AI & Finance™ | News for the Week Ending 7/17/26

Abacum, an AI-native financial planning and analysis (FP&A) platform, today announced that its SuiteApp has achieved the ‘Built for NetSuite’ status. The new SuiteApp, built using the Oracle NetSuite SuiteCloud Platform, helps organizations further streamline financial workflows and simplify planning processes. 

By combining the power of NetSuite’s leading AI cloud ERP system with Abacum’s AI planning capabilities, the Abacum SuiteApp provides an integrated planning experience that helps finance teams further improve the speed and accuracy of budgeting, forecasting, and scenario analysis processes. Building upon NetSuite’s financial management capabilities, the SuiteApp synchronizes NetSuite data to further streamline planning and reporting, automate forecasting and scenario analysis, and increase visibility into planning and performance across finance, revenue, and operations teams. 

Built for NetSuite is a program for NetSuite SuiteCloud Developer Network (SDN) partners that provides the information, resources, and methodology required to help partners verify that their applications and integrations meet NetSuite standards and best practices. The Built for NetSuite program is designed to give NetSuite customers additional confidence that SuiteApps, like Abacum, have been built to meet these standards. 

Advisor360°™, the Autonomous Financial Platform™ built around the complete advisor workday, today announced the launch of Meeting Prep, an AI agent that delivers zero-click meeting preparation. Drawing from existing client data within the Advisor360° platform, Meeting Prep automatically generates a personalized agenda before every client meeting, surfacing changes, outstanding items, and what matters most for each client.  

In live advisor testing, Meeting Prep reduced pre-meeting preparation time by 60%. Beyond time savings, it uncovers what manual preparation routinely overlooks: missing beneficiaries, unconsolidated outside assets, tax-loss harvesting opportunities, and progress toward financial plans. It also keeps advisors proactive across their entire book by surfacing which clients are overdue for a review. 

Drawing from Advisor360°’s Unified Data Fabric®, Meeting Prep assembles the information advisors need across CRM activity, portfolio performance, financial plan goals, market data, open tasks, and household history. It produces an advisor-facing workspace with the full context of every client relationship and a client-facing review ready for use in the meeting itself. 

Amplify Platform (“Amplify”), the enterprise growth platform built on an AI-native data lake, today announced the launch of its Custody Command Layer, an integrated platform solution for independent RIA firms, enterprises, and platforms, integrated with Goldman Sachs Custody Solutions (“GSCS”). The Amplify and GSCS platforms are designed to enable large independent RIAs to further scale their practices and serve clients, while retaining their brand identity and independence. The integrated platform delivers the custody account opening operations and capabilities of GSCS, with client data flowing directly into Amplify’s AI-native data lake. Key highlights of the Custody Command Layer include: 

Custody infrastructure, unified into a single operational core: A single click activates Amplify’s Custody Command Layer, where a custodian’s account operations, from opening to funding, trading, and maintenance, run natively inside the platform. This eliminates data fragmentation and combines custody, trading, investment management, service, and billing data into a single environment built for independent advisors. 

Institutional-grade architecture: Amplify integrates with the existing GSCS API-driven foundation and award-winning onboarding capabilities, bringing the transparency, security, scalability, and resiliency of leading global institutions to independent advisors. Through this integration, advisors can compress onboarding times and swiftly open and fund accounts on Amplify, reducing operational lift and giving firms the capacity to scale. 

ArcOne AI today announced the extension of ArcOne BankOS™, its Vertical AI Orchestration System for revenue intelligence, into major banking domains that cover Retail, Commercial, Global Transaction Banking, Capital Markets, Wealth, and Payments. Already in production at Fortune 500 banks, built on the proven revenue intelligence offerings, the company is expanding its coverage, enhancing its agent capabilities, adding new connectors, and increasing semantic layer depth. This includes updating its governance and compliance framework to meet the requirements of the most complex banking environments. 

ArcOne AI expands ArcOne BankOS™ revenue intelligence orchestration across major banking domains. Foundational to this orchestration system is Ocular AI™, a vertically integrated data and AI platform providing the trusted data, intelligence, and agent fabrics required for modern banking operations at enterprise scale. 

Despite significant investment in AI, estimated at $35 billion globally in 2023 and projected to nearly triple, most financial institutions have struggled to move beyond pilots and point solutions. 

BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and advanced AI innovation, today announced the launch of the MIC Issuer Portal, an AI-enabled digital experience and delivery layer within its end-to-end proxy solution that helps corporate issuers manage proxy engagement with greater speed, transparency, and control. 

Designed for corporate secretaries, general counsel, investor relations teams, and other issuer stakeholders, the portal streamlines key workflows, documents, communications, reporting, and status updates into one secure environment. It reduces fragmented, email-driven coordination while using available data to surface AI-enabled insights, trends, and historical context. 

