AI & Finance™ | News for the Week Ending 2/6/26

Arkose Labs, the leading proactive fraud deterrence provider, today announced Arkose Titan™, a unified platform that protects enterprises from human and AI-powered fraud, scraping and bot attacks. Unlike fragmented point solutions, Arkose Titan provides defense-in-depth through intelligent detection and adaptive mitigation against both traditional and emerging AI threats, including agentic AI. By defending a company’s entire digital experience and customer journey, Arkose Titan makes attacks economically unsustainable for perpetrators. It helps companies build their businesses uninterrupted and avoid fraudulent account chargebacks and customer reacquisition costs. 

The company also announced that two lauded security veterans have joined the company as advisors including AI security luminary Jason Clinton and Paul Rockwell, former trust and safety leader at Pinterest and LinkedIn. 

According to an October 2025 Forrester blog by VP and Principal Analyst Sandy Carielli, the rise of AI agents presents a challenge to companies looking to understand and manage customer traffic while still fighting malicious application layer attacks. It’s not enough to know whether inbound traffic is from an AI agent; companies must also know if the AI agent is acting on behalf of a particular customer or partner. 

Canoe Intelligence (“Canoe”), the platform for smarter alts management, and Confluence Technologies, Inc. (“Confluence”), a leading global technology solutions provider delivering innovative investment data management automation, today announced a partnership integrating Canoe Connect and Canoe Intelligence with Confluence® PARis — Portfolio Analytics and Reporting Information System. The collaboration delivers an AI-powered, end-to-end data automation workflow for asset allocators and asset owners managing alternative portfolios. 

By connecting Canoe’s intelligent document collection and data extraction with PARis’ advanced analytics and reporting capabilities, the integration automates the aggregation of alternative investment data, accelerating plan analysis and enabling higher-quality reporting. The partnership includes a fully automated data integration between the two platforms, allowing Confluence and Canoe to deliver a seamless, cohesive user experience for shared clients. Confluence will also launch a version of the solution that will be available directly to its clients via the PARis interface. 

Contio today announced the launch of MeetingOS, the world’s first Decision Acceleration Platform, designed to transform broken meetings into decisive moments that accomplish great things. 

“There are a billion knowledge workers around the globe, and they spend around 20 billion hours a week sitting in meetings — that’s over $100 trillion dollars in payroll every year. If you talk to these dedicated people, they bemoan the massive inefficiency that defines most of their calendar as they rush from Zoom to conference room to Zoom, with no time to follow through,” said Aaron Klein, Founder and CEO at Contio. “Financial advisors in particular build relationships, capture details, and drive most of their value in meetings with their clients — it’s critical that they turn every meeting into a force for creating brilliant decisions and the right kinds of action.” 

Contio MeetingOS is a flexible and powerful operating system designed to support meetings ranging from impromptu huddles to staff meetings to 1:1s to board meetings to all-day strategy retreats. At its heart sits the Contio Intelligence Engine, a powerful artificial intelligence platform that skillfully drafts the perfect meeting game plan for you, prompts you to get the right people in the room, gathers the right data at your fingertips, magically surfaces critical insights and data points during the meeting, and generates insanely great notes and action items so that action always follows discussion. MeetingOS rapidly becomes your brilliant meeting strategist, superhuman memory, and hyper-intelligent Chief of Staff. 

MeetingOS easily snaps into your existing Google Workspace or Microsoft Outlook calendar, and seamlessly provides meeting and agenda access to your teammates, as well as external participants. It works with every video call platform without annoying bots joining the call, and works for in-person meetings as well. It’s built on top of Contio’s secure private cloud, with bulletproof privacy and security that prevents even the theoretical possibility of customer data being used to train AI models. 

As payments fraud accelerates with AI, businesses are racing to spot and block threats without slowing customers down. Today, CSG® (NASDAQ: CSGS) launched CSG Payments Protection.ai, a next-generation fraud detection and financial risk management solution to accurately identify and stop payment fraud. The solution proactively monitors digital transactions across diverse payment channels and fraud types, so businesses can reduce fraud losses by 50–70% while significantly lowering false-positive alerts and the resulting customer friction. 

