AI & Finance™ | News for the Week Ending 3/20/26

Abrigo, a leading provider of compliance, credit risk, and lending solutions for financial institutions, today announced Abrigo Intelligent Scan, an AI-powered screening solution designed to help banks and credit unions identify risk faster, reduce false positives, and protect against financial and reputational harm. 

Despite shifting regulatory priorities, reputational risk remains critical for financial institutions. Protecting against reputational risk is not about checking a box, but about safeguarding decades of trust and ensuring long-term strength in the communities they serve. When institutions are unknowingly linked to sanctioned entities or high-risk individuals, both their financial health and reputation are on the line. OFAC violations can result in civil penalties of up to $250,000 per violation, in addition to significant public scrutiny. Proactive sanctions screening is therefore not just a compliance function; it is essential to protecting an institution’s reputation and credibility. 

Abrigo Intelligent Scan strengthens Abrigo’s Financial Crime platform by delivering sophisticated screening capabilities once reserved for large, global institutions. The workflow-based solution combines AI-powered record matching, guided remediation workflows, and comprehensive global risk data sets to increase throughput and enable faster, more confident decision-making across programs. 

Algebrik AI Inc., a Delaware-incorporated company headquartered in New York City and pioneering the world’s first cloud-native, AI-powered, digital-era Loan Origination Platform (LOS), today announced a bureau integration partnership with TransUnion, a global insights and information company. 

Through this collaboration, financial institutions using Algebrik can now access TransUnion’s industry-leading credit and identity solutions- including the latest trended credit scores and fraud prevention tools-natively within their lending workflows. 

The partnership supports credit unions, community banks, and fintech lenders in delivering faster, fairer, and more compliant lending decisions, without requiring additional system integrations or manual intervention. 

AppZen, Inc., a Workday Innovation partner, today announced that it has completed a  Workday Design Approved Integration for its Workday Marketplace App, AppZen Expense Audit. AppZen provides customers with a streamlined integration between Workday Expenses and AppZen Expense Audit. Users gain access to AppZen’s Mastermind AI Platform for autonomous expense auditing within the Workday platform.  

As a Workday Partner, AppZen Expense Audit provides autonomous expense compliance management, enabling enterprise finance teams to audit expense reports before reimbursement, help catch duplicates and policy violations, and monitor for emerging fraud techniques, including AI-generated or manipulated receipts. With near real-time, bi-directional integration, low-risk spend can move forward quickly, while true exceptions are escalated for targeted review and action. 

As expense volumes grow and policies expand across regions, many organizations still rely on manual reviews or sampling, leaving risky blind spots. AppZen’s finance AI is purpose-built to read receipts and analyze spend context across languages, currencies, and policy nuance, then apply explainable decisions at enterprise scale.  

Coconut Software is redefining how financial institutions run their branches—with AI-powered Intelligent Branch Solutions that connect operations, workforce planning, and customer engagement in one unified platform. Today, the company announced the launch of Multi-Lines of Business (Multi-LOB), a new capability designed to help financial institutions break down silos and operate as one bank—while maintaining the security, privacy, and control required across all lines of business. 

By eliminating manual hand-offs and disconnected systems, Multi-LOB helps financial institutions increase wallet share, accelerate cross-sell cycles, and reduce administrative overhead. The long-term benefits of this new solution are twofold: Leaders gain enterprise-wide visibility into performance, while teams spend less time coordinating internally and more time serving customers. 

As the leader in artificial intelligence (AI) for commercial insurance, Convr® equips customers with a conversational AI assistant embedded directly into the underwriting workbench. 

The Generative AI approach supports underwriting analysis by helping teams dig deeper into submission data and uncover actionable insights. Those insights can then be acted upon immediately — informing changes, updating the submission, creating tasks, or taking other necessary steps — so underwriters can move forward efficiently. 

Purpose-built on the Convr Context Engine — comprised of a commercial insurance ontology, knowledge graph, and semantic layer that powers a multi-line schema — this unique foundation enables the Generative AI to deliver high-performing interactions out of the box with minimal model dependencies showing a holistic view of the risk with ease and confidence. 