Proxy engagements have historically relied on manual tracking, disconnected tools, and fragmented communication. As issuer expectations evolve, organizations require faster coordination, clearer status visibility, and easier access to actionable information. 

Bloomerang, the intelligent Giving Platform trusted by more than 24,000 nonprofits, today announced the appointment of Dave Stevens as Chief AI Officer, effective July 1, 2026. Stevens, who has been leading Bloomerang Innovation Labs, will own the company’s AI strategy, its model development and governance, and the intelligence layer that powers the Bloomerang Giving Platform. 

The appointment formalizes what Bloomerang has been building toward all year: moving from a platform that stores donor data to one that acts on it. At GiveCon 2026, the company’s annual conference, Stevens shared his vision for the future of fundraising technology, laying out how AI can move nonprofits from managing data to acting on it. As Chief AI Officer, Stevens will lead the team translating that demand into product, including the models, the data foundation, and the governance that let Bloomerang put fundraising intelligence to work for nonprofits. 

Stevens brings more than two decades of building and scaling technology companies, the last several focused entirely on applied AI. As VP of AI at CentralReach, he built the company’s generative AI organization from the ground up and shipped multiple AI products ahead of its acquisition by Roper Technologies. He earlier co-founded Chartlytics, later acquired by CentralReach, and founded the AI venture studio Rad/s2. He has advised Bloomerang since early 2026 and authored “The Rise of the Chief AI Officer,” an argument that AI capability has to be built into the product itself, not bolted on top. 

Today, HawkSoft and Broker Buddha are announcing a new collaboration that helps independent insurance agencies create massive operating efficiencies while delivering the agency’s brand promise online. Broker Buddha’s new platform, Broker Buddha AI, combines eight distinct agency workflows into one online platform. Broker Buddha AI now integrates with HawkSoft via API and is available in the HawkSoft Marketplace.  

After more than a decade of delivering technology to independent insurance agents, a clear insight has emerged: the modern insurance agency is not lacking technology, it is overwhelmed by it. For the professionals doing the day-to-day work, this proliferation of tools creates friction, requiring additional training, multiple logins, redundant data entry, and ultimately slowing down client service. This dynamic has made it difficult for even the most promising new technologies, including AI, to achieve widespread adoption within insurance agencies. 

Broker Buddha AI is introducing a fundamentally different approach: a single, unified platform deeply integrated with email and agency management systems. Broker Buddha AI enables agents to manage workflows, tasks, client interactions, and operational processes in one place. Beyond consolidation, Broker Buddha AI embeds artificial intelligence directly into the daily workflows agents already rely on, eliminating the need for users to learn, prompt, or manage separate AI tools. By integrating AI seamlessly into existing processes, Broker Buddha AI provides a practical path for insurance agencies to adopt and benefit from AI in day-to-day operations.  

BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and advanced AI innovation, and CAIS, the leading alternative investment platform for financial advisors, today announced a strategic partnership that connects BetaNXT network firms to CAIS’ alternatives capabilities across the full trade lifecycle, improving access to alternatives and streamlining workflows within firms’ existing operating models. 

Through the partnership, advisors gain more automated workflows across the full alternatives lifecycle, from subscription documents and capital calls through trade processing, confirmations, settlements, and position reporting. By combining CAIS’ alternatives platform capabilities with BetaNXT’s real-time data capabilities, the partnership reduces the operational burden that has historically made alternatives difficult to scale at the firm level. 

The partnership deepens BetaNXT’s offering while expanding how CAIS provides access to alternatives across one of the wealth management industry’s leading networks. Together, the two companies are expanding the boundaries of what advisory firms can build with alternatives, at scale, across the market. 

Cerity Partners, a leading independent wealth management firm, today announced the appointment of Will Peng as its first Chief Innovation Officer. The hire reflects the firm’s commitment to leveraging cutting-edge technology and artificial intelligence to enhance its workflows and client experience as Cerity Partners experiences rapid growth. 

In his role as Chief Innovation Officer, Peng will focus on firmwide strategy to innovate Cerity Partners’ service model, connect cross-functional expertise across the business, apply AI to build scalable workflows and capabilities, and strengthen the “CP Way” experience of clients, advisors, and colleagues as the firm continues to grow. 

Peng brings a distinguished background as an entrepreneur, executive, and product leader. Most recently, he served as Founder and CEO of Northstar, a fintech company focused on helping more people access high-quality financial advice. Northstar built an employee financial wellness and advisory platform, partnering with leading employers including Workday, Airbnb, and Affirm. 

Curinos, the Decision Intelligence provider for financial institutions, today announced that banks and lenders can now integrate client data faster and more securely, with bi-directional integration that operates inside their own governance environment. The capability marks the completion of a platform re-architecture built on Databricks, the Data and AI company, and comes as Curinos officially becomes a Databricks Built-On partner. 

