AI & Finance™ | News for the Week Ending 1/30/26

AdvisorEngine®, the financial experience company, deepened its commitment to developing innovative solutions for financial advisors, announcing wealthtech veteran Tim Foley as the company’s first Head of Artificial Intelligence. 

Foley’s role at AdvisorEngine includes developing and integrating third-party AI functionality within the company’s wealth management platform. Most recently, Foley was LPL Financial’s Head of Artificial Intelligence Accelerator, charged with building and delivering AI capabilities for independent advisors. 

Foley’s 25 years of experience in wealthtech include serving as Managing Director at BNY Mellon|Pershing, where he oversaw its advisor workstation (NetX360), client website (NetXInvestor), and integration services (NetXServices) as the Head of Technology Product Management for nine years. 

Aidentified, Inc., the leading Wealth Networking Intelligence™ platform, today announced the launch of its new Starter Plan, expanding access to AI-powered relationship intelligence with greater flexibility and cost control for financial professionals. 

The Starter Plan replaces Aidentified’s former Professional option and is available immediately. It delivers the same core capabilities as the Premium Plan, including advanced prospecting, relationship mapping, and wealth intelligence, while offering a lower-commitment, month-to-month subscription structure. The plan includes 125 credits per month and is designed for advisors and teams who want to evaluate value and ROI without a long-term contract. 

Aidentified delivers a 360° view of clients and prospects by combining professional and household data with timely wealth signals and proprietary relationship mapping, helping advisors engage more personally, act at the right moment, and grow through trusted connections rather than cold calls. 

Allvue Systems, LLC (“Allvue”), a leading software technology provider for the private capital markets, today announced its first customer win for its newly launched document extraction product, Allvue Document IQ, with leading investment firm BC Partners. The solution streamlines portfolio monitoring and financial spreading by combining AI-enabled data extraction technology with human-in-the-loop quality assurance, delivered as a fully managed service. 

Allvue Document IQ is powered by an array of best-in-class document extraction AI technology providers, starting with an integration with Claira for financial document spreading. It addresses a core challenge for investment firms, whose analysts often spend a significant amount of time manually entering data from various sources into their systems. This fundamental but labor-intensive process slows decision-making, increases the risk of manual errors, and diverts valuable team focus from business-critical operations. Now, the seamless integration of AI-powered document extraction technology across the Allvue platform means firms like BC Partners can transform raw documentation into refined, actionable data without leaving their existing workflows—shortening reporting cycles, enhancing transparency, and driving operational efficiency. 

To support this transformation, Allvue has strengthened its senior leadership team with the strategic hire of Brad Small as Head of Product for Credit. He brings over two decades of institutional finance and fintech leadership to the role. A veteran of JP Morgan, Bear Stearns, and ING, Brad most recently served as a Fixed Income Product Manager at Millennium, where he streamlined software development across the trade lifecycle. At Allvue, Brad will leverage his deep expertise in fixed income, credit trading systems, and enterprise data to drive product innovation and excellence. 

Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investing ecosystem, today announced the launch of its Apex AI Suite featuring one of the first Agentic Development Kits (ADK) in the clearing and custody industry. This revolutionary tool accelerates developer integration with the AscendOS™ clearing, custody, and trading platform through natural language commands – enabling engineers to ramp up more quickly while empowering non-technical users to build and test proof-of-concepts. The result: wealth platform prototypes that can potentially be developed in days rather than the weeks typically required for traditional integration approaches. 

The ADK operates alongside Ask Ascend, Apex’s established AI assistant launched in 2025. Together, they form the developer and builder-focused foundation of the overarching Apex AI Suite. This release marks the first step in Apex’s strategy to embed AI across additional use cases in the future and transforms the custodial platform evaluation from a process reserved for engineers into a hands-on experience for product managers, executives, and business stakeholders. 

The ADK is one of the first comprehensive AI-powered toolkits in the clearing and custody industry. It bundles AscendOS API references, guides, code samples, SDKs, and knowledge base into downloadable files that integrate directly into a developer’s terminal or IDE, providing complete AscendOS context while giving users flexibility to work through the Developer Portal or their preferred development environment. This abstraction makes it easier for non-technical users to download and get started quickly. 

Behavox, the AI company that transforms data into insights that safeguard and enhance businesses, today announced a strategic partnership with b-next, a specialist Capital Markets Trading Surveillance and Compliance solution provider. 

