AI & Finance™ | News for the Week Ending 9/25/26

Abrigo today announced the launch of Abrigo Allowance – Intelligent Automation, a new solution that combines automation, AI-powered analysis, and workflow to reduce manual work and accelerate recurring CECL processes while maintaining required governance and controls. It is available as an add-on to Abrigo Allowance, a leading CECL solution relied on by more than 1,000 financial institutions. Abrigo was also named the winner of the 2026 Chartis Award for Managed Services: Credit Risk for its support of allowance programs at U.S. banks. 

Even when CECL calculations are managed in software, some of the work required to execute, review, and document them can remain manual. During compressed month-end and quarter-end close cycles, teams face growing demands to complete calculations, run additional scenarios, maintain governance, and confidently support results—all within a limited reporting window. With 88% of CFOs ranking finance staff productivity among their top three priorities, Gartner points to automation and shorter cycles as key opportunities to improve productivity. 

Abrigo Allowance – Intelligent Automation provides a faster, controlled path from data readiness to results analysis. Automation executes configured activities, from creating and running calculations to refreshing forecasts, processing pools, calculating qualitative factor scorecards, producing reports, and notifying stakeholders when processing is complete. AI-powered comparison narratives help teams understand what changed between calculations and identify key drivers. Workflow capabilities provide defined tasks, reviews, approvals, controls, and reminders. 

ACI Worldwide (NASDAQ: ACIW), an original innovator in global payments technology, today announced the expansion of ACI Connetic with a powerful cloud-native Financial Messaging capability, designed to help banks modernize payments infrastructure, simplify complexity, and scale real-time processing across domestic and cross-border networks. 

Financial institutions face growing pressure to support real-time payments, ISO 20022 migration, and an expanding range of domestic and cross-border networks. That pressure has made financial messaging critical to interoperability, speed, and innovation across those networks. 

ACI’s advanced financial messaging technology delivers cloud-native, intelligent messaging that transforms how banks manage payments and other systemic messages across account-to-account (A2A) rails. By standardizing, enriching and contextualizing payment data in real time, the solution helps banks build the high-quality data foundation needed for intelligent payments operations, advanced analytics and emerging AI-powered use cases. 

ACI Worldwide (NASDAQ: ACIW), an original innovator in global payments technology, today announced it is bringing intelligent routing for Swift ledger transactions to ACI Connetic, its cloud-native payments hub. The capability will allow banks to process tokenized deposit payments alongside traditional payment types using the same operational controls, workflows and infrastructure, eliminating the need for separate digital-asset payment operations. 

Swift announced its blockchain-based ledger last year and has since confirmed it is ready for initial use, with 17 banks across six continents piloting use cases. The ledger creates a way for banks to move tokenized deposits across borders, outside of a single institution and beyond traditional operating hours. The infrastructure is arriving quickly, but many institutions have yet to fit these payments into day-to-day operations. ACI Connetic will bring Swift ledger transactions into the same payments environment banks already use to route, monitor, control and reconcile payments at scale. 

Getting a tokenized deposit payment through a bank today still means running it as a project, with a dedicated team, processes built outside normal payment operations, and manual steps wherever those processes meet the systems of record. That works at pilot volume and breaks at production volume. The harder question for most banks is how to run these payments every day without creating a parallel operation to support them. 

Amplify Technology, LLC (“Amplify”), the AI-native RIA growth platform built on data lake architecture, today announced three new sets of platform capabilities covering risk documentation, trading, and client access. The common thread is enabling a better user experience with fewer screens and fewer clicks between an advisor or client and a finished task. 

On Amplify, risk tolerance can now be recorded on an individual account alongside the household score using the same questionnaire templates and scoring advisors already use. The Account List shows every account in the household with its current status, the source of its score, the custodian, the last risk tolerance questionnaire (RTQ) date, and its portfolio and tolerance scores. 

Trading has also been consolidated in the same release. Trade Management is now the single destination for trading activity, with expanded rebalance modes, account filtering, target weights at a glance, and lower execution drift reserves on equity sales. 

