AI & Finance™ | News for the Week Ending 7/31/26

AdvisorPilot™ today announced the official launch of its AI-powered portfolio review and client engagement platform designed for Independent Registered Investment Advisors (RIAs), Wealth Management Firms, and Financial Professionals.

Built by practicing advisors, AdvisorPilot™ was created to address one of the most significant challenges facing the financial services industry: the growing operational demands placed on advisors. From gathering client information and preparing reviews to creating customized deliverables, advisors often spend valuable time managing processes instead of focusing on client relationships.

AdvisorPilot™ combines statement analysis, portfolio insights, client communications, and workflow management into one integrated platform designed to help advisors create more efficient and consistent client experiences at their very first meeting. 

Advyzon, a comprehensive wealth management technology and data platform for financial advisors and investment managers, today launched Advyzon AI, an embedded, agentic intelligence system built natively within the platform. 

Advyzon AI defines a new category of “All-in AI”: an operating model where intelligence is embedded across a unified platform, single data model, and cohesive architecture – rather than added through disconnected tools or integrations. 

Built on more than a decade of advisor workflows, Advyzon AI delivers context-native intelligence from day one – understanding how advisors work, orchestrating workflows, executing tasks, and delivering actionable, decision-ready insights to improve efficiency across the practice. 

Altruist, the tech-forward custodian and wealth platform for financial advisors, today announced that Boston-based Civic Financial will transition its entire custodial and wealth management technology stack to the firm. 

Civic Financial is a 100% partner-owned, multigenerational financial planning and wealth advisory firm with a mission to inspire financial confidence. Civic had amassed approximately $1 billion in client assets before breaking away, sustaining exceptional organic growth of greater than 40% annually. They serve high-net-worth individuals and families with a planning-led model and a dedicated, collaborative team structure. 

Civic Financial also plans to leverage Altruist’s AI engine, Hazel, across its advisory workflows, including tax planning, workflow automation, and custom AI workflow modes. As a design partner for new Hazel capabilities, Civic will collaborate closely with Altruist to help shape the future of AI in wealth management and set a new standard for how enterprise advisory teams operate. 

Ameriprise Financial, Inc. (NYSE: AMP) today highlighted its continued advancement of the firm’s artificial intelligence (AI) capabilities, building on years of investment and innovation to help financial advisors grow, operate more efficiently, and deliver more personalized client advice at scale. Ameriprise is accelerating the integration of AI across the advisor and client experience, bringing advanced AI capabilities into advisors’ workflows while keeping human judgment and relationships at the center of advice. 

While AI is gaining momentum across the industry, its effectiveness depends on the strength of the underlying data and technology ecosystem. Ameriprise spends approximately $1 billion annually on technology, including AI capabilities, platform enhancements and supporting infrastructure. These long-term investments have created an integrated technology and unified data foundation that enables AI to be deployed quickly, securely and effectively across the advisor and client experience. Complementing its proprietary capabilities, Ameriprise selectively incorporates solutions from leading technology companies and advanced AI models to enhance performance and scalability. 

The firm is embedding AI across its operations—from faster service resolution and virtual assistance to advanced fraud prevention and voice authentication. Equally important, Ameriprise is focused on driving adoption—equipping advisors and their staff with the tools and training needed to embed AI into daily workflows and translate innovation into tangible results. 

B Capital, a global multi-stage investment firm, today announced the appointment of Dr. Andrew (“Andy”) Jackson as General Partner and Chief AI Officer. Dr. Jackson will lead B Capital’s global artificial intelligence (AI) strategy, working across investment, portfolio management and operations teams to enhance sourcing, diligence, knowledge sharing and founder support. He will also provide technology leadership for AI-driven businesses incubated by B Capital. 

Dr. Jackson brings more than 20 years of experience in AI, machine learning and data, with deep expertise in enterprise deployment and responsible AI leadership. He most recently served as Chief AI Officer at G42, where he partnered with OpenAI to develop country-specific AI strategies to drive industry transformation across the UAE and oversaw governance for Stargate UAE, a 5-gigawatt AI infrastructure cluster that is the largest of its kind outside the U.S. He also founded a Microsoft-backed regional AI Foundation focused on advancing best practices in AI governance. 

Previously, Dr. Jackson founded and served as CEO of Inception, an AI lab and G42 company that created the most extensive family of open-source AI models in the MENA region and supported the AI transformation of regional leaders in investment, government and energy. Earlier in his career, Dr. Jackson played a key role in expanding Palantir’s presence across the MENA region. He holds a PhD in machine learning from Trinity College Dublin. 

BOND.AI, the creator of the Empathy Engine® and the Autopilot suite of AI solutions for financial institutions, today announced the launch of self-service access to ARIA, its AI-powered banking intelligence platform. For the first time, banks and credit unions can subscribe to ARIA online and begin using banking-specific artificial intelligence in minutes. 

Unlike general-purpose AI platforms, ARIA was developed exclusively for financial institutions. It combines institution-specific data, banking intelligence, and predictive analytics to help executives answer strategic questions about financial performance, forecast future outcomes, benchmark against peers, and evaluate business decisions with greater confidence. 

Built on more than a decade of banking innovation and powered by BOND.AI’s Empathy Engine®, ARIA is designed to help financial institutions move beyond descriptive reporting toward predictive decision-making. Users can ask natural-language questions about deposits, lending, liquidity, net interest income, peer performance, and other critical metrics, receiving institution-specific responses instead of generic AI-generated content. 

CAIS, the leading alternative investment platform for independent financial advisors, today announced a $170 million Series D financing with lead participant Vista Equity Partners, and additional investment from AllianceBernstein L.P. (NYSE: AB), funds managed by Blue Owl Capital (NYSE: OWL), Carlyle (NYSE: CG), Fortress Investment Group, Golub Capital, Lord Abbett, and Royal Bank of Canada (RBC). The investment round values CAIS at over $2 billion, bringing total capital raised to nearly $600 million, and coincides with a 3-year organic revenue CAGR of 37% that reflects the scale and trust CAIS has built across the independent wealth channel. 