CV Advisors, a leading multi-family office, today announced that David Sabo has joined the firm as Chief Technology Officer. In this newly created role, Mr. Sabo will spearhead the firm’s technology strategy and drive the integration of artificial intelligence across CV Advisors’ platform, with a specific focus on equipping the firm’s investment and advisory teams with tools that enhance client service and decision-making. 

CV Advisors has built proprietary tools for manager evaluation and real-time client reporting since its founding, and the addition of Mr. Sabo signals the firm’s next chapter in technology leadership. 

Mr. Sabo brings more than two decades of experience building and scaling financial technology platforms. He has twice created companies from the ground up, most recently as Chief Technology Officer, Head of Product, and Growth at Tienda Pago, where he architected the company’s entire technology ecosystem and scaled the engineering organization to support its expansion in lending and payment solutions. Earlier in his career, he co-founded a financial services technology company, spending more than a decade developing its core platform and managing debit and credit card programs for business clients. 

Emagia, a leader in Autonomous Finance solutions for Order-to-Cash operations, today announced the launch of Gia AlphaCash™, a new AI Cash Discovery Agent designed to help CFOs and finance leaders unlock trapped working capital by identifying the receivable accounts most likely to generate the largest and fastest cash conversion. 

Gia AlphaCash introduces a new approach to receivables intelligence by discovering what Emagia calls “Alpha Accounts”—the focused few customer accounts that can unlock maximum cash in the shortest time frame. By analyzing multiple financial and operational signals across enterprise systems, AlphaCash identifies these high-impact accounts and recommends the optimal actions required to accelerate collections and improve liquidity. 

This intelligence enables finance teams to focus on the accounts that deliver the highest expected cash yield. 

Glia, the leading platform for intelligent banking interactions, today announced it will offer its more than 700 bank and credit union clients a contractual guarantee against AI hallucinations being presented to customers or members on its Banking AI platform. Glia also now guarantees zero impact from prompt injection attacks on its platform — malicious attempts to trick customer or member care AI into providing information or performing tasks it shouldn’t. 

AI hallucinations are situations when generative or agentic AI presents false or misleading information. These risks are inherent in fully-generative AI because the internal decision-making is hidden—which means even the people who build these tools can’t always predict or explain why the AI says what it says. Glia eliminates the potential impacts of AI hallucinations and prompt injections through a built-in proprietary approvals framework. 

While the platform leverages generative AI and Large Language Models to achieve a 92%+ understanding rate — comprehending exactly what a customer or member needs — it never uses that same AI to ‘improvise’ answers in real time. 

GoFundMe, the global leader in online fundraising, today announced the launch of its smart fundraising coach, an AI-powered assistant designed to help people create, share, and manage fundraisers with greater ease, confidence, and success. With this launch, the GoFundMe platform now provides personalized coaching guidance to help fundraisers connect to the support they need, leveraging intelligence from millions of fundraisers on the GoFundMe platform. 

Building on GoFundMe’s suite of AI-enabled tools, which have already been used more than 80 million times, the smart fundraising coach supports organizers from creation through every step of their fundraising journey. GoFundMe research shows that fundraisers created with the smart fundraising coach show stronger early performance across metrics including funds raised, early donations, and engagement. Based on these early results, GoFundMe expects to see an additional $125 million in help raised this year in the U.S. through the smart fundraising coach. In a survey of early users of the smart fundraising coach, 65-75% said the coach made them feel less stressed, less alone and more confident in creating and managing their fundraiser. 

The interactive coach – which is available initially in the U.S. – helps users craft compelling titles and stories, set optimal goals, and generate ready-to-share content that is optimized for a range of channels from social media to email to SMS. It also recommends personalized next steps to build momentum and help drive donations, including who to share with, which channels to use, when to follow up, and how to thank supporters. 

Gradient AI, a prominent enterprise software provider of artificial intelligence solutions for the insurance industry, has introduced an AI tool allowing Workers’ Comp (WC) carriers, third-party administrators (TPAs) and self-insured employers to flag claims likely to be expensive, complex or involve delayed recovery periods. The company’s ClaimVoyant™ solution provides early indicators that create opportunities for thoughtful intervention, leading to appropriate staff assignment and proper care management planning. 

