AI & Finance™ | News for the Week Ending 11/28/25

Serving Canada and the United States, November 20, 2025. Ask Hank™, a first-of-its-kind digital companion for money and life decisions, officially launches today across Canada and the United States. 

Created by Dr. Hank J. Svec, a retired psychologist, investor, and naturalist, Ask Hank™ distills more than 40 years of behavioral, clinical, and financial experience into what Svec calls “my cloned brain in an app.” 

Ask Hank™ (www.AskHank.ai) brings a calm, trustworthy voice to personal finance -combining practical investing guidance with behavioral insights that help users make clearer, more confident decisions about their money and their lives. 

BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and an enhanced advisor experience, announced today that it is expanding its investment in AI to drive ongoing product innovation. This latest milestone builds on the success of BetaNXT’s existing AI-powered solutions and the momentum of its recently launched DataXChange platform. 

Over the past year, BetaNXT has deployed advanced AI models to transform how complex regulatory and investor-facing materials—including proxy statements, prospectuses, fund reports and corporate action communications—are processed. These models extract, classify, normalize and validate information at scale, drastically reducing manual review, accelerating downstream workflows, and delivering more accurate and timely information to advisors and investors. 

The expanded commitment to AI-driven product development will address use cases from across the wealth management lifecycle, benefiting operations teams, advisors and investors alike. Innovation efforts will focus on four key areas. 

BlackRock, Inc. (NYSE: BLK) and AccessFintech (AFT), a leading data and workflow collaboration network for financial markets, today announced a strategic partnership. Through Aladdin®, BlackRock’s technology platform that unifies the investment management process, the firms will aim to deliver bilateral connectivity and real-time post-trade collaboration between the global buy-side Aladdin platform community, and the 250+ capital markets and asset servicing institutions already connected to AccessFintech’s Synergy Network. 

Sell-side participants and asset servicers gain a powerful new channel to engage with the global network of buy-side firms on the Aladdin platform, enabling faster resolution and prevention of exceptions and providing transparency for better decision-making to improve client outcomes. 

BlackRock has separately made a strategic capital investment in AccessFintech designed to support the company’s next phase of growth, including product innovation, global expansion, and deeper ecosystem integration. The investment reflects a shared commitment to a more connected, data-driven capital markets infrastructure. 

First Rate Ventures, the corporate venture arm of First Rate, Inc., today announced it has led the seed round in bQuest, a Denver-based Care Intelligence Platform purpose-built for financial advisors and their clients navigating aging, end-of-life, and after-loss transitions. 

The partnership will embed bQuest’s AI Care Agents directly into advisor workflows, combining intelligent automation with human concierge support to guide families through aging, end-of-life, and after-loss transitions. 

bQuest equips advisory firms with an integrated platform, a vetted national provider network, and white-glove assistance. This enables advisors to guide clients through life’s most complex transitions, helping protect relationships and assets when they’re most at risk. 

Cegid, a European leader in cloud software for finance, accounting, HR, and retail software, and Shine, a fast-growing European fintech unicorn providing digital business accounts and payments, e-invoicing, accounting, and payroll software to small businesses across Europe, announced today that the companies have entered a definitive agreement to join forces to form a European champion and become a leading provider of software for businesses and their accountants. 

This transformational combination will create the first fully integrated, cloud-native and AI-driven financial hub for SMBs and accounting professionals in Europe – bringing together market-leading capabilities in e-invoicing, accounting, digital business accounts and payments, tax, HR, and payroll in a single unified platform. 

Shine brings to Cegid more than 400,000 SMB customers, a strong brand, and a highly scalable technology stack, expanding Cegid’s reach in key European markets. Together, the combined company will serve over one million SMBs and 15,000 accountants across France, Germany (DACH), Spain, Portugal, the Netherlands, Denmark, and Belgium. 

Artificial intelligence (AI) is redefining the future of financial planning, transforming how professionals deliver advice, connect with clients and build trust in an increasingly data-driven world. As part of its ongoing work to lead the profession through technological change, CFP Board has released a new report, Leading the Future: Harnessing AI in the Financial Planning Profession, offering strategic foresight and practical guidance for key stakeholders across the financial planning ecosystem. 