CAIS is entering the agentic phase of its AI strategy, building intelligent tools across the advisor journey, embedding AI throughout the organization, and scaling its software lifecycle resulting in an 80% year-over-year increase in throughput. 

CAIS’ AI research agent, CAISey, gives advisors instant access to platform data and insights through simple, conversational prompts. Through the integration with Anthropic’s Claude, CAISey connects directly into the advisor’s workflow. 

CLARA Analytics (“CLARA”), the leading provider of artificial intelligence (AI) technology for commercial insurance claims optimization, today announced a groundbreaking integration between its market-leading Triage platform and CLARA DocIntel Pro. This milestone marks the industry’s first true unification of document intelligence and predictive claims analytics on a singular platform, establishing an automated data path to convert unstructured medical and legal files into active claims-driving insights. 

In the current insurtech marketplace, solutions remain highly disjointed. Historically, commercial carriers had to choose between standalone document extraction tools—which merely extract text or summarize pages out of context—and isolated claims analytics tools that only process basic structured data. CLARA breaks this paradigm by actively associating complex document insights directly with individual claims to optimize predictive modeling. 

As part of this platform expansion, CLARA is also premiering advanced enhancements to CLARA DocIntel Pro designed to maximize adjuster efficiency. Moving away from traditional, restrictive “page-centric” document software—which forces adjusters to digest disconnected summaries page by page—CLARA DocIntel Pro introduces Visit Level Summary. This capability groups unstructured clinical notes into chronological, analytics-ready timelines organized by actual patient visits. By transforming dense medical files into organized clinical trends, carriers experience an 83% reduction in time spent reviewing medical records. 

Conquest Planning Inc. (“Conquest”), the AI-powered technology platform modernizing financial advice delivery across the full wealth spectrum, and Shaping Wealth, the leading provider of behavioral science-based learning and engagement solutions for the wealth management industry, today announced a new integration that brings Lydia, Shaping Wealth’s AI-powered behavioral intelligence agent, directly into the Conquest experience. Together, Conquest’s Strategic Advice Manager® (SAM) and Lydia seamlessly combine analytical precision with behavioral coaching to help advisors deliver more thoughtful, human-centered advice at scale. 

The native integration expands Conquest’s advice delivery capabilities by helping advisors not only identify optimal financial strategies, but also communicate them with greater confidence, empathy and impact. While SAM analyzes client financial data and identifies recommendations through its proprietary AI expert system and deterministic calculation engine, Lydia equips advisors with behavioral intelligence, communication coaching and meeting preparation tools to aid them in navigating emotionally complex conversations and communicating more effectively. Together, the two agents help advisors determine not only what recommendations to make, but also how to deliver them in ways that build trust and inspire action. 

Available as an add-on within the Conquest platform, Lydia works alongside SAM Guide to answer questions and provide in-the-moment behavioral coaching directly in the advisor workflow, without the need to toggle between applications. Advisors can use Lydia to prepare for meetings, role-play difficult client conversations, draft follow-up communications and receive context-aware coaching tailored to their firm’s language, values, products and prior client interactions. 

Cowbell, a leading provider of AI-native cyber and specialty insurance for small and medium-sized enterprises (SMEs), today announced the launch of OMNI, its AI-native Decision Intelligence System that is transforming how specialty insurance is underwritten, serviced, and continuously improved. 

Built on the Cowbell Platform, OMNI serves as the foundation for Cowbell’s specialty insurance business, combining decision intelligence, orchestration, and governance into a unified AI-native operating model. The platform supports underwriting, claims, cybersecurity services, customer engagement, product development, and operational workflows, helping insurance professionals make faster, more informed, and more consistent decisions across the insurance lifecycle. 

The first major application of OMNI addresses one of the specialty insurance industry’s most persistent operational challenges: efficiently underwriting high-volume, lower-premium excess and surplus (E&S) business for small and medium-sized organizations. 

d1g1t, a leading wealthtech provider, today announced the launch of d1g1t MCP server, a connector built on the open Model Context Protocol (MCP) standard that links its enterprise wealth management platform directly to general-purpose AI tools including Anthropic’s Claude, OpenAI’s ChatGPT and Microsoft’s Copilot. The integration embeds AI natively into advisory workflows, giving financial advisors a live, governed AI assistant that works across every household, eliminating the mechanical work of preparation and reporting so advisors can spend more time with clients. 

The d1g1t MCP exposes the platform’s core capabilities as tools that AI agents can call on an advisor’s behalf to search, read and reason over external data sources using natural language. Instead of navigating the platform screen by screen, advisors can ask Claude or ChatGPT in plain language to pull a household’s holdings, summarize year-to-date performance, flag mandate breaches, or assemble a client report and the AI securely retrieves live data from the d1g1t platform and works with it directly. 

As advisors and wealth management firms use Claude and other AI tools to help streamline workflows, analyze their business data and identify opportunities, they can use the d1g1t MCP to access a range of high-impact capabilities through natural language 

Fraction, which since 2022 has given 175 companies access to senior US engineers without the cost of building a team, today announced it has evolved into DevHawk, an AI software factory: a suite of specialist AI agents, directed by senior engineers, that build, run, and evolve the software a business depends on. Companies can have DevHawk operate the factory for them, or run the agents with their own team. 

The agents cover the full engineering lifecycle, spanning up to nine disciplines from product and architecture to QA, DevOps, and security. They don’t just write code; they test it, ship it, and keep it running in production. A single senior engineer directing the suite can do work that once required six to ten people, shipping up to 10x faster and at 80-90% less than a traditional team. 

DevHawk offers firms two paths, and positions itself as a partner in both. In the managed model, DevHawk’s senior engineers operate the software factory on the client’s behalf. In the self-serve model, a company adds the agents it needs to its own team and runs them, with DevHawk handling onboarding, integration, and ongoing support. 

