AI & Finance™ | News for the Week Ending 1/16/26

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Welcome! Let’s not waste  words with a clever introduction this week—let’s jump right into some AI & Finance data before going through a very long list of headlines. 

Almost three-quarters of financial advisors said that artificial intelligence is already helping their practice in a recent survey by wealthtech Advisor360, yet many still report being  held back from using and investing more in AI by trust issues. Around half of the survey reported compliance and regulatory issues as the main reasons they don’t use AI, with slightly fewer saying that they don’t trust AI outputs. 

Only around one-fifth of advisors would volunteer information to their clients about their use of AI, and less than half would tell their clients about their own AI use if asked, according to the Advisor360 survey. 

Advisors really aren’t adopting AI en masse to find investments or make financial recommendations, according to Advisor360. Instead, the technology is seeing far more use in handling administrative tasks like taking notes, meeting preparation and managing communications. 

Jump, an AI platform for financial advisors, released its 2026 Financial Advisor Insights Report, which we wrote about in our earlier Advisor Tech Talk because it used actual platform data to uncover insights into the efficacy of client meetings and the emotional intelligence of financial planners—which is probably more reliable insight than one would get from a survey. Liam Hanlon, Jump’s head of insights and an AI & Finance contributor, pointed out that the research also shows that in 2026, wealth managers are moving from using AI merely to save time to embracing AI as a way to enhance performance. 

Millennials are surprisingly cool to the concept of AI-orchestrated finances, according to a recent survey from Cleo, with only one-in-six “curious” about using AI to manage their finances and only one-in-10 “excited” by the prospect. On the other hand, around half of the millennials (aged 28 to 40) in Cleo’s survey were open to management of disposable income, bill pay and overdraft protection automated with artificial intelligence. 

On the even more negative side of things, a flurry of surveys and other data suggest that AI-powered fraud will be a major issue for financial institutions and consumers to contend with in 2026. While overall cybersecurity risk remains the No. 1 risk in this year’s edition of Allianz’s annual Allainz Risk Barometer, the fastest riser is risk associated with artificial intelligence. 

On a similar note, the AARP has circulated posts about its five biggest scams for 2026. The five scams expected to be the most problematic include Employment scams – Fake job postings and recruiters demanding fees or personal information; Recovery scams – Criminals posing as law enforcement or consumer advocates offering to help victims recover losses for a fee; Digital arrest scams – Fraudsters impersonating officials and holding victims “digitally captive” through video calls and threats; “Hello pervert” scams – Blackmail emails claiming to have compromising information and demanding payment; and Romance scams – Scammers building trust online before requesting money or pushing cryptocurrency investments. All scams that can be enhanced—or completely automated—using AI. 

Let’s get to your headlines. 


1. Accounting Seed 

Accounting Seed, a leading Salesforce-native accounting solution, today announced the launch of its AI Accounting Agents, enabling small and medium businesses to immediately realize benefits from artificial intelligence across their entire General Ledger and CRM without expensive integrations or complex data matching. This announcement follows Accounting Seed being named a Leader in the 2025 Accounting Solutions – Midmarket Champions quadrant from Info-Tech Research Group—based on verified end-user feedback collected through its SoftwareReviews platform. 

Because Accounting Seed is built natively within Salesforce, customers can rapidly deploy AI in the same platform they use to run sales, service, and operations. By having all core business data in a single platform, businesses can use AI for help with answering questions and performing automated tasks without complex data mapping and integrations. 

The initial release includes three specialized accounting agents—Collections Agent, Bill Pay Agent, and General Ledger Agent—each designed to handle routine accounting tasks while maintaining comprehensive audit trails and respecting established security permissions. These agents are designed to save time, reduce errors, and help growing businesses see tangible benefits from AI without high cost and complexity. 

2. Allianz 

Allianz SE and Anthropic today announced a global partnership to accelerate the adoption of responsible Artificial Intelligence (AI) at Allianz. The collaboration centers on three transformative projects within Allianz Group designed to empower Allianz employees and accelerate operations, while setting new benchmarks for accuracy. 