Advanced under the leadership of CFP Board Chair Liz Miller, CFP®, CFA® and led by COO K. Dane Snowden, the report draws on insights from CFP Board’s AI Working Group, a diverse team of experts from within and beyond the financial planning profession, who help inform CFP Board’s perspective on AI and its potential impact. 

The report provides strategic and practical guidance for stakeholders across the financial planning ecosystem, including CFP® professionals, candidates for CFP® certification and CFP Board Registered Programs. For CFP® professionals, AI offers opportunities to improve efficiency, enhance client insights and strengthen service delivery, while differentiating themselves through technical expertise and uniquely human skills such as empathy and behavioral coaching. For candidates preparing for CFP® certification, future success will hinge on mastering both the ethical use of AI tools and the interpersonal skills that technology cannot replace. For CFP Board Registered Programs, curricula must integrate AI application while reinforcing ethics and human-centered competencies. 

Businesses are adopting Artificial Intelligence (AI) faster than ever, but their insurance has not kept pace. From AI-related discrimination claims to inaccurate AI-generated recommendations, a growing number of companies are discovering that their professional liability policies exclude coverage for the new tools they have come to rely on. Counterpart, the leading Agentic Insurance™ platform, today announced the expansion of its Affirmative AI Coverage and the addition of a Technology E&O Insuring Agreement to address these emerging risks across its Miscellaneous Professional Liability (MPL) and Allied Health products. 

AI adoption among small businesses has surged, with 92% now using AI in some form, primarily for research, marketing, and customer support. Automated decision-making tools have quickly become part of daily operations, improving efficiency but also amplifying risk. Research from Harvard Law’s Forum on Corporate Governance found insurers are increasingly writing exclusions for AI-related risks and automated decision-making, leaving many businesses exposed. 

For many insurers, AI is still a gray area. Coverage is often silent, leaving business owners unsure about how their policies actually respond to these growing exposures. Counterpart’s Affirmative AI Coverage removes that uncertainty by directly addressing errors generated from first and third-party AI tools. 

DealHub.io, the leader in enterprise-grade CPQ, has announced the acquisition of Subskribe, the industry’s most advanced Subscription Management, consumption metering, and Billing platform built for the AI economy. 

The result: the industry’s most comprehensive and intelligent Quote-to-Revenue solution. Enterprises can optimize pricing, automate revenue operations, and scale monetization in one unified platform with complete visibility and control. 

The acquisition comes at a pivotal time as enterprises face mounting pressure to adapt their revenue processes to new go-to-market models. Today’s SaaS and AI-first companies must navigate an increasingly complex landscape spanning Sales-Led Growth (SLG), Product-Led Growth (PLG), self-service models, and consumption-based pricing—often simultaneously. 

Digimarc Corporation (NASDAQ: DMRC), a leading provider of digital identity and authentication technologies, and Honeywell (NASDAQ: HON) have teamed up to help retailers and brands fight gift card fraud. The global gift card market was valued at $1.24 trillion in 2024 and is expected to reach $2.31 trillion by 2030, making it a growing target for bad actors.1 Gift card fraud losses grew 364% from 2018 to 2021 and continue to increase year over year.2 With 23% of consumers in the U.S. having given or received gift cards with no funds on them, gift card fraud is now a persistent problem.3 

Honeywell is one of the first manufacturers to configure its handheld scanners to detect Digimarc’s new digital security layer for gift cards, enabling retailers around the world to automate detection of tampered cards and prevent their activation at the point of sale. Digimarc’s end-to-end solution is over three times more secure than “card-only” security features and removes the need for cashiers to manually inspect or otherwise prepare cards prior to scanning.4 Retailers using this solution report dramatically lowered incidents of fraud and faster gift card scanning, thereby improving the customer experience, making retail associates’ jobs easier, and bringing greater security and more seamless operations to the entire gift card ecosystem. 