Behavox, the AI-native controls platform for global banks, asset managers, hedge funds, and commodity firms, today announced that Rich Ziegenbalg has joined the company as Executive Advisor. Rich brings more than 30 years of global surveillance leadership to the role, most recently as Global Head of e-Communications Surveillance at Macquarie Group. 

Prior to Macquarie, Rich held senior surveillance leadership roles at some of the largest institutions in the world: Global Head of Surveillance – Compliance at BNY Mellon, Managing Director and Global Head of ICG Compliance Surveillance at Citigroup, Global Head of Risk & Controls at Morgan Stanley, and Managing Director, Global Head of Front Office Supervision at Barclays Capital. Across three decades, he built and ran the surveillance functions that compliance leaders at Behavox’s own customers rely on every day — e-communications, voice, trade, and front-office supervision. 

As Executive Advisor, Rich brings three decades of practitioner experience to bear on both sides of the relationship. Externally, he will work directly with senior compliance and surveillance executives at Behavox’s customers and prospects — advising on target operating model design, control frameworks, and surveillance program maturity, and representing Behavox at industry conferences and in executive forums and thought leadership. Internally, he brings that same experience in-house, sharpening how Behavox understands the regulatory landscape and speaks the language of the compliance and surveillance leaders it serves. The appointment reflects Behavox’s continued investment in practitioner-led perspective — someone who has run the function himself, on both sides of the table. 

Beemo Automation, a managed AI services firm specializing in wealth management, today announced that Choreo, the $28.6 billion tax-focused registered investment adviser, has selected Beemo to help build foundational AI capabilities that support advisor enablement, client experience and operational scale across the firm. The partnership is initially focused on growth, client onboarding and firmwide knowledge access, with the potential to expand into additional business functions as Choreo’s needs evolve. 

As wealth management firms increasingly explore how artificial intelligence can create meaningful business value, many are shifting their focus beyond standalone tools and toward capabilities that can scale across the organization over time. Choreo’s approach is centered on helping advisors and employees work more effectively, improving consistency across the client experience and making institutional knowledge more accessible throughout the firm. 

Through this partnership, Beemo will design, build and operate AI capabilities within Choreo’s existing cloud environment, providing a foundation that can evolve alongside the firm’s growth and strategic priorities. Beemo’s ownership-first model allows clients to retain control of the systems, workflows and institutional knowledge developed through the engagement. 

Brightfin, the leading platform for total spend intelligence in enterprise IT, today announced that Dan McNamara has joined the company as Chief Customer Officer (CCO). The appointment comes as Brightfin extends its platform into a broader vision of financial truth and operational clarity across the entire enterprise technology stack, and as more IT and finance leaders turn to Brightfin to make sense of fast-growing, fragmented spend across cloud, mobile, and emerging AI tooling. 

McNamara has built his career on meeting increasingly complex customer expectations. Twice, he has joined a customer organization in the middle of rapid growth and left it with a stronger customer base. As Chief Customer Officer at Apryse, he helped grow annual recurring revenue from $40 million to $250 million while the company completed more than 15 acquisitions. He expanded his team through that period without losing the customer trust that growth at that pace can easily erode. Before Apryse, he served as Vice President of Customer Success at Catalant Technologies, where he doubled revenue. He began his career in customer success and account management roles at Quickbase, athenahealth, and Zaius. Most recently, he has been an Operating Advisor at M33 Growth and Founder and Principal of Weldon Farm Advisors. 

At Brightfin, McNamara will lead the global customer success, support, and services organizations, ensuring the platform’s expanding capabilities translate into real, measurable value for customers. As the company’s product surface grows, McNamara’s will ensure the relationship between Brightfin and its customers is as tight as it was on day one. 

Conquest, an award-winning global fintech company that delivers the industry’s leading verifiable AI financial advice engine to power continuous advice at scale, today announced a new self-serve offering that gives independent advisors and registered investment advisors (RIAs) direct access to the full Conquest platform — including its proprietary planning engine, Strategic Advice Manager® (SAM) — without going through a traditional sales process. 