The partnership will provide Behavox with increased subject matter expertise for its Unified Controls Platform, which includes its flagship Quantum AI solution for communications surveillance, Intelligent Archive, Trade Surveillance, and Policy Management. 

B-next will benefit from Behavox’s market leading and proven AI, R&D support and global customer success support. As part of the collaboration, b-next will license Behavox technology and proprietary large language model, while also offering access to additional Behavox products where appropriate. 

Berkshire Partners (“Berkshire”), a Boston-based private equity firm focused on the middle market, today announced that Richard Lichtenstein has joined as Operating Partner, Head of Data Science and AI, reflecting the firm’s continued investment in data science and artificial intelligence to enhance insight, efficiency and performance across Berkshire and its portfolio. 

In a newly created role, Mr. Lichtenstein will lead Berkshire’s data science, advanced analytics, and generative AI efforts, working closely with investment teams and the Portfolio Support Group (PSG) to scale the firm’s AI capabilities internally and across the portfolio, applying AI to meaningfully transform portfolio company products, services, and value propositions. 

As part of its continued investment in AI, Berkshire has also promoted Limor Gultchin from Vice President of AI/ML to Director, Data Science and AI. In this role, Ms. Gultchin will continue to play a critical leadership role in building and operationalizing Berkshire’s AI and machine learning capabilities, partnering with Mr. Lichtenstein to scale the firm’s capabilities, internally and at the portfolio. 

Capital One Financial Corporation (NYSE: COF) today announced that it has entered into a definitive agreement to acquire Brex, in a combination of stock and cash transaction valued at $5.15 billion. 

Brex is a modern, AI-native software platform offering intelligent finance solutions that make it easy for businesses to issue corporate cards, automate expense management and make secure, real-time payments. The company also leverages AI agents to help customers automate complex workflows to reduce manual review and control spend. Upon completion of the transaction, Franceschi will continue to lead Brex as part of Capital One. 

The transaction is expected to close in the middle of calendar year 2026, subject to the satisfaction of customary closing conditions. BofA Securities served as financial advisor and Wachtell, Lipton, Rosen & Katz served as legal advisor to Capital One, with Baker McKenzie providing counsel on certain foreign legal matters to Capital One. Centerview Partners LLC served as financial advisor and Wilson Sonsini, Simpson Thatcher and Skadden Arps served as legal advisors to Brex. 

What if you could meet a potential customer and know exactly how to build rapport in seconds? Relationship AI from Datalign Advisory makes this possible by delivering intelligence briefs that give advisors a context-rich view of every prospect—scannable in 30 seconds. Early adopters were over 16% more likely to turn a first conversation into a qualified opportunity—lowering customer acquisition cost while saving hours of manual research. With Relationship AI, advisors spend less time preparing and more time building trust, from the very first conversation. 

Built on Datalign’s proprietary knowledge graph of over 200 million Americans, Relationship AI goes beyond basic profile data—name, assets and location—to highlight money-in-motion events, financial indicators and signals that a prospect may be navigating a major life moment. Each briefing gives advisors the context they need to connect on what matters most—right from the start. 

The financial advisory industry is facing a critical organic growth challenge: 78% of advisors cite organic growth as their biggest problem—yet most are stuck juggling disconnected point solutions that drain productivity instead of driving it. The pressure is compounding: McKinsey projects 38% of the current financial advisory workforce will retire in the next decade, with not nearly enough new advisors to replace them. With fewer advisors serving more prospects, productivity becomes the critical bottleneck to ensure firms can continue to grow. McKinsey identifies AI-powered meeting preparation as one of the most important levers for the 10–20% productivity gains the industry needs to meet surging demand for human-delivered financial advice. 

FinQuery, a market leader in AI-powered accounting automation, today announced the appointments of Jacob Fabbri as Chief Marketing Officer (CMO) and Michael Gerson as Senior Vice President of Customer Success and Service. 

These hires accelerate FinQuery’s mission to modernize the accounting function and simplify life for the Office of the CFO through its Intelligent Subledger platform. By automating the high-stakes workflows traditional ERPs lack – including leases, prepaids, and accruals – FinQuery replaces manual friction with AI-driven precision, empowering accountants to trade tedious manual tasks for strategic leadership. 