Expert.ai, a leading provider of enterprise AI solutions for business value creation, today released its enhanced solution for helping banks and financial institutions continuously monitor and analyze media coverage related to potential criminal activity or investigations involving customers. Available through the EidenAI Suite, Expert.ai’s ecosystem of AI tools and solutions designed for industry, EIX-Customer Screening leverages advanced technologies to reinforce anti-money laundering (AML) programs and help organizations adopt a more proactive Know Your Customer (KYC) approach. 

With financial crime on the rise and regulatory requirements becoming increasingly stringent, EIX-Customer Screening automates the monitoring and analysis of news related to customers and counterparties—in real time and on a global scale. The solution significantly reduces false positives, streamlines oversight activities and improves operational efficiency. 

Powered by a Hybrid AI approach that combines cutting-edge capabilities, EIX-Customer Screening processes large volumes of multilingual news and unstructured data to help teams quickly detect critical events and adverse media, such as criminal activity, investigations or legal proceedings while drastically reducing false positives. The solution also supports sanctions screening and identification of politically exposed persons (PEPs), enhancing compliance and due diligence workflows for better accuracy and security. 

GNOMI, the AI platform redefining how people access and act on real-time information, today unveiled Finance Mode – the first agentic AI experience for live, multilingual global market coverage. The system lets users join earnings calls as they happen, access instant transcripts, and receive conversational insights across more than 50 markets. By combining live data, generative reasoning, and natural dialogue, GNOMI brings institutional-grade market intelligence to everyone. 

Finance Mode doesn’t just show the numbers; it interprets them. Powered by GNOMI’s agentic AI, it listens to live earnings calls, analyzes market sentiment, and connects macro events in real time. The result is clear, contextual insight that helps users act faster – without spreadsheets, dashboards, or noise. 

Finance Mode isn’t just a feature – it’s the next layer of GNOMI’s core intelligence. The company’s AI News Agent redefines how global news is understood, and now, Finance Mode extends that mission to markets. By combining multilingual comprehension, verified sourcing, and real-time reasoning, GNOMI turns complexity into clarity – giving retail investors and professionals a conversational way to interpret the world’s financial pulse. Through partnerships with Quartr, Fiscal.ai, TakoViz, FMP, and ElevenLabs, GNOMI integrates live audio, verified data, and generative reasoning – delivering the first AI news agent that thinks like a financial strategist. 

GReminders, a leading end-to-end meeting and automation management platform for financial advisors, announces the launch of AI Document Access, a significant enhancement to its flagship Do Anything Assistant. This industry-first innovation makes GReminders the only provider to enable compliant, intelligent AI-driven access to documents directly within their workflows, turning static files into actionable client insights. 

Using AI Document Access, advisors can connect their GReminders AI Assistant to key systems including Box, SharePoint, OneDrive, Redtail Documents and Google Drive. The new capability provides AI assistants with access to client performance reports, insurance policies and statements and more, enabling more complete and reliable pre-meeting briefs and an improved client experience. 

This advancement builds on the rapid evolution of GReminders’ AI capabilities. Earlier this year, the company introduced its Ask Anything Assistant, giving advisors the ability to interact with their calendars, CRMs and wealth planning tools using simple, everyday language. That momentum continued with the launch of Do Anything, the industry’s first fully autonomous AI assistant capable of anticipating upcoming meetings, curating relevant information and automating action—without requiring advisor prompts. With AI Document Access, that intelligence becomes even more powerful and contextually aware. 

HSX Exchange, a technology-driven global trading platform, announced today the launch of its Global MarketLink Initiative, a strategic cross-market connectivity network designed to enhance liquidity access, infrastructure interoperability, and institutional execution efficiency across major financial hubs. 

The initiative marks a significant step in HSX Exchange’s mission to build an open, transparent, and globally synchronized trading ecosystem. Through the Global MarketLink framework, HSX Exchange integrates a unified access layer that connects institutional participants to multiple liquidity venues and clearing infrastructures, reducing operational fragmentation and improving global order-routing performance. 