Conquest has historically focused on enterprise firms requiring custom delivery, but sustained demand from independent RIAs prompted the company to build a path for these advisors to access its platform directly. Designed for firms with 10 advisors or fewer, the new self-serve offering enables advisors to purchase a subscription directly through the Conquest website or sign up for a free trial to explore the platform. 

The new model avoids the nuance of an enterprise implementation by delivering a digital purchase, setup and onboarding experience designed to get independent advisors and smaller firms up and running in days. Key integration partners available at launch include Jump, Morningstar, Schwab Advisor ServicesTM, TradePMR by Robinhood and Zocks. 

Dynasty Financial Partners (“Dynasty”), a leading wealthtech platform for independent registered investment advisors (RIAs), today unveiled the next generation of Dynasty AI: a true AI operating system for wealth management, powered by Anthropic’s Claude models. 

Advisors can ask a question across every client, account, and document in their book, get an answer, and turn it into a proposal, report, or pre-filled paperwork ready for their review without ever leaving Dynasty Desktop. Dynasty believes the math of the industry demands the next generation of technology tools to give advisors capacity to do something very human: help more people. When RIAs are Powered by Dynasty, human advice doesn’t get replaced, it gets concentrated on the things clients care most about. 

Shirl Penney, Dynasty Founder and Chief Executive Officer, will join Anthropic’s Head of Asset and Wealth Management Peter Nolan, Charles Schwab’s Head of Advisor Services Jon Beatty, and Ritholtz Wealth Management Managing Partner Michael Batnick on the Future Proof main stage this week for a conversation on how AI is rewriting the rules of wealth management. 

Earnix today announced the introduction of Agent Hub, a curated catalog of insurance-specific AI agents and apps within Earnix AIOS — the AI Orchestration System powering Earnix’s pricing and rating, underwriting, and customer engagement solutions. Agent Hub brings agentic AI directly into these solutions, enabling more intelligent workflows and strengthening the high-stakes decisions that shape pricing, underwriting, customer engagement, growth, and profitability. 

In an increasingly turbulent insurance environment, the useful life of an insurance decision is getting shorter. Risk and market conditions are changing faster, making growth, profitability, and portfolio performance harder to manage. AI is increasing the speed and scope of what insurers can analyze, recommend, and increasingly act on — but as intelligence moves closer to action, the standard for governance, explainability, and accountability also rises. 

For insurers, that shift has direct implications for both financial performance and competitive advantage. Success increasingly depends on how quickly they can recognize change, apply the right intelligence, and act with precision, control, and confidence. And as decisions become increasingly interdependent, advantage will come not only from making each one better, but from allowing intelligence generated in one part of the business to shape what happens next. 

Emburse, a global leader in travel and expense management, today announced the launch of Emburse AP, a new AI-powered accounts payable and payments solution for growing businesses and organizations. Emburse AP brings invoice processing, approval workflows, vendor enablement and payments together in one intuitive platform to give finance teams greater visibility and control over every dollar spent. 

The launch delivers Emburse’s proven accounts payable and payment capabilities to organizations using Emburse Professional and Emburse Spend. Building on Emburse’s recent recognition as the Mid-Market Leader in Ardent Partners’ 2026 AP Automation & Payments Technology Advisor, Emburse AP provides a simple, unified approach to manage expenses, invoices, and payments for lean finance teams. 

Emburse AP replaces fragmented, manual processes with intelligent automation and streamlined payment workflows to help organizations operate more efficiently. It also helps teams control costs and cash flow as they grow, without added complexity. 

Envestnet, the leading Adaptive WealthTech company, today announced a new set of updates to its Wealth Management Platform, part of Envestnet’s third technology release of 2026 (R3 2026). The updates give advisors a redesigned interface – including an interactive dashboard experience, a new self-service configuration portal for Unified Managed Portfolios (UMPs), and an expanded library of widgets. This will build the interface foundation needed to deliver AI-powered capabilities across the platform. 