At its center is Curinos One, the Decision Intelligence platform purpose-built for financial institutions. Through its Built-On Databricks certification, Curinos One enables advanced analytics and bi-directional data integrations within the bank’s own governance frameworks. The Databricks-Curinos One Blueprint gives customers an accelerated path to transform trusted data into confident decisions across every product and channel. Built on the Databricks platform, Curinos One helps financial institutions unify data and AI to drive measurable business outcomes while maintaining the governance and control required in highly regulated environments — keeping data where it resides so it’s easier to develop, deploy, and scale AI applications and agents. 

Curinos One answers a problem the industry knows well. Most financial institutions don’t have a data problem — they have a decision problem. Acquisition costs have risen 126% since 2018. Half of bank switchers now spread balances across four or more institutions. Attrition signals arrive too late. Curinos One closes that gap: a closed-loop Decision Intelligence engine built to drive bank-specific outcomes — low-cost deposit gathering, primacy, retention, and yield — continuously evaluating, deciding, activating, and learning from every customer interaction. 

Dun & Bradstreet today announced it is bringing verified D&B business information and risk intelligence directly in Claude to transform how carriers and brokers manage the insurance underwriting lifecycle. By connecting D&B’s trusted Commercial Graph and predictive analytics to Claude via Model Context Protocol (MCP) server, users can compress underwriting tasks that would typically take weeks or days into minutes, freeing up teams from lower value, manual work. Together with Claude, insurance professionals can focus their attention where it adds the most value: applying judgment, assessing nuanced risk, and engaging brokers and clients. 

Commercial underwriting submissions today are slowed by fragmented, manual workflows and data retrieval, but by integrating D&B data and domain knowledge with Claude, insurers can collapse that chain into a single, intelligent workflow built in minutes. Combining KYB, entity resolution, screening, ownership insights, financial risk checks, and onboarding, this approach anchors the critical clearance stage at the front end, while preserving the governance and auditability that regulated environments demand. 

As demonstrated by Anthropic’s Mike Ram and Eoghan Scully at Insurtech Insights USA in June, these capabilities go beyond AI-driven data aggregation; they use D&B’s deterministic insurance capabilities across multiple stages of an underwriting workflow. 

eCapital Corp. (“eCapital”), an AI-powered fintech company building the next generation of specialty finance, today announced the appointment of Rosario Ingargiola as Chief Digital Assets Officer, a newly created executive leadership role designed to advance the company’s technology platform, accelerate innovation and redefine how businesses access and manage working capital. 

As Chief Digital Assets Officer, Ingargiola will report directly to Silvasan and lead eCapital’s efforts to advance the infrastructure that supports the company’s next phase of growth. Working across the business, he will focus on modernizing how eCapital originates, manages and distributes assets, with an emphasis on improving efficiency, transparency, scalability and long-term enterprise value. 

A serial technology entrepreneur and fintech founder, Ingargiola has dedicated his career to developing institutional technology platforms across capital markets and digital assets. He has created patented financial market infrastructure and led enterprise transformation across product strategy, engineering, and regulated financial markets. Most recently, he served as Chief Product and Technology Officer at Derisked Digital Group following the acquisition of Bosonic, the institutional digital asset infrastructure company he founded, and Bosonic Securities LLC, its FINRA-registered broker-dealer and SEC-registered Alternative Trading System (ATS). Earlier in his career, he founded an institutional foreign exchange trading platform acquired by a global investment bank and co-founded an AI-powered algorithmic trading platform. 

ehamarkets today announced the official launch of ehamarkets AI, an AI-powered trading assistant built on OpenClaw/Hermes technology. Designed to help users monitor markets, analyze information, receive timely alerts, and streamline trading activities, ehamarkets AI brings intelligent automation into everyday trading workflows. 

As global financial markets become increasingly fast-moving and data-intensive, traders face growing challenges in keeping pace with market developments and processing vast amounts of information. ehamarkets AI addresses these challenges by combining continuous market monitoring, AI-assisted analysis, and personalized alerts with natural language interaction, allowing users to communicate their trading needs directly while receiving intelligent support throughout the trading process. 

With explicit user authorization, ehamarkets AI can assist in executing trades according to predefined user instructions, while ensuring that trading decisions remain fully under the user’s control. 

Expert.ai, a leading provider of enterprise AI solutions for business value creation, and Rabobank, one of Europe’s leading cooperative banks and a globally recognized financial institution known for its innovation, sustainability leadership and expertise in complex financial ecosystems, today announced the renewal and expansion of their longstanding partnership. 

