AI & Finance™ | News for the Week Ending 11/14/25

Alaris Acquisitions, a leading sell-side M&A consultancy for the wealth management industry, today announced the launch of its Buyer Portal, a first-of-its-kind digital hub where acquirers can present their firm to potential sellers through data-rich profiles, videos and interactive insights. The new Portal, powered by Alaris’ proprietary AI-driven platform, marks a major step forward in creating a more transparent, efficient and humanized M&A experience for registered investment advisors (RIAs). 

The new tool builds on Alaris’ Lens Application, introduced earlier this year, which seeks to improve cultural and financial matchmaking between buyers and sellers. The Buyer Portal allows buyers to showcase their firm to potential sellers in a structured, accessible format, eliminating the burden of repeated one-off conversations. Buyers receive feedback and insights on seller activity and interest, while sellers gain a transparent view into buyer models, strategies and cultural fit. As more buyers engage with the Portal, the profiles evolve into richer, more compelling representations of each firm. 

As M&A activity in the RIA industry continues to surge, Alaris’ Buyer Portal introduces a long-missing element: a way for buyers to actively and authentically market themselves to sellers. Last year, RIA deal volume grew nearly 15 percent, yet many advisors remain uncertain about how to evaluate the right partner beyond headline valuation. The Buyer Portal bridges that gap, putting culture and economics on display in a scalable, technology-enabled way. 

Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investment ecosystem, today announced a strategic collaboration with Evergreen Wealth, a digital, next-generation Registered Investment Advisor (RIA). Evergreen Wealth provides tax-aware investment management and AI-powered financial advice to affluent and high-net-worth clients seeking to improve after-tax outcomes and support building lasting wealth for individuals and families. They selected Apex AscendOS™ to power their investing platform, Dynamic Portfolios™. 

Founded by financial services visionary Bill Harris, former CEO of PayPal and Intuit and founding CEO of Personal Capital, Evergreen Wealth provides investors with a hyper-personalized, tax-optimized index of individual securities tuned to their specific goals, risk tolerance, tax rate, and values, to deliver sophisticated, after-tax wealth management once reserved for ultra-high-net-worth clients. 

Purpose-built for scalability and flexibility, AscendOS is a real-time, cloud-based investment platform that empowers fintechs, broker-dealers, and wealth management firms to construct next-generation digital experiences by leveraging APIs that can deliver essential functionalities, including digital account setup in seconds, trading capabilities, and real-time custodial data. 

ARQA, the AI-native wealth management platform, today announced the launch of AI Workflows, a major addition to its product suite that brings AI powered orchestration to the core of wealth management operations. The new module enables financial professionals to automate multi-step processes through intelligent AI agents that interpret natural-language instructions and execute tasks across platforms. 

Even as firms adopt new technologies, wealth management operations remain complex and fragmented, with many processes still handled manually—leading to operational bottlenecks, reduced efficiency, and limited scalability. ARQA Workflows is designed to change that by eliminating repetitive tasks, enabling real time decisions, and improving overall efficiency. 

Built with enterprise needs in mind, ARQA Workflows acts as the connective layer—bridging data silos, streamlining operations, and setting a new standard for AI-driven efficiency. Financial professionals can interact with data conversationally, and execute complex, multi-step processes across platforms in seconds. Its modular architecture allows institutions to integrate ARQA seamlessly into existing environments or deploy it as a complete solution.  

Arta today announced the expansion of Arta AI, a SaaS platform purpose-built to empower individuals and financial institutions with AI agents for wealth management. Now available to all investors, wealth managers and advisors globally at arta.ai, the AI Sidekick is now being deployed across a growing network of banks and wealth management firms – with Bank of Singapore, Hong Leong Bank, and Ethivo Asset Management (HK) Ltd, formerly known as UCAP HK AM Ltd joining existing clients Wio Invest operated by Wio Securities LLC and Income Advisory Financial Advisers, a wholly-owned subsidiary of Income Insurance Limited — reflecting strong demand from both traditional and next-generation financial institutions. 