The Global MarketLink Initiative brings together HSX Exchange’s existing infrastructure with partner exchanges, clearing firms, and data centers located in London, Singapore, Frankfurt, and New York. By offering a single connectivity layer, HSX Exchange enables real-time cross-market trade execution, standardized API access, and unified post-trade settlement. 

Insurity, a leading provider of cloud-based software for property and casualty (P&C) insurers, brokers, and MGAs, today announced the launch of its Andromeda product release, introducing a new wave of capabilities and intelligent automation across its product portfolio. The release gives insurers the horsepower to drive measurable gains through faster quoting, sharper risk assessment, and lowering costs. 

The Andromeda release introduces powerful new features across Insurity’s full product family, providing insurers with greater transparency, control, and speed across underwriting, policy, claims, and analytics. 

These updates bring intelligent automation, enhanced usability, and stronger integration across the Insurity ecosystem, empowering insurers to turn everyday decisions into meaningful business advantages. The full list of Andromeda features is available on Insurity’s website. 

Kaaj, an agentic AI credit intelligence platform that simplifies small business lending, today announced it has raised $3.8 million in seed funding led by Kindred Ventures, with participation from Better Tomorrow Ventures and others. 

Founded in 2024, Kaaj’s mission is to expand access to affordable capital for all small businesses. Using agentic AI workflows to help lenders analyze end-to-end loan packages and create decision-ready analysis for small business lending, Kaaj reduces lender costs and accelerates decision-making. 

Kaaj’s founding team combines deep AI expertise and risk experience. Utsav Shah, co-founder and CEO, spent a decade at Uber and Cruise, building AI-powered decision-making systems at scale. Shivi Sharma, co-founder and President, is an expert in credit and fraud risk, formerly of American Express, Uber, and Varo Bank. 

Kasisto, a leader in banking AI, today announced that its KAIgentic platform is one of the first agentic platforms integrated with Microsoft Agent 365, enabling financial institutions to deploy intelligent, compliant banking AI agents across the Microsoft enterprise ecosystem. The integration allows banks using Microsoft 365 to manage domain specific AI agents that transform customer engagement, elevate employee productivity, and drive operational efficiency within their existing Microsoft environment. This collaboration reflects a shared commitment to advancing responsible, governed AI innovation for the financial industry. 

The KAIgentic platform delivers a suite of intelligent, compliant banking agents designed for the security, governance, and regulatory demands of financial services. Through Microsoft Agent 365, banks can manage these AI agents using the same controls and identity frameworks they already apply to their employees, simplifying AI adoption while maintaining enterprise grade trust. 

At Microsoft Ignite 2025, Kasisto will showcase an end-to-end banking workflow that demonstrates how KAIgentic agents deliver the next generation of frictionless, intelligent, and unified customer service across Microsoft Agent 365. 

Majesco, the insurance industry’s foremost innovator in cloud-native, AI-native software for the P&C and L&AH segments, today announced that it has entered into an agreement to acquire Vitech, a provider of cloud-native pension and benefits administration software. This acquisition will position Majesco as the premier market leader for cloud-native and AI-native core technology for the Group & Benefits and Retirement & Pension segments. Combined, Majesco will serve more than 375 customers including over 100 customers across the L&AH segment and over 275 customers across the P&C segment. The combined product portfolio will deliver greater value to insurers operating across both the P&C and L&AH market segments, with over 40% of insurers operating in both segments. 

Majesco is a portfolio company of Thoma Bravo, a leading software investment firm, and Vitech is a portfolio company of CVC, one of the world’s leading private markets investment firms. As part of this transaction, CVC Funds will make a minority investment into Majesco to further the combined company’s growth and innovation. 

The acquisition brings together a breadth of L&AH market-leading solutions including L&AH Intelligent Core, IDAM, Intelligent Sales and Underwriting, V3locity Core, V3locity Campaign Management, and Digital portals to meet the needs of customers in the US, Canadian and UK markets. The extensive portfolio of intelligent solutions is strengthened with Majesco’s AI leadership, which is proven to accelerate growth, improve operational efficiencies, enhance productivity, create speed to market for new products, reduce expense ratios, and offer relentless innovation to adapt to market, customer, risk and regulatory changes. 