Euna Solutions®, the leading provider of purpose-built, cloud-based software for the public sector, today announced that the City of Lakeway, Texas, is using Euna Budget to modernize its budgeting process, reduce manual spreadsheet work, and give department leaders faster access to budget information. 

Since implementing Euna Budget, Lakeway has reduced major budget updates from about a week to roughly one hour, improved personnel forecasting accuracy, and decreased routine budget questions to finance staff. 

Many local governments still rely on spreadsheets to manage complex budgets. That approach often leads to broken links, limited version control, and time-consuming updates when changes happen mid-year. Spreadsheet-based budgeting can also limit visibility for department leaders, forcing them to depend on finance teams for routine information and slowing decisions across the organization. 

FinTurk, an AI-first CRM built specifically for financial advisors, today announced the launch of FormFiller™ and CashSweep™, two new workflow automation tools designed to simplify client paperwork and cash management for registered investment advisors (RIAs). Built directly on FinTurk’s native artificial intelligence (AI) platform, the new capabilities automate two of advisors’ most time-consuming operational tasks to help firms reduce administrative burden and improve efficiency. 

FormFiller™ streamlines the account opening and servicing process by automatically populating client forms with data already stored in the CRM, routing documents for electronic signature and filing completed paperwork back into the client record. By eliminating repetitive data entry and validating information before submission, the tool helps firms reduce errors, minimize not-in-good-order (NIGO) submissions and accelerate client onboarding. 

Coming in at just the right time, given recent high-profile lawsuits, CashSweep™ addresses another traditionally manual process by enabling advisors to identify and allocate excess client cash across investment vehicles in seconds. With full control over allocation parameters and built-in automation, advisors can execute cash management strategies more efficiently, helping reduce cash drag, simplify billing workflows and keep client assets working toward portfolio objectives without relying on disconnected tools or manual processes, making it the first cash management automation of its kind built directly into an advisor CRM platform. 

Pro-Active Fraud Researcher and Uncoverer Barry Minkow Launches Fraud News Network — Delivering Breaking Investigations First, Real-Time News, and Free AI Investment Risk Scores to Everyday Investors. 

New agentic AI tool, powered by Genspark, lets users upload any private investment offering and receive a free 1–10 risk score in minutes — before they send a dime. Every new Minkow investigation now breaks on FNN first. 

Since 2018, Minkow’s investigative work has proactively identified and helped shut down more than a dozen fraudulent investment schemes totaling well over $1.5 billion in investor funds, with time-stamped submissions to federal and state regulators. FNN scales that same proven approach so any investor can use it directly. The Fraud News Network app is free to download, with no subscription fees or paywalls for core news content. Our basic AI First Look investment scoring tool is also available at no cost. 

Genpact (NYSE: G), an agentic and advanced technology solutions company, today announced Genpact Banking Analyst Suite, an enterprise solution that applies agentic AI to regulated banking operations. Its first module, Genpact Transaction Monitoring Analyst, is now generally available to help banks complete routine anti-money laundering (AML) alert investigations faster and more consistently, and with human oversight and full auditability. 

Built on Genpact’s experience running financial crime operations for many of the world’s leading institutions, including reviews of millions of alerts annually, the solution uses AI agents modeled after how AML investigations are conducted at scale. Genpact Transaction Monitoring Analyst coordinates AI agents to assess customer behavior, analyze transactions, validate profiles, review prior alerts, and recommend next steps. Analysts make the final decisions; the system does not take regulated action without human approval. 

Financial institutions face rising alert volumes, increasingly sophisticated financial crime, and intensifying regulatory scrutiny. Compliance teams need to clear high volumes of low-risk alerts quickly and consistently, without weakening the governance and defensibility regulators require. Unlike tools that only score alerts, Genpact Transaction Monitoring Analyst completes the first-level investigation workflow and delivers a decision-ready recommendation with documented rationale and a detailed audit trail for analyst review. 

Gradient AI, a prominent enterprise software provider of artificial intelligence solutions for the insurance industry, has debuted a refreshed brand identity reflecting the company’s ongoing evolution. Given its rapid emergence as a premiere architect of AI-enabled decision intelligence platforms, the top-down makeover exemplifies the company’s expansion from its startup roots to a deeply trusted partner for carriers, third-party administrators (TPAs), brokers, and self-insured employers navigating complex risk decisions in the group health, property & casualty, and workers’ compensation segments. 

For Gradient AI, the brand refresh represents a strategic inflection point: since its founding in 2018, the company has dramatically expanded its customer base, data assets, and platform capabilities, while experiencing double-digit year-over-year growth and securing $56 million in Series C funding. In doing so, Gradient AI accrued one of the insurance industry’s largest data lakes, a trove spanning tens of millions of policies and claims. This rich well of intelligence helps Gradient AI solutions integrate with existing systems and workflows in a fashion that is purpose-built for insurance rather than adapted from general AI products. 

Gradient’s AI’s maturation has been as broad as it is deep. The company has been first to market across multiple areas of insurance AI, helping set new standards for decision intelligence in underwriting, claims, and actuarial workflows. All considered, the rebrand is an intentional effort to better reflect what Gradient AI has become: a platform partner operating across the insurance ecosystem, trusted to support high-severity, high-complexity decisions at scale. 

Guidewire (NYSE: GWRE) today announced that it appointed Dr. Alexander Vollert to its Board of Directors, joining its board effective as of August 1, 2026. 

Dr. Vollert served as chief operating officer of AXA SA, during which time he was a member of the company’s Group Management Committee, and chief executive officer of AXA Group Operations through December 2025. Prior to that, he was chief executive officer of AXA Germany starting in 2016, and previously held senior leadership roles at Allianz SE, ultimately serving as chief executive officer of its German P&C business. During his tenure at AXA, he played a pivotal role in driving large-scale digital transformations and industrial-scale AI deployments, successfully establishing the company as a global AI leader in the insurance industry. Earlier in his career, he spent nine years at McKinsey & Company, advising financial services clients across multiple markets on strategy, technology and large-scale transformations. Since 2026, he has served as senior advisor to the Group Management Committee at AXA. 