Expenses for claimants with pre-existing physical comorbidities and psychological conditions can be three to four times as high as those without such conditions. Early identification of these claims enables proactive treatment that better manages the recovery trajectory for an injured worker, giving AI tools like ClaimVoyant™ a clear, commonsense path to expedient return on investment. 

With a claimant match rate exceeding 90%, Gradient AI’s ClaimVoyant™ solution parlays data captured at First Notice of Loss (FNOL) into actionable insight for program managers. In doing so, the AI-driven triage tool provides a gateway to deeper intervention for injured workers, including recommendations on whether to obtain ClaimVoyant™ detailed reports, available with medical authorization. ClaimVoyant™ is available at an accessible price point and offers a variety of delivery options – including portal, application programming interface (API), computer system validation (CSV), and core system integration. 

Halcyon, a financial services innovation company specializing in IRS direct data integration and AI-powered imaging income verification, today announced a groundbreaking expansion of its integration with Freddie Mac’s asset and income modeler (AIM). Halcyon’s TrueTax™ solution will become the first platform to deliver a comprehensive tax dataset that combines borrower-provided tax returns data with IRS-sourced tax transcripts through AIM to support the automated income assessment for self-employed borrowers. 

This capability addresses one of mortgage lending’s most persistent challenges: efficiently and accurately calculating qualifying income for self-employed borrowers while protecting against income documentation fraud. By integrating TrueTax’s dual source methodology with AIM as a capability within Freddie Mac’s automated underwriting system (AUS), Loan Product Advisor® (LPA®), lenders can now automate the self-employed income assessment with unprecedented confidence and speed. 

Halcyon’s dual source data capability represents the mortgage industry’s first fully automated solution for self-employed income verification that combines a comprehensive tax transcripts and tax returns data set for calculation and LPA’s assessment of R&W relief for accuracy and integrity of data from the tax transcripts in a single integration. TrueTax’s expansion brings the automation and efficiency to the self-employed segment—historically the most labor-intensive borrower category. 

Specialty insurer HSB today introduced a new artificial intelligence (AI) liability insurance coverage that protects businesses from lawsuits resulting from the use of AI technologies. 

Designed for small and medium-sized companies, HSB AI Liability Insurance can pay for AI-related losses that some General Liability policies exclude, including bodily injury, property damage, and advertising injury for claims stemming from AI-generated advertising, marketing, blogs, and social media. 

Increasingly, smaller businesses are relying on AI to boost productivity, reduce costs, and stay competitive by automating routine tasks and analyzing data. 

Jaris, a leading embedded finance platform for payment companies, today announced the official launch of its merchant onboarding solution. This enterprise-grade suite is now live for major partners including Dart Bank (via WestTown Payments), JustiFi, and Aurora Payments, providing a frictionless path for merchants to access a full financial ecosystem. 

In an industry where merchant acquisition is often slowed by fragmented systems, Jaris is redefining the standard. The solution allows merchants to enroll in multiple financial products through a single online application that can be completed in minutes. 

For traditional financial institutions like Dart Bank, the shift to automated onboarding represents a fundamental transformation in how they serve small businesses. The bank now runs its payment infrastructure—including merchant onboarding, managed settlements, business loans, and instant payouts—on the Jaris platform. 

Kinective, the first company to deliver an enterprise platform built for intelligent banking, today announced that PayNearMe has licensed Kinective’s advanced API connectivity solution, Gateway, to expand and simplify integration capabilities for its modern payment platform, PayXM. 

Kinective Gateway enables banks and credit unions to access cutting-edge fintech solutions by offering the market’s largest portfolio of core and business system integrations—backed by deep-rooted relationships with more than 40 core providers and over 100 fintechs. Using Gateway’s prebuilt APIs, PayNearMe can easily connect with financial institutions seeking increased payment acceptance, accelerated cash flow and improved member experience. 

Kinective’s turnkey API integration platform eliminates the complexities of core integration for fintechs like PayNearMe, alleviating the burden of building individual APIs while ensuring secure, comprehensive and supported connectivity. 