The latest updates respond to a persistent industry problem in wealth management today. Cerulli research finds that out of a typical 40-hour week, advisors spend roughly nine hours on administrative tasks and just three hours prospecting for new clients. The easier and more streamlined you can make those tasks, the more time advisors can spend on deepening their client relationships or growing their accounts. 

R3 introduces an Interactive Dashboard Experience that is designed to let advisors optimize their workflow with a customizable desktop, giving users the ability to create, configure, and control widgets for a personalized view of their business. 

Envestnet, the leading Adaptive WealthTech company, today announced a new set of enhancements to its Wealth Data Platform (WDP), as part of the firm’s third technology release of 2026 (R3 2026). The updates replace static peer average benchmarking with dynamic, contextual performance comparisons, introduce new advisor opportunity intelligence for asset managers, add more flexible insight exploration tools, surface new insights for advisor-directed portfolios, and lay the groundwork for embedded reporting across the ecosystem. 

Adoption rates for the Wealth Data Platform underscore its value. As of August 1, 2026, there has been an 82% increase in users as well as a 31% increase in firms using WDP year over year. Envestnet has also seen a 102% increase in WDP page views during that same time period. 

Envestnet continues to advance performance intelligence across the Wealth Data Platform with expanded dynamic benchmarking capabilities, helping firms compare performance across business characteristics and geographic markets rather than against a single, static industry average. 

FutureVault, the category-defining leader in AI-powered Digital Vaults and intelligent document infrastructure for banking, financial services, and insurance (BFSI), today announced the launch of FutureVault AI Agents, which execute multi-step document workflows across the systems a firm already runs on, with governance and human oversight designed into every step. 

Most AI in financial services answers questions. FutureVault AI Agents orchestrate end-to-end task and workflow execution. Each agent owns a defined operational mandate, sequences every step, and escalates only what requires human judgment. The launch is FutureVault’s third major AI infrastructure release in six months. 

FutureVault is building its agent library against measured failure points, not generic use cases. Operational assessments of advisory firms surface the same pattern: one client record keyed by hand into seven or more systems, onboarding that runs three weeks, and no exception reporting anywhere, so missing documents are found by searching rather than surfaced. 

Lititz Mutual Insurance Company (Lititz Mutual) and Guidewire (NYSE: GWRE) announced today that Lititz Mutual has selected Guidewire ProNavigator to give employees and independent agents instant answers drawn from company policies, procedures, and expertise within their underwriting and claims workflows. 

As agencies face ongoing onboarding challenges and workforce turnover, quick access to expertise has become critical. ProNavigator addresses this need by delivering conversational AI, insurance-specific answers and guided recommendations directly within underwriting and claims workflows, helping teams work more efficiently and consistently while reducing reliance on manual knowledge searches. 

Hadrius, the leading agentic compliance infrastructure for financial services firms, today announced that Ritholtz Wealth Management (“Ritholtz”), a national RIA overseeing more than $9.4 billion for individuals, high-net-worth clients and institutions, has selected Hadrius to monitor Claude Enterprise activity and data access as well as archive user interactions with Claude. The oversight provided by Hadrius enables Ritholtz to safely deploy Anthropic’s enterprise Claude chatbot across its entire workforce. 

Hadrius’ monitoring tool represents the first AI governance module tailored specifically to financial services. The partnership originated when Ritholtz approached Hadrius needing specialized AI oversight aligned with SEC requirements. While regulators have established that existing supervisory obligations apply to AI, specific monitoring standards remain unwritten. Hadrius leveraged its deep expertise in AI and wealth management compliance to rapidly build and deploy the precise oversight solution required. 

Built around Hadrius’ integration with Claude’s Compliance API, the tool delivers real-time usage metrics to ensure employee LLM activity conforms to data security standards and automatically archives according to SEC and FINRA recordkeeping rules. As part of the firmwide rollout, Ritholtz will also consolidate all non-AI communications archiving onto Hadrius, marking a key step toward a unified compliance ecosystem. 

