AI & Finance™ | News for the Week Ending 3/27/26

Maxio, the leading billing automation and revenue management platform for B2B SaaS and AI companies, and Abacum, the AI-native FP&A platform, today announced a partnership to deliver connected subscription billing and financial planning. By integrating the two platforms, Maxio and Abacum will create a seamless flow of billing and revenue data into planning and forecasting models, helping finance teams eliminate manual reconciliation, accelerate month-end close, and connect actuals to forecasts more reliably. 

The integration will connect Maxio’s billing and revenue data directly to Abacum’s planning platform, linking actual performance to forecasts in real time. Finance teams gain continuous scenario planning grounded in live billing data, reducing dependence on manual exports and static snapshots. 

Behavox, the AI company that helps organizations safeguard and enhance their businesses through a unified controls framework, today announced the renewal of its multi-year agreement with Lloyds Banking Group for continued use of Behavox Mosaic, the company’s front-office intelligence platform, powered by a control-grade data foundation. 

This renewal extends a successful partnership that began in 2021, reflecting Lloyds’ long-term commitment to using advanced technology to unlock intelligence from complex datasets. 

Behavox Mosaic unifies fragmented trade data and enriches it with real-time, personalised insights so front-office teams can spot money-generating opportunities and act faster with better context. Mosaic is built on the same control-grade data plane as Behavox Polaris and Quantum. 

NEO Home Loans powered by Better announced that its advisor network is now leveraging Better’s AI-powered underwriting infrastructure, including the recently launched Tinman AI application built within ChatGPT, to accelerate loan decisioning, reduce manual bottlenecks, and increase advisor capacity. 

The rollout reflects the continued impact of NEO’s integration with Better’s mortgage technology platform and represents a step forward in combining advisor-led guidance with AI-enabled infrastructure designed to improve speed, consistency, and operational leverage. 

Mortgage underwriting has traditionally relied on sequential manual reviews across income, credit, appraisal, title, and compliance. While designed to manage risk, this process can extend timelines, create workflow bottlenecks, and limit the number of files advisors can efficiently manage. 

Brex, the intelligent finance platform, today announced that it is helping power OpenAI global spend and financial operations. Brex now plays a growing role at the center of the AI ecosystem and further cements its position as a key financial backbone for the world’s leading AI companies. 

OpenAI is at the frontier of AI, and scaling global teams at a pace that demands a strategic approach to financial operations. 

Finance teams must support rapid growth, highly dynamic spend, and global operations without slowing the business. Leading companies like OpenAI are choosing Brex’s AI-native corporate card and spend management platform for global issuing and facilitating payments, real-time visibility, and automation. Brex enables finance teams to eliminate manual work, maintain rigorous controls, and support growth at scale with confidence. 

Clarity AI, the leading global technology platform for extra-financial intelligence, today announced a strategic partnership with RiskThinking.ai, the trusted provider of asset-level physical climate risk modelling. This collaboration integrates RiskThinking.ai’s granular asset-level data and advanced physical risk modeling into Clarity AI’s award-winning platform, insights, and native AI capabilities, providing financial institutions and corporations with unprecedented “bottom-up” transparency into climate vulnerability, hazards, and nature and biodiversity impact. 

With visibility into over 3 million individual assets across a universe of 15,000 ultimate parent companies, firms can now move seamlessly from broad disclosures to precise, actionable insights while meeting the rising demand for transparency and technical auditability. 

RiskThinking.ai’s capabilities are powered by its Climate Digital Twin™ platform, which runs full hydrologic model simulations across every climate scenario and warming level to produce high-fidelity physical risk outputs. 

Datalign Advisory today announced it is opening its agentic AI platform to advisory firms across the industry. Unlike platforms that focus AI capabilities inward — streamlining advisor workflows and back-office operations — Datalign’s agents are designed to be accessible to clients: supporting advisor-client relationships and delivering the firm’s expertise, methodology, and branded experience in every interaction. The offering allows firms of any size to build and deploy client-facing, custom, branded AI agents grounded in their own investment philosophy, proprietary content and client data—each operating within a compliance-by-design framework purpose-built for SEC-registered industries in finance and insurance industries. 