Millennial Shift Technologies (mShift) today announced the launch of mShift Quantum AI™, a new artificial intelligence platform designed to modernize commercial insurance operations through intelligent data transformation, advanced risk analysis, and autonomous AI agents built specifically for the insurance industry. 

Unlike general-purpose AI tools, mShift Quantum AI is purpose-built for the operational complexity of commercial insurance. The platform converts fragmented submission data into structured, decision-ready intelligence while deploying AI Agents that automate operational tasks such as submission follow-ups, broker communications, and portfolio management. 

Commercial insurance submissions frequently arrive as fragmented information spread across emails, PDFs, spreadsheets, and broker communications. This fragmented intake forces underwriting teams and brokers to manually extract and reconcile risk data, slowing down the submission-to-quote process and creating operational inefficiencies. 

momoGood today launched as a new company formed through the strategic combination of Tatango and Givergy, backed by a growth investment led by Edison Partners and Vocap Partners. Edison Partners acquired a majority position in the company. Financial terms were not disclosed. 

momoGood combines Tatango’s mobile-first engagement infrastructure with Givergy’s experiential fundraising and event technology to create a unified, AI-native platform serving nonprofits, political organizations, enterprises and donors globally. The platform is designed to reduce technology fragmentation, broaden participation and deliver intelligent insights that help organizations engage supporters more effectively while giving individuals greater continuity and control over their generosity. 

More than 2,500 nonprofit, political and enterprise customers across North America, Europe, Hong Kong, and Australia will rely on momoGood for engagement and fundraising performance. Tatango is a leader in text-based fundraising, where mobile messaging campaigns deliver up to seven times return on fundraising investment. Givergy complements this capability with event and auction technology used by organizations worldwide to power high-impact fundraising experiences. Together, these capabilities form the foundation of a hyper-personalized, intelligent, AI-forward approach to increasing participation, improving campaign performance and strengthening long-term donor relationships. Charitable contributions in the United States alone exceed $600 billion, highlighting the scale of the global generosity economy. 

Nitrogen, an AI-powered suite of products for financial advisors, today announced it has achieved ISO/IEC 42001 certification, the international standard for Artificial Intelligence Management Systems (AIMS). Nitrogen believes it is the first wealthtech company to earn the certification, joining a small group of global technology leaders including Microsoft, AWS, Google Cloud, and Anthropic. 

ISO/IEC 42001 is the international standard for Artificial Intelligence Management Systems (AIMS), providing requirements for how organizations govern, deploy, and oversee AI systems. Certification is awarded following an independent third-party audit confirming that a company has implemented formal processes for AI governance, risk management, ethical safeguards, and ongoing oversight. 

Financial advisors operate in one of the most regulated industries, making strong AI governance safeguards essential as AI tools become more common in advisor technology. Increasingly, compliance teams are asking vendors not just whether they use AI, but how it is governed and monitored over time. 

Following the successful launch of its Agentic Wealth Operating System, OneVest today announced OneVest GO. This standalone, AI-native wealth relationship workspace is built specifically for the independent powerhouse—the agile advisor and focused RIA team who prioritize client impact over administrative complexity. 

OneVest GO delivers an AI-native foundation that allows independent firms to manage prospects, clients, and complex workflows with unprecedented speed. By moving beyond the limitations of legacy CRMs and disconnected communication tools, OneVest GO empowers advisors to operate with the sophisticated infrastructure of a global institution while maintaining the personalized touch of an independent practice. 

OneVest GO is more than a system of record; it is a dynamic Wealth Relationship Workspace built for the speed of modern advisory teams. By moving beyond the static data entry of traditional CRMs, we’ve created an AI-native environment where intelligence is embedded directly into your daily flow, automating follow-ups and surfacing “next best actions” as you work.  

Options Technology (Options), the leading provider of financial services infrastructure, today announced that its AtlasInsight platform has been selected by the Texas Stock Exchange (TXSE) to deliver high-fidelity packet capture and real-time analytics across TXSE’s proprietary, world-class trading infrastructure. 