Arta AI Sidekick gives every advisor a dedicated AI agent that connects client portfolios, firm data, research, and product intelligence to surface relevant portfolio information and streamline day-to-day workflows. It helps advisors make faster, more informed decisions and engage each client at scale, and frees up their time to spend on direct relationships and higher-value advisory services.  

Arta AI delivers institutional-grade analytics through an intuitive conversational interface. It combines generative AI with vetted data, real-time market pricing, and firm-specific CIO research to give advisors and clients the tools to automate analytical and reporting tasks and explore new ways to enhance client engagement. Advisors can instantly analyze portfolios, run Monte Carlo simulations or stress tests, integrate proprietary research, and communicate in multiple languages.  

ASA has unveiled a new suite of artificial intelligence–powered products – ASA Net Worth, ASA One View, and ASA Forecast – created specifically to help credit unions and banks address today’s toughest challenges: deepening user engagement, reducing friction in digital experiences, and driving financial wellness through data intelligence. 

As user expectations shift toward real-time visibility, personalized insights, and frictionless budgeting tools, many financial institutions are seeking technology partners that combine open finance connections and AI automation fully embedded inside of digital banking. ASA’s new solution helps credit unions and banks compete with big banks while maintaining the trust, community focus, and compliance that make community financial institutions unique. 

ASA Net Worth gives users a comprehensive, continuously updated financial profile – connecting banking accounts, loans, investments, crypto assets, and real estate through secure APIs. Financial institutions can leverage these real-time insights to streamline lending, enhance financial counseling, and validate debt-to-income and cash flow trends instantly. 

Avalara, Inc., the agentic tax and compliance leader, today announced it has closed an equity investment from an investor group led by BlackRock’s Private Financing Solutions. Vista Equity Partners (“Vista”), which first invested in Avalara in 2022, will remain the company’s majority shareholder. All of the proceeds will be used to purchase shares from existing shareholders. 

Avalara pioneered cloud-based tax automation and defined the category over the past two decades. Now, as agentic AI reshapes enterprise software, Avalara is once again leading the transformation with its introduction of an agentic operating model powered by MCP servers, enterprise LLMs, domain-specific SLMs, intelligent AI agents, and one of the industry’s most expansive compliance content networks. All of this runs on a multi-cloud platform engineered for resilience, scalability, and performance. 

The Avalara Agentic Tax and Compliance™ platform is built on a core principle: automation should never mean loss of control. Every Avalara AI agent includes embedded checkpoints for human review and approval, giving enterprises full command and audit-ready visibility across every compliance process, from tax filings to registrations. 

Baker Hill today announced the launch of UN/FY™, its most ambitious loan origination system to date — combining digital small business lending, deposit account opening and AI-driven insights into an intelligent ecosystem that enables speed, enriches trust and increases profitability for clients. 

Built on more than 40 years of Baker Hill innovation and powered by the Data Pond™, UN/FY introduces a dynamic, data-driven architecture that continuously gathers, verifies, and enriches data from core banking systems, regulatory sources and trusted external partners in real time. The result: instant decisions, proactive risk detection and personalized experiences that make business lending faster, smarter and more human. 

With UN/FY, financial institutions cut underwriting time from weeks to minutes, reduce origination costs by up to 60 percent, and open new accounts instantly; creating faster growth, higher yield and deeper customer loyalty. 

bevri.ai, the technology company redefining the entire TPO mortgage industry through artificial intelligence, today announced the appointment of Jonathon Haddad as Chief Executive Officer. This leadership move heralds bevri.ai’s next chapter in delivering end-to-end automation tailored for brokers and non-delegated correspondent lenders bringing the vision of one-touch closes into sharp reality. 

In Georgian, “bevri” means “a lot.” bevri.ai lives up to its name: a lot of ai. A lot of automation. A lot of growth. The company’s Mortgage Solutions platform provides full automation from lead capture to closing featuring intelligent lead qualification, ai-powered document processing, real-time underwriting support, and client-communication automation. The company is also preparing expansions into real estate, insurance and legal-tech verticals. 