ManageEngine, a division of Zoho Corporation and a leading provider of enterprise IT management solutions, today announced the expansion of its cloud cost management platform, CloudSpend, by unveiling a multi-portal architecture for managed service providers (MSPs), cloud service providers (CSPs), and multi-tenant enterprises. This latest capability delivers a comprehensive multi-portal experience, enabling organizations to address the burgeoning challenge of cloud cost management and scale their FinOps practices by bringing together unified cost visibility, secured segmentation, and contextual governance on a single, centralized interface. 

As cloud adoption continues to surge, financial and operational complexity has grown exponentially for service providers and large enterprises. Gartner® projected worldwide end-user spending on public cloud services to top $723.4 billion in 2025, underscoring not only the continued acceleration of cloud adoption, but also calling to attention the urgent need for effective financial management. 

Meridian today announced Frame, an AI-powered document builder with integrated deal scoring that converts CIMs and detailed decks into structured, accurate, branded investment summaries using firm-defined scoring criteria. 

Frame extracts the core financial, operational, and qualitative details from complex materials and rebuilds them into consistent, shareable outputs that investment teams can circulate internally with confidence. 

Meridian has developed a series of AI-powered workflow tools embedded in its CRM, including agents for company sourcing, data enrichment, note generation, reporting, web search, and deal workflows. These capabilities sit within the broader platform and require an enterprise deployment. 

Neutrinos, a leader in AI-powered intelligent automation for insurers, today announced its platform has been selected by Mutakamela Insurance Company (MIC), a subsidiary of Abu Dhabi National Insurance Company (ADNIC), to deliver a robust, scalable, and user-friendly digital platform for SME Health & Motor insurance supporting policy issuance, renewals, endorsements, servicing, and claims. 

With the Council of Health Insurance’s (CHI) mandatory health coverage for domestic workers now in effect, Saudi Arabia’s insurance industry is experiencing a wave of growth driven by these regulatory changes. These shifts, along with rising expectations for speed and simplicity, are driving the need for insurers to adopt new technology to support this evolving market. 

Customers and partners will benefit from faster, more connected experiences across direct channels and aggregator platforms with instant quote generation, policy issuance automation, real-time claims tracking, and automated workflows. The new platform will enable seamless experiences at every step of the insurance journey powered by Neutrinos’ end-to-end orchestration capabilities, Straight-Through Processing (STP), and AI-assisted workflows. 

OneVest, a fintech wealth operating system delivering a unified, modular, no-code solution powered by intelligent workflows for wealth managers, RIAs, and banks, today announced the expansion of its multicurrency capabilities designed to help institutions more effectively manage clients with international assets and globally diversified portfolios. This enhancement builds on OneVest’s recent multilingual update and further strengthens the global infrastructure firms rely on to deliver consistent client service across geographies. 

As wealth management professionals increasingly operate across regions, currencies, and regulatory environments, OneVest’s updated multicurrency functionality will provide advisors the tools and flexibility needed to manage complex relationships through a single, integrated platform. 

Options Technology (Options), the leading provider of managed services and IT infrastructure solutions to the global financial sector, today announced its five-year partnership with ConnectWise Cloud Backup. The collaboration has strengthened AtlasWorkplace, Options’ fully managed IT platform, by delivering seamless, secure, and compliant backup and recovery capabilities for clients’ data within Microsoft 365. 

Since their partnership began in 2020, Options and ConnectWise have collaborated to integrate lightning-fast recovery and enterprise-grade backup solutions into AtlasWorkplace. Clients enjoy unlimited automated backups and storage, regulatory compliance assurance, and the confidence that their Microsoft 365 data workloads are secure, protected, and fully managed. 

Options serves a global portfolio of leading financial institutions, including banks, hedge funds, trading firms, and brokers, where security, reliability, and efficiency are mission critical. As the industry embraced cloud-based platforms, Options recognized an opportunity to evolve its infrastructure with a scalable solution that could meet the growing needs of its clients and support continued innovation. 

