AI & Finance™ | News for the Week Ending 11/7/25

ACI Worldwide (NASDAQ:ACIW), an original innovator in global payments technology, today announced that it has acquired Payment Components, a provider of AI-powered financial messaging and Open Banking solutions. ACI will integrate Payment Components technology into ACI Connetic, accelerating the roadmap of the industry’s only cloud-native unified payments platform that seamlessly integrates account-to-account (A2A) payments, card processing, and AI-powered fraud prevention within a single, modular cloud-native architecture. 

Founded in 2014 in Greece, Payment Components develops software for A2A payments, API management, and financial messaging, streamlining transaction orchestration without complex payment processing. Its flexible messaging layer supports a broad message set, enhancing back-office connectivity and accelerating the deployment of localized payment schemes. 

ACI is wholly acquiring Payment Components, including its technology, intellectual property, talent, and customer relationships. The Payment Components team will collaborate closely with ACI’s architects and developers to swiftly integrate expanded messaging features and functionalities into ACI Connetic. Trusted by 65 banks and institutions across 25 countries, Payment Components leverages generative AI to simplify and accelerate payment processes, delivering richer and more agile payment services. 

BillingPlatform, the enterprise revenue lifecycle management platform for today’s most innovative business models, today announced the launch of its AI Monetization offering, designed to help any company with AI offerings easily and efficiently capture every dollar of value from their products and services. Built on BillingPlatform’s industry-leading usage and consumption billing capabilities, this offering provides the flexibility, scale and automation required to support high-demand services backed by dynamic pricing models—from metered API calls and GPU consumption to tiered access and hybrid billing scenarios. 

As organizations race to embed AI into their products, services and workflows, monetization remains a critical challenge. Traditional billing systems struggle with variable cost structures and usage patterns and millions of micro-transactions, making it difficult to align costs with value delivery. Common hurdles include token-based pricing, freemium-to-paid transitions and complex consumption models. 

BillingPlatform’s AI Monetization offering delivers a modern and extensible billing infrastructure that supports and adapts to the unique and rapidly evolving pricing demands of AI-based services. Through its native mediation layer, the platform seamlessly collects, transforms and rates usage data in real time and on a massive scale—eliminating the need for costly, brittle integrations or manual processes. 

Cogitate, a leading provider of AI-powered core insurance technology, is proud to announce that Farmers Mutual Insurance Company of Macon has selected Cogitate’s DigitalEdge Insurance Platform to streamline policy administration, billing, and claims processing, enhancing efficiency and elevating the experience for agents, underwriters, claims teams, and policyholders. 

Macon plans to manage the entire insurance lifecycle on Cogitate’s fully integrated digital platform, encompassing multiple lines of business and coverages – farm property, farm equipment, and homeowners. With this implementation, Macon’s end-to-end insurance operations will be unified on DigitalEdge Platform. 

Critical to the underwriting of farm properties, the platform provides advanced mapping and pinning with satellite imagery, mapping of multiple mortgagees/loss payees to dwellings, structures, and equipment, pre-integration with property, weather, and hazard data providers, and access to data and reports for reinsurance purposes. Macon also sought the ability to offer agents straight-through processing and underwriter referrals, and quote indications with the Cogitate Rater – managing over 500 coverages. 

Cotribute, a leading digital growth platform for credit unions, and Corelation, provider of the next-generation Keystone core system, today announced the availability of AI Growth Agents for all Corelation clients. The new Keystone API integration provides credit unions with expanded access to AI-driven tools for acquisition, cross-selling, and relationship growth. 

The AI Growth Agents enable credit unions to layer intelligence and personalization on top of existing onboarding and digital origination systems. This approach allows institutions to enhance growth strategies without the need for system replacement or operational disruption. This integration reflects the next step in the partnership between Cotribute and Corelation, which share a commitment to helping credit unions grow through openness, agility, and innovation. 

Cotribute’s AI Growth Agents support three core areas of member growth. The AI Acquisition Agent helps credit unions identify high-potential member personas and optimize messaging strategies to improve marketing outcomes. The AI Cross-Selling Agent recommends the next-best product during onboarding and automates targeted follow-up offers. The AI Relationship Growth Agent further supports growth by re-engaging dormant or indirect members through personalized outreach based on credit and income profiles. 

ESW, the leading global direct-to-consumer (DTC) ecommerce provider, today announced Agentic Hub, a new Agentic AI platform built to power intelligent, autonomous commerce experiences and operations across global markets. Launching in early 2026, the platform will enable brands to operate and adapt in real time through self-learning AI systems. Early preview and partner engagement is planned for December 2025. 