An Expert.ai customer since 2018, Rabobank continues to invest in advanced AI solutions to improve business processes, strengthen customer engagement and unlock greater value from information. As financial institutions face increasing regulatory scrutiny, evolving compliance requirements and growing expectations around transparency and data governance, the ability to deploy AI that is both powerful and accountable has become a strategic imperative. The renewed agreement reflects the continued success of the partnership, combining Rabobank’s strategic vision with Expert.ai’s expertise in delivering enterprise AI solutions for highly regulated environments. 

Through this strengthened partnership, Rabobank will continue to leverage Expert.ai’s AI solutions through the EidenAI Suite, built on a hybrid AI (or composite AI) approach that combines natural language understanding, knowledge graphs, machine learning and large language models within a fully governable, multi-agent framework. This approach enables the deployment of advanced AI capabilities while maintaining full control, transparency and explainability — critical requirements in highly regulated industries like banking and financial services. 

Galaxy Digital Inc. (Nasdaq: GLXY) (the “Company” or “Galaxy”), a global leader in digital assets and data center infrastructure, today announced the appointment of Steven Bandrowczak, a veteran enterprise-technology and operations executive, to its Board of Directors as an Independent Director, effective immediately. Mr. Bandrowczak will also serve as a member of the Board’s Audit Committee. 

Mr. Bandrowczak brings more than three decades of senior technology and operating leadership across global enterprises, spanning IT and data infrastructure, logistics, and enterprise services. He advises enterprise leaders on adopting and scaling artificial intelligence, experience that aligns directly with Galaxy’s expansion in data center infrastructure and its growth across digital assets. He also brings deep public-company governance experience and a long record of large-scale M&A and capital allocation to the board. 

Mr. Bandrowczak has spent more than 30 years in senior operating and technology roles across global technology, logistics, and services companies, with a career built on large-scale M&A and enterprise transformation. As Chief Information Officer at DHL, he consolidated the logistics company’s global data center operations; at Lenovo, he led the technology integration of IBM’s personal computer business. He currently serves as a Senior Advisor at Sol Consulting, a technology consulting firm, and served as Chief Executive Officer of Xerox Holdings Corporation from 2022 to 2026, having joined the company in 2018 as President and Chief Operating Officer. Earlier in his career, he held senior operating and technology roles at Alight Solutions, Hewlett-Packard, Avaya, Nortel, and Avnet. 

Grace Investment Machine (“GIM”), an AI-native investment technology company building agentic systems for capital markets, today announced the close of its US$20 million Series A financing. The round was co-led by a leading US venture capital firm and Hony Capital, with participation from IDG Capital and existing investor Monolith Capital. The financing marks GIM’s third funding round within its first year of operations. 

GIM is building agentic AI systems designed to go beyond assisting investment research. The company describes this approach as a “Visionary Machine”: AI systems that generate, test, and refine investment hypotheses through market data, feedback loops, and coordinated agents. 

Capital markets offer a uniquely rich learning environment. Every investment hypothesis can be translated into action, and every action produces measurable feedback. Over time, this closed learning loop allows intelligent systems to sharpen judgment not by memorizing the past, but by continuously learning from the market itself. 

GReminders, a leading end-to-end meeting and automation management platform for financial advisors, today announced the release of GReminders Forms, an AI-powered field extraction tool that automatically updates records in Redtail, Wealthbox, Salesforce and Salesforce Overlays directly from uploaded intake documents and meeting transcripts. 

Collecting comprehensive prospect details during the initial booking phase often creates friction. GReminders Forms solves this by letting users securely drop completed client documents — PDF intake forms, financial questionnaires, account applications — directly into the GReminders interface. The embedded AI agent scans the document, compares new information against the existing CRM record, and highlights recommended updates side-by-side. Users retain full control by using simple checkboxes to approve exactly which standard or custom fields sync to their CRM. 

The functionality also integrates with the GReminders AI Notetaker. When a client shares personal or financial details verbally during a consultation, the AI extracts those details from the meeting transcript — mapping verbal confirmations on topics like estate planning or asset balances directly into the client’s profile, removing the need for manual post-meeting notes. 

Hadrius, the agentic compliance infrastructure for financial services firms, today announced $27 million in seed and Series A funding led by CRV, with participation from Y Combinator, Pathlight Ventures, and the founders of Altruist, Jump AI, and FINNY. The funding will accelerate Hadrius’ vision to consolidate compliance into a single AI-native workflow. More than 500 financial institutions and investment firms already run their compliance programs on Hadrius. 

In 2026, artificial intelligence is widening the gap between what compliance teams need to review and what legacy compliance solutions are capable of reviewing. With two-thirds of investment advisers currently using AI, the volume of communications, marketing content, and trades are growing rapidly. At the same time, regulators know that AI has made comprehensive review technologically possible. Firms are now expected to review more, prove more, and respond faster with the same headcount. Agentic compliance is the CCO’s solution. 