Options Technology (Options), a leading provider of cloud-enabled managed services for the financial markets, today announced the expansion of its Microsoft Cloud Solution Provider (CSP) Direct Bill capabilities to the Latin America and Caribbean market, marking the company’s sixth global region of Microsoft CSP coverage. 

The additional coverage of Latin America and Caribbean reinforces Options’ commitment to providing global financial clients with seamless, enterprise-grade access to Microsoft 365 and Azure services, supported by localized billing and regional expertise. The expansion strengthens Options’ position as a Tier 1 Microsoft Solutions Partner, enabling direct cloud service delivery across six Microsoft-designated global regions. 

Additionally, Options is making immediate use of this expanded capability by providing CSP Direct Bill services to its customers in the Cayman Islands, delivering localized Microsoft cloud access and billing directly through its new South American region. 

Outreach, the AI Revenue Workflow Platform, shared its vision for the next era of AI interoperability for B2B SaaS in its ExploreAI revenue leadership series. In a world with businesses facing consolidation of systems and data silos, Outreach’s focus is to unify data, systems, and workflows into one intelligent experience for go-to-market teams. 

Sellers are overloaded with information and many non-revenue generating activities. 

Now available, a new personalized home page gives every seller a clear starting point for the day. It brings insights from top deals, accounts and meetings, helps sellers prioritize, and shortens prep time. 

RightRev, a leader in revenue recognition automation software, introduced today another step in expanding the power of its revenue platform. RightRev Lessor Accounting enhances the core platform by integrating ASC 842/IFRS 16 lessor lease accounting functionality. This is a strategic effort to support companies for whom leasing is a revenue-generating activity. 

This unified solution is the first to build complex ASC 842/IFRS 16 lessor accounting capabilities natively inside a market-leading ASC 606/IFRS 15 revenue engine, resolving a critical compliance gap at the core of the hardware XaaS model faced by enterprise lessors. Without unified automation, the fastest-growing segment of hardware companies faces material misstatements, failed audits, and extended close cycles. 

Unlike ERP add-ons, custom software, spreadsheets or stand-alone lease software, RightRev Lessor Accounting handles both lessor accounting and revenue accounting together, automating complex allocations for bundled contracts (hardware plus services) on one platform. The integrated platform benefits numerous stakeholders by replacing the current, high-risk process of using disconnected systems and spreadsheets with automated, system-enforced compliance. 

S&P Global (NYSE: SPGI) today announced the launch of WSO Compliance Insights, a comprehensive compliance management solution designed to enhance credit risk management for private credit and CLO managers. This application, available through S&P Global Market Intelligence, utilizes real-time data streaming, enabling users to streamline compliance processes, eliminate end-of-day batch processing and improve decision-making capabilities. 

With private credit assets under management projected to exceed $3 trillion by 2028, managers face increasing compliance challenges from complex loan terms and detailed legal documentation. WSO Compliance Insights enables users to navigate legal requirements, manage risk and increase transparency in this traditionally opaque market. The solution is designed to generate accurate, real-time reports that save time and reduce errors – allowing teams to focus on strategic investment decisions. 

S&P Global (NYSE: SPGI) today announced the successful completion of its acquisition of With Intelligence, a leading source of private markets data, insights and analytics for $1.8 billion, from a group led by majority investor Motive Partners, a private investment firm focused exclusively on financial and tech-enabled business services companies. 

First announced in October, the deal significantly expands S&P Global’s capabilities across private markets by combining With Intelligence’s proprietary data and workflow solutions with S&P Global’s trusted expertise. 

SS&C ALPS Advisors, a wholly-owned subsidiary of SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), has partnered with TIFIN Give, part of TIFIN’s ecosystem of wealth technology platforms, to launch an innovative white label donor-advised fund (DAF) program. The solution enables wealth managers, family offices and advisors to redefine the role of philanthropy and gifting within their clients’ investment strategies. The program helps firms evolve in step with their clients and families as the next generation of wealth takes shape. 