This partnership is grounded in shared principles. Anthropic’s focus on AI safety – reflected in its Responsible Scaling Policy and constitutional AI principles – complements Allianz’s long-standing dedication to customer centricity, stakeholder trust and regulatory excellence. Together, they will build AI that supports human decision-making, safeguards customers, and minimizes risk. 

Allianz combines cutting-edge technology with human oversight to deliver smarter services while prioritizing transparency and data security. An Allianz Partners voice assistant, for example, provides roadside assistance in multiple languages prioritizing urgent calls. Allianz Australia has launched an AI solution to automate food spoilage claims due to power outages, which significantly reduces turnaround time; Allianz Versicherungs-AG can pay pet insurance invoices within four hours thanks to AI. Overall, Allianz aims to use AI to bring the customer experience to a new level at every touchpoint. Click here to learn more. 

3. Billtrust 

Billtrust, the leader in B2B accounts receivable (AR) workflow and payment software, today announced Agentic VoIP (Voice over Internet Protocol), a breakthrough AI-powered feature embedded in the Billtrust Collections workspace. This innovation helps AR teams reduce call handling time by up to 50%, enabling faster, smarter, and more auditable calls translating into thousands of hours saved annually and significant efficiency gains. By eliminating fragmented workflows and manual documentation, teams can double their daily call capacity and improve cash flow visibility. 

Collections calls have historically been the most valuable yet least visible part of the AR process, but they are often unstructured, undocumented, and disconnected from measurable outcomes. Agentic VoIP changes that by transforming every call into structured data that fuels insight and action. 

Agentic VoIP follows a series of advancements introduced in 2025, including Agentic Email and Agentic Procedures, all designed to bring AI-powered intelligence into the Collections process. Together, these innovations reinforce Billtrust’s commitment to helping finance leaders accelerate cash flow, control costs, and maximize customer satisfaction. 

4. BingX 

BingX, a leading cryptocurrency exchange and Web3 AI company, is excited to introduce BingX TradFi, an innovative feature that enables users to trade futures on a diverse range of global assets, including commodities, forex, stocks, and indices. With a remarkable variety in the choice of assets, outstanding trading experience, and top-notch security, BingX TradFi demonstrates its strong capability in providing a comprehensive solution to TradFi for crypto enthusiasts. 

With this launch, BingX takes a significant step beyond cryptocurrency trading by integrating real-world financial assets into its platform. BingX TradFi creates an all-in-one portal where users can diversify their portfolios and capitalize on emerging market opportunities, with the recent addition of new commodity assets like aluminum, lead, cocoa, and soybeans, as well as new forex pairs including USDSGD, EURSGD, GBPSGD, and USDBRL. Accessible directly via futures trading, BingX TradFi streamlines the trading experience without additional steps. 

Backed by robust infrastructure and security measures, BingX TradFi offers deep liquidity, low fees, and leverage options of up to 500 times, providing greater flexibility for trading strategies. Step by step, BingX has expanded its ecosystem to cover over 50 underlying assets, including precious metals such as gold and silver, energy resources like oil and gas, major forex pairs such as EURUSD and USDJPY, prominent stocks like TSLA and NVDA, and leading indices such as the S&P 500 and NASDAQ 100. 

5. Biz2x 

Biz2X, the leading global SaaS lending platform powering billions in small and mid-size business loan originations, today announced that Central Pacific Bank (CPB), will use its platform in the next phase of its digital lending transformation through an expanded partnership. CPB first adopted Biz2X to support its SBA lending program and broadened its use of the platform to power a their small and mid-sized business (SMB) non-SBA business loan product-all while continuing to leverage SBA-ready workflows. 

This move replaces CPB’s legacy workflow with a modern, cloud-based lending engine that offers greater automation, more robust functionality, and fully configurable workflows by product and sub-product. Biz2X enhances CPB’s ability to approve, decline, or deliver counter offers on loans with enhanced efficiency and accuracy while improving efficiency across the loan lifecycle. 

6. Broadridge Financial Solutions 

Building on its strategy to harness AI and harmonized data to optimize global post-trade operations, global Fintech leader Broadridge Financial Solutions Inc. (NYSE: BR), today announced a strategic investment and expanded partnership with DeepSee, a leader in agentic AI technology based in Utah, U.S. The agreement includes Broadridge taking a minority ownership stake in DeepSee and marks a significant milestone in Broadridge’s strategy to leverage AI and harmonized data to optimize global post-trade operations. 