Jacob Fabbri joins FinQuery as CMO with a deep background in scaling high-growth SaaS platforms. Most recently, Fabbri served as CMO at Togetherwork, where he unified marketing strategies and drove growth across a diverse portfolio of integrated software and payment solutions. Previously, as CMO of Fonteva, he led marketing for the leading Salesforce-native member management platform. In under 5 years Fonteva realized over 1000% growth while defining memberships as a strategic advantage in previously untapped verticals. 

Global digital transformation company GFT Technologies today announced the appointment of Kaushal Sheth as its CTO, USA. The 30-year technology veteran co-founded and served as Executive Director of Sophos Solutions, before the company was acquired by GFT. Now, as GFT’s USA CTO, Sheth is expanding GFT’s AI capabilities, with a focus on AI solutions and agents guided by experiential intelligence. For financial institutions and manufacturers, these solutions will introduce a new level of recall and behaviors to their operations, significantly increasing their competitive advantage and productivity. 

Currently, 88% of companies have integrated AI into at least one business function. At the enterprise level, however, many have not scaled these isolated use cases beyond the pilot stage or throughout the organization. In order to see AI’s evolving value, it’s essential for businesses to move beyond experimentation and towards a company-wide foundation built to support the seamless introduction of new AI use cases. 

GFT has navigated major market shifts for its global financial services and manufacturing clients for over 35 years. Now, with the appointment of Sheth, the company will guide institutions into the AI era, enabling them to build secure AI architecture–either from the ground up or on top of modern foundations they’ve already introduced–to ensure scalable flexibility for future transformation. 

NFU Mutual and Guidewire (NYSE: GWRE) have announced a further strengthening of their long-term relationship, with NFU Mutual opting to migrate their on-premises deployment of Guidewire InsuranceSuite to Guidewire Cloud Platform. 

NFU Mutual is the UK’s leading rural insurer and is owned by its 900,000 members, offering a wide range of products including general insurance for home, motor, and business. Guidewire has been working with NFU Mutual for more than 15 years, enabling the insurer’s 300-strong agency network to enjoy a range of benefits including process efficiency savings, improved premium collections services and reduced payment administration. 

NFU Mutual will become the latest insurer to migrate to Guidewire Cloud Platform, which is allowing insurance companies across the globe to focus on insurance excellence with core modernisation from a scalable, secure and rapidly updatable cloud delivery model. 

HCLTech, a leading global technology company, today announced that it has signed a definitive agreement to acquire Finergic Solutions Pte Ltd, a boutique wealth consulting firm headquartered in Singapore. The transaction is expected to close by April 30, 2026. 

Founded in 2019, Finergic focuses on core banking and wealth management transformation and has a strong, well-established global presence. The addition of Finergic’s niche capabilities, combined with the scale of HCLTech, is expected to unlock stronger synergies and enhance service delivery across the financial services and wealth management industry. 

HCLTech brings 25+ years of global experience in serving leading financial institutions. By integrating Finergic’s specialized transformation strategy, consulting and wealth-architecture capabilities, HCLTech will accelerate the delivery of next-generation, platform-enabled wealth management solutions anchored by advanced AI-native workflows. These capabilities will complement HCLTech’s existing global experience supporting clients in Temenos products, including more than 40 global banks. 

Intention.ly, the leading growth engine for financial services firms, today announced the 2026 release of its next-generation Advisor Brand Builder (ABB) platform, designed to deliver highly personalized messaging, websites, logos, content libraries, and brand collateral at scale. 

For years, the financial services industry has prioritized branding efficiency at the expense of individuality, relying on cookie-cutter templates and recycled messaging that do more to help advisors blend in than stand out. 

But ABB bridges the historical chasm between personalization and speed, generating a brand, website, and content ecosystem uniquely aligned to each advisor’s positioning, services, and audience. Output from the AI-powered platform is refined by Intention.ly’s team of agency experts, ensuring advisors receive the highest-quality work at a fraction of the traditional time and cost. 

Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced a strategic partnership with Focus Financial Partners (‘Focus’), an interdependent partnership of wealth management, business management and related financial services firms that collectively advise more than $500 billion in assets. The collaboration empowers Focus’s business divisions to streamline meeting workflows, turn client conversations into actionable insights and accelerate their use of AI-driven productivity tools. 

The partnership delivers immediate, high-impact value to Focus’s advisory teams by reducing administrative burden and freeing up more time for meaningful client work. Jump’s ability to integrate directly with CRM and other wealth tech tools should reduce meeting prep time, improve data quality and support more automated workflows. 