Hippo Holdings Inc. (NYSE: HIPO), a technology-native insurance group, today shared early results from a company-wide deployment of AI tools, including Anthropic’s Claude, that has extended AI adoption to every function across the business. The rollout marks the next step in the company’s goal to empower its entire enterprise with AI. 

In the first 30 days, more than 90% of employees reported using Claude and Hippo’s other AI tools, with 86% reporting use multiple times per week and 60% using them daily, according to an internal employee survey. In the same survey, 60% of employees reported saving two or more hours a week and 20% reported saving five to ten hours weekly. Sixty-five percent cited using AI as a thinking partner as a top benefit, and 58% said it helped them take on tasks they normally wouldn’t have attempted. 

The deployment builds on Hippo’s broader AI strategy that spans both the products it builds and the tools it uses to empower employees. Hippo launched Hannah, its AI service assistant, and Clara, its AI claims FNOL agent, earlier this year. More recently, Hippo adopted Devin, Cognition’s AI software engineer, to accelerate software development. The latest company-wide rollout extends that strategy to every function — including underwriting, claims, marketing, and sales — giving employees general-purpose AI assistance for research, writing, and analysis, while keeping judgment and decision-making with the people closest to the work, like underwriters and claims adjusters. 

JIFFYAI, a provider of AI-powered solutions for Wealth Management, today announced that OneDigital, national insurance and financial services firm, has selected JIFFYAI’s Unified Onboarding solution to transform its wealth management client onboarding experience. 

As wealth firms grow, onboarding has increasingly become a critical differentiator. Yet many firms continue to struggle with fragmented systems, manual processes, lengthy account opening cycles, and disconnected client experiences that create operational bottlenecks and slow growth. 

OneDigital selected JIFFYAI’s AI-powered Unified Onboarding solution to create a streamlined, digital-first onboarding journey that can support its integrated approach to wealth management and deliver a seamless experience for both clients and advisors. The solution will streamline complex multi-custodial onboarding processes, including integrations with custodial platforms such as Schwab and IWS, while synchronizing data with Salesforce to create a more connected and collaborative operating environment. 

Jopari Solutions, Inc., an Office Ally company and a market leader in intelligent straight-through electronic processing for claims and payments, today announced the launch of its newly redesigned website at Jopari.com. The modern, user-friendly site does more than refresh Jopari’s look. It also introduces a sharper, platform-centered story: intelligent, straight-through electronic processing that connects billing, attachments, and payments into one compliant, automated workflow across the entire claims lifecycle. 

The redesigned site reflects how Jopari is uniquely positioned to serve the property and casualty, commercial and government health markets. Where much of the market still relies on disconnected point solutions that address only one part of the process, the new Jopari.com emphasizes Jopari’s core differentiator: a single, intelligent platform that connects the entire claims-to-payment lifecycle. It’s an advantage that spans markets, delivering true straight-through electronic processing and AI-driven claims intelligence for Property & Casualty payers, while giving commercial and government health plans one standards-based platform for compliant electronic attachment and payment processing and disbursement. Refreshed, audience-first navigation lets payers and providers across both markets quickly find solutions by need, with clear, outcome-focused messaging throughout. 

Visitors can now explore Jopari’s full suite in a single, connected view: Jopari eBill® for P&C electronic bill and attachment submission, Jopari Attach® for commercial and government health plans to electronically exchange medical records and attachments, and Jopari ProPay® for electronic disbursement of medical claim and indemnity payments with providers able to choose their preferred payment modality, alongside newer capabilities, including Jopari’s integrations with third-party AI-driven intelligence tools, AttachInsights and Jopari RiskReview, which provide automated medical record review, summarization, and predictive claim risk scoring. 

LTM, the Business Creativity partner to the world’s largest enterprises, today announced a strategic partnership with Cognition, the AI lab behind the software engineering agent Devin. As a part of this partnership, LTM has onboarded Devin, Cognition’s Autonomous AI Engineer as part of BlueVerseTM RightLogic. 

LTM BlueVerse RightLogic, is a cybersecurity assessment and risk assurance framework designed to help enterprises identify, assess and remediate cyber exposure as they accelerate AI adoption. Together, the companies will prioritize financial services sector, where Devin is most proven and where LTM brings deep institutional expertise. 

As AI adoption accelerates, many financial institutions are facing a widening gap between innovation and cyber risk visibility. BlueVerse RightLogic closes this gap by autonomously identifying, prioritizing and remediating vulnerabilities across banking infrastructure, applications, AI systems, software supply chains and governance—including exploits targeting capital markets trading infrastructure, card networks and payment processing systems. 

SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, will leverage SS&C Blue Prism® WorkHQ to scale agentic automation across its business. 

The adoption of the agentic orchestration platform builds on Marsh’s existing intelligent automation relationship with SS&C Blue Prism. 

Marsh uses 130 SS&C Blue Prism digital agents. The firm’s automation center of excellence will roll out WorkHQ orchestration in phases across regions. 

Meta Platforms, Inc. (NASDAQ: META) and BlackRock, Inc. (NYSE: BLK) today announced a venture to develop and own a data center campus in El Paso, Texas. 

Meta has spent more than 15 years developing, constructing, and operating data center facilities. Meta Compute’s strategy builds on that foundation, pairing Meta’s infrastructure expertise with capital partnerships that deliver the speed and flexibility its long-term AI ambitions require. 

BlackRock, one of the world’s leading investment management firms, together with Global Infrastructure Partners and HPS Investment Partners, both a part of BlackRock, complements this strategy. BlackRock delivers substantial capital at scale, along with deep expertise in infrastructure investment and private financing — enabling the rapid execution of mission-critical data center projects. Meta selected BlackRock as its partner following a highly competitive process, reflecting the company’s disciplined approach to diversifying its infrastructure financing as it scales Meta Compute. 