By consolidating the compliance lifecycle into one AI-native system of record, Hadrius today reduces false positives by 95%, manual compliance work by 70%, and saves 20+ hours per week. By the end of 2026, Hadrius plans to extend AI capabilities across the full compliance spectrum, deploying agentic oversight. 

Incedo Inc., a leading global AI and data transformation firm, today announced the availability of Incedo DataXel on Google Cloud Marketplace. Incedo DataXel is an agentic AI-powered data modernization platform that helps enterprises replace legacy data warehouses and ETL environments with scalable, AI-ready data foundations—faster and with less risk. 

As enterprises accelerate AI investments, complex legacy data environments remain one of the biggest barriers to realizing value. DataXel addresses this with a purpose-built architecture that automates source discovery, business rule extraction, code conversion, data validation, performance, and cost optimization—reducing manual effort while preserving business logic and data integrity. 

Unlike traditional modernization approaches, which are dependent on manual conversion and validation, DataXel unifies discovery, conversion, validation, optimization, and governance in a single configurable platform. It supports migrations across Teradata, Informatica, Oracle, and other legacy environments—including Teradata to BigQuery, Informatica to PySpark, and legacy scripts to cloud-native pipelines. 

Insurity, a leading provider of cloud-based software for property and casualty insurance carriers, brokers, and MGAs, today announced the continued expansion of its partnership with Myridius, an AI-native engineering and transformation company. The expanded relationship reflects an 18-year history of helping insurers successfully implement Insurity solutions while supporting increasingly complex operational and regulatory requirements. 

As Insurity’s platform has continued to evolve, Myridius has expanded its role in supporting customers across a broad set of Insurity solutions. What began with Regulatory Content and Policy Decisions now extends to offerings including Insurity Pro Suite, ClaimsXPress, Insurity Workers’ Comp Suite, SpatialKey, and more, helping carriers and MGAs improve operational efficiency, increase flexibility, and reduce complexity across core insurance workflows. 

Insurity’s cloud-based platform, combined with Myridius’ capabilities in AI, product & quality engineering, cloud, data, and digital transformation, helps insurers strengthen operational performance, support regulatory readiness, and create measurable business value. Myridius is recognized as a Leader in Insurance in Everest Group’s 2025 PEAK Matrix® Assessment for BFSI IT Services Specialists. 

Maveric Systems, a banking-exclusive technology specialist, today announced the launch of PULSEAI a continuous quality intelligence platform designed to help banks and financial institutions strengthen trust, governance, and reliability in AI-driven software development and delivery. 

As financial institutions adopt AI-assisted engineering tools to accelerate application delivery, technology leaders face mounting pressure to maintain software quality, regulatory compliance, operational resilience, and customer trust. Traditional quality assurance approaches, which often rely on fragmented toolsets, siloed processes, and manual intervention, struggle to keep pace with complex development environments and faster release cycles. 

PULSEAI addresses this challenge by embedding intelligence across the software development lifecycle, enabling technology teams to continuously assess, predict, and improve software quality at scale. From requirements analysis and test design to regression planning, execution, defect management, and reporting, the platform helps banks build quality into every stage of software delivery while improving speed, efficiency, and governance. 

Maywood, the first finance-compliant proactive AI built for investment banking, private equity, and the broader financial services industry, today announced it has collaborated with S&P Global Market Intelligence to integrate its data into Maywood’s proactive AI harness. The integration lets Maywood’s agents proactively track important companies, identify key signals, and help teams do more deals. 

The integration enables Maverick, Maywood’s proactive AI agent, to monitor real-time private and public company financials, transactions, and corporate events as they happen. Financial teams can now stay ahead of the moments that move deals: a target approaching a financing need, a portfolio company nearing an exit, a sponsor’s hold period maturing, a leadership change that signals a new mandate. Rather than running a search after the fact, Maverick watches these signals continuously across a dealmaker’s universe, connects them to the relationships and live deals already in the CRM and deal book, and surfaces the right move, drafted and ready, the moment it matters. 

Maverick is purpose-built for the senior professionals who drive revenue across investment banking, private equity, commercial banking, wealth management, auditing, and business development. It embeds compliant AI into the systems they already use and is built to FINRA and SEC requirements from day one, with human approval at every external boundary. 

Mile Auto, Inc., an AI-driven managing general agent (MGA) and pioneer in pay-per-mile auto insurance, today announced its acquisition of The Insurance House, Inc. effective as of July 1, 2026. With nearly $100 million in annual premium, the combined organization serves more than 55,000 policyholders and 1,600 independent insurance agencies across 10 states. 

The acquisition brings together two established and highly complementary businesses. Mile Auto contributes patented artificial intelligence and computer vision technologies that power privacy-focused, mileage-based insurance products. Insurance House adds more than 62 years of MGA expertise and trusted relationships with independent insurance agencies throughout the Southeast. The combined organization will continue operating under the Mile Auto and Insurance House brands. Insurance House’s carrier partner, Southern General Insurance Company, will continue its relationship with Insurance House as an independent fronting carrier. 