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (“RIA”), today announced the appointment of Cynthia Loh as Chief Platform Officer (CPO), a new executive role responsible for the operating platform that anchors Mercer Advisors’ client and advisor experience. The role is instrumental in the company’s mission to help families across the wealth spectrum achieve Economic Freedom™ and in its position as the destination of choice for leading fiduciary talent. 

Aspen, the firm’s AI-enabled operating system is the primary expression of the company’s unified technology stack and data foundation. Its recent second-generation launch brought AI capabilities directly into advisor and client workflows. 

Loh has spent more than two decades building and scaling advice platforms at leading organizations, including Goldman Sachs, Charles Schwab, and Betterment. She most recently served as senior vice president and head of Beyond the Card at Capital One. Previously, she was head of product for Goldman Sachs’ Workplace Wealth, where she led the product organization behind the firm’s wealth offering for Fortune 1000 employers. Earlier in her career, she oversaw the Schwab Intelligent Portfolios platform at Charles Schwab, built and launched the 401(k) business at Betterment, and held roles at PIMCO and Merrill Lynch. 

Mercury, the technology company providing radically different banking* for over 300,000 customers, today launched Mercury Books, double-entry accounting software built directly into Mercury. Mercury Books uses AI to categorize and reconcile banking, card, invoicing, and bill pay activity the moment it happens, finally giving founders a real-time view of their business with no imports, exports, or manual entry required. 

Most accounting software predates AI that can read a transaction and understand it, so the category was built to record activity rather than interpret it: a ledger you fill in, reconcile by hand, and hand off to an accountant to verify. Mercury Books treats a business’s banking data and its books as one dataset, not two systems a person has to keep in sync. 

Mercury Books pulls in activity from Mercury banking, cards, invoicing, and bill pay and automatically categorizes and reconciles it all as customers build their business. Customers can also connect to thousands of external platforms like Stripe, Gusto, and PayPal, for their full financial picture. Everything is categorized and reconciled using full double-entry accounting, supporting both accrual and cash basis. 

Options Technology (Options), the leading provider of financial services infrastructure, today announced that it has entered into an agreement with ZutaCore®, a leader in waterless, two-phase direct-to-chip liquid cooling, to enable deployment of high-density, liquid-cooled compute infrastructure across its global platform. 

The agreement gives Options clients access to ZutaCore’s HyperCool® technology, a waterless, two-phase direct-to-chip liquid cooling solution designed to support today’s highest-power processors. By keeping water out of the IT environment while enabling higher compute densities and improved efficiency, HyperCool helps organizations deploy next-generation infrastructure with greater reliability and operational simplicity. 

As workload densities increase, liquid cooling is rapidly becoming a necessity – not just for AI, but increasingly across traditional financial services workloads including electronic trading, quantitative analytics, market data processing and real-time risk modelling. These applications are encountering the same power-density and thermal constraints that first emerged in AI environments, making advanced cooling an essential enabler of future compute infrastructure. 

At Future Proof Festival, Orion today expanded its collaboration with Anthropic, launching Orion’s MCP connector for Claude for Financial Advisors. Using Orion’s connector within the Claude for Financial Advisors plugin, advisors can ask for a client update, meeting prep, or a read on their pipeline in plain language and get an answer assembled from their own live Orion Connect portfolio data and Redtail CRM records. 

Preparing for a single client conversation often means pulling reports from one system, checking relationship history in another, and reassembling the context by hand. The new plugin collapses that work into one conversation. The advisor asks, and Claude puts the answer together from the same data the firm already trusts. The plugin respects an advisor’s existing Orion and Redtail permissions while giving firms firmwide controls and governance over access, so advisors see only what they are entitled to see. 

The Orion MCP connector functions as an integration between Orion and Claude and is available now in Anthropic’s Claude connector directory. It builds on the collaboration Orion and Anthropic first announced in February 2026. 