Monk, the AI-native accounts receivable platform, today launched Voice Collections. Its collections agent, Julia, can now place outbound collection calls and answer inbound customer questions about invoices and payments from a dedicated phone number for each organization. The feature brings the phone, long the most effective collections channel and the hardest one to scale, into Monk’s Intelligent Collections. 

Roughly $10 trillion sits in unpaid invoices worldwide, and the average invoice now takes 59 days to clear (Allianz). Most accounts receivable runs on email, and most of it waits. More than half of B2B invoices in the United States are overdue at any given time, and 92% of businesses are typically paid after their due date (Chaser, 2026). Phone calls recover overdue invoices two to three times better than email (Dunwise), yet 91% of finance teams still rely on email as their main follow-up channel and only 56% use the phone, because calling every overdue account by hand does not scale and a single human dunning call can cost $12 to $18 (HighRadius). 

Voice Collections gives teams that coverage. Julia can call on the accounts a playbook flags for phone follow-up, and answer when a customer calls the same number back to ask about an invoice, a payment, or a bank detail. Businesses that follow up on 100% of overdue invoices are 76% more likely to be paid within a week (Chaser), and a voice agent is what makes full coverage possible. 

Moore, a leading constituent experience management (CXM) company, today announced the expansion of SimioAccelerate, its AI-powered agentic fundraising platform, adding new intelligence and predictive capabilities that help nonprofit organizations accelerate every donor upgrade journey. 

Building on the platform’s launch earlier this year, SimioAccelerate now includes planned giving, donor-advised funds (DAF), sustainer and major donor modeling alongside its existing fundraising intelligence, giving nonprofit organizations a more complete view of donor potential and new opportunities to increase lifetime donor value. 

Developed by Moore in collaboration with Microsoft on Microsoft Azure and powered by proprietary giving intelligence from SimioCloud, a Moore company, SimioAccelerate connects a nonprofit’s first-party data with the industry’s richest collections of philanthropic signals to identify donors most likely to deepen their engagement. 

Moore, a leading constituent experience management (CXM) company, announced the launch of SimioCloud Omnichannel Acquisition, an innovative solution that helps purpose-driven organizations identify and engage the best prospective donors through a single, coordinated audience-first strategy. 

Built on Moore’s fundraising intelligence platform and powered by SimioCloud, a Moore company, SimioCloud Omnichannel Acquisition combines AI-powered audience modeling with omnichannel activation to help nonprofits stop acquiring donors by individual marketing channels and start acquiring them by audience. The result is a more innovative, integrated approach that helps organizations reach the right prospects across mail, email, text messaging, digital advertising, and connected TV. 

SimioCloud’s fundraising intelligence includes 2.3 billion donation records across more than 800 organizations and over 45,000 donor signals per constituent, helping nonprofits build stronger, more intelligent acquisition audiences using real donation data and one of the industry’s most comprehensive collections of philanthropic insights. 

OneChronos today announced the production launch of its European trading venues, OneChronos Markets UK Limited and OneChronos Markets NL B.V., providing institutional investors with access to pan-European equities and equity-like instruments through a fundamentally different approach to market design and best execution. 

The launch represents the next milestone in OneChronos’ international growth strategy, extending its distinctive market model into Europe through fully authorised UK and EU Multilateral Trading Facilities (MTFs). The venues provide institutional investors, brokers and liquidity providers with an additional destination for trading pan-European equities and equity-like securities, supporting increasingly sophisticated best execution objectives. 

Full production trading begins today with a strong pipeline of Day One subscribers already connected and prepared to participate, representing leading global investment banks, agency brokers and institutional trading firms. Additional participants are expected to onboard throughout the coming months as liquidity continues to develop across the two venues. 

Options Technology (Options), the leading provider of IT infrastructure to global financial institution managed services, today announced the expansion of its New York office. This expansion comes after increased client growth and surging demand across North America for the firm’s trading infrastructure and market data solutions. 

The 34,000 square foot office, located in the heart of the Financial District, expands Options footprint in the city by enhancing proximity to clients and partners, including multiple Tier 1 banks and exchanges. This comes following a series of strategic in-region announcements for Options including offering immediate access to the Texas Stock Exchange (TXSE) and delivering the first commercially accessible quantum computing capability, underscoring the firm’s continued commitment to delivering ultra-low-latency connectivity and maximum performance compute to the US financial markets. 

This latest development is in line with several growth initiatives for Options including office openings in Cambridge, London, and Hong Kong early last year, and its recent acquisition of Crossvale. 

Options Technology (Options), a leading provider of high-performance IT infrastructure for global financial markets, has deepened its eight-year relationship with Miami International Holdings, Inc. (MIAX), extending its low latency infrastructure and connectivity services to support all MIAX’s U.S. exchanges. This includes MIAX Options®, MIAX Pearl®, MIAX Emerald®, and MIAX Sapphire®; MIAX Pearl Equities™; and MIAX Futures®. 

This expansion reinforces Options’ role as a trusted technology partner in the U.S. derivatives space, enabling firms to access all of MIAX’s U.S. exchanges and market data through a single, resilient, ultra-low-latency platform. 

By leveraging Options’ proven infrastructure, clients gain direct, high-speed connectivity to MIAX’s U.S. exchanges, supporting algorithmic trading, market making, and liquidity provision with minimal latency and maximum reliability while providing access to MIAX’s comprehensive data feeds. 

Orion announced today the launch of its Dynamic New Account Opening tool to support digital account opening within the Orion Advisor Portal. 

Advisors can now open accounts with Goldman Sachs Custody Solutions (GSCS) directly within the Orion experience. GSCS is Orion’s first custodial provider integrated for this digital account opening enhancement. The end-to-end integration is now available to Orion Advisor Technology clients who custody with GSCS. It will be available to Orion Portfolio Solutions clients later this summer and to additional custodial partners later this year, reflecting Orion’s flexible, multi-custodial approach. 