The acquisition expands product choice, underwriting capabilities, and distribution while preserving the key relationships of each company. Policyholders will continue working with the same companies and people they know, while benefiting from greater scale, enhanced technology, and continued investment in products and service. 

NiCE (NASDAQ: NICE) today announced that Banco do Brasil, one of Latin America’s largest financial institutions, is leveraging NiCE Copilot to accelerate operational excellence and elevate customer service across its organization. Embedded natively within the unified NiCE CXone AI platform used by relationship managers and banking assistants, NiCE Copilot brings agentic AI-powered guidance and automation into everyday banking workflows. This seamless experience enables employees to work more efficiently, make informed decisions in real time, and deliver personalized compliant customer interactions – all from a single, integrated workspace. 

Serving more than 90 million customers, Banco do Brasil continues to invest in technologies that help scale personalized service while maintaining the trust, consistency, and governance required in modern banking. Through NiCE Copilot, the bank is equipping employees with AI-powered capabilities that streamline customer interactions, accelerate decision-making, and provide greater visibility into customer needs and engagement history. 

Banco do Brasil is centralizing critical customer service functions into a unified workspace. The solution automatically summarizes customer interactions, surfaces relevant customer history and engagement insights, and analyzes sentiment in real time, transforming fragmented information into actionable intelligence. This enables employees to prepare customer engagements faster, respond more effectively to customer needs, and deliver more consistent service experiences across the organization. 

Nuvo Technologies, Inc. and CreditRiskMonitor.com, Inc. (OTCQX: CRMZ) today announced an integration that makes CreditRiskMonitor financial risk intelligence available within Nuvo. 

Through this partnership, CreditRiskMonitor’s company risk data, scores, alerts, and credit limit guidance can be read by Nuvo’s suite of AI agents as they facilitate customer onboarding, credit monitoring, and accounts receivable activities for finance teams. Merchants on Nuvo can now orchestrate their order-to-cash decisions and actions using artificial intelligence with insights from CreditRiskMonitor for faster, more informed decisions and risk-targeted cash collection. 

During the credit application and review process, Nuvo Intelligence can surface CreditRiskMonitor insights to AI agents and finance professionals, helping teams understand business risk, adjust their exposure, automatically review payment behavior, monitor key company changes, and use credit limit guidance without moving between systems. 

PointsKash, Inc. (“PointsKash” or the “Company”), an emerging financial technology company developing next-generation financial kiosks, digital payments, cryptocurrency, digital banking, and loyalty rewards solutions, today announced it has completed the strategic acquisition of the proprietary software assets of ChainBytes in an all-stock transaction that closed on Friday, July 10, 2026. 

The acquisition expands PointsKash’s proprietary software portfolio while significantly strengthening its engineering organization as the Company accelerates development of its AI-driven financial technology ecosystem. As part of the transaction, ChainBytes Founder and Lead Software Developer Eric Grill has joined PointsKash and will work alongside Peter Keating, PointsKash’s Lead Programming Architect, helping lead the Company’s next generation of software innovation. 

The transaction represents what the technology industry commonly refers to as an “acqui-hire,” combining the acquisition of valuable proprietary software assets with the addition of an accomplished software architect and developer. By acquiring both intellectual property and engineering talent, PointsKash believes it has meaningfully strengthened its long-term technology roadmap while expanding its internal software development capabilities. 

PureFacts Financial Solutions, a leading provider of Revenue Performance Management solutions for the wealth and asset management industry, today announced a strategic partnership with WealthTechs, a specialist provider of data aggregation and integration technology for financial services firms. 

Through the partnership, PureFacts will license and embed WealthTechs’ data aggregation and connectivity technology into its next-generation data ingestion capability, strengthening PureFacts’ ability to connect, normalize, validate, and operationalize the complex data required to manage revenue across fee billing, advisor compensation, practice management, revenue intelligence, and future agentic AI capabilities. 

The new capability helps firms reduce manual data handling, accelerate implementation timelines, improve data quality, and create a more scalable foundation for managing revenue with accuracy, transparency, and control. 

Regulatory Intelligence Compliance Solutions Inc. (“RICS”) today announced the extension of the Early Access Program for Global Artificial Intelligence Auditor| RIA™ (“GAIA | RIA™”) — the investment adviser industry’s first and only patented, AI-driven platform built to plan, execute, and document the Rule 206(4)-7 Annual Review end to end. 

GAIA | RIA is built on the underlying GAIA technology, protected under U.S. Patent No. 12,217,271. The underlying GAIA technology is licensable using Global Industry Classification Standard (GICS®) classifications, and RICS’ AI Advisory Services offer strategic AI roadmapping, governance and risk guidance, and change management. 