Dashlane, the credential security leader, today announced the launch of AI-powered Scam Protection, a new feature for Dashlane personal plan users that actively protects them from entering their credentials, credit card information, or other sensitive data on phishing websites, even when they have no saved logins to compare against. 

Unlike traditional anti-phishing solutions that only intervene when users attempt to autofill or paste a saved credential, Scam Protection uses a patent-pending, proprietary AI model that analyzes every page in real time, intervening at the exact moment the user is at risk, blocking threats before users interact with them. 

Dashlane has long offered vault-based phishing alerts that prevent autofill on mismatched domains, a feature now standard across password managers. Scam Protection stands apart because of its AI model, which analyzes 79 webpage attributes in real-time, including URL anomaly patterns, excessive external links, hidden images, and more, to determine whether a web page is suspicious as the user browses. This proactive approach protects users in scenarios where credential-matching cannot: entering a credit card on a fake shopping site, creating an account on a fraudulent service, or submitting personal information to a scam job posting. 

EasAly AI, a technology-enabled tax resolution service built by legal experts, launched today, giving taxpayers a more innovative and transparent way to resolve IRS debt. Available now on the App Store or Google Play, the platform combines advanced artificial intelligence with decades of tax law expertise to reimagine a $20+ billion industry long dominated by costly, opaque, and fear-driven services. 

For individuals and couples, EasAly securely decodes IRS transcripts, syncs financial data, and maps out every available path to resolution. Users can quickly see where they stand with the IRS, compare relief programs side by side, and take action without the intimidation of a high-pressure sales call or an attorney retainer. 

Global analytics software leader FICO (NYSE: FIC) announced that it has entered a global partnership with Tech Mahindra (NSE: TECHM), a leading global provider of technology consulting and digital solutions to enterprises across industries, to help banking, financial services, and insurance (BFSI) organizations accelerate value creation through AI-powered decisioning and advanced analytics. As part of the partnership, Tech Mahindra will establish a dedicated Centre of Excellence (CoE) for FICO® Platform, reinforcing the company’s commitment to driving large-scale core banking modernization and intelligent decisioning for global financial institutions. 

The CoE will deliver end-to-end consulting, implementation, and managed services, enabling enterprises to fully leverage the capabilities of FICO Platform and realize faster, measurable business outcomes. Tech Mahindra’s deep expertise in digital business transformation, cloud-native architectures, data engineering, and AI-led modernization will play a central role in accelerating customers’ transformation journeys. Tech Mahindra will apply its global delivery scale, industry frameworks, and accelerators to ensure seamless integration of FICO Platform within complex banking ecosystems, significantly reducing implementation risk and time-to-value. 

The partnership will also help financial institutions transform core banking environments by unifying fragmented decisioning systems into a single, AI-driven decisioning layer. Tech Mahindra will also launch dedicated skill development and enablement programs to train consultants on FICO’s AI-driven decisioning tools. The initiatives will focus on helping enterprises operationalize AI, moving from experimentation to production-ready deployments. By combining certified talent, reusable accelerators, and industry-aligned solutions, Tech Mahindra aims to help clients de-risk adoption while maximizing return on investment. 

Focal, the AI-powered productivity platform purpose-built for financial advisors and enterprise wealth teams, today announces an integration with Shaping Wealth, the leading provider of behavioral science-based learning and engagement solutions for the wealth management industry. The integration brings Shaping Wealth’s research-backed behavioral coaching directly into Focal’s artificial intelligence (AI)-powered meeting workflow platform, enabling advisors and teams to receive structured, actionable insights across all client conversations, upleveling the performance of every Focal advisor. 

While AI meeting assistants have gained widespread use among wealth managers, many tools lack insights that can improve advisor performance. Focal’s integration with Shaping Wealth provides actionable behavioral intelligence scaled through original AI agents, enabling Focal to go beyond AI note-taking and meeting prep. For the first time, research-guided AI agents have been embedded into advisor workflows to deliver real-time behavior-based personalized coaching for individual advisors and team-level insights for management. This partnership will help individual advisors prospect more effectively, improve conversion of AUM across existing clients and build deeper trust with better scenario-specific questions that more effectively guide clients through complex financial decisions. Management teams gain centralized visibility into team-wide performance, with trend insights, sentiment tracking and precise callouts on in-meeting talking points to systematically improve results. 