Orion continues to expand its long-term collaboration with GSCS through deeper platform integrations. GSCS is now a custodial provider for Orion OCIO, Orion Custom Indexing, Orion Portfolio Solutions clients, and Goldman Sachs Asset Management is a fixed income SMA provider on Orion’s platform. 

Orion today announced it has surpassed $6.6 trillion in assets under administration — up 29% since crossing $5 trillion one year ago. Adoption of Orion’s AI-native ecosystem continues to accelerate: the firm now supports over 8.6 million technology accounts and has nearly doubled its wealth management assets year over year to $211 billion. 

Alongside these milestones, Orion is expanding Denali into three options – each helping firms accelerate advice, expand advisor capacity, and drive organic growth. Every Orion product will include impactful AI features at no extra cost, with options that grow alongside each firm’s AI strategy. 

The AI that grows a firm shouldn’t arrive with a separate invoice. Every Orion client will have Denali features built in at no extra cost, with paid options for firms that need more customization or enterprise-scale capabilities. Built on Orion’s trusted, unified data foundation, Denali delivers a complete AI ecosystem. The three levels are designed to meet firms where they are on their AI journey. 

Orion Digital Corp. (NASDAQ: ORIO) (TSX: ORIO) (“Orion Digital” or the “Company”), today announced the commercial launch of Intelligent Investing, an investing platform built for an AI world in which information is increasingly abundant and long-term success depends less on access to information and more on the quality of investment decisions. 

The investing industry spent two decades making investing easier. Orion Digital believes the next generation of investing platforms will compete on decision quality. Intelligent Investing is the Company’s answer to that shift. 

Most investing platforms are organized around the transaction. They record what you bought and rarely capture why. Intelligent Investing is organized around the decision – and around a question the industry seldom asks its customers to answer: how are you actually doing? 

Red Oak and MirrorWeb today announced a definitive agreement to combine two of the financial services industry’s trusted compliance technology offerings into a single, unified platform for governing the entire regulated communication lifecycle.   

Red Oak’s Compliance Connectivity Platform, encompassing content creation and AI-powered ad review, distribution through the 4U platform, and a full supervision suite, has long governed what regulated firms publish. MirrorWeb’s supervision and archiving infrastructure, powered by Mira, its purpose-built AI for surfacing behavioral and conduct risk across every communication channel, was also built for compliance from the ground up, drawing on a decade in regulated communications to govern every message a firm’s advisors and employees send. No other platform in the market connects this full communication lifecycle. As the two platforms come together, clients can leverage the product offerings to help grow AUM on a single, intelligent and connected system while staying compliant. 

Romir Bosu will assume the role of CEO of the combined company, uniting both organizations under the Red Oak name. MirrorWeb will continue operating under its current name as the companies build out the full combined customer experience. Dave Dutch, Red Oak CEO, will support the combined businesses as an advisor. 

Revelio Labs, the leading independent provider of jobs data, today announced the launch of its AI Labor Market Tracker, the most comprehensive real-time measure of the impact of artificial intelligence on the employment market. 

Built on Revelio Labs’ proprietary workforce and job-posting data, the AI Labor Market Tracker captures a broad set of indicators across labor supply, demand, employment and wages, job content and the hiring process to provide a recurring monthly snapshot of AI’s impact on employers and employees. The tracker, which charts changes to the job market since OpenAI’s launch of ChatGPT in November 2022, combines original Revelio Labs analyses with updated applications, replications, and extensions of findings from emerging academic research. 

The inaugural tracker, for example, shows that the mix of activities performed across the economy has shifted sharply in recent months, with the bulk of those changes seen within individual occupations, rather than across different occupations. It’s only by drilling down beyond job-level employment that an accurate picture of AI’s impact can be gleaned. 

Revenue Management Solutions (RMS), a leading provider of healthcare remittance and revenue cycle automation solutions, announced the appointment of Patrick Nordqvist as Chief Technology Officer. 

In this role, Nordqvist will lead RMS’s technology organization, overseeing system architecture, software development, production operations, platform engineering, infrastructure, automation and artificial intelligence. He will focus on strengthening the company’s technology foundation, advancing its solutions and ensuring RMS can continue to scale with the evolving needs of its clients and partners. 

Nordqvist has more than 25 years of experience developing technology solutions across the healthcare industry, including the payer, hospital and provider, revenue cycle management, pharmaceutical and Medicaid markets. Throughout his career, he has led enterprise technology strategies, launched cloud-based healthcare platforms, modernized development organizations and expanded the use of artificial intelligence, automation and data analytics. 

S&P Global Market Intelligence, a division of S&P Global (NYSE: SPGI), today announced a powerful new AI-driven capability that enables bankers and investors to accelerate the creation of client-ready materials directly within S&P Global’s Capital IQ Pro platform. The capability will be delivered later this year through a strategic partnership with, and minority investment in, Farsight, a platform for client-ready financial deliverables that produces pitch decks, confidential information memoranda (CIMs) and valuation materials built to each firm’s own judgments, prior work templates and standards. 

This launch advances the strategic priorities of the newly formed Kensho Data & Platforms, which brings together world-class client interfaces, including Capital IQ Pro, to deliver an AI-native user experience and accelerate the rollout of skills and applications that make proprietary intelligence easier to access, connect and act on. 

S&P Global Market Intelligence will offer the new capability as an add-on to Capital IQ Pro, allowing customers the ability to enhance their experience and drive efficiencies in their workflows, using the AI-powered tool combined with trusted data from Capital IQ Pro. The capability draws on a firm’s previous deliverables and proprietary templates to generate highly tailored, client-ready deliverables, including pitch decks, CIMs, valuation materials and more. This enables clients to accelerate document preparation while maintaining firm-specific quality standards. 

S&P Global (NYSE: SPGI) today announced the launch of With Intelligence’s data and insights into its flagship S&P Capital IQ Pro platform, significantly expanding private markets intelligence capabilities and advancing S&P Global Market Intelligence’s focus on more integrated, AI-powered tools, workflows and experiences. 