Financial services firms face a clear mandate to modernize — yet solutions combining true agentic capability with firm-level customization and compliance-by-design architecture remain rare. The urgency is real: last month, Altruist, a single AI-powered tax planning tool contributed to notable declines across Schwab and LPL as well as other giants of the financial services industry — a signal that agentic AI is no longer a niche conversation but an immediate force reshaping wealth management. Datalign’s custom agent offering is built for that moment, serving independent RIAs, banks, wire houses, and wealth firms of any size. 

Unlike off-the-shelf models — which offer generative capability but little or no compliance infrastructure, no firm-specific grounding, and no structured financial tooling — Datalign’s agents are built on Halo, a purpose-built agentic AI framework designed from the ground up for regulated financial services. 

Feedzai, the global leader in AI-native financial crime prevention, today unveiled RiskFM (Risk Foundation Model), the industry’s first Tabular Foundation Model purpose-built for financial data and risk decisioning. 

RiskFM marks a fundamental shift in how financial crime is detected and prevented. For decades, institutions have relied on rules and manually-engineered machine learning models built one customer at a time. RiskFM changes that as a purpose built frontier model that spans across fraud detection, anti-money laundering (AML), and broader risk decisions across the entire financial crime lifecycle. Unlike current industry attempts limited to card network data, RiskFM is trained on a uniquely broad, deep, global dataset spanning onboarding, digital activity, payments, transfers, and AML workflows, enabling institutions to detect, prevent, and adapt to financial crime with unprecedented speed and precision. 

Recently, Large Language Models (LLMs) have effectively “solved” domains like language, audio, and video because they are highly constrained by finite grammar and causality. In language, next words are often predictable: in the sentence “Yesterday, a scammer contacted me and pretended to be my …”, the next word is likely “relative,” “friend,” or “coworker”. Similarly, in images and video, individual pixels are highly predictive of their nearby neighbors. Financial transactions, however, operate in a fundamentally different reality. 

The wealth and trust industry is at an inflection point. Rising client expectations, growing regulatory complexity, and increasing operational demands are pushing banks, wealth management firms, and trust organizations to seek smarter, more efficient ways to operate. For firms that manage sensitive financial data and high-stakes client relationships, the pressure to modernize, without sacrificing security or governance, has never been greater. 

Fi-Tek LLC, a leading provider of technology solutions for the wealth and trust industry, is answering that call. The company has announced the full production rollout of its artificial intelligence strategy – a purpose-built initiative designed to enhance operational efficiency, strengthen decision-making, and streamline workflows across the wealth administration lifecycle. 

At the heart of this initiative is GWiz, Fi-Tek’s AI ecosystem built to extend and enhance its Global Wealth Enterprise Suite (GWES). GWiz brings intelligent, enterprise-grade AI directly into the day-to-day operations of wealth and trust professionals – enabling natural language access to institutional knowledge, AI-powered document intelligence for trust administration, and automation of complex back, middle, and front office processes. 

As credit unions and community banks accelerate adoption of AI-driven service channels, payments often remain disconnected from the conversations that trigger them. This disconnect creates friction at the moment of intent. MessagePay today announced a strategic partnership with Glia designed to close that gap. 

The new integration embeds MessagePay’s secure loan payment capabilities directly into Glia’s industry-leading, banking AI platform, allowing financial institutions to initiate and complete payments seamlessly within the same AI-powered digital and voice interactions customers and members already use. 

Payments, which are often the final step in resolving customer and member inquiries, have traditionally required channel switching, follow-up emails, or manual processes. Together, Glia and MessagePay eliminate those barriers by making payments a natural extension of AI-assisted and human-assisted interactions. 

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. 

Obin AI, an enterprise AI company building an agentic workforce for financial institutions, today announced it has raised $7 million in seed funding led by Motive Partners. The round also includes participation from angel investors and advisors Dr. Fei-Fei Li and Lukasz Kaiser, leading figures in both foundational AI research and financial services investing. 

Founded by AI pioneers with deep roots in both Silicon Valley and global finance, Obin AI emerges from stealth with a clear objective to make AI trustworthy at the highest levels of financial decision-making. While recent advances in agentic systems have demonstrated strong performance in coding and general business tasks, financial institutions face a higher bar. Decisions involving hundreds of millions of dollars require near-perfect accuracy, full auditability and regulatory alignment. 