At the core of ESW’s innovation, the Agentic Hub provides the foundational AI capabilities, Model Context Protocol (MCP) layer, and agent orchestration tools that allow brands and partners to build AI agents tailored to international ecommerce. 

By combining their market-leading global commerce technology with emerging standards such as MCP and Agent to Agent communication frameworks, ESW enables localized, context-aware, and compliant commerce experiences across regions: all powered by secure, scalable, and transparent AI. 

FINNY AI Inc. (“FINNY”), the AI-powered prospecting and marketing platform built specifically for financial advisors, today announced a strategic partnership with Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm serving more than $22 billion in assets under advisement (AUA). 

As part of its commitment to equip advisors with cutting-edge tools that enhance growth and client acquisition, Integrated has selected FINNY as a partner to bring AI-driven prospecting capabilities to its network of over 220 advisors, 250+ CPAs and 116 regional offices. FINNY’s advanced data intelligence and automation will enable Integrated’s advisors to identify and engage high-intent prospects, personalize outreach and scale growth more efficiently. The partnership reflects Integrated’s strategy to align with leading technology firms that strengthen its advisor ecosystem, while underscoring FINNY’s expanding role as the go-to prospecting platform for the RIA community. 

FINNY has also added two leading marketing executives to its advisory board, both bringing decades of experience in wealth management marketing and advisor growth. John Wernz, partner and strategic advisor at Mission Wealth, is a seasoned growth and marketing executive with more than 20 years of experience, including 13 years as chief marketing and growth officer at Wealth Enhancement Group. Justin Barish, chief marketing and digital officer at Lido Advisors, joins with over 15 years of experience, including leading digital marketing at Cerity Partners. Together, they will guide FINNY in refining product-market fit, aligning platform features with advisors’ growth needs and ensuring scalability for both individual advisors and multi-billion-dollar RIAs – all while shaping strategies for brand positioning and adoption. 

CUNA Strategic Services (CSS) announces its new alliance with HuLoop Automation, a leader in AI-powered work intelligence for financial institutions. This new relationship will broaden usage of HuLoop’s tools among credit unions, empowering them to boost efficiency, reduce operational costs, and improve member experience through its innovative solution portfolio. 

HuLoop, with its Unified Work Intelligence Platform, offers the ideal solution for credit unions looking to invest in AI. Its human-in-the-loop design philosophy liberates credit union workers to focus on more valuable work. 

HuLoop’s unified Work Intelligence platform helps credit unions boost efficiency while keeping members at the center. Intelligent Productivity Discovery pinpoints process bottlenecks across lending, deposits, and operations. Intelligent Workflow Orchestration streamlines approvals and exception handling. Intelligent Process Automation removes repetitive work so employees can focus on members. Intelligent Document Processing extracts and validates data from forms and statements with accuracy. Intelligent Test Automation ensures every update to core and digital systems works flawlessly. Together, these capabilities help credit unions deliver faster, smarter, and more consistent service. 

InvoiceCloud, a leading solution for digital bill payment services, has joined forces with Duck Creek Technologies, the global intelligent solutions provider defining the future of property and casualty (P&C) and general insurance, to deliver a comprehensive digital bill payment solution to improve insurers’ billing and premium payment processes. The integration is designed to enhance the policyholder experience and customer satisfaction while helping carriers reduce operational costs. InvoiceCloud will join the Duck Creek Payments Marketplace allowing insurers to seamlessly access and implement InvoiceCloud’s digital payment solutions directly through Duck Creek’s robust insurance core systems for faster time-to-value—reducing integration effort and eliminating ongoing upgrade maintenance. 

Recent research from InvoiceCloud reveals a critical need for a dependable and accessible premium payments process. Through its integration with InvoiceCloud’s advanced inbound payment and outbound disbursement solutions, Duck Creek now enables carriers to offer a more convenient, user-friendly payment experience with multiple digital payment options. This new integration was built to help insurers increase digital payment, AutoPay, and paperless adoption rates among policyholders, reducing costly manual payment processes and delinquencies. 

This strategic collaboration between InvoiceCloud and Duck Creek underscores both companies’ commitment to driving digital transformation across the insurance industry. By integrating InvoiceCloud’s robust payment solutions into the Duck Creek Payments Marketplace, insurers now have access to innovative tools that simplify billing and premium collection, ultimately enhancing operational efficiency and policyholder satisfaction. As customer expectations continue to evolve, this alliance empowers carriers to adapt quickly, providing convenient, flexible, and user-friendly payment experiences that strengthen engagement and loyalty in today’s competitive digital landscape. 

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. 

