currently in pilot with select clients and will expand in the coming months to additional clients using supported ERP systems. 

Built on an API-first architecture and developed in partnership with fintech leader Koxa, Truist One View Connect goes beyond basic bank feeds to deliver in-ERP reconciliation and reporting, Real-Time Payments and approvals — helping finance teams automate processes, strengthen controls and gain instant visibility into financial operations. The result: less manual work, fewer errors and more time for strategic priorities. 

Peak Credit Union (Peak), a leading credit union serving over 250,000 members across Oregon and Washington, has partnered with Upstart (NASDAQ: UPST), the leading artificial intelligence (AI) lending marketplace, to offer personal loans to more consumers. 

Peak started lending as a partner on the Upstart Referral Network for personal loans in November 2022. As part of the Upstart Referral Network, qualified personal loan applicants on Upstart.com who meet Peak’s credit policies receive tailored offers as they seamlessly transition into a Peak-branded experience to complete the online member application and closing process. 

Uptiq.ai, the leader in AI infrastructure for Financial Services, today announced it will unveil Uptiq Qore at Money20/20 USA (October 26–29, Las Vegas) — the intelligent platform that enables financial institutions to build production-grade AI applications and agents in weeks, not months. 

Qore represents a fundamental shift in how Financial Services innovates. Instead of waiting on expensive consultants and lengthy development cycles, business users can now imagine and build intelligent financial applications through simple prompts — with IT delivering only the quality finish that financial enterprises demand. IT and Compliance teams validate, augment and certify rather than build from scratch, dramatically compressing time-to-value while maintaining enterprise rigor. 

As the AI foundation purpose-built for Financial Services, Qore empowers banks, credit unions, wealth managers, and fintech companies to infuse AI throughout their operations without ripping and replacing core systems. The platform delivers composable innovation through three integrated capabilities: intelligent app building, multi-agent orchestration, and a library of 100+ financial skills ready to deploy. 

Uptiq.ai, the leader in AI infrastructure for financial services, today announced that it has raised $12 million in a new funding round led by Silverton Partners. Live Oak Venture Partners, Tau Ventures, First Capital and Green Visor Capital participated in the round. 

The new capital will be used to drive large-scale adoption of Uptiq Qore — the company’s next-generation AI infrastructure platform — and make it accessible to financial institutions of all sizes. Uptiq plans to scale its distribution network, expand integration partnerships, and accelerate go-to-market programs that bring Qore to the mainstream of the financial services ecosystem. 

Uptiq.ai has been quietly developing what industry leaders are calling the “The AI Platform for financial services.” Its flagship platform, Uptiq Qore, provides the intelligent foundation that allows institutions to build, orchestrate, and scale AI-powered financial applications through simple prompts — reducing development time from months to weeks while maintaining enterprise-grade governance and compliance. 

Digital banking solutions provider Tyfone today announced a new partnership with Uptiq, a leading enterprise AI platform for financial services, to enhance business banking experiences across Tyfone’s nFinia® Business Digital Banking Platform. 

Through the integration of Uptiq’s SMB Banking Suite, financial institutions using Tyfone’s platform can provide their business customers with a connected ecosystem of intelligent tools and actionable insights that go far beyond standard cash management. 

Tyfone’s nFinia® Business Digital Banking Platform is a robust solution designed to address SMBs’ unique needs across every digital channel. Now enhanced with Uptiq’s embedded AI agents, analytics, and ready-to-use interfaces, institutions can empower SMBs with deeper insights while positioning themselves as trusted advisors through personalized, data-driven recommendations. 

Worldpay® today announced the launch of its innovative Authentication Optimization Service, a patent-pending solution designed to maximize payment approval rates and minimize unnecessary friction for merchants using 3D Secure (3DS) to authenticate payments. This service is widely available to merchants that accept payments in non-3DS regulated markets. 

The new service uses artificial intelligence to leverage payment insights across billions of global transactions processed by Worldpay. It makes real-time decisions on when to apply 3DS to authenticate the transaction or directly authorize the payment based on factors such as risk and issuer preference. 

This AI-powered solution goes beyond rigid, rules-based systems by intelligently routing transactions to 3DS authentication only when truly necessary — either for regulatory compliance or when Worldpay’s data indicates a high probability of issuer acceptance. This targeted approach reduces unnecessary friction while maintaining security and compliance standards. 

Zafin, the strategic platform partner that banks trust to accelerate innovation and deliver transformative customer value, today announces a collaboration with Curinos, a provider of AI-driven decision intelligence technology for financial institutions, bringing real-time access to commercial benchmark pricing insights into Zafin’s Deal Manager solution. Together, the platforms enable banks to embed market intelligence into every stage of deal negotiation and billing – turning insight into action. 

Financial institutions are navigating tighter margins, rapidly evolving customer demands, and growing pressure to deliver value while protecting profitability on every deal. When using Zafin’s Deal Manager capabilities, relationship managers, treasury sales teams, product managers, and pricing teams will gain real-time access to Curinos commercial benchmark pricing data as they build and price deals, analyze accounts, and forecast revenue. This is a key strategic augmentation of Zafin’s universal corporate and commercial deal negotiation solution.