As TXSE prepares to launch the first fully integrated exchange in over 25 years, the exchange has engineered its core infrastructure from the ground up to prioritize performance, speed, and latency. AtlasInsight will integrate with TXSE’s architecture to provide full-fidelity capture at line-rate (up to 200 Gb/s), deep protocol analytics, and infrastructure performance management, enhancing transparency and competitiveness from day one. 

The announcement builds on recent milestones at Options, including the global deployment of AtlasInsight across Options global infrastructure, the launch of AtlasInsight Capture 200 enabling line-rate 200Gb/s packet capture on commodity hardware, and the introduction of PrivateMind, a secure AI platform designed specifically for financial services. 

Posh today announced the launch of CoachQA, a foundational component of its Agentic AI Workforce, a unified suite of AI agents serving customers and employees across the enterprise. 

Designed specifically for banks, credit unions, and financial services, CoachQA extends that AI workforce into quality assurance and risk oversight, enabling institutions to evaluate 100% of customer interactions against their own standard operating procedures. 

For most financial institutions, quality assurance still relies on manual sampling. Managers review a small percentage of calls, often less than 1% of total volume, and use that limited visibility to assess compliance gaps, fraud exposure, coaching opportunities, and operational performance including sales effectiveness. 

Prudent AI today announced the launch of automated rental income analysis within its Upfront Income platform, natively integrated with Fannie Mae’s Income Calculator. Prudent AI fully automates the end-to-end rental income workflow — from document upload through calculation, validation, and submission-ready output. 

Rental income has long been one of the most operationally demanding areas of mortgage underwriting. Lenders processing investors, multi-property borrowers, and non-W2 income profiles have historically relied on manual reconciliation of Schedule E filings, Form 8825, and property-level records — before manually underwriting or entering figures into spreadsheets or calculators by hand. The process is slow, error-prone, and a leading source of repurchase risk. Prudent AI removes every step of that friction. 

The platform automatically extracts rental income data from source documents, submits to Fannie Mae for calculation, validates outputs before they reach the underwriter, and packages results in a submission-ready format for automated underwriting workflows. Calculations meet Fannie Mae’s standards and are eligible for representation and warranty relief. 

PureFacts Financial Solutions, a recognized leader in AI-driven revenue management and data analytics, and Innover Digital, a global player in digital transformation and intelligent automation, today announced a strategic partnership aimed at accelerating innovation in the financial services ecosystem worldwide. 

The collaboration brings together PureFacts’ deep expertise in revenue management, fees and billing, compensation and insight generation for the investment industry with Innover’s advanced capabilities in AI, analytics, and digital engineering. Together, the two companies will help financial institutions modernize the revenue lifecycle so they can reduce operational friction, strengthen compliance, improve transparency, and unlock new opportunities for growth. By combining trusted financial data with AI-powered intelligence, PureFacts and Innover will enable firms to make faster, more informed decisions and build a more scalable, resilient foundation for the future. 

Innover Digital, known for helping enterprises reimagine value through AI and automation, will collaborate with PureFacts to develop scalable, insight-driven solutions that integrate seamlessly into existing technology ecosystems. The collaboration will center on building predictive and generative AI capabilities that reshape how firms engage clients and manage wealth, alongside data modernization and cloud-native platforms that enhance agility, operational efficiency, and regulatory compliance. In addition, the joint initiatives will bring together integrated analytics and intelligent automation to deliver real-time business intelligence at scale, enabling organizations to make faster, more informed decisions and unlock sustained value across their digital operations. 

Rain, the leading financial health platform serving America’s workforce, today launches the world’s first AI Financial Health Agent designed to help employees control their finances and build long-term financial security. 

Rain is a fundamentally new model for financial health: an agentic system of specialized skills that optimizes people’s financial lives. 

Traditional financial health programs rely on reactive tools or educational content that require employees to take the initiative. Instead of simply providing insights or recommendations, Rain works 24/7, helping users stabilize their cash flows, reduce unnecessary expenses and improve financial outcomes over time. 

RFG Advisory (“RFG”), an innovator in the wealth management industry dedicated to helping independent financial Advisors build their business without compromise, today introduced ClickONE Command Center, a new operating system designed to eliminate the fragmented systems and operational friction that have long slowed independent financial Advisors across the industry. Built on a unified data layer with AI-driven intelligence, the platform connects every layer of the advisory business into a single command center where Advisors can surface insights instantly and run their firms more efficiently. 