By analyzing behavioral patterns across meetings, leadership teams can better understand what top-performing advisors do differently, identify coaching opportunities at scale and match training initiatives with client needs. 

Franklin Templeton, a global investment leader, today announced the launch of Intelligence Hub, a modular, AI-driven distribution platform powered by Microsoft Azure. Intelligence Hub is the latest milestone in the firms’ multiyear collaboration to transform enterprise productivity and deliver personalized, insight driven experiences at scale. 

This new platform expands on the advanced financial AI initiative announced by the two firms in April 2024, when Franklin Templeton committed to build a composable, multi-layer AI architecture using Microsoft services designed to embed intelligence across workflows, enhance sales and marketing productivity, and improve the client experience. Intelligence Hub brings this vision to life for U.S. Distribution, modernizing core activities and materially improving sales effectiveness. 

Following a multi‑month pilot, Intelligence Hub delivered measurable efficiency improvements, including reduced daily preparation time and a significant increase in value‑added client interactions. These results reinforce the platform’s ability to streamline workflows and sharpen client targeting through AI‑driven insights. 

Gen II Fund Services, LLC, a leading provider of fund administration services, today unveiled its next generation AI-powered Sensr Portal. 

Built with Gen II’s proprietary AI intelligence layer, powered by leading large language model technology and designed expressly for private markets, the new Sensr Portal fundamentally transforms the investor experience by providing instant, direct, and conversational access to documents and data. This equips GPs and LPs with dramatically improved efficiency, enhanced data accessibility, and deeper analytical insights. 

Sensr Solutions is Gen II’s suite of proprietary, web-based technology platforms built to elevate fund management and the investor experience. The platforms provide secure, centralized hubs that enable fund sponsors, investors, and service providers to collaborate more efficiently and transparently throughout the entire fund lifecycle. 

Gryphon AI, a leader in AI-powered compliance and conversation intelligence, today announced that Symple Lending, an innovative fintech company focused on helping consumers achieve financial freedom, has selected Gryphon AI to strengthen compliant, transparent, and customer-first engagement across its customer journey. 

By deploying Gryphon AI’s real-time compliance platform, Symple Lending is embedding intelligent regulatory guidance directly into customer interactions — enabling responsible growth while maintaining clarity, consistency, and trust with the consumers it serves. 

Gryphon AI’s technology continuously monitors customer conversations and delivers real-time guidance that helps ensure outreach aligns with evolving regulatory requirements. This approach allows Symple Lending to proactively manage compliance risk while maintaining meaningful, personalized engagement at scale. 

Happiest Minds Technologies Limited (NSE: HAPPSTMNDS), an AI First customer-obsessed digital engineering and Mindful IT company, announced a strategic partnership with IBSFINtech, a leading provider of Treasury and Trade Finance Management solutions. Through this collaboration, Happiest Minds will act as a reseller of IBSFINtech’s award-winning platform and serve as the System Integration (SI) partner for implementation and ongoing support. 

This partnership brings together Happiest Minds’ deep expertise in AI, cloud, analytics, and enterprise integration with IBSFINtech’s advanced, scalable platform built to streamline treasury operations, risk management, and trade finance for global enterprises. 

Shaping digital treasury transformation worldwide, IBSFINtech fills a long-standing critical gap for an agile, integrated, and AI-powered treasury management system for corporations. 

Asset-Map Holdings, Inc. (“Asset-Map”), the premier visual financial planning conversation tool for advisors, today announced its new integration with Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers. This is one of Asset-Map’s first AI integrations; the partnership with Jump and AI notetakers will expand in the coming year. 

As a result of the integration, mutual users can leverage Jump’s AI technology to capture and process client meetings, automatically extracting prioritized insights and intelligently suggesting updates within the Asset-Map household framework. This closes the gap between what’s said in meetings and what gets acted on, keeping household maps current, compliant and conversation-ready. 

According to a recent Jump financial advisor survey, more than 60 percent of users save over one hour every single workday from utilizing its capabilities, reclaiming more than 250 hours annually. With over 90 percent of advisors reporting that automated post-meeting notes significantly reduced their workload, half are now using that time to deliver more services to clients. 