Obin AI has already secured engagements with several of the world’s largest financial institutions globally, with deployments moving from pilot to production in weeks rather than months. In select deployments, institutions have reported accuracy levels high enough to rely directly on Obin AI-generated outputs within core workflows. 

One Inc, the leading digital payments network for the insurance industry, today announced 2025 results reflecting strong growth and deepening partnerships across the P&C ecosystem. The company surpassed 300 enrolled carriers, achieved 37% revenue growth, and signed 112 new agreements, bringing its unified network to $245 billion in annual payments volume. 

One Inc and its partners are transforming the traditionally paper-based insurance industry by connecting carriers, policyholders, and over 1.2 million enrolled additional participants across all major insurance use cases, including premiums, claims disbursements, total loss settlements, mortgagee payments, and subrogation. This unified network enables seamless transactions, where carriers and vendors gain instant access to all participants, driving efficiency and collaboration across the ecosystem. 

With 25 core systems and over 50 live integrations supporting payments for policy, billing, and claims systems, One Inc accelerates time to value for carriers. In 2025, the company expanded its leadership through 11 strategic partnerships with industry leaders like Copart, Equisoft, and Verisk, extending its reach across Property & Casualty insurance and expanding into the Life Insurance sector. By streamlining payments, One Inc delivers faster, more efficient solutions that ultimately benefit policyholders and fulfill the promise of insurance. 

Orbs today announced the launch of Orbs Agentic, a dedicated execution layer designed to power autonomous DeFi agents with secure, verifiable onchain trading infrastructure. Built on Orbs’ existing Layer-3 blockchain architecture, Agentic introduces cosigned oracle verification to help ensure agent-initiated transactions meet predefined execution constraints before being broadcast onchain. 

As artificial intelligence agents increasingly manage portfolios, monitor markets and execute strategies programmatically, the infrastructure supporting their onchain activity must prioritize safety, reliability and execution quality. Orbs Agentic is designed to address these requirements by acting as an intermediary execution layer between AI agents and DeFi protocols. 

The platform enables agents to perform structured actions such as swaps, limit orders and time-weighted average price strategies through dedicated execution tools. These include autoswap and execswap for swaps, autolimit for limit orders and additional safety-focused flows. Rather than relying solely on agent-side logic, execution parameters are submitted through Orbs infrastructure for independent verification. 

RecVue, the leader in AI-powered billing and revenue management platforms for complex enterprise monetization, today announced it has completed the acquisition of AiVidens. By acquiring the cash management and collections platform, RecVue will enable enterprises to move beyond simple revenue automation to unify contract governance, billing, collections, revenue compliance, revenue sharing, and liquidity management all within a single revenue operating system. 

While tasked with these widening responsibilities, enterprise CFOs struggle with disparate systems and data. Contracts are governed in CRM, billing happens in ERP, collections are done from standalone solutions, and revenue recognition is managed in separate accounting tools and spreadsheets. This fragmentation results in revenue leakage, audit risk, delayed cash realization, and working capital inefficiency. 

The acquisition of AiVidens will expand the RecVue RevOS platform into a fully unified, AI-powered revenue-to-cash operating model. RevOS can connect contract governance, monetization and billing, receivables and collections, revenue compliance, and third-party revenue sharing within a single, intelligent system. By integrating AI-driven receivables management and predictive payment intelligence, RecVue will seamlessly link commercial activity to financial outcomes — accelerating cash realization, improving liquidity visibility, and transforming monetization into predictable cash performance. 

Sovos, the always-on tax compliance company, today announced a major expansion of Sovi AI across the Sovos Tax Compliance Cloud, introducing new capabilities for tax and regulatory guidance, intelligent automation, compliance insights, and agent interoperability. 

The announcement brings together a growing set of AI innovations across the Sovos platform which include Sovos Intelligence and AI-powered mappings for tax determination and filing. New capabilities announced today include Ask Sovi, error diagnosis and remediation features, and new interoperability support through Model Context Protocol (MCP) and Agent-to-Agent (A2A) frameworks. 