This expansion follows S&P Global’s 2025 acquisition of With Intelligence, a leading data provider for the wealth and alternatives business, offering forward-looking, actionable insights including direct-from-investor allocation data, proprietary benchmarking and one of the industry’s largest databases of alternative fund managers. 

With Intelligence’s extensive insights spans investors, fund managers and funds across private equity, private credit, hedge funds, real assets and the wealth segment, together with direct-from-allocator commitment data and forward-looking editorial. S&P Capital IQ Pro users can now track the complete investment journey within a single platform, from identifying fundraising trends and analyzing investor commitments to evaluating fund performance and targeting the right investors, helping them move from insight to action with speed and confidence while reducing fragmented workflows and the need for multiple data sources. 

S&P Global (NYSE: SPGI) today announced it has entered into a definitive agreement to acquire datacenterHawk, a leading provider of proprietary intelligence for the global data center, fiber optic and related infrastructure markets.  

The acquisition will bring together leading data center forecasting, market outlooks and technology intelligence from 451 Research, part of S&P Global Energy, alongside comprehensive coverage of global power markets across grid infrastructure and intelligence, and supply/demand forecasts, with datacenterHawk’s proprietary asset-level intelligence on data center supply/demand, pricing, pipelines and site selection, as well as its Fiber Locator platform.  

The transaction underscores S&P Global’s commitment to customers who are investors and operators of AI infrastructure through providing advanced Essential Intelligence – the data, expertise and connected technology that enable governments, businesses, investors, and individuals to make decisions with conviction. By combining proprietary asset-level data with advanced analytics and AI-ready insights, S&P Global Energy expects to empower customers with greater transparency into one of the fastest-growing areas of global infrastructure.  

Security Properties, the premier real estate investment partner in the Pacific Northwest, today announced the launch of FirstPass, a proprietary underwriting application powered by artificial intelligence and developed entirely in-house. Trained on decades of the firm’s own underwriting and operating data, FirstPass compresses the initial financial analysis of a multifamily acquisition from four to five hours of analyst work to less than five minutes. The platform has been in active use across the firm’s acquisition pipeline for several months, including transactions currently under evaluation. 

FirstPass takes the critical operating statements received during due diligence, including rent rolls and financial statements, and uses a machine learning algorithm to classify the data and enter it directly into the Security Properties underwriting model. The application pulls current U.S. Treasury rates and layers in deal-specific parameters such as transaction date, financing structure, location, rehab velocity and rent growth assumptions. It then generates a forward-looking view of operating performance across a variety of scenarios. Because the process is nearly instant, the team runs FirstPass continuously throughout underwriting and due diligence, updating assumptions as new information surfaces to sharpen the accuracy of each outcome. 

The goal of FirstPass is not only to increase efficiency from a workforce perspective, but to dramatically increase the firm’s deal sourcing velocity. A first read on an offering memorandum that once consumed most of an analyst’s day can now happen before the firm commits any meaningful resources, allowing Security Properties to evaluate opportunities across more markets at a higher frequency and pursue only the strongest. 

Snowflake (NYSE: SNOW), the AI Data Cloud company, today introduced Cortex AI Gateway2 and several AI security innovations that establish the foundation for trusted agent interoperability, enabling organizations to securely scale their agentic enterprises. Cortex AI Gateway addresses two of the biggest barriers to enterprise AI adoption today by helping organizations secure AI agents, while providing centralized visibility and control over AI consumption costs. 

As AI agents increasingly collaborate across enterprise data, apps, and platforms, they introduce unprecedented security and governance risks, while driving growing AI consumption across models and workloads. Traditional security architectures were not designed for this level of cross-system agent activity, and organizations often lack a centralized way to govern AI usage. This requires a new security and cost model where trust enables interoperability across every AI interaction. Today, Snowflake is solidifying the foundation for a secure agent ecosystem where agents can interoperate across the enterprise with the trust, visibility, control, and cost oversight businesses need. 

Snowflake is unveiling Cortex AI Gateway, a major advancement that enables enterprises to securely control, orchestrate, and govern both first-party AI agents built within Snowflake, such as Snowflake CoWork and Snowflake CoCo, and third-party AI agents developed on external platforms such as Claude Code and Cursor. Cortex AI Gateway gives enterprises a unified foundation to govern how agents access models, tools, MCP servers, and enterprise systems; intelligently route agent requests; and optimize AI consumption across models and workloads. As a result, teams gain greater visibility and control across AI access, agent activity, and token usage to help prevent runaway AI costs. 

Upstart Holdings, Inc. (NASDAQ: UPST), the leading artificial intelligence (AI) lending marketplace, today announced that the Office of the Comptroller of the Currency (OCC) has granted conditional approval for the company to establish Upstart Bank, N.A. 

The charter would allow Upstart to reduce operational, regulatory, and financial complexity for itself as well as for its third-party capital partners. The conditional approval follows Upstart’s application, submitted in March 2026, and represents a key milestone toward operating the first nationally chartered bank built from the ground up with AI-powered underwriting. 

As previously announced, Upstart Bank, N.A. is expected to be based in Delaware, will not have physical branches, and will be able to originate loans to consumers nationwide and accept Federal Deposit Insurance Corporation (FDIC) insured deposits. Consistent with prior disclosures, banks, credit unions, and institutional credit funds are expected to continue to purchase the vast majority of loans originated on the Upstart platform; Upstart Bank, N.A. is intended to complement, not replace, these funding partnerships. 

Upstart Holdings, Inc. (NASDAQ: UPST), the leading artificial intelligence (AI) lending marketplace, today announced a new multi-year forward-flow agreement with Castlelake, L.P. (“Castlelake”), a global alternative investment firm specializing in asset-based private credit. 

Under the agreement, Castlelake-managed funds have agreed to purchase up to $4 billion of consumer loans originated on the Upstart platform over up to 24 months through a new forward-flow arrangement. This agreement represents the largest program between the two companies to date and builds on prior transactions dating back to 2023. 