PayToMe.co, a Silicon Valley AI and financial technology company, today announced increased digital momentum as it continues expanding its AI-powered payments and commerce platform. 

PayToMe.co experienced a more than 700% year-over-year increase in estimated website traffic during the latest measured period, according to SEMrush data. 

The increase follows the company’s continued development across embedded payments, Text-to-Pay, digital invoicing, merchant services, KYC and KYB verification, financial workflow automation and global commerce technology. 

Persistent Systems (BSE: 533179) (NSE: PERSISTENT), a global Digital Engineering and Enterprise Modernization leader, announced that it has achieved the Databricks Brickbuilder Specialization for Banking, Financial Services and Insurance (BFSI). The recognition reflects Persistent’s industry expertise and experience delivering solutions on the Databricks Data Intelligence Platform. 

The specialization strengthens Persistent’s ability to help financial institutions turn fragmented data and AI pilots into scalable solutions. Certified Databricks talent, reusable accelerators and established BFSI implementation patterns reduce delivery complexity across risk, fraud and customer intelligence. 

Financial Services organizations face growing regulatory scrutiny, more sophisticated financial crime and rising customer expectations. Yet legacy architectures continue to separate transactional data, risk and compliance, limiting timely insights and responsible deployment of AI. Persistent addresses this by leveraging the Databricks Data Intelligence Platform to unify financial data into a governed, AI-ready layer. Delta Lake, Unity Catalog and Mosaic AI support the development, evaluation and monitoring of data products, models and AI agents within institutional security and governance requirements. 

Rillet, the Agentic ERP, and RSM US LLP (“RSM”), the leading provider of consulting, tax and assurance services for the middle market, today announced a strategic alliance to help clients transform financial infrastructures for the AI era. Together, RSM and Rillet modernize fragmented finance systems to strengthen data and controls, streamline manual processes and prepare teams to use AI-native capabilities that automate routine accounting workflows, close faster and reduce the month-end scramble. 

Finance leaders face growing complexity across systems, processes, talent and compliance. Manual workarounds, siloed data and competing priorities limit visibility, slow decision-making and reduce the strategic impact of the finance function. This alliance brings together Rillet’s Agentic ERP and RSM’s experience helping finance leaders evaluate operating models, modernization strategies, AI readiness, governance and organizational change to drive process efficiencies and the transformation required to adopt AI responsibly and effectively. 

With a continuously updated general ledger, embedded AI agents, advanced revenue recognition, multi-entity accounting, and real-time reporting, Rillet helps finance teams move beyond manual workarounds and legacy close cycles to operate from a trusted, always-current view of the business. 

Schwab Advisor Services, Charles Schwab’s business supporting the growth and success of independent registered investment advisors (RIAs), today announced it is working with Anthropic to bring Claude for Financial Advisors, Anthropic’s new offering, directly to the 16,000-plus independent RIAs Schwab serves. 

Claude for Financial Advisors is designed to support the work that advisors complete throughout a day — from prepping for a client meeting to helping explain a portfolio change. It features skills and new connectors to tools the firm already uses to run their businesses, including CRM, custody, portfolio reporting, financial planning, estate planning, and meetings. 

Advisors can get more value from the tools they already use — from financial planning and CRM to portfolio accounting and custody — with audit logs for admins to review. The solution is designed to help with areas such as meeting preparation, financial plan updates, analytics, and drafting client follow-up for advisor review. 

Signature Estate & Investment Advisors (SEIA), a national wealth management firm managing more than $36 billion in assets, and Invent, a data and technology platform for the wealth management industry, today announced a strategic partnership to unify SEIA’s enterprise data and support the firm’s broader artificial intelligence strategy. 

Through the collaboration, SEIA has consolidated data from multiple custodians, business lines and technology platforms into a single, governed data foundation. The new environment has improved the firm’s reporting capabilities, reduced its reliance on legacy software and freed technical resources to focus on higher-value initiatives. 