K1x, the patented, AI-powered tax data platform for private markets, today announced a new technology integration with Truss, a leading client collaboration platform built for tax professionals. Powered by K1x’s platform and seamlessly embedded within the tax workflow, the integration makes K-1 aggregation and reporting one-click easy, eliminating hours of manual work for accounting firms. 

The K1x and Truss integration consolidates K-1 data collection, validation, and delivery directly within firms’ existing tax engagement workflows. By eliminating the need to toggle between multiple tools, the solution automates the most time-intensive steps of the K-1 process, from document intake and sorting to validation and distribution. 

With manual K-1 busy work removed, firms are free to redirect their time and expertise toward higher-value advisory services. The integration enables tax professionals to move faster during peak season, reduce errors, and strengthen client relationships by focusing on strategic guidance rather than administrative tasks.\ 

Laserfiche — the leading SaaS provider of intelligent content management — today announced major enhancements to its AI-powered data extraction tool, Smart Fields. The update introduces automated document classification and tagging, allowing organizations to move from unstructured content to informed decisions in seconds. 

Using natural language prompts instead of rigid, ruled-based OCR, Smart Fields can now identify document type — such as invoices, taxpayer identification forms, or student transcripts — and automatically apply the correct metadata template using AI. Users can also use Smart Fields to automatically add informational and security tags to files that meet certain criteria, defined using a natural language prompt. Users can capture key details, route documents, and apply the proper metadata tags instantly and at scale. 

Traditional capture methods often require specialized technical knowledge and complex configuration. Laserfiche Smart Fields, first launched in 2025, eliminates this barrier by allowing users to describe the data they need using natural language.   

VEON Ltd. (NASDAQ: VEON), a global digital operator, and MindBridge, the leader in AI-powered financial intelligence, today announced a strategic collaboration to deploy artificial intelligence-powered analytics tools across VEON’s global operations. 

Under the collaboration, MindBridge will support VEON’s operating companies in finance, internal controls and internal audit with solutions that create standardized, scalable analyses of financial and operational data. VEON will adopt MindBridge’s Central Insights Factory (CIF) as a group-wide AI-powered platform that analyzes all transactions rather than samples, identifying risks and control insights with greater consistency, precision and efficiency. 

The two companies will also explore jointly providing AI-powered financial analytics services to business customers and governments. 

Offerpad Solutions Inc. (NYSE: OPAD) today announced the appointment of Dr. Jai Singh as Chief Pricing and Analytics Officer, reflecting an expanded mandate to accelerate the company’s AI-driven pricing, portfolio management, and marketing optimization initiatives as Offerpad continues to scale its multi-solution real estate platform. 

Dr. Singh has extensive financial and analytical leadership experience, with a background spanning senior roles across investment management and global financial services organizations, including Morgan Stanley. In this role, he will oversee the continued evolution of the company’s pricing infrastructure, portfolio management systems, and asset disposition strategies, with particular focus on artificial intelligence and machine learning applications. His responsibilities encompass advancing automated valuation models, offer construction intelligence, and data-driven portfolio decisioning to enhance pricing accuracy, transaction velocity, and enterprise risk management. 

A Wharton MBA in Finance, Dr. Singh will also lead the expansion of Offerpad’s data-driven marketing framework, applying advanced analytics, econometric modeling, and quantitative methodologies to optimize marketing efficiency and strengthen capital allocation discipline across the organization. 

OnCorps AI, a leading agentic AI platform for fund operations, today announced the appointment of Ron Allen as Chief Executive Officer, effective immediately. Founder Bob Suh will serve as Chairman and remain actively involved in guiding the company’s product vision and strategic growth. 

Ron brings more than 25 years of experience scaling enterprise platforms and leading transformation initiatives for the world’s largest financial institutions. Most recently, Ron served as Global Head of Transformation, Aladdin at BlackRock, where he partnered with global asset managers to modernize front, middle- and back-office workflows and drive platform adoption at scale. 