Jopari Solutions, a healthcare technology leader in electronic billing, attachments, and payments, today announced the release of Jopari ProPay® 2.0, the next evolution of its long-standing electronic payment platform. Building on more than two decades of innovation in claims related payments, Jopari ProPay® delivers enhanced automation, flexibility, and financial connectivity across the Property & Casualty, Commercial, and Government Health markets. 

Designed as an integral part of Jopari’s unified end-to-end electronic processing platform, Jopari ProPay® modernizes the payment experience for both payers and providers—enabling faster, smarter, and more secure reimbursement while laying the foundation for future payment modalities. 

Jopari ProPay® reinforces Jopari’s commitment to advancing digital transformation in claims automation—unifying billing, attachments, and payments into a single, cloud-based ecosystem that improves efficiency, transparency, and provider satisfaction. 

Lettuce Financial, the fintech platform built for solopreneurs, today announced it has secured $28 million in new funding to accelerate the expansion of its AI-powered operating system, designed exclusively for growth-focused one-person businesses seeking the same advantages as larger companies. The company also announced the acquisition of benefits access startup Besolo, a move designed to add quality healthcare choices to Lettuce’s suite of financial tools. 

The funding was led by existing investor Zeev Ventures and will be used to drive the continued development and expansion of Lettuce’s suite of offerings as well as accelerate go-to-market strategies. Besolo’s founders will join Lettuce to lead its healthcare initiative. Lettuce is also bringing on Molly Loftus, former Cigna executive, Chief Actuary at Mercer, and CEO of Consortium Healthplans, as an advisor. 

The announcement comes as the solo economy continues to surge. Nearly 50% of the U.S. workforce is expected to freelance by 2027, and the number of solopreneurs earning $100,000+ has grown to 5.6 million, nearly doubling since 2020. Despite its growth, this segment of the workforce remains underserved when it comes to tax, retirement, and healthcare benefits. 

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. 

Orion today announced Orion Denali AI, the new enterprise intelligence platform powering its AI-first ecosystem and transforming how advisors and executives turn data into action. Built to connect every system and workflow across Orion and its flexible, open ecosystem, Orion Denali AI delivers real-time, enterprise-grade intelligence that helps advisors move faster, personalize deeper, and grow smarter — all while maintaining the transparency and control firms expect from Orion. 

Faster speed to advice: Advisors can ask questions in plain English — such as “Which clients are behind on their goals?” or “Show me households with concentrated stock positions.” Orion Denali AI delivers clear, data-backed insights in seconds, allowing firms to move from analysis to advisor review, action, and approval with greater speed and confidence. 

Increased advisor capacity: Orion Denali AI can be utilized to automatically surface suggested next-best actions for advisor review and identify clients or prospects who may need proactive outreach — such as those nearing RMD deadlines or showing new account activity. The platform generates AI-assisted messages with relevant context and creates tailored meeting agendas, reducing administrative tasks and expanding advisor capacity for higher-value client engagement. 

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. 

PayToMe.co, the award-winning AI-native FinTech platform for embedded finance and cross-border digital infrastructure, today announced it has joined IBM Partner Plus as an Embedded Solutions Business Partner. Through this partnership, PayToMe.co will embed IBM’s cloud, AI, and automation technologies into its FinTech platform to scale intelligent payments, AI agents, automated bookkeeping, real-time financial reporting, and cross-border compliance—delivering enterprise-grade embedded finance and AI infrastructure for SMBs and global enterprises. 

As an IBM Embedded Solution Business Partner, PayToMe.co is authorized to integrate IBM software and cloud services directly into its branded FinTech solutions for end customers. 

PayToMe.co’s AI-native financial infrastructure is transforming how businesses manage money, compliance, and intelligence at scale. Its embedded payments, AI automation, and compliance framework enable organizations to operate with the efficiency of a FinTech—regardless of industry. 

PreciseFP, the award-winning client engagement and data-gathering software from Docupace, today announced the launch of its newly enhanced user interface (UI), featuring smarter organization and powerful new AI tools designed to simplify data collection and enhance the client experience. 

The latest release of PreciseFP helps advisors and support staff by introducing key innovations that make it easier than ever for advisors to operate efficiently, scale their services and deliver a more consistent, professional experience to every client. 

With design and usability enhancements in mind, PreciseFP is ushering in an era of clean, modern design. Softer colors and more breathing room make way for a lighter, focused workspace. An updated navigation bar with refreshed icons are part of a simplified layout that enables quicker access. Users will benefit from improved readability but those who “Prefer the Old Look” can toggle back while exploring the new interface.  

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. 