The unified data environment created by Invent’s platform provides the data foundation that powers “SEIA Brain,” the firm’s proprietary AI framework supporting its broader AI strategy. SEIA Brain is being developed to help employees across marketing, sales, finance, operations and compliance securely access information, automate routine workflows and uncover insights using natural-language interactions. 

SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today unveiled a suite of next-generation solutions at its annual SS&C Deliver 2026 conference. More than 1,100 leaders from the financial services and healthcare industries gathered in Orlando, Florida, to learn how SS&C is optimizing business workflows with AI-enabled services. 

A core technology set spanning wealth, retirement, alternatives and asset management is built on the SS&C AI Gateway governance platform. SS&C WorkHQ, the company’s award-winning agentic orchestration platform, enables interoperability across these solutions. SS&C also debuted the six-part The Blueprint: Customer Zero docuseries, a behind-the-scenes look at how SS&C is running the same agentic transformation it is now bringing to its 23,000 clients. 

The conference opened with SS&C ringing the Nasdaq opening bell alongside Nasdaq President CEO Adena Friedman. The second day kicked off with a thought-provoking fireside chat between Bill Stone and David Booth, Chairman of Dimensional Fund Advisors. The two founders explored lessons learned building their firms, in the evolution of financial services, and what’s next. Booth also shared insights from his new book, Stay Calm: Learn to Embrace Uncertainty in Investing and Life (Authors Equity, 2026). 

Tavant, a leading platform-powered AI transformation specialist, today announced GenWay Home Mortgage (GenWay), a national mortgage lender specializing in non-Qualified Mortgage (non-QM) and government lending, has gone live with TOUCHLESS®, Tavant’s AI-powered, agentic mortgage automation platform. GenWay is leveraging the AI-powered capabilities across its non-QM and Ginnie Mae lending segments to automate critical origination workflows, improve operational efficiency and accelerate loan manufacturing. 

GenWay is deploying an accelerated implementation model designed to speed time-to-value, moving six underwriting automation products into production within three months. This rapid rollout drives faster adoption and measurable efficiency gains across GenWay’s operations teams. The implementation provides a flexible, scalable foundation to support the lender’s evolving product mix and long-term modernization roadmap, with key capabilities including intelligent data and document processing, workflow automation, and guided task execution tailored to non-QM and government-lending requirements. 

The agreement further expands Tavant’s presence in the lending automation market and reinforces the versatility of the TOUCHLESS AI transformation platform across both agency and non-agency lending environments. With advanced AI-powered automation capabilities, TOUCHLESS, across all products and programs, QM and non-QM, helps lenders reduce operational costs by up to 60%, increase underwriting throughput by 4x to 12x, and cut loan cycle times from 30-45 days down to as few as 7-15 days. This acceleration improves borrower and employee experiences while maintaining compliance and operational control. 

Tradeweb Markets Inc. (Nasdaq: TW), a global leader in electronic trading across asset classes, today announced a suite of advancements to Tradeweb Ai-Price, its automated bond pricing engine, including expanded data inputs, upgraded machine learning models and more real-time, intraday-responsive pricing – enhancements designed to further improve price discovery, execution quality and access to liquidity across U.S. corporate bond markets. 

Tradeweb Ai-Price improves its pricing accuracy for U.S. investment-grade and high-yield corporate bonds by integrating public TRACE data with Tradeweb’s proprietary datasets, leveraging advanced machine learning and analytics to produce more dynamic, responsive bid and offer estimates that better reflect real-time market conditions. Tradeweb’s position within the trading ecosystem, underpinned by its global client base, enables the generation of real-time prices that respond to intraday market movements, drawing on institutional trading activity, including European credit. 

Tradeweb Ai-Price supports decision-making across the entire trading lifecycle – helping clients estimate execution costs and assess liquidity pre-trade, evaluate dealer responses and market opportunities at execution, inform automated trading workflows such as Tradeweb’s Automated Intelligent Execution (AiEX) tool and drive transaction cost analysis and performance reporting post-trade. By delivering more responsive pricing, the model aims to reduce the need for manual intervention in automated execution protocols to give clients greater confidence to