Donor-advised funds (DAFs) empower individuals and families to contribute assets with ease, build charitable wealth and shape lasting legacies across generations. For wealth managers, family offices and advisors, DAFs are more than a platform—they are a strategic tool that strengthen client relationships, improve retention and support tax-efficient asset growth. 

This collaboration reflects TIFIN’s ongoing work to bring connected, intelligent capabilities into wealth management in ways that make planning purposeful, personalized and scalable. 

TradingHub, a leading provider of trade surveillance software for the global financial services industry, today announces the launch of its new Order Book Surveillance offering. This module is purpose-built to enhance the investigative capabilities of its flagship platform, MAST. It combines market replay with high-fidelity, time-specific visualisation of order books anchored to the date and time of an alert. This empowers surveillance teams to detect and investigate market manipulation behaviours more effectively. 

Order Book Surveillance integrates seamlessly into the MAST platform, empowering users to activate the order book functionality on an existing instance or alert. It allows users to investigate complex trading behaviours with unmatched precision through dynamic filtering, granular playback controls, and compressed high-speed data processing within the browser. Crucially, it complements TradingHub’s cross-product alerting, spanning listed and OTC markets, by deepening investigations into behaviours such as reference price manipulation, a growing focus of recent US and Australian enforcement actions. 

As financial institutions navigate increasing regulatory scrutiny alongside mounting pressure to optimise costs, the ability to streamline surveillance operations has become more important than ever.  

Wells Fargo & Company today announced that Saul Van Beurden, currently CEO of Consumer and Small Business Banking, will lead Artificial Intelligence for the company. 

In addition, Kleber Santos, currently CEO of Consumer Lending, will take on expanded responsibilities and serve as co-CEO of Consumer Banking and Lending with Mr. Van Beurden. Mr. Santos and Mr. Van Beurden have been working closely for some time to deliver a seamless experience for consumers; therefore, naming them co-CEOs and combining the businesses formally is a natural out-growth of how they work today. The partnership will also allow Mr. Van Beurden to spend a meaningful portion of his time driving AI across the company. 

Wolters Kluwer Tax and Accounting today announced the launch of TaxWise® Online powered by Expert AI, introducing a new era of AI-driven capabilities for tax preparers and Electronic Return Originators (EROs). These enhancements are designed to help tax preparers work faster, reduce errors, and unlock growth opportunities through intelligent automation and connected workflows. 

TaxWise Online now integrates Wolters Kluwer® Expert AI, a proprietary layer of generative and agentic capabilities that elevates how tax preparers work, make decisions, and deliver value. For TaxWise users, this means smarter automation for document classification and data entry, as well as AI-powered insights and recommendations that help drive business growth. Routine tasks are now seamlessly automated, reducing manual effort and errors, and freeing up valuable time for strategic advisory work and deeper client engagement. 

AI-assistance meaningfully compresses common 1040 tasks. Collecting taxpayer information that typically takes 30–60 minutes can be reduced to roughly 5-15 minutes; data entry and mapping that often requires another 30–60 minutes can be completed automatically in under a minute. Common “quick tax questions” that previously consumed an hour or two can now be resolved in approximately 5-30 minutes with AI research. Applied across 200 clients, firms can reclaim roughly 8-16 hours per week—the equivalent of 1-2 full workdays. 

Worldpay®, a global leader in payment technology, has announced the launch of Worldpay MCP (Model Context Protocol), a publicly available set of server specifications and tools, designed to accelerate AI-powered payment integration and open the door for agentic commerce innovation. This launch marks the next milestone in Worldpay’s ongoing focus on innovation, shaping the future of commerce. 

Worldpay MCP is available today on Worldpay’s Developer Hub and Github. Developers and merchants can download, modify, and deploy the protocol immediately, enabling the rapid creation of AI agents and direct payment integrations with Worldpay’s API. 

The launch comes at a time when consumer expectations are shifting towards more autonomous, AI-driven experiences. According to recent Worldpay research, nearly half of American shoppers (44%) say they would engage an AI bot to browse on their behalf, a clear signal that commerce is moving towards intelligent agents searching and making purchases for consumers.