Scienaptic AI, a global leader in AI-powered credit decisioning, today announced that First Community Credit Union, based in Houston, Texas, has chosen its platform to enhance credit access for its members. The credit union is adopting Scienaptic AI-powered, regulatory-compliant technology to support its goals of making faster, smarter lending decisions, streamlining credit processes, and extending lending opportunities to underserved members. 

First Community Credit Union has served Texas communities for more than 70 years with a mission rooted in “people helping people.” From its beginnings supporting Spring Branch ISD employees to now serving 41 counties across the Greater Houston, San Antonio, Austin, and Dallas/Fort Worth regions, the credit union has grown to $2.9 billion in assets while staying true to its community-first philosophy. Today, FCCU empowers more than 176,000 members with reliable financial solutions, leading digital services, and a focus on economic inclusion and member well-being. 

SignatureFD, an integrated wealth management and advisory firm, today announced the launch of AutographFD, a separately branded operating division expanding access to Private Placement Life Insurance (PPLI). The new platform seeks to help families preserve more of their wealth by uniting private and public market investments within a tax-advantaged life insurance wrapper enhanced by AI-powered insights. 

Autograph was created to help transform how families can access and hold investments while redefining how alternative investments are integrated and public equities are managed. Using PPLI as the foundational, tax-free growth structure, Autograph brings these elements together in one cohesive platform designed for wealth creation, diversification, and stability. 

Autograph is a separately branded operating division of SignatureFD, a $10 billion registered investment advisor headquartered in Atlanta. PPLI policies are issued by Axcelus Financial, with investments held in a separate account structure to ensure security, transparency, and alignment with regulatory standards. 

SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) unveiled a suite of next-generation solutions at its annual SS&C Deliver 2025 conference. Nearly 1,200 leaders from the financial services and healthcare industries gathered in Phoenix, Arizona, to explore how SS&C is reimagining operations through AI, intelligent automation, and data-driven platforms. 

SS&C’s AI agent catalogue features prebuilt, outcome-focused AI agents designed to simplify complex operations in financial services and healthcare. Delivered as a managed service, the agents help organizations overcome talent shortages and operational bottlenecks securely at scale. The offering is underpinned by AI Gateway, the company’s enterprise-grade AI governance platform. 

Retirement plan sponsors and participants now get a personalized platform experience, simplifying data collection and digitalizing the plan onboarding process. New Gen AI capabilities for customer support include a chatbot to support financial wellness offerings. 

TIFIN Give, the first donor-advised fund (DAF) platform designed for growth, today announced the launch of Louise, an AI platform built to simplify, personalize, and enhance the giving experience for donors. Named after the “mother of philanthropy”, Louise Carnegie quietly ensured that Andrew Carnegie’s vast fortune continued to serve education, culture, and peace long after his passing, making her a financial steward of one of the greatest philanthropic legacies in history. 

Using a conversational AI experience, donors using Give gain a more intuitive and engaging way to explore their philanthropic interests, learn about charitable causes, and take action directly within the platform. The platform leverages generative AI to provide grounded answers, relevant resources, and actionable recommendations tailored to each client’s unique profile. 

Louise goes beyond surface-level search to surface charities based on a donor’s past giving history, stated philanthropic interests, family member giving activity, geographical location, mission statements, and much more. 

TranscendAP, Inc., a leading provider of accounts payable (AP) automation software, today announced that it has secured venture funding to scale operations and support the company’s aggressive growth strategy. The funding round was led by Rittenhouse Ventures and Tech Council Ventures, supporting TranscendAP’s mission to drive innovation across AP operations for enterprise organizations. 

TranscendAP will utilize the investment to enhance its AI-driven technology platform, accelerate market penetration, and build on its recent momentum, which includes notable customer wins across the healthcare, manufacturing, and higher education markets. Clients include Aspen Surgical, Loomis, George Mason University, Kaiser Aluminum, Powell Industries, and Arizona Arthritis & Rheumatology Associates, demonstrating the flexibility and configurability of the TranscendAP platform and its ability to meet the unique needs of diverse AP departments. 

As organizations increasingly look to apply AI to streamline financial operations, TranscendAP’s platform stands out for its intelligent data capture, workflow automation, and exception handling capabilities, helping enterprise AP teams reduce manual processing, improve visibility, and lower invoice processing costs. 

Trust & Will, the leader in online estate planning, today announced the launch of its new Nonprofit Platform, powered by EstateOS, designed to help nonprofit organizations unlock the full potential of planned giving and turn estate planning into a measurable source of new donor engagement. 