Since 2015, Castlelake has both acquired assets and provided asset-based private credit to consumer and small and medium-sized business loan originators. In that time, the firm has invested approximately $29 billion in such opportunities. 

Vena Solutions, the leader in Microsoft-native orchestrated financial and operational planning, today announced it has entered into a definitive agreement to acquire Morpheo AI, subject to customary closing conditions. 

Morpheo AI is an enterprise agentic data platform whose technology prepares, curates, structures and enriches fragmented enterprise data for advanced AI. Vena is acquiring Morpheo AI’s technology and the team behind it to advance Vena AI through Vena Omega™, a cumulative context engine designed to deepen organizational intelligence and enable company-specific AI capabilities. The result is AI that can do more of the work and eliminate decision-latency, while finance remains in control. 

The acquisition continues a period of rapid expansion for Vena, following its acquisition of Acterys earlier in 2026 to deepen financial and operational planning and strengthen Vena’s position in orchestrated planning and decisioning across the Microsoft ecosystem. 

Vise, the AI-powered platform that delivers personalized portfolios at scale, today announced a partnership with Alpha Architect, the quantitative asset manager known for its research-driven, rules-based investment strategies.1 The partnership brings Alpha Architect’s investment capabilities together with Vise’s platform, so advisory firms of any size can deliver fully personalized, tax-optimized portfolios to every client, from one integrated experience. 

Advisors on Vise can now deploy Alpha Architect’s strategies and tailor each one to the individual client, accounting for concentrated positions, values-based exclusions, and tax circumstances, then manage them alongside the rest of a client’s assets in one system. Rather than running models as isolated sleeves, Vise brings model selection, portfolio construction, continuous rebalancing, and daily tax management into a single workflow. 

Alpha Architect works with RIAs across the size spectrum, from large enterprise firms to independent advisors, and is known for an open, flexible approach to portfolio construction. Beyond its model portfolios, the firm offers a range of custom solutions and tax-focused strategies—including 351 exchanges, which allow investors with concentrated or highly appreciated positions to transition into a diversified ETF without triggering a taxable event. Rather than requiring advisors to use only its own funds, the firm builds around each advisor’s investment philosophy, incorporating third-party funds where they fit and giving advisors direct access to its investment team. 

Wealth.com, today announced a strategic partnership with FMG Suite, the leading marketing technology platform for wealth management and insurance organizations, through which it will serve as the Exclusive Technology Founding Partner of FMG’s Institutional Intelligence program. Through the collaboration, more than 80,000 advisors, insurance professionals and the enterprises that support them using FMG will now gain access to compliance-friendly estate and tax planning content – including emails, social media posts, blogs, downloadable resources and educational marketing assets – designed to help advisors engage clients on two of the fastest-growing areas of holistic financial planning. 

The partnership also introduces dedicated Wealth.com-powered estate and tax planning website tools, content, experiences and advisor website templates – enabling advisors to quickly add educational estate and tax planning content to their websites. FMG’s website team can also implement these on advisors’ behalf, creating a turnkey solution that helps firms educate prospects, strengthen client relationships and support business growth. Additionally, Wealth.com will develop Estate Snapshot, a website-ready tool powered by Ester®, its proprietary artificial intelligence (AI), that enables prospects to securely share estate planning documents. Estate Snapshot will analyze uploaded documents and generate a concise one-page summary, helping advisors better prepare for prospect meetings while creating a new lead generation opportunity. 

Estate and tax planning have become increasingly central to holistic financial advice, yet many advisors still struggle to consistently create timely, compliant educational content around these complex topics. By combining Wealth.com’s planning expertise with FMG’s leading marketing platform, the partnership gives advisors professionally developed resources they can publish immediately or customize to their firm’s brand, making it easier to educate clients, strengthen relationships and create more meaningful planning conversations. 

Whatfix, the global leader in agentic digital adoption platforms (DAPs) for enterprises, today announced that Generali Global Corporate & Commercial (GC&C) has deployed Whatfix to drive agentic digital adoption across AGORA, its global underwriting platform, deployed in 27 countries across Europe, the United Kingdom, Asia, and North America. 

Since its initial rollout in Portugal in 2021, Whatfix has scaled across the Generali Group to support teams in Italy, Switzerland, and most recently, the UK. Building on these outcomes, Generali has started implementing Whatfix within its Global Corporate & Commercial (GC&C) business unit through a gradual rollout designed to progressively engage all countries where AGORA is deployed. This marks the first deployment of Whatfix within GC&C and further establishes the platform as a key enabler of digital adoption across the broader Generali ecosystem. 

AGORA serves as the foundation of Generali GC&C’s underwriting operations, bringing together risk engineering, pricing, policy administration, and claims-related workflows into a standardized global operating model. 

Wipro Limited (NYSE: WIT, BSE: 507685, NSE: WIPRO), a leading AI-powered technology services and consulting company, today announced an enhanced partnership with Databricks, the Data and AI company, to enable enterprises to modernize data foundations and accelerate AI adoption. As part of this partnership, Wipro has set up a self-contained Databricks business practice to drive industry solutions and accelerators to deliver business value through industry-specific offerings. 

The enhanced partnership will help clients move from fragmented data foundations and isolated AI pilots to governed, enterprise-scale AI implementations. This will enable Wipro and Databricks to optimize existing data investments for shared clients while building new AI-led solutions tailored to industry needs. The collaboration will integrate Databricks’ capabilities for agentic AI, data modernization, application development, and analytics with Wipro Intelligence™, the suite of AI-powered platforms, solutions, and transformative offerings. The practice will help business users see the value faster, utilizing Databricks Genie, Databricks’ AI coworker which helps both business users and technical professionals explore and interact with enterprise data using natural language. Leveraging Wipro’s agent-native delivery platform WEGA, the practice will enable enterprises to transition from legacy systems to scalable, AI-ready data architectures.