Along with the investment, Tom Carey, President of Broadridge Global Technology and Operations (GTO), will join DeepSee’s Board of Directors, further aligning the two companies’ shared commitment to accelerating AI transformation across capital markets. The collaboration will initially focus on deploying AI-powered email orchestration, turning traditional inboxes into intelligent, automated workflows for post-trade operations teams. 

Broadridge is a leading provider of post-trade processing technology, clearing over $15T in daily trades across global markets every day. By embedding AI into workflows such as fails research, inventory optimization, and now email orchestration, Broadridge is further empowering clients to simplify complex ecosystems, improve decision-making, and unlock new levels of efficiency. 

7. Docusign 

Docusign (NASDAQ: DOCU) today announced new AI-powered eSignature features that make agreements easier to understand for signers and dramatically faster to prepare for businesses. Powered by the Docusign Intelligent Agreement Management (IAM) platform, the new experiences tackle two persistent challenges in the agreement process: dense legal language that slows signers down and the manual, error-prone work of document preparation that takes valuable time away from teams. 

By reimagining the eSignature experience with contract-specific AI, Docusign brings more clarity, confidence, and speed to one of the most essential agreement workflows in business. 

For most people, understanding what they’re agreeing to has often been a challenge. Dense legal text slows signers down. Docusign’s new AI-assisted signer experience changes this by offering a simple, easy-to-understand summary of the agreement along with the key terms. Signers can also ask questions like, “What happens if I need to cancel?” or “When does this warranty expire?” and get direct answers without digging through pages of legal text. Complex agreements are now easier to understand, and people can sign faster, with confidence. 

8. Duck Creek Technologies 

Duck Creek Technologies, the global intelligent solutions provider defining the future of property & casualty (P&C) insurance, announced Frankenmuth Insurance has selected Duck Creek OnDemand Distribution Management (DM) to transform its agency and producer management, marking a major milestone in Frankenmuth’s ongoing modernization efforts. 

Frankenmuth Insurance, founded in 1868 and headquartered in Michigan, offers personal, commercial, and life insurance through more than 800 independent agencies across 15 states. In its drive to enhance operational efficiency and agency experience, Frankenmuth replaced its legacy agency and producer management system and went live with Duck Creek’s LOB agnostic Distribution Management Platform to support multiple lines of insurance, including business, home, auto, and life. 

Duck Creek OnDemand Distribution Management is a SaaS-based solution for managing the full producer lifecycle, from onboarding and compliance to compensation, performance, and relationship management. Its digital-first architecture and configurable design enable insurers to improve agility, ensure compliance, streamline operations, and foster stronger agent partnerships through attractive compensation structures. By leveraging the flexibility and scalability of OnDemand, Frankenmuth gains the ability to automate manual processes, increase transparency, and respond faster to market and regulatory changes. 

9. Edgen 

With over 481,000 registered users, the platform introduces a new “Zero-Prompt” architecture that monitors markets 24/7, replacing manual chat interfaces with proactive, personalized intelligence. 

Edgen today announced the public release of its Personal AI CIO, a market intelligence system designed to move financial AI beyond the constraints of the chatbot. Unlike current Large Language Models (LLMs) that sit idle waiting for user prompts, Edgen’s AI CIO functions as an autonomous, always-on analytical layer. 

For the 481,000+ investors already registered on the platform, this release signals a shift from asking questions to receiving answers. The system continuously analyzes equities and digital assets through a coordinated network of 17 specialist agents, pushing critical and actionable insights to users before they even think to ask. 

10. Envestnet 

Envestnet, a leading provider of connected technology, advanced insights, and comprehensive wealth management solutions, today announced the appointment of Sue Burton as its Chief Marketing Officer (CMO). 

In this role, Burton will report to Chris Todd, Chief Executive Officer, and lead Envestnet’s global marketing organization, spanning brand, communications, demand generation, channel marketing, and product marketing. She has been charged with building an integrated marketing engine, strengthening Envestnet’s market leadership, and accelerating performance across digital experience, content strategy, and multi-channel engagement through paid, earned, social, and owned programs. 