Built on EstateOS, the same infrastructure trusted by banks and financial advisors, the platform turns charitable gifts made through estate plans into opportunities for nonprofits to deepen donor relationships and grow legacy giving. It gives nonprofits real-time access to bequest data, donor insights and AI-powered support in one intuitive portal. With free and paid membership tiers, the Nonprofit Platform identifies future gift commitments, reaches new donors at the moment they make a legacy commitment and tracks long-term impact. 

Most nonprofits know that planned giving holds enormous promise but lack the tools and visibility to manage it effectively. Trust & Will’s Nonprofit Platform changes that by connecting estate planning data directly to nonprofit development teams. 

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 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. 

VisiQuate, a leading provider of advanced analytics, AI-driven automation, and revenue cycle technology solutions, today announced a strategic partnership with Great Lakes Consulting Services, Inc. (GLCS), a premier consulting firm specializing in finance, revenue, and population health analytics. Together, the companies will empower healthcare organizations to accelerate financial performance, reduce administrative waste, and improve long-term sustainability in an increasingly complex healthcare environment. 

Through this collaboration, Great Lakes consultants will leverage VisiQuate’s Harmoni Data Intelligence Platform to unlock new levels of insight and efficiency across the revenue cycle. 

Both organizations share a commitment to enabling healthcare leaders to thrive amid financial pressure and operational complexity. By integrating VisiQuate’s powerful technology platform with Great Lakes’ strategic and operational expertise, the partnership delivers an end-to-end solution that translates analytics into action and insights into outcomes. 

Wealthbox, the highest-rated CRM software for financial advisors, today announces its AI Notetaker is now available, following a successful pilot program. This marks the debut of the first advisor-focused meeting assistant natively embedded within an industry-leading CRM, enabling financial advisors to prepare, document, and follow up on client meetings—all without ever leaving Wealthbox. 

Purpose-built for the workflows of modern advisory firms and uniquely fused within Wealthbox’s CRM components, the Wealthbox AI Notetaker brings the power of artificial intelligence directly into daily operations, helping advisors save time, improve documentation accuracy, and strengthen client relationships. 

Unlike third-party note-taking tools that require users to toggle between platforms, the Wealthbox AI Notetaker is built directly into the CRM. Every transcript, note, and follow-up task stays securely connected to client records, streamlining compliance and enhancing productivity. This seamless addition reinforces Wealthbox’s reputation as the modern CRM for financial advisors, combining simplicity with innovation. 

Zest AI, a leading provider of AI-powered lending solutions, today announced the successful completion of an oversubscribed, customer-led financing round. The investment was led by five of the company’s key customers – SchoolsFirst Federal Credit Union, Members 1st Federal Credit Union, ORNL Federal Credit Union, Truliant Federal Credit Union, and Citi, through its investing group Citi Ventures. 

The financing represents a significant valuation increase from Zest AI’s previous growth round, reflecting the company’s strong momentum as more financial institutions evolve legacy underwriting systems with AI-driven solutions. The new capital will power the expansion of Zest AI’s automation initiatives across the full borrower journey and drive wider implementation of its Generative AI-powered lending intelligence platform, LuLu. Zest AI is benefiting from unprecedented demand for AI-enabled capabilities in financial services, as lenders increasingly embrace artificial intelligence to improve underwriting accuracy, expand access to credit, streamline operations, and drive growth. 

Zest AI has cemented its role as a leader in responsible AI for financial services. With more than 50 issued and pending patents and over 650 proprietary credit models, Zest AI’s technology is used by nearly 300 lenders – from credit unions and community banks to large enterprise financial institutions – with solutions spanning automated underwriting, LuLu lending intelligence platform, and Zest Protect for fraud detection. Its machine learning models deliver significantly greater accuracy than legacy credit scores, enabling lenders to achieve, on average, a 25% increase in approvals with no added risk and reduce defaults by 20%, while holding approvals constant. 

Zinnia, a leading life and annuity (L&A) technology company, today announced the launch of The Policy Processor (TPP) 8.0, the latest evolution of its trusted underwriting platform. Built on a cloud-based architecture, TPP 8.0 delivers scalability, security, and continuous innovation to meet evolving business needs. It enables carriers to modernize underwriting with AI-enabled summarization, integrated reinsurance workflows, and low-code configuration to transform underwriting into a strategic advantage. 

Today, TPP 8.0 supports more than 15 of the largest carriers in North America, processing over three million applications each year. With 8.0, Zinnia deepens its leadership in digital underwriting, combining automation with cloud flexibility to consolidate data, streamline collaboration, and improve accuracy across the process. 

TPP 8.0 redefines underwriting as a competitive advantage for Zinnia’s clients, combining human insight with intelligent technology to help carriers move faster, collaborate smarter, and deliver more for their customers.