This announcement follows a year of significant momentum for Jump, including surpassing 20,000 advisors on its platform and securing notable partnerships with Osaic, LPL Financial, Cetera, eMoney, RightCapital and others—further advancing its mission to shape the future of advisor intelligence. 

The agentic era has arrived, and while businesses know they must keep pace with rapid change, not all businesses have the tools to start. Today, Mastercard is announcing a suite of services to help customers take actionable steps to integrate agentic AI into their daily operations and accelerate toward this next frontier. 

Mastercard Agent Suite will combine technical support with customizable AI agents, leveraging Mastercard’s extensive payments expertise, data-fueled insights, proprietary technology platforms, and 4,000 global advisors. 

Customers will be able to build, test, and deploy fit-for-purpose agents from Mastercard Agent Suite. As true execution and embedded partners, Mastercard’s global advisory team will be there every step of the way to ensure a business can evolve with technology in a way that’s customizable and configurable, no matter what the landscape brings. The need is clear: a third of enterprise software applications will incorporate agentic AI by 2028 according to eMarketer, and Mastercard expects a significant percentage of customer interactions and operational tasks to be supported by AI agents by 2030. 

Melio, a leading accounts payable and receivable platform, announced today the launch of “Agent Mel,” an AI-powered assistant and expert guide that delivers quick responses and valuable insight for payment, product, and vendor questions. The conversational agent helps accountants, bookkeepers, and SMBs access critical information and gain understanding to make faster, smarter decisions. 

As B2B sectors rapidly adopt AI, Agent Mel addresses the growing demand for intelligent, automated financial assistance. Indeed, 40% of enterprise applications are predicted to be integrated with task-specific AI agents by the end of 2026. 

Business owners, accountants, and bookkeepers often have questions about bills, payments, and vendors, and may seek information about specific features on Melio. With Agent Mel, users can ask questions like, “What’s the status of this bill?” or “How do I set up a vendor?” to quickly retrieve the information needed to make smart decisions. The assistant also helps with cash flow management, highlights overdue payments, and displays payment patterns and vendor history quickly. 

Merchant announced today the appointment of Clayton Chandler as Chief Data Officer. In this role, Chandler will lead Merchant’s enterprise data and artificial intelligence strategy, helping to deepen the firm’s ability to use data as a strategic asset across its growing ecosystem of partner firms. Chandler brings extensive experience helping financial services organizations use data more effectively to inform decisions, improve operations, and better serve clients. 

Prior to joining Merchant, Chandler served as Chief Data and Analytics Officer at Osaic, where he led the firm’s data strategy during a period of significant growth. Since joining in 2021, he has helped the organization evolve into one of the world’s largest independent broker-dealers, with more than $800 billion in assets and over 10,000 independent advisors. 

Earlier in his career, Chandler held senior leadership roles at Credit Suisse, including Chief Data Scientist and Chief Information Security Officer, where he led global teams focused on analytics and cybersecurity. He also served in multiple senior roles at the U.S. National Security Agency, including Technical Director of High-Performance Data Analytics. 

NEXA Lending, the nation’s fastest-growing mortgage brokerage, today announced the rollout of Chat and Social AI, the next major evolution of its Agenetic AI platform, a fully integrated, large-language-model system built exclusively for mortgage professionals. 

Unlike traditional chatbots, static CRMs, or bolt-on tech tools, NEXA’s agenetic AI is designed to learn, adapt, and evolve in real time, operating as a true digital teammate for loan originators. 

This rollout introduces powerful Chat AI and Social AI capabilities, embedding intelligence directly into how loan officers think, market, structure, and close loans without adding complexity or workload. 

NICE Actimize, a NiCE (NASDAQ: NICE) business, has announced the launch of the Actimize Insights Network, a groundbreaking intelligence network designed to give financial institutions real-time visibility into counterparty risk. Leveraging insights from its Fraud and Financial Crime network, the Actimize Insights Network delivers the scale and precision needed to prevent fraud before money moves while supporting governance. 

Financial institutions continue to face rapid growth in authorized push payment (APP) scams, business email compromise (BEC), and other schemes in which legitimate customers are manipulated into sending money to fraudulent recipients. Traditional fraud controls often fail to detect these scams because transactions appear normal and institutions lack insight into counterparty risk beyond their own walls. 

The Actimize Insights Network provides signals which surface emerging risks and anomalous patterns that would be invisible to any single organization. Institutions can use these risk signals to intervene on truly suspicious transactions while confidently fast-tracking legitimate payments. These insights also enable more effective and efficient AML investigations. 