Jonathon Haddad joins bevri.ai with a deep and uniquely relevant mortgage-industry background. Beginning his career in retail mortgage at one of the largest lenders in the country, Haddad advanced quickly through roles and helped generate billions in transaction volume. He then transitioned into the broker/wholesale channel as Managing Partner at Next Door Lending, where under his leadership the company produced substantial volume and growth. Simultaneously, Haddad has taken an industry-leadership role as CEO of Association of Independent Mortgage Experts (AIME), advocating for independent brokers and shaping the future of the channel.  

Billtrust, the leader in B2B accounts receivable workflow and payment software, today announced the launch of Collections Agentic Procedures, a first-of-its kind capability within its Collections solution. Collections Agentic Procedures redefines how finance teams collect by replacing static playbooks with adaptive methods that learn from every customer interaction and recommend the most effective outreach strategy. 

Using network-wide behavioral data to segment buyers by risk and payment behavior, Collections Agentic Procedures recommends the optimal outreach sequence – timing, frequency, channel – for each segment. This ensures collections teams avoid one-size-fits-all playbooks while reducing wasted effort and minimizing customer contact fatigue. 

Collections Agentic Procedures is powered by Billtrust Insights360, an embedded AI intelligence layer within the Billtrust platform that analyzes buyer behavior and delivers actionable insights across core accounts receivable (AR) workflows, including invoicing, payments, cash application, collections, and credit. Built on Billtrust’s proprietary AR and buyer data, it provides a safe environment for smarter, data-driven decisions, helping businesses improve cash flow and reduce risk. 

Butter Payments, the most intelligent machine learning-powered payments recovery platform, today announced that it has strengthened its senior leadership team with the appointment of Sonali Sambhus as Chief Technology Officer (CTO). 

The appointment follows the recent additions of Sofya Pogreb as Chief Executive Officer and Charles Rosenblatt as Chief Commercial Officer. These leadership hires underscore Butter’s ongoing momentum and investment in scaling technology, operations, and executive capabilities to meet growing demand across the subscription economy. 

Sonali Sambhus, CTO, joins Butter as a technology visionary with extensive experience building and scaling AI- and ML-driven fintech platforms into successful, high-growth businesses. She most recently led the Developer & ML Platform at Block, Inc. (formerly Square, NYSE: SQ), driving platform growth and transformative initiatives. Sonali has held executive roles at Realtor.com and Vuclip, Inc., co-founded the data analytics startup 10jumps Inc. (acquired by Saggezza Inc.), and served on the board of directors at AvidXchange (NASDAQ: AVDX) and is an advisory board member at Illuminate Ventures. As a fractional CTO and startup advisor through Thrrive Ventures, she has worked with emerging fintech and AI startups, including Worth AI and Dwarpaal. 

Candescent, the leading cloud-based Intelligent Banking platform powering innovation across fintech and banking, today announced that industry veteran Kranti Talluri has joined Candescent as Vice President, Head of Developer Experience. This appointment advances Candescent’s Intelligent Banking platform strategy, focused on delivering superior developer experiences across an open, extensible ecosystem that empowers financial institutions, fintech partners, and internal teams to integrate, extend, and innovate with greater agility, speed, and intelligence. 

With 67% of U.S. banks increasing their investment in digital transformation initiatives—and using a comprehensive developer toolkit is cited as a key driver of innovation and operational efficiency—Talluri’s appointment comes at a pivotal time for the industry. 

Talluri joins Candescent with more than 20 years of experience in product development, cloud-based integrations, and programming. Most recently, he served as the Head of Product, Customer and Developer Experience at Nium, a leading provider of global infrastructure for real-time cross-border payments. Prior, Talluri was the Director of Developer Experience at Marqeta, where he led the strategy, roadmap, and operations for Marqeta’s development platform and prior to that a leadership role in developer experience at Twilio. 

Chubb, a world leader in insurance, debuted today a new AI-powered optimization engine within Chubb Studio, its global technology platform for embedded insurance distribution partnerships, at the Singapore Fintech Festival. The new capability uses proprietary AI to analyze data and deliver personalized insurance offerings at the point of sale, making it one of the first solutions of its kind available to digital distribution partners in the insurance industry. 