At the center of the announcement is Ask Sovi, an AI assistant built directly into the Sovos Tax Compliance Cloud. Beyond helping users navigate product workflows and user documentation, Ask Sovi provides fast, context-aware answers to complex regulatory questions within the flow of work. It is built on more than 40 years of Sovos expertise, a knowledge base maintained by more than 100 global regulatory specialists and tax compliance coverage across 150+ countries. Ask Sovi also supports conversations in multiple global languages and can interpret tax and regulatory content across languages. Over time, Sovos plans to extend these capabilities into guided, human-approved actions inside the platform. 

Spade, the data and AI platform transforming how financial institutions use transaction data, today announced $40 million in Series B funding. The round was led by Oak HC/FT, with participation by Andreessen Horowitz, Flourish, Gradient, NAventures, National Bank of Canada’s corporate venture arm, and Y Combinator. Spade will use the new funding to further deepen platform capabilities, expand the team and meet growing demand from financial institutions and fintechs that rely on Spade’s foundational enhanced transaction data to power AI initiatives. 

Spade was founded in 2021 to help banks and fintechs parse through their messy transaction data so that it can be turned into actionable insights. Every day, banks and fintechs process billions of transactions across card programs, ACH, and wires, yet the underlying data remains notoriously difficult to use. Without enrichment, transaction strings are often indecipherable, leading to high dispute volumes, poor user experiences, weak reward attribution, and an inability to effectively leverage the data asset. Spade’s platform solves this by matching raw data to verified businesses in its proprietary database, allowing customers to understand exactly where and with whom a transaction occurred. 

Today, Spade’s foundation of enrichment enables banks, fintechs, and enterprises to transform raw transaction records into verified merchant intelligence in real-time. Spade has established itself as the best-in-class solution, delivering 99.9% coverage of U.S. and Canadian merchants with 99%+ accuracy. Built for the most demanding enterprise environments, Spade’s API infrastructure achieves P99 latency of under 40 milliseconds, making it the fastest product on the market. The Spade Platform that sits atop the data foundation allows customers to instantly leverage Spade for mission critical workflows across authorization decisioning, attribution, and analytics. 

As regulatory expectations grow more complex and financial crime risks continue to evolve, SymphonyAI, a global leader in Vertical AI platforms, offers a centralized, enterprise-grade technology foundation designed to operate at global scale while meeting local regulatory requirements. 

SymphonyAI supports Munich Re, one of the leading reinsurers, and subsidiaries through its financial crime platform, which combines domain-specific expertise with artificial intelligence to help financial institutions detect, investigate, and manage financial crime risk with greater precision and efficiency. 

Unlike traditional, rules-heavy compliance systems built for periodic updates and manual intervention, SymphonyAI’s financial crime solutions are designed to operate as continuous, always-on intelligence systems. They combine AI-driven detection with explainability and governance to translate regulatory change and emerging risk into real-time decisions across compliance operations. 

Synergetics.ai, a pioneer in the emerging Agent Economy, today announced expanded support for a range of open and emerging standards that power autonomous AI agents and agent-native payment systems. Through its AgentWorks platform, AgentTalk communication protocol, and Synergy Wallet infrastructure, Synergetics.ai enables enterprises and developers to build, deploy, and monetize autonomous agents capable of discovering services, collaborating with other agents, and executing secure financial transactions. 

As the industry moves toward agent-native digital infrastructure, interoperability across agent communication and payment protocols has become critical. Synergetics.ai’s architecture is designed to align with key standards shaping the Agent Economy, including emerging protocols for agent-to-agent communication, agent identity, programmable payments, and decentralized digital asset transactions. 

The Synergetics platform supports a wide range of agent payment and transaction frameworks including X402, Google’s AP2 (Agent Payments Protocol), Visa Internet Commerce (VIC), stablecoin and cryptocurrency payment rails, and programmable wallet infrastructure. These capabilities enable autonomous agents to securely perform tasks such as purchasing APIs, accessing datasets, executing commerce transactions, and settling payments across multiple financial networks. 

TRACE ASI has announced the launch of its advanced artificial intelligence-powered market analysis platform designed to help investors interpret trends across financial markets. 