Launched in January 2026 against a backdrop of more than 16,544 SEC-registered investment advisers managing $176.8 trillion in assets — up 22.3% year-over-year, according to industry data — the program has been extended in response to sustained adviser interest and to align with the annual review calendar, ensuring participants complete a full 206(4)-7 review cycle before general availability. 

Rulebase, the AI workforce for fintechs and financial services, today announced Revenue Agents: agents trained to handle long-horizon tasks across onboarding, remediation, and activation end-to-end. Built on a new Customer Agent Runtime, the agents own each case as a durable, long-lived task and work it to completion, with human oversight built in. Rulebase’s revenue agents have driven a 120 percent lift in recovered accounts and cut time-to-activation in half across leading fintechs in the US, EU, and Africa. 

The core bottleneck to growth in any regulated business is customer onboarding. A merchant clears most of the verification, stalls on one rejected document, and is never chased to completion. An approved account never takes a first payment. The revenue is right there, but the tools are built to resolve a single interaction and move on, not to follow a customer across the days or weeks it actually takes to convert. The case gets flagged, nobody gets to it, and the money never lands. 

Rulebase’s Customer Agent Runtime owns that work end-to-end. One agent, trained on your policies, queues, and customer data, treats each case as a durable task and works it to completion: document collection, exception triage, reactivation outreach, service recovery, with built-in human oversight. It doesn’t close a ticket and move on. It follows the customer across days or weeks until the job is done. 

Ruleguard today announced the launch of its Continuous Assurance Platform, designed to help financial services firms transition from periodic compliance cycles to continuous, real-time regulatory oversight. 

Regulatory expectations have been shifting for years. Firms are increasingly required to demonstrate not only that controls are in place, but that oversight is embedded within day-to-day operations. Most firms, however, continue to operate within legacy compliance models built around periodic review cycles, creating a structural gap between where regulators expect firms to be and how compliance functions actually operate. 

Ruleguard’s Continuous Assurance Platform is designed to close that gap. By connecting regulatory obligations, controls, tracked operational activities, monitoring activities, and assurance evidence within a single environment, firms can maintain a continuously updated view of their compliance position rather than reconstructing it after the fact. 

Saitech configured a multi-million-dollar NVIDIA Blackwell AI infrastructure for a leading financial technology company, delivering six Supermicro HGX B300 systems to accelerate enterprise AI, HPC, and machine learning workloads. 

As artificial intelligence becomes increasingly important across financial services, organizations are investing in advanced computing infrastructure capable of supporting large-scale model training, quantitative analytics, and data-intensive research. Modern financial technology companies require high-performance AI platforms that deliver exceptional computational power, ultra-fast networking, and scalable architecture to accelerate innovation while meeting demanding performance requirements. 

Saitech recently partnered with a leading global financial technology company to configure and supply enterprise-grade AI infrastructure built on the latest NVIDIA Blackwell architecture. The deployment consisted of six high-performance Supermicro HGX B300 systems designed to support advanced AI development, machine learning, and high-performance computing (HPC) workloads. 

Stirlingshire Investments today announced the launch of its Invitation-Only Operating Platform Preview, an exclusive series of private demonstrations introducing a select group of financial advisors to Stirling One, the Company’s AI-native Wealth Management Operating Platform, which it believes represents the next evolution of wealth management infrastructure. 

Designed for advisors evaluating the future of their businesses, the Invitation-Only Operating Platform Preview is intentionally limited to a select number of invitees. Rather than hosting a traditional product launch or public webinar, Stirlingshire is creating an exclusive opportunity for financial advisors to experience the platform before its broader market release. 

For decades, advisors have been forced to choose between two imperfect models. They can join an existing firm, giving up a significant portion of their revenue in exchange for technology, infrastructure, and back-office support. Or they can build their own independent practice, stitching together dozens of disconnected software platforms while building their own compliance, operations, marketing, and administrative infrastructure, often at tremendous cost. 

Thredd, the AI-first issuer processing platform, today announced it has joined the Visa Agentic Ready programme, enabling issuers across Europe to participate in agent-initiated payments without rebuilding their payments infrastructure. Consumer payments platform Zilch will be among the first issuers on the platform to enable agent-initiated payments for its cardholders. 

As a processor and enabler, Thredd sits at the trust layer of the payments ecosystem. By joining the programme, Thredd is ready to support Visa and its clients as the market moves into agentic commerce. 

Agentic commerce introduces a new type of payment initiator: An AI agent acting on a cardholder’s behalf. The core payments principles do not change. Cardholder permission, issuer approval, authentication and fraud monitoring all still apply. What changes is how trust is established and enforced at the point an agent transacts. 