The optimization engine will enable Chubb’s partners to increase customer engagement and build stronger brand loyalty with measurable growth by aligning protection solutions with the unique needs of their customer base. Consumers gain access to simple, highly curated insurance options offered from the platforms and apps that they trust and within everyday digital experiences, providing peace of mind when it matters most. 

Chubb Studio enables digital platforms worldwide to seamlessly integrate insurance products into their customer journeys via APIs and SDKs. The new capability combines data-driven insights, click-to-engage technology and direct marketing strategies. These market-leading tools empower Chubb’s partners to offer the most relevant products — such as phone damage, travel, or hospital cash and life protections — through marketing campaigns based on their specific customer personas. 

DataDasher AI, developer of an agentic artificial intelligence platform purpose-built for financial professionals, today announced a milestone collaboration with Orion, a premier provider of transformative wealthtech solutions powering the growth of financial advisors and the enterprise firms that serve them.  

Through this integration, DataDasher connects live Orion portfolio data and Redtail CRM information directly into its AI workflow platform, delivering a super-powered connection across the most trusted advisor tech stack to help advisors save time, stay compliant and drive more meaningful client conversations. 

The integration enables advisors to seamlessly pull live portfolio balances, allocations and performance metrics from Orion into meeting prep, notes and follow-ups within DataDasher. Combined with CRM synchronization through Redtail, advisors can now view and act on a complete 360° client picture all within the flow of their daily work. 

Decisions and ProcessMaker today announced their merger, positioning themselves at the forefront of the rapidly evolving Business Orchestration and Automation Technologies (BOAT) market globally. The strategic combination delivers comprehensive AI process orchestration, automation, and discovery, unlocking greater value for customers. From streamlining the simple to mastering the complex, the new company enables workflow, process automation, and orchestration across silos. 

As enterprises pivot toward consolidated automation platforms, the merged organization is positioned to meet a critical market demand. According to Gartner, “By 2030, 70% of enterprises will adopt unified platforms that orchestrate business processes, AI agents, bots, APIs and human actions, up from just 5% today.” The blend of ProcessMaker’s strengths in AI-enriched workflows, low-code development, and Intelligent Document Processing (IDP) with Decisions’ enterprise-grade rules engine, process orchestration, and case management capabilities, reduces the effort required to automate processes and scale quickly. 

The unified offering addresses critical enterprise needs as organizations face mounting pressure to consolidate fragmented automation tools, reduce total cost of ownership, and accelerate digital transformation. With over 700 combined customers, the new organization delivers proven expertise in automating complex processes across industry verticals, including financial services, insurance, healthcare, education, manufacturing, and government. 

Dixon Schwabl + Company (DS+CO) announces the launch of its AI Readiness Check, a new digital assessment that helps financial institutions measure their preparedness for responsible AI adoption. The launch coincides with the New York Bankers Association (NYBA) Financial Services Forum this week, where DS+CO Chief Transformation Officer Malorie Benjamin presented “AI in Action: A Practical Guide to Building Intelligent, Trust-Driven Banking.” 

Developed in partnership with Cause + Effect Strategy and FLX AI, the tool enables executives to quickly gauge organizational maturity across five pillars — strategy, risk, data, talent and governance — and receive tailored next steps for responsible AI deployment. 

Global analytics software leader FICO (NYSE: FICO) and Xactus, a fintech and market leader in verification solutions for the mortgage industry, today announced that Xactus is the first verifications provider to finalize a multi-year agreement to participate in the FICO® Mortgage Direct License Program. This milestone partnership marks a major step forward in transforming how credit scores are delivered to the mortgage industry. 

The FICO Mortgage Direct License Program will empower tri-merge providers, such as Xactus, to calculate and deliver FICO® Scores directly to lenders. Xactus is collaborating closely with FICO to implement the program, ensuring seamless access to FICO® Scores for its clients and supporting the modernization of credit infrastructure in the $12 trillion U.S. mortgage industry. 

By streamlining score delivery, the FICO® Mortgage Direct License Program enables lenders to save up to 50% on per-score FICO fees, while providing flexible pricing models that reflect the critical role of the FICO® Score in mortgage funding and liquidity. 