The announcement was made at the firm’s 2026 Growth Retreat in Clearwater, Florida, where more than 150 Advisors and industry leaders gathered to explore the future of independence. 

The ClickONE Command Center represents a shift away from the fragmented technology environment that has long impacted the advisory industry. Rather than juggling logins, systems and manual workflows, Advisors can now access the intelligence of their entire business in one place and simply ask for the insights they need. 

Rogo, the AI platform used by leading financial institutions, today announced the acquisition of Offset, an AI agent company founded by Raj Khare and Shiv Shrivastava. Offset develops learning agents designed to operate directly inside financial workflows across investment banking, private equity, hedge funds, and corporate finance. 

With the acquisition, Rogo will integrate Offset’s technology into its platform used by more than 25,000 finance professionals, accelerating its roadmap to deliver intelligent systems embedded directly into the tools financial professionals rely on every day. 

Financial institutions depend heavily on spreadsheets and presentations to build models, analyze investments, and communicate results. However, maintaining and updating complex financial models remains time-consuming and error-prone. Offset was built to address this challenge by creating AI agents that understand financial models structurally and learn how financial work evolves across assumptions, formulas, and outputs. 

S&P Global (NYSE: SPGI) today announced significant enhancements to its flagship S&P Capital IQ Pro platform that incorporate advanced artificial intelligence capabilities and expanded datasets to accelerate financial analysis and decision making. The updates include the addition of ProntoNLP analytics along with data expansions across fixed income, biopharma and private markets. Additionally, S&P Global announced the acquisition of Drift AI, an AI-powered Excel solution, with planned integration into the platform. 

The enhancements reinforce S&P Capital IQ Pro’s position as a comprehensive platform that delivers trusted data, connected technology and AI-powered tools that support research, client coverage, idea generation and risk management workflows.  

S&P Capital IQ Pro now includes ProntoNLP advanced sentiment analysis within Document Intelligence, Capital IQ Pro’s AI-powered document analysis tool—enabling users to quickly access and assess the important themes and related sentiment in earnings call transcripts and associated documents. The enhanced functionality builds on S&P Global’s 2025 acquisition of ProntoNLP, which brought advanced AI and NLP capabilities to better analyze and gain insights from textual data. 

As messaging channels multiply and AI-generated content grows, Smarsh is redefining the traditionally resource-intensive and multi-million-dollar process of legal discovery. Today, the global leader in communications intelligence unveiled a suite of AI-native agents that compress investigation timelines from weeks to hours, effectively ending the era of “idle data” and replacing it with an automated, defensible engine for corporate oversight. 

For legal teams at global institutions, every new matter—whether litigation or an internal investigation—can quickly drain time and resources as teams sift through vast volumes of communications data. Smarsh’s new Discovery Agent uses AI to surface the most relevant information early, enabling faster case assessment, reducing reliance on outside counsel, and delivering measurable efficiency gains. 

Organizations adopting this technology can reduce investigation costs by up to 75%. The solution pinpoints insights, reconstructs timelines, surfaces key custodians, and visualizes complex communication patterns across multiple languages and within a single, unified workflow. 

Tavant, a leading platform-powered AI transformation specialist, announced today that Primary Residential Mortgage, Inc. (PRMI), a leading national, independent, full-service residential mortgage lender, successfully deployed Tavant’s TOUCHLESS® AI Mortgage Automation Platform across its branches nationwide. 

PRMI has reported measurable gains from using TOUCHLESS®, including increased throughput of funded loan volumes, reduced cycle times, and increased staff productivity through automation of much of the process from application submission through clear-to-close. Additionally, PRMI has registered operational efficiencies of 75% in central processing and underwriting, for example, reducing underwriting time from three hours to less than one hour per loan. Efficiency gains have equipped PRMI team members to handle more complex and diverse loan products as volume increases. 