A senior marketing and growth executive with more than 20 years of experience, Burton is widely recognized for transforming financial services organizations into high-performance growth platforms. Most recently, Burton served as Senior Vice President of Marketing, Digital, and Member Experience at Digital Federal Credit Union (DCU). Under her leadership, DCU delivered double-digit deposit growth, accelerated digital engagement through AI-powered personalization, and reengineered its lifecycle marketing model to drive sustained member value. 

11. Financial Planning Association 

Almost half of Americans want to work with financial advisers who understand and embrace artificial intelligence (AI), according to a recent Northwestern Mutual report. To help financial planners become more comfortable with this emerging technology, the Financial Planning Association® (FPA®), the largest membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals, has partnered with Capital Investment Advisors to launch the FPAi Authority. 

Launching January 2026, FPAi Authority is a curated content library featuring informational videos, blog posts, and other content, including AI product demos and trending information from the world of artificial intelligence (AI). Additionally, Matt Reiner, CFP®, CFA®, Managing Partner of Capital Investment Advisors, will speak at all FPA national conferences in 2026 on AI, including at FPA LEAD 2026, FPA SHIFT™ 2026, FPA GATHER 2026, and FPA SUMMIT 2026. 

In addition to developing the FPAi Authority, the Association has partnered with several financial technology companies to make their AI-based tools available to members at a discount. FPA also hosts a variety of educational webinars through its online learning platform and publishes articles about AI in the award-winning, peer-reviewed Journal of Financial Planning. 

12. Fiserv 

Fiserv, Inc. (NASDAQ: FISV), a leading global provider of payments and financial services technology, today announced a strategic collaboration with Microsoft to accelerate innovation by further embedding AI into Fiserv development platforms and empowering its global workforce with AI. The collaboration will boost internal productivity at Fiserv and deliver AI-driven solutions that create greater value for Fiserv clients, including financial institutions, businesses, and consumers. 

Fiserv will deploy Microsoft 365 Copilot across its global workforce, equipping employees with access to advanced AI tools that enhance productivity, accelerate decision-making, and elevate the quality of work. In parallel, Fiserv is working with Microsoft to expand its use of Microsoft Foundry, an Azure-powered AI platform designed to build, customize, deploy, and manage AI applications safely and securely. Deploying these innovative, AI-powered products and services throughout the organization is expected to boost employee productivity, streamline processes, and unlock new revenue opportunities. 

This expanded relationship with Microsoft builds on Fiserv’s existing use of Microsoft Foundry and deployment of Microsoft’s GitHub Copilot. To date, Fiserv has processed more than 100 billion tokens in Foundry, enhancing products, client servicing experiences, and its proprietary developer gateway. GitHub Copilot has been deployed to more than 8,000 software engineers across Fiserv, driving measurable gains in developer productivity and accelerating solution delivery for clients. 

13. Hubly 

Hubly, a powerful workflow management platform that provides efficiency and visibility to registered investment advisors (RIAs) and wealth management firms, today announced a transformative expansion of its ecosystem. Leveraging a brand-new GraphQL API developed with accelerated engineering resources post-acquisition, Hubly partnered with the leading AI assistant Jump, as well as other industry providers GReminders and Pulse360 to turn meeting insights into real, executed client work. 

These integrations represent a fundamental shift in how financial advisory practices operate: moving beyond isolated point solutions to a synchronized ecosystem where AI insights and events automatically trigger comprehensive operational workflows, simplifying work delegation and task routing, creating measurable gains in advisor productivity and client service capacity. 

While artificial intelligence has rapidly changed how advisors capture conversations and client information, the challenge has been moving that data into the back office. Hubly’s new API solves this “last-mile” problem, turning static AI summaries into dynamic work that is automatically completed and/or assigned to the right team member at the right time. 

14. Hurricane Capital 

Hurricane Capital, a global asset management firm focused on the continual advancement of AI innovation in finance, today announced the acquisition of Kiyomi AI, a next-generation portfolio intelligence layer designed to support institutional finance workflows. This acquisition follows Hurricane Capital’s strategic investment in Transient.AI in 2025 and marks an important incremental step in its mission to redefine institutional trading through artificial intelligence. 