Franklin Resources, Inc. [NYSE:BEN], a global investment management organization operating as Franklin Templeton, today announced a strategic partnership with Wand AI to deploy agentic AI across its platform – marking a significant milestone in financial services innovation. Through its collaboration with Wand AI, the firm has been able to implement agentic AI at scale, powered by Wand’s patented Autonomous Workforce and Agent Management technologies. 

Over the past year, Franklin Templeton has deepened its collaboration with Wand AI, evolving from pilot programs to production deployments of intelligent agents across multiple departments. The initial implementation focused on priority use cases within the firm’s investment teams. By 2026, Wand-powered agents are expected to be used in key enterprise workflows — supporting investment research, operational efficiency, and digital transformation — all underpinned by rigorous governance and control frameworks. 

As financial institutions face increasing pressure to deliver sharper insights, operational excellence, and digital innovation at scale, Franklin Templeton continues to lead with a bold vision for the future. The enterprise-wide deployment enables Franklin Templeton to continuously identify and resolve gaps in AI-driven workflows, allowing for the real-time creation and evolution of complex processes that learn and improve over time. 

Hexaware Technologies (NSE: HEXT), a global provider of IT solutions and services, today announced the launch of two new insurance solutions developed exclusively for Google Cloud. The offerings strengthen Hexaware’s collaboration with Google and reflect a shared focus on accelerating digital transformation through automation, AI, and scalable cloud-native architectures for the insurance industry.  

Hexaware’s parametric claims solution automates the full life cycle of parametric insurance claims. The platform integrates data from trusted, real-time sources, including IMD, NOAA, global satellite networks, and Google Earth Engine, for continuous environmental monitoring. Utilizing the Agent-to-Agent Protocol, self-governing AI agents autonomously handle trigger detection, data validation, and claims settlement. This framework shortens settlement timelines from weeks to mere hours, providing unprecedented efficiency. All operational data is unified within Google BigQuery, serving as a robust knowledge fabric that ensures immutable transparency and comprehensive auditability across the entire claims process. 

Hexaware’s intelligent platform reimagines the insurance product delivery life cycle. It equips brokers, (re)insurers, and MGAs with an AI-assisted, no/low-code environment that transitions product development from rigid, manual processes to a faster, more flexible innovation hub with API-based integration. Powered by Vertex AI and Gemini Enterprise, it enables the autonomous creation and configuration of new insurance products directly from natural-language prompts and unstructured documentation. Leveraging the Agent-to-Agent Protocol, autonomous agents manage configuration, testing, and deployment cycles. The platform utilizes NotebookLM for accelerated analysis and summarization and integrates conversational analytics in Looker on a BigQuery data foundation, providing real-time, business-driven insights. 

Hybrid Advisors announced a $1 million pledge to its philanthropic arm, the Hybrid Advisors Foundation, an investment in the nonprofit’s mission to expand economic opportunity through impact investing, financial education, AI workforce training, and clean energy initiatives. 

The Hybrid Advisors Foundation, a 501(c)(3) nonprofit organization, was created to bridge the gap between capital markets and social impact. Using a diversified “hybrid capital” model, the foundation strategically deploys a mix of philanthropy, program-related investments (PRIs), and ecosystem building to create measurable and sustainable outcomes for underserved communities. 

The homebuying journey has long been a patchwork of disconnected steps – searching listings, securing financing, finding agents, comparing insurance, and closing deals through a maze of paperwork and phone calls. A newly announced partnership between iKenekt AI and QuoteWizard by LendingTree aims to change that dynamic completely, uniting the entire process under one intelligent digital ecosystem. 

iKenekt AI, known for its advanced property and lending analytics, built its reputation by streamlining complex commercial real estate transactions. Now, with the help of QuoteWizard – one of the nation’s leading online insurance marketplaces – iKenekt is bringing its artificial intelligence platform to consumers for the first time. 

Through this collaboration, buyers and homeowners will experience a unified, AI-powered real estate journey: from searching and evaluating properties to connecting with agents, securing mortgages, and comparing insurance quotes, all within a seamless digital experience. 

Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, announced today new AI and Agentic AI experiences across Credit Karma and TurboTax, together creating the only all-in-one Consumer Platform that seamlessly delivers year-round control of personal finances powering better money outcomes. Intuit’s Consumer Platform offers done-for-you daily finance management and wealth optimization by predicting and automating actions across credit, debt, money management, wealth building, and tax preparation. Advanced Agentic AI is paired with Human Intelligence (HI) through a nationwide network of 13,000 experts to provide trusted, personalized guidance and actively deliver more money, faster. 

New Agentic AI assistants and Intuit’s unique combination of Artificial Intelligence + Human Intelligence (AI+HI) transform complicated everyday financial tasks into effortless, done-for-you experiences that reduce stress, save time, and put more money in customers’ pockets year-round. 

For customers seeking the trust, confidence, and reassurance of a tax expert—especially when dealing with complex or prior-year issues—TurboTax is making human expertise more accessible than ever through an expanded service footprint that offers customers the option of convenient virtual or in-person filing and consultation options. These are revolutionary, modern, AI-led experiences. 

Maxio, the leading platform for billing automation and revenue management, and Rillet, the AI-native ERP platform, today announced the early access launch of their integration. This milestone marks a significant step in redefining the modern finance stack — helping teams eliminate manual work, accelerate reconciliations, and gain real-time visibility from billing through close. 

Key capabilities include unified billing –to-ERP data flows, automated closing and reconciliation, modern billing and AI-native ERP, and scalability without sprawl. 

MoneyGram, a leading global payments network for consumers, businesses and communities, today announced a strategic partnership with Oscilar, the AI Risk Decisioning™ Platform, to power its next-generation risk infrastructure. The collaboration advances MoneyGram’s AI-first strategy, delivering real-time risk intelligence across its global network to drive greater efficiency, agility and performance. 

MoneyGram operates one of the world’s largest global payment networks, connecting 20,000 corridors, nearly 500,000 retail locations and five billion digital endpoints across more than 200 countries and territories. Serving over 50 million people each year, the company’s competitive moat is its ability to move money across borders seamlessly, affordably and securely, while meeting diverse regulatory requirements worldwide. 

To maintain this standard, MoneyGram continues to advance one of the most robust, data-driven compliance and consumer protection programs in the industry. Through its partnership with Oscilar, MoneyGram is enhancing its platform with real-time, adaptive risk intelligence to stay ahead of the evolving threat landscape and set a new industry standard among global financial institutions. 

Option Circle, a leading platform for automated options trading, today unveiled its roadmap for a fully autonomous, AI-driven, regime-based trading platform. The visionary system will integrate the company’s existing Volatility Intelligence Engine and Advanced Backtesting Engine with a forthcoming Strategy Engine, powered by Option Circle’s proprietary custom large language model (LLM). The platform is designed and engineered to recognize the prevailing market “regimes” and automatically deploy historically proven effective strategies tailored to each environment, all aligned with an investor’s individual financial objectives. 

This initiative aims to deliver the holy grail of quantitative investing: disciplined, data-driven, fully automated execution for retail traders. Backed by 36 patent-pending applications, the platform continuously analyzes thousands of proprietary volatility metrics and technical indicators to identify the prevailing market regime (e.g., high-volatility bearish or low-volatility bullish). It then draws from a comprehensive library of backtested strategies to automatically deploy the most effective approach for each market environment. By combining human insight with machine intelligence, the platform adapts dynamically to changing conditions – executing trades with precision, discipline, and consistency while eliminating emotional and reactive decision-making from the process. 

A key innovation will be the integration of a custom LLM, allowing users to interact with the platform using natural language. A user could simply ask, “What strategies have been most profitable when the VIX term structure is in backwardation and the S&P 500 is trending down?” or “What’s the optimal options strategy for AAPL in the current market regime?” 

Options Technology (Options), a leading provider of financial services infrastructure, today announced the launch of AtlasInsight Capture 200, the next-generation evolution of its high-fidelity packet capture software. 