With TOUCHLESS®, underwriters now operate in an exception-based review model, focusing on higher-risk scenarios rather than routine checks. Loan officers benefit from cleaner files, real-time pre-underwriting document analysis, updates during processing and underwriting, and fewer back-and-forth condition cycles. Borrowers have more certainty at every step of the application and loan origination process, with an accurate needs list that aligns with their specific situation. Every action and AI-powered decision is logged, traceable, explainable, auditable, and aligned with PRMI’s ever-evolving compliance standards and GSE expectations, while at the same time improving the experience of every role along the mortgage origination activity chain. 

Imagine consolidating retirement accounts—something that historically could take weeks—now completed in just days. Transamerica announced today that it is making this possible with Pearl, The Transamerica Virtual AssistantSM. Pearl is a new, purpose-built digital experience that brings together AI, data and human support in a single, continuous workflow—designed to help retirement plan participants move savings from other retirement accounts into Transamerica with greater speed, simplicity and support. 

Consolidating retirement assets is an important financial decision, but the process has often been fragmented—paperwork, multiple steps, and uncertainty about what comes next. Pearl helps simplify that experience by creating a single, persistent participant space where AI guidance, relevant data and human support are unified—not separated into disconnected channels— keeping participants oriented and moving forward from start to finish. 

Participants are guided through key action steps like account verification, document collection and secure transfer of funds. Pearl helps ensure participants know what to do at each stage—reducing confusion, limiting rework and supporting a smoother path to completion. Pearl is designed with strong safeguards to help protect participant information, including encryption and robust security controls to support privacy and security throughout the experience. Together, these capabilities reflect a platform built to meet the regulatory expectations of the financial services industry. 

Upstart Holdings, Inc. (NASDAQ: UPST), the leading artificial intelligence (AI) lending marketplace, today announced a forward-flow commitment with Eltura Capital Management, an alternative investment manager specializing in asset-based finance and structured credit opportunities, Aperture Investors, an alternative asset manager and part of Generali Investments, and co-investors. The investor group has agreed to purchase up to $1 billion of consumer loans originated through the Upstart platform. 

The agreement consists of a 12-month forward flow arrangement and builds on an existing relationship between the parties, representing the first forward-flow arrangement of this scale between Upstart and the investor group. 

WealthFeed, the industry’s most complete all-in-one prospecting and growth engine for financial advisors, today announced the launch of its Warm Introduction solution. This enhancement to WealthFeed’s Discover feature enables advisors to instantly identify prospects they’re already connected to through their existing networks. 

Referrals and introductions through clients are the most effective ways to build trust with prospects, yet manually identifying second-degree connections across large prospect databases can be prohibitively time-consuming. WealthFeed’s AI-enhanced Warm Introduction enhancement solves that challenge by layering network intelligence onto prospecting outreach. 

While other prospecting tools may provide data and others have marketing tools, WealthFeed uniquely delivers these capabilities and more within one unified system. The addition of the Warm Introduction further enhances WealthFeed’s Discover capabilities and solidifies WealthFeed’s position as the most comprehensive growth engine available to advisors.  

WealthStream, an AI-native advice intelligence platform for wealth management, launched today at T3 to help advisory firms accelerate every advisor’s path to becoming an experienced practitioner. The result is a more consistent, high-quality workforce delivering better advice at every level. 

Deep planning judgment takes years to develop, is constrained by human capacity, and often walks out the door when senior advisors retire. WealthStream functions as an always-available digital advisory team, giving every advisor access to senior-level financial planning capabilities, enabling firms to deliver higher-quality advice with greater consistency. The launch comes amid converging workforce pressures. Cerulli Associates reports approximately 109,000 advisors plan to retire in the next decade, while roughly 72% of new advisors leave the profession within five years. McKinsey projects the U.S. could face a shortage of 100,000 advisors by 2034 at current productivity levels. 

WealthStream uses specialist AI agents to analyze client data across planning categories and generate a complete set of considerations and recommendations for advisor review. The platform sits above a firm’s existing tech stack as an advice intelligence layer. Rather than requiring advisors to know what to ask when a client situation arises, the system surfaces tailored recommendations based on client personas, flags complexity drivers, and identifies dependencies that even experienced advisors can overlook. Advisors remain in control: they validate outputs, apply judgment, and decide what to implement, all filtered through each firm’s unique philosophy and approach.