Kiyomi AI was originally developed by Jacob Koenig, former Head of Taiwan Execution Services at Goldman Sachs. The platform leverages a foundation of robust institutional trading knowledge and market-structure expertise, offering what we believe is a unique ability to assist in identifying patterns and drivers incorporating a blend of domain insight and advanced AI capabilities. 

With this acquisition, Kiyomi AI will be embedded at the core of Transient.AI -https://transient.ai/, powered by its proprietary Declarative AI framework—creating a new standard for execution intelligence. Transient.AI will deliver institutional-grade governance, security, and data control while enabling seamless interoperability and massively scalable AI model orchestration. 

15. Income Lab 

Income Laboratory, Inc. (Income Lab), maker of award-winning retirement planning software, today announced the launch of an innovative AI Scribe, a new AI-powered capability that automatically transforms live client conversations into retirement plans. 

The AI Scribe securely listens in on Zoom client meetings, captures the information that matters most, and automatically builds or updates an Income Lab plan, allowing advisors to stay focused on the conversation rather than manually entering data. When the meeting ends, the advisor receives a summary of the meeting, and a draft plan is immediately ready for advisor review in Income Lab. 

The launch of AI Scribe comes just months after Income Lab introduced its AI Plan Builder, AI Assistant, and AI Interviewer, reinforcing the company’s leadership in applying artificial intelligence in ways that support (not replace) financial advisors. Income Lab’s AI tools are designed to reduce friction in the advisor workflow, helping advisors gain efficiency, spend more time with clients, and deliver a more seamless planning experience. 

16. Infosys 

Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in next generation digital services and consulting, and Cognition, the leading AI coding agent company and makers of Devin, the first AI software engineer, today announced a strategic collaboration to scale Devin across global enterprises. The collaboration will deploy Devin across Infosys’ internal engineering ecosystem and client engagements worldwide. Infosys Topaz Fabric is a purpose-built agentic services suite – a multi-layer AI fabric that unifies infrastructure, models, data, applications, and workflows into a composable, agent-ready ecosystem. Combining the secure, modular architecture of Infosys Topaz Fabric with Cognition’s advanced agentic and autonomous engineering capabilities, the collaboration aims to help enterprises achieve accelerated time-to-market, enhanced developer productivity, and reduced modernization timelines. 

After using Devin for the past six months and seeing significant improvement across both engineering quality and efficiency, Infosys will integrate Devin into its internal engineering teams, embed Devin within client delivery models, and enable deployment within customers’ engineering environments. To scale adoption, Infosys and Cognition are collaborating on shared engineering frameworks and enablement programs designed to bring the integrated capabilities of Infosys Topaz Fabric and Devin to engineers across industries. 

Infosys Topaz Fabric and Devin will automate brown field engineering, tech debt reduction and modernization, while creating virtual engineers to resolve complex production and maintenance challenges. To ensure secure, enterprise-grade adoption, Infosys and Cognition will jointly develop industry-specific solutions, AI-native modernization blueprints, and scalable engineering frameworks, supported by co-innovation labs and enablement programs. Leading the first wave of joint client engagements, Infosys’ Financial Services practice is already using Devin to transform engineering delivery across banking, payments, capital markets, insurance, and wealth management. 

17. Majesco 

Majesco, a leader in cloud-native and AI-native insurance technology for the P&C and L&AH markets, today announced the close of its previously announced acquisition of Vitech, a provider of cloud-native pension and benefits administration solutions. The transaction expands Majesco’s leadership into the Group & Benefits and Pension & Retirement segments and strengthens its position as the category leader for next-generation core platforms. 

With the addition of Vitech, Majesco now offers an even broader product portfolio with expansion into the Pension & Retirement market. The broader and more innovative portfolio of solutions help Majesco customers lower expense ratios, streamline complex operations, accelerate product innovation, and respond faster to evolving regulatory and customer demands. Together, Majesco’s intelligent, cloud and AI-native solutions provide a future-ready platform to drive operational optimization, innovation, and growth. 

Today’s close marks the start of Majesco’s next phase of growth, focused on delivering industry-leading, AI-native innovation and strengthening the technology foundation to the P&C and L&AH insurance and Retirement & Pension markets to adapt, innovate, and compete in an increasingly complex landscape. Majesco recently announced it is quadrupling its AI investment to accelerate its P&C roadmap and extend customer value for the P&C market. 