AtlasInsight, originally known as Packets2Disk and rebranded following its acquisition by Options in 2024, delivers unrivalled visibility into Market Data, Trading and Network performance. Capture 200 represents a complete re-architecture of the capture engine, achieving sustained line-rate performance at 200 Gb/s without the cost or constraints of proprietary hardware. 

AtlasInsight enables clients to deploy high-performance, cost-efficient capture environments using standard commodity infrastructure. Unlike traditional hardware-dependent solutions, it provides the same precision and reliability while dramatically reducing complexity and total cost of ownership. 

Performativ today announced the launch of Custom Agents and the AgentKit Builder, two new capabilities designed to help financial institutions integrate AI safely and compliantly into their core operations. 

Built on the OpenAI AgentKit foundation and powered by Performativ’s Model Context Protocol (MCP) architecture, the solution allows banks, capital markets firms, and asset managers to design, govern, and deploy AI agents within their existing workflows while maintaining full regulatory oversight, auditability, and control. 

Performativ’s Custom Agents introduce a structured framework for enterprise AI governance. Each agent operates through an MCP user with least-privilege, role-based access controls, ensuring that data access, processing, and actions remain within approved boundaries. 

PitchBook, the leading provider of private capital market intelligence, today announced the upcoming launch of PitchBook Navigator, a generative AI feature that delivers best-in-class private capital market insights through simple, natural-language prompts directly within the PitchBook Platform. Navigator will be generally available to subscribers in late November. PitchBook also announced a Model Context Protocol (MCP) connector integration with OpenAI, enabling PitchBook subscribers to securely access its proprietary private market data within ChatGPT. This integration is expected to be available in the near future. Together, these launches bring private capital market intelligence into the age of trusted AI, transforming how financial professionals access, analyze, and act on data. 

Embedded in the PitchBook Platform, Navigator enables users to ask natural-language questions and instantly surface insights on companies, deals, and market trends, powered by PitchBook’s data and proprietary AI + HI (Artificial Intelligence + Human Insights) methodology. This approach pairs advanced AI with human expertise, ensuring every response is fast, objective, and backed by the industry’s most accurate and timely data. At launch, Navigator delivers data and research across companies, transactions, and market themes to accelerate deal sourcing, due diligence, and market analysis. Over time, it will expand to include the full scope of PitchBook’s data, insights and IP. 

Early beta testing has demonstrated strong adoption and measurable productivity gains.

Pitcher, the leading provider of B2B Sales Enablement 2.0 solutions, is proud to announce the launch of Pitcher Pathways, a breakthrough in content personalization technology that makes data-driven, compliant content easy to manage and share at scale. 

Pitcher Pathways is a web-based, AI-powered solution that enables financial services firms and enterprise revenue teams to transform how they create and manage client-facing content. Designed to replace outdated, file-based legacy systems, Pathways is an easy-to-use solution that requires no technical expertise, so in-house marketing, compliance, and sales teams can comfortably manage the solution. 

Each Pathway is a live, data-connected presentation that replaces static slides and documents with interactive client experiences. Pathways pull directly from approved internal and third-party data sources — no reformatting or manual updates required. 

Tailwind Business Ventures, LLC, a leading financial technology implementation partner, today announced its instrumental role in Hamilton Reserve Bank’s (HRB) rapid deployment of the 2024 release of Temenos Digital. As one of the primary technology implementation partners, Tailwind leveraged its proprietary AI-based platform, Fincoder™, to accelerate implementation of the digital banking platform for this world-class financial institution headquartered in the Caribbean – completed in just 2 months. 

Hamilton Reserve Bank is the largest global bank headquartered in the Caribbean with worldwide offices serving clients in over 150 countries, 15 languages, and 126 currencies. The implementation of Temenos Digital with Tailwind was part of a wider Temenos banking software upgrade to the 2024 release. 

Tailwind’s comprehensive approach encompassed the implementation of Temenos Digital while establishing robust processes and governance structures that positioned HRB for exponential growth. The Fincoder™ platform accelerated development cycles, automated testing protocols, and streamlined integration processes, enabling the bank to go live with Temenos Digital in just 2 months. 