The platform integrates artificial intelligence with real-time market data analysis to provide structured insights into market environments. By processing large volumes of market information, the TRACE ASI system aims to help users better understand price behavior, trading activity, and broader developments across financial ecosystems. Interest in data-driven investing has continued to grow in recent years as institutional participation and technological development expand across the sector. As a result, tools capable of interpreting complex market data are becoming increasingly important for investors seeking to navigate evolving market conditions. 

TRACE ASI says its platform focuses primarily on large-capitalization assets and equities that demonstrate strong market infrastructure and liquidity. These assets are typically traded on regulated exchanges such as Coinbase, Kraken and Schwab, three widely recognized venues for financial market activity. The company’s artificial intelligence models analyze a variety of market inputs, including price trends, trading patterns, and broader sector developments. By interpreting these signals through machine learning systems, the platform is designed to highlight patterns and market structures within financial environments. 

UiPath (NYSE: PATH), a global leader in agentic automation, today announced new purpose-built agentic AI solutions designed to help financial institutions automate complex operational workflows across financial crime, compliance, and loan origination while maintaining the security, transparency, and auditability required for regulatory compliance. 

Financial institutions face mounting pressure from evolving regulatory requirements, heightened fraud risk, and growing expectations for faster, more seamless lending experiences—these challenges are often compounded by operational and data bottlenecks that slow investigations, delay loan decisions, and increase compliance risk. To address these issues, UiPath developed new purpose-built agentic AI solutions complemented by the recent acquisition of WorkFusion, a pioneer in AI agents for financial crime compliance, further strengthening UiPath’s portfolio of agentic AI-powered solutions for the financial services industry. 

Incorporating WorkFusion’s purpose-built AI agents for financial crime compliance into the UiPath Platform, the UiPath Solution for Financial Crime Compliance automates key analyst workflows including sanctions screening, alert review and adverse media monitoring—helping financial institutions reduce alert backlogs, improve investigator productivity, and strengthen regulatory compliance while maintaining robust governance and auditability. 

Unit21, the leading AI Risk Infrastructure for fraud prevention and AML monitoring, today announced a partnership with Helix by Q2, an award-winning, cloud-native core purpose-built for modern banking, to support AI-powered AML monitoring and investigations for Banking-as-a-Service (BaaS) and embedded finance programs. The partnership enables sponsor banks and fintechs using Helix to ingest first and third-party data into Unit21’s platform, where it can be operationalized through configurable, AI-driven workflows. 

Through the integration, joint customers can enable Helix data to flow into Unit21, allowing compliance teams to centralize monitoring, investigations, and reporting across complex program structures. Sponsor banks gain a consolidated view of activity across both internal risk data and that of their fintech partners, while maintaining the flexibility to tailor AML controls based on each program’s risk profile. 

Developed using deep in-house expertise in banking infrastructure, Unit21’s platform is designed to turn raw banking data into actionable compliance signals. Once data is ingested, it is analyzed using a combination of configurable rules and machine-learning models to surface suspicious behavior, prioritize alerts, and support efficient investigations. Compliance teams then have full control to design AML workflows that reflect the structure of their programs, ranging from a single fintech to multi-entity portfolios. 

Wolters Kluwer Tax and Accounting Italy announced today the launch of Genya Dichiarativi Expert AI, a new capability embedded within the Genya cloud platform designed to support tax and accounting professionals in the compilation of tax declarations, starting with the 2026 Annual VAT Declaration. 

Genya Dichiarativi Expert AI by Wolters Kluwer integrates artificial intelligence directly into professional workflows, enabling users to consult ministerial instructions through natural language and receive contextual guidance while remaining fully in control of decision‑making. The AI-powered capability draws exclusively on authoritative official sources, helping professionals work with greater confidence and efficiency. 

The launch of Genya Dichiarativi Expert AI builds on Wolters Kluwer’s Expert AI strategy, shaped by more than a decade of AI investment and innovation. It combines deep domain expertise, responsible AI principles, and close collaboration with customers and technology partners to deliver transformative solutions. It empowers customers to work faster and make smarter decisions based on trusted and verified content.