Upstart Holdings, Inc. (NASDAQ: UPST), the leading artificial intelligence (AI) lending marketplace, today announced changes to how and when it publishes its Upstart Macro Index (UMI), along with the latest UMI reading. These changes are intended to make the index easier to interpret. There is no change to how UMI is calculated or used by Upstart.1 

Until today, Upstart introduced one new UMI reading each month, named for the month of loan payments it described. For example, the “May UMI,” published on June 25, 2026, reflected the likelihood that Upstart-powered personal loan payments due in May 2026 would eventually be repaid. Upstart then updated that monthly UMI value, along with the full historical series, each subsequent week as additional payment data came in. 

Going forward, Upstart will still introduce one new UMI reading each month, but with a new naming convention and on a slightly modified timeline. Once published, a reading won’t be updated, except to fix an error or to reflect a major upgrade to the UMI model. 

Visa (NYSE: V), a global leader in digital payments, today announced AI Financial Assistant, a new value‑added service designed to help financial institutions evolve their apps for an AI‑driven era. The feature helps banks bring AI-powered financial insights to cardholders under their own brand, look and feel with no custom development required. 

More than 66% of surveyed Americans who have used generative AI are turning to AI for financial advice,1 yet consumers view banks as the most trusted institutions to safeguard personal data.2 In fact, 85% say they are willing to share even more data with their bank if there was a clear AI value proposition.3 AI Financial Assistant allows banks to extend that trust into natural, conversational experiences within secure banking environments. 

AI Financial Assistant is the latest feature of Visa Digital Issuer Solutions, delivering a single chat-based entry point inside the banking app. Financial institutions can connect their FAQs and documents via deep links to surface relevant banking product information, providing cardholders with answers to questions like “Are there any car loan benefits for existing customers?” or “Do you have high-yield savings accounts to help me save for a car?” 

With MoTA’s public beta scheduled for Q3 2026, the Nasdaq-listed AI company is betting that institutional-grade portfolio intelligence should be available to a much broader group of investors – not only the wealthiest. 

One figure highlights a fundamental challenge in wealth management: 1.2%, the average annual fee charged by a human financial advisor to manage assets. On a $500,000 portfolio, that translates into $6,000 a year. Investors with smaller portfolios are often offered little more than a questionnaire and a standardized basket of ETFs marketed as “personalized” advice. Waton Financial Limited (Nasdaq: WTF) believes its AI agent platform, MoTA, can offer an alternative. 

The premise is straightforward, but the model behind it is more ambitious. MoTA – short for Manager of Trading Agent — doesn’t scale advisory costs by headcount. Instead, it brings together a team of four or more specialized AI agents that analyze cross-market data, monitor portfolio risk, construct portfolios, and translate their findings into clear, actionable insights. Similar multi-agent architectures have been used by hedge funds for years. MoTA’s proposition is to make this approach available to individual investors, with economics that do not depend on whether an account holds four figures or seven. 

Webull Corporation (NASDAQ: BULL) today announced the launch of Webull Institutional, a comprehensive platform designed to service brokers, hedge funds, advisors, proprietary traders, fintechs, banks, and other financial institutions. Through Webull Institutional, these financial institutions can build, launch, and scale investment products through a suite of brokerage infrastructure, APIs, AI capabilities, execution services, and embeddable solutions. 

Built on the technology that supports over 27 million investors globally, Webull Institutional provides access to trading, clearing, custody, onboarding, and operational services through a modern, developer-friendly platform. Institutional clients can leverage fit-for-purpose account modules, including fully-disclosed, omnibus, and omnibus with anonymized sub-accounts. Beyond market access, partners can leverage Webull’s suite of AI-driven investor tools, community-powered investing, and retail expertise. 

Webull Institutional supports access to a growing suite of investment products and services. Webull Institutional combines enterprise-grade brokerage infrastructure with clean APIs, flexible integration models, and AI-powered operational capabilities. The platform enables partners to leverage advanced trading technology, onboarding workflows, customer support tools, market intelligence, and operational automation through a unified technology stack. 

Yorkville Securities and Dan Ives, one of Wall Street’s most recognized technology analysts and voices on artificial intelligence, today announced they are joining forces to form Yorkville Ives & Co. a modern merchant bank built for the next era of innovation and capital formation. 

Yorkville Ives brings together two global brands: Yorkville Securities’ buy-side experience of investing principal capital and deal-making prowess and Dan’s world-class, globally followed technology research. Yorkville Ives is positioned to deliver an integrated platform  for companies and investors navigating a period of significant market transformation. 

The next phase of growth across artificial intelligence, disruptive technology, energy transition, infrastructure, industrials, and other growth sectors, will require more than traditional investment banking. Companies and investors increasingly need a partner that combines differentiated market insight with strategic advice, flexible capital, and long-term alignment. Yorkville Ives brings those capabilities together under one platform. By investing capital alongside clients, the firm aligns its interests with the businesses and investors it serves.