Options Technology (Options), a leading provider of high-performance infrastructure for the global financial services industry, today announced the deployment of its new liquid-cooled high-density cage in NY5, Equinix’s International Business Exchange™ (IBX) data center in Secaucus, New Jersey. This deployment positions Options at the forefront of delivering liquid-cooled colocation solutions to financial services clients. 

As demands on compute continue to surge across financial services, from real-time analytics and quantitative research to AI and machine learning, Options is investing in next-generation environments designed for maximum performance and efficiency. The new direct to chip liquid-cooled deployment, enables clients to run increasingly intensive workloads with greater thermal stability, lower energy consumption, and improved resilience. 

The NY5 expansion reinforces Options’ long-term vision to broaden its footprint across major financial hubs globally. It also reflects a wider industry trend toward sustainable, high-density compute architectures capable of powering complex analytics, AI development, and next-generation financial platforms. 

Options Technology (Options), the leading provider of financial services infrastructure, today announced the availability of the first commercially accessible quantum computing capability in New York City, delivered as part of its global hybrid compute platform. 

As capital markets enter the next phase of compute evolution, firms are increasingly constrained not by data availability but by their ability to simulate, optimise and manage risk at scale. Quantum computing introduces a new, probability-native compute model capable of addressing classes of problems that are computationally intensive or impractical using classical architectures alone. 

The quantum system is deployed within a New York City data center operated by Digital Realty and integrated into Options’ low-latency global infrastructure fabric. The environment leverages commercial quantum systems from Oxford Quantum Circuits (OQC), delivered alongside high-performance classical and GPU-based compute based on performance requirements, latency sensitivity, power density, data sovereignty, and regulatory constraints. 

StockHero today announced the official release of StockHero Version 4, a major advancement that arrives at a pivotal moment for stock traders. Automated trading – once the exclusive domain of hedge funds and institutional desks – is now experiencing widespread adoption among individual investors seeking speed, discipline, and data-driven decision-making. 

Over the past two years, the stock trading landscape has transformed dramatically. Markets are moving faster, trading opportunities are narrower, and the volume of information has grown exponentially. As a result, more retail traders are turning to automation to overcome emotional bias, execute strategies with precision, and maintain consistent performance across volatile cycles. 

Since StockHero’s launch in 2022, the platform has helped bridge the gap between retail traders and the sophisticated tools used by professionals. StockHero Version 4 marks the company’s most ambitious release to date, representing a full architectural rebuild designed to meet the rising demand for intelligent and reliable automated stock trading infrastructure. 

SUPERAGENT AI, Inc. today announced the world’s first Quoting AI Agent, a technological breakthrough that automates the single most critical and labor-intensive workflow in the insurance industry. 

For decades, the “quoting bottleneck”, the manual process of collecting data, navigating multiple carrier portals, and re-keying information, has limited agency growth. Today, SUPERAGENT AI shatters that barrier. The new Quoting AI Agent autonomously gathers customer data, navigates complex carrier rating engines, optimizes rates, and generates accurate quotes for agencies. 

The Quoting AI Agent will officially launch on February 11, 2026. Starting today, agencies can sign up for exclusive early access and book live demonstrations. 

Tavant, a leading provider of AI-powered fintech solutions and digital engineering, announced today Northpointe Bank, a leading financial institution renowned for its innovative lending solutions, has selected Tavant’s TOUCHLESS® AI Mortgage Transformation Platform to enable digital transformation of its operations, streamline the loan origination lifecycle, and process more transactions faster while providing borrowers a more simplified, personalized experience. Northpointe Bank, which specializes in personalized home financing and deposit banking with flexible mortgage and refinance options, engaged Tavant to support its ongoing innovation and digital transformation efforts. 

Northpointe is leveraging Tavant’s TOUCHLESS AI Mortgage Transformation Platform to automate components of the traditionally manual mortgage origination process, reducing manual data entry, streamlining workflows, and creating a more efficient and seamless experience for both borrowers and employees. The platform automatically classifies loan documents, extracts key information, and flags missing data. Borrower credit, income, and assets are verified directly from documents, while appraisals are reviewed for errors or inconsistencies, allowing underwriters to focus only on exceptions. 