Pathward Financial, Inc. (Nasdaq: CASH) through its subsidiary, Pathward®, N.A. (“Bank” or “Pathward”), today announced that it has partnered with Upstart to offer personal loans through Upstart’s lending marketplace. The partnership illustrates Pathward’s ongoing efforts to work with industry leaders to offer innovative financial products and solutions that power financial inclusion for individuals and businesses. 

Upstart connects millions of consumers to more than 100 banks and credit unions that leverage Upstart’s artificial intelligence models and cloud applications to deliver outstanding credit products. Upstart has demonstrated that with its AI-powered platform, lenders can approve more borrowers at lower rates while delivering the exceptional digital-first experience customers demand. Personal loan offerings from Upstart are used to consolidate debt, as well as to cover a variety of expenses, including weddings, home improvement, moving and medical needs. 

Upstart (NASDAQ: UPST), an artificial intelligence (AI) lending marketplace, announced today a forward-flow commitment from funds managed by Castlelake, L.P. (“Castlelake”), a global alternative investment firm specializing in asset-based private credit investments. Castlelake has agreed to purchase up to $1.5 billion in consumer loans originated through the Upstart platform. 

The purchase agreement consists of a new 12-month forward flow arrangement and is the third such agreement between Upstart and Castlelake. It supports Upstart’s ability to deliver a consistent loan funding platform across a variety of economic environments. 

The earlier transactions between Upstart and Castlelake were an agreement to purchase up to $4 billion of consumer installment loans originated on Upstart’s platform, and an agreement to purchase up to $1.2 billion of consumer installment loans in 2023. 

Webull (NASDAQ: BULL), an online investment platform, today introduced Vega, the next evolution of its AI-powered decision partner, with added features to enhance the investing experience. Vega delivers real-time, personalized insights and analysis for investors, helping them better navigate the complexities of modern trading. 

Named after one of the brightest stars in the northern sky, Vega is a true decision partner and built to evolve alongside each investor. Going beyond surface-level stock analysis, Vega’s bespoke offering dives deeper into why market movements matter for each investor’s specific circumstance and outlines clear, actionable insights. 

Built for both new and experienced investors, Vega offers streamlined guidance for newcomers while providing the depth and precision seasoned investors need to navigate complex strategies. Available at no cost to users, Vega makes powerful investing intelligence accessible to everyone, reinforcing Webull’s vision of democratizing markets. This feature is available exclusively to Webull’s U.S. customers. 

WisdomTree, Inc. (NYSE: WT), a global financial innovator, today announced a $2.5 million strategic minority investment in AlphaBeta ETF Ltd (“AlphaBeta”), an Israeli fintech company focused on quantitative and AI-first investment strategies. The investment establishes the foundation for a strategic collaboration to expand WisdomTree’s use of AI-driven research and technology across its investment process. 

WisdomTree’s investment will provide access to AlphaBeta’s platform, team, technology, models and a network of academics to broaden its research toolkit and deepen its bench in AI-based investing. It advances WisdomTree’s enterprise-wide AI adoption beyond productivity and efficiency, embedding AI at the center of its business – research, index design and portfolio management – to enhance investor results. 

The collaboration is expected to focus on the development of investment strategies and create a pathway to launch AI-driven strategies in an ETF format, combining the sophistication and performance characteristics of hedge funds with the accessibility, transparency and liquidity of ETFs. 

Zocks, the privacy-first AI assistant for financial services, and Kestra Financial, an industry-leading wealth management platform, today announced an agreement to make Zocks available to Kestra’s network of more than 1,300 financial professionals. 

With the new agreement, financial professionals affiliated with Kestra have built-in access to the Zocks AI assistant platform, specifically for the use of automating client meeting preparation, notes, and updates to CRM and planning systems, all while providing enterprise-grade security and compliance. With the Zocks system handling much of the administrative work associated with client notes, financial professionals supported by Kestra will have more time to spend with clients. 

Prior to selecting Zocks, Kestra completed a months-long pilot of several AI note-taking capabilities with about 25 representatives from across its community of advisors. Each week, pilot members shared feedback, discussed experiences, and surfaced challenges.