18. martini.ai 

martini.ai, a leader in AI-driven credit risk analysis, today announced a major update to its corporate credit research assistant, now allowing users to upload financial statements and receive instant, AI-generated credit insights directly within the chat. The new integration combines martini.ai’s Financials Agent with its AI-powered Research Assistant, creating the most comprehensive real-time platform for analyzing credit risk and financial health. 

The integration transforms how professionals interact with corporate credit data. Users can upload 10-Ks, financial statements, or credit memos, and the assistant automatically extracts key metrics, including leverage, liquidity and profitability, before generating a detailed credit score and analysis. Through natural-language chat, users can then explore those insights, compare companies, or ask follow-up questions across sectors, trends and risk drivers. 

Using martini.ai’s proprietary knowledge graph and graph attention networks, the assistant brings together real-time credit risk estimates for more than 3.5 million companies. These models pull in news signals, quantitative estimates, financial filings, and other documents, then weigh and connect that information to build a fuller understanding of a company’s credit profile. By combining all of these sources inside a single reasoning layer, the assistant can explain how each signal influences the final assessment and provide credit insights that are both current and easy to trace. 

19. Ninth Wave 

Ninth Wave, the leading provider of open finance connectivity and services, today announced the launch of Compass, an AI-driven onboarding assistant that dramatically simplifies and accelerates bank integration into the open finance ecosystem, while improving accuracy, predictability, and overall time-to-market. 

Onboarding has traditionally been one of the most complex and time-intensive stages of open finance integration. Financial institutions must align APIs with open finance standards, reconcile differences in data formats, validate consent and authentication workflows, and navigate extensive technical documentation—often through slow, manual, trial-and-error processes. Compass fundamentally transforms this model by serving as an intelligent guide throughout the onboarding journey, providing clear direction and automation at every step of the integration process. 

Using AI-powered automation, Compass analyzes and tests a bank’s APIs to identify gaps, inconsistencies, or mismatches that must be resolved to comply with open finance standards. This includes evaluating how account and transaction data are formatted, how customer consent is captured and managed, and how authentication processes operate. Rather than relying on repeated back-and-forth between teams, Compass proactively surfaces issues and provides clear, actionable guidance on what needs to change. 

20. Papilio Collective 

One Washington Financial (OWF), a wholly owned subsidiary of WSECU, and Papilio Collective today announced a first-of-its-kind partnership designed to strengthen collaboration between credit unions and fintechs to transform banking. The alliance means not only will OWF continue to invest in innovative fintechs serving credit unions, but also will provide essential early-stage fractional services to help them grow and thrive, through partner Papilio Collective’s human-centered financial services consulting expertise. 

The partnership helps to bridge a gap that has historically existed between credit unions and fintechs, allowing both to benefit more. Credit unions are great laboratories for new offerings when working in collaboration with fintech companies. Funding alone only goes so far to get products and services to market quickly. Rather than simply providing capital, OWF and Papilio will deliver a suite of services to help overcome challenges often encountered in early-stage startups. Papilio Collective brings experienced advisors and proprietary technology that combines AI, data science, and human insight to deliver sharper member understanding through an emotional lens—creating a data-driven foundation for all fractional services offered. 

21. RIIG Technology 

RIIG Technology, Inc., DBA HOOTL™, a Charlottesville, Virginia–based AI-first technology and innovation firm, and Alterbank announce a strategic partnership designed to strengthen Alterbank’s technology foundation and support its continued growth within an increasingly complex global regulatory and financial landscape. 

The partnership brings together Alterbank’s vision for modern, compliant financial services with RIIG’s multidisciplinary team of technology leaders, policy specialists, and financial regulatory experts. RIIG will support Alterbank across strategic technology planning, risk-aware system design, and the development of resilient, institution-grade platforms aligned with evolving regulatory expectations. 

RIIG’s leadership team brings decades of experience spanning regulated banking environments, national-security-grade technology systems, cross-border financial infrastructure, and policy-adjacent advisory roles. This depth positions RIIG to help Alterbank navigate the intersection of technology innovation, compliance, and operational governance as the institution expands its client and institutional offerings. 