Tavant’s TOUCHLESS® AI Mortgage Transformation Platform enables lenders to cut processing times to a matter of days, boost underwriter productivity by a factor of twelve, and reduce costs by 60%, all while improving borrower experience. This is achieved through advanced AI, including an Agentic AI assistant MAYA™, intelligent AI-powered document analysis, real-time external data integration, predictive underwriting, and dynamic workflow and experience configuration. The platform enables rapid AI transformation, enhancing existing LOS and POS systems with an implementation time to first impact of under six months. 

Rize Credit Union (Rize), a mission-driven, member-owned credit union with over $1.2 billion in assets, has partnered with Upstart (NASDAQ: UPST), the leading artificial intelligence (AI) lending marketplace. This collaboration will enable Rize to offer personal loans to more consumers across California, helping meet the growing demand for accessible financial solutions. 

Rize Credit Union started lending as a partner on the Upstart Referral Network for personal loans in May 2024. As part of the Upstart Referral Network, qualified personal loan applicants on Upstart.com who meet Rize’s credit policies receive tailored offers as they seamlessly transition into a Rize-branded experience to complete the online member application and closing process. 

Wealth.com, the leading end-to-end estate planning platform for financial advisors, today announced a strategic relationship with LPL Financial (‘LPL’), one of the nation’s leading wealth management firms and a leading provider of investment and business solutions to financial advisors. As part of this relationship, Wealth.com has been made available to LPL’s advisors and wealth planning teams. With a direct integration in place, LPL’s Advanced Planning Team will utilize Wealth.com’s Family Office Suite™ to support complex estate planning needs, enabling advisors to securely collaborate and share advanced cases through a direct integration in the Wealth.com ecosystem. 

Wealth.com will provide LPL advisors with an intuitive, advisor-first platform to model estate plans, generate documents and collaborate securely with clients, all within their existing workflows. This also includes the use of Ester®, Wealth.com’s AI-powered legal assistant trained specifically on estate planning documents and language. Ester reads and interprets wills and trusts, extracting key information and visualizing it in a way that is clear, digestible and actionable for both advisors and their clients. This innovation saves hours of manual review, improves accuracy and enables advisors to focus more on client guidance rather than administrative tasks. 

This curated network of third-party solutions is designed to help advisors increase operational efficiency, drive growth and deepen client relationships. As part of this program, LPL advisors receive access to Wealth.com’s dynamic estate reports and a permission-based Vault system that centralizes essential documents across generations. 

Wells Fargo & Company (NYSE: WFC) today announced the appointment of Faraz Shafiq as Head of AI Products and Solutions, effective Feb. 9. This move demonstrates the bank’s commitment to leveraging artificial intelligence (AI) to shape the future of financial services and transform how it works to deliver for employees, customers, and communities. 

Shafiq will report to Saul Van Beurden, Head of AI and Co-CEO of Consumer Banking and Lending, and work out of San Francisco. 

With more than 15 years of experience in technology leadership and product innovation across notable companies like Amazon Web Services, Verizon, AT&T, and Google, Shafiq will oversee the vision, roadmap, and development for enterprise-wide, AI-powered products. 

Winston Pierce Invest has announced the launch of a new suite of trading strategies that incorporate artificial intelligence (AI) to enhance decision-making across a range of asset classes. Designed for institutional and experienced investors, these strategies integrate deep learning models with high-frequency trading algorithms to process live market data, identify subtle patterns, and execute trades at scale. 

According to the firm, the system has been developed to operate in both traditional markets—such as forex, equities, and commodities—and digital assets, including cryptocurrency arbitrage. Rather than relying on predictive models alone, Winston Pierce Invest emphasizes adaptability, with AI systems designed to respond dynamically to changing market conditions and volatility. 

This announcement marks a formal entry by Winston Pierce Invest into the growing field of AI-assisted trading infrastructure, targeting users seeking data-driven tools that support automated execution and risk management. 

Regions Bank on Wednesday announced a major collaboration with payments technology company Worldpay®, a Global Payments company. This new collaboration is designed to enhance how Regions’ business clients, ranging from small businesses to major enterprises, accept payments and manage cash flow operations. 

Through Regions Merchant Services, the bank delivers intuitive, convenient financial services to a wide range of companies that sell goods or services in-store, online or through a mobile or tablet device. 

The collaboration directly complements Regions360, the bank’s go-to-market strategy. Through Regions360, a client’s primary banker works with other Regions bankers – representing a wide range of specialties and experience – to deliver uniquely tailored services to meet an individual client’s needs.