Founded in 2011, OnCorps delivers intelligent exception resolution for fund operations, primarily serving asset managers and fund administrators. Beyond identifying discrepancies in trade reconciliations and fund documentation, the platform autonomously investigates root causes, provides recommendations for issue resolution, and learns from historical patterns to prevent future breaks. OnCorps’ production-ready agents are trained on domain-specific data and workflows. 

Oracle Financial Services Summit — Oracle Financial Services is transforming banking with an enterprise-class suite of AI-infused applications, design tools, frameworks and pre-built AI agents. With these advancements, banks can benefit from intelligent, conversational interfaces and autonomous AI agents. These capabilities allow financial institutions to better understand and anticipate customers’ evolving needs and deliver hyper-personalized service whether the customer is banking online, using a mobile device or in a physical branch. 

Oracle’s agentic platform offers financial institutions the essential tenets for building a truly intelligent, next-generation bank. The platform embeds AI experiences and decisioning at the core of every customer engagement and business process. With its robust agentic ecosystem, the platform’s AI agents can orchestrate seamless, real-time, and highly tailored interactions supported by human expertise. This approach enables bankers to play a pivotal “human-in-the-loop” role, supporting oversight and ethical governance. 

Experience agents in other retail domains, such as collections, directly assist the banker by automating crucial tasks to boost efficiency and compliance. They also support a faster, lower-risk, and more professional collection environment for both bankers and customers. 

STP Investment Services (STP), a global provider of technology-enabled investment operations, fund administration, and compliance solutions, has enhanced its Lightspeed Trade Data Management System (TDMS) through the integration of SmartSettle AI, a new module designed to extend settlement workflows beyond traditional automation and deliver predictive intelligence directly within post-trade operations. 

Lightspeed TDMS will continue to serve as STP’s operational foundation, providing automated processing, real-time visibility, and normalized data across custodians, brokers, and asset classes. SmartSettle AI is directly integrated into the Lightspeed TDMS platform, adding an advanced layer of intelligence and predictive insights that operate within existing workflows already used by settlement teams. 

Through this integration, STP is expanding the capabilities of its trade settlements service to provide more accurate fails tracking and reporting, enhanced pre-matching and intelligent exception prioritization, and earlier identification of potential TMPG fails and future CSDR penalties. The platform also delivers automated settlement inventory status notifications to support timely recalls and reduce settlement risk, along with predictive analytics designed to identify potential settlement issues before they occur. 

SutiSoft, a leading provider of cloud-based and AI-driven business platforms, announces its intelligent Procure-to-Pay (P2P) suite, designed to help organizations manage every step of procurement process – from supplier onboarding to payment reconciliation, with greater visibility, accuracy, and speed. 

SutiProcure brings intelligence and agility to purchasing operations. The platform automates processes, from requisition creation to purchase order management, minimizing manual work while improving control. 

Supplier collaboration is key to successful procurement, and SutiSRM makes it intelligent and proactive by centralizing supplier data, tracking KPIs, and providing AI-driven insights to help businesses select and retain the right suppliers. 

Ceto today announced a strategic partnership with Vertice AI designed to further strengthen how community banks and credit unions apply intelligence to drive meaningful growth and engagement. Through this collaboration, Vertice AI’s capabilities will be integrated into the Ceto NOVA™ platform, expanding Ceto’s ability to help financial institutions translate data into targeted, practical action across the customer lifecycle. 

For more than three decades, Ceto has served as a trusted strategic partner to community financial institutions, guiding leaders through periods of change by aligning strategy, technology, and execution. The Ceto NOVA™ platform brings that approach together, combining human expertise, strategic insight, and software to help institutions make better decisions, operate more effectively, and grow with confidence. 

The integration of Vertice AI within NOVA™ enhances Ceto’s intelligence framework by supporting more precise personalization and engagement strategies. As part of this evolution, Ceto is advancing a new intelligence capability within the NOVA™ platform, internally referred to as NOVA Vector™, designed to translate Vertice AI-powered insights into predictive signals and actionable engagement strategies that help financial institutions scale smarter, more personalized growth. Vertice AI’s analytics capabilities will be embedded directly into the NOVA platform, allowing Ceto clients to access predictive insights within a unified experience and apply them in ways that align with their broader growth and relationship strategies.