22. Rivvit 

Rivvit, an AI-powered data management and analytics platform for asset managers, today announced the appointment of Bret Bange as Chief Revenue and Strategy Officer. A results-driven executive with more than 25 years of experience in data, financial services, and technology, Bange has a proven track record of building high-growth sales organizations and executing go-to-market strategies. 

Bange will lead Rivvit’s global revenue strategy, including sales, partnerships, and customer growth, as the company scales to meet increasing demand from asset managers seeking a more trusted, flexible, and AI-ready data foundation. 

Most recently, Bange served as Chief Revenue Officer for Delta Data, where he directed sales and relationship management teams to drive sustainable growth and market expansion. He was instrumental in building the company’s modern sales infrastructure and establishing its reputation as a market leader. Prior to Delta Data, he held senior positions at Goldensource, First Derivatives, SciVantage, and ADP. 

23. Rokid 

Rokid, a global pioneer in human-computer interaction and augmented reality, announced a strategic collaboration with Ant International, a leading global digital payment, digitisation, and financial technology provider, to enable payment functionality on Rokid Glasses and Rokid Ai Glasses Style—the world’s first open ecosystem AI smart glasses, recently unveiled globally at CES 2026, expanding real-world use cases for AI-powered wearable technology.   

The integration with Alipay+ GlassPay, an embedded payment solution designed by Ant International specifically for smart glasses, allows users to complete payments through Rokid AI&AR products using supported digital wallets connected via Alipay+, enabling hands-free, AI-powered AR transactions.  

By integrating Alipay+ GlassPay into Rokid Glasses and Rokid Ai Glasses Style, users can initiate and confirm payments directly through the glasses’ interface, combining an AI-powered voice interface, intent interaction, camera-based code scanning, and biometric authentication. The collaboration simplifies everyday payment scenarios, including retail purchases, travel-related transactions, and cross-border consumption. The payment feature emphasizes intuitive interaction and real-world usability, enabling transactions without switching to handheld interfaces. 

24. Trintech 

Trintech, a global leader in AI Financial Close solutions for the Office of Finance, today announced the launch of Transaction Matching Insights, a new Marketplace App through the Built on Workday Partner Program that brings Trintech’s advanced analytics and AI automation capabilities directly into the Workday platform. 

Transaction Matching Insights surfaces real-time reconciliation performance metrics, automation progress, and superior transaction insights directly within Workday, empowering finance teams to make data-driven improvements that increase efficiency, accuracy, and confidence across the financial close. 

Transaction Matching Insights expands on Trintech’s long-standing partnership with Workday, following the successful launch of Workday External Matching powered by Trintech earlier this year. Together, these innovations reflect a shared vision to embed intelligent automation and analytics into the core of financial operations—simplifying reconciliation, unifying financial data, and empowering faster decision-making for the Office of the CFO. 

25. Upstart 

MyPoint Credit Union (MyPoint), a community-based financial institution headquartered in San Diego, has partnered with Upstart (NASDAQ: UPST), the leading artificial intelligence (AI) lending marketplace, to offer personal loans to more consumers. 

MyPoint Credit Union started lending as a partner on the Upstart Referral Network for personal loans in September 2025. As part of the Upstart Referral Network, qualified personal loan applicants on Upstart.com who meet MyPoint Credit Union’s credit policies receive tailored offers as they seamlessly transition into a MyPoint-branded experience to complete the online member application and closing process. 

26. Winston Pierce 

Winston Pierce proudly announces its official launch in Canada, introducing advanced AI-driven trading services designed for today’s fast-moving global markets. 

Winston Pierce combines powerful artificial intelligence with proven expertise in traditional financial trading and cryptocurrency arbitrage, delivering high-precision investment strategies that help serious investors stay ahead. 

At the heart of the company is proprietary AI technology: deep learning models, real-time market data analysis, and ultra-fast high-frequency trading algorithms that adapt instantly to changing conditions. These tools identify trading opportunities, recognize complex patterns, and execute decisions at speeds and accuracy levels far beyond what manual trading can achieve – always with strong built-in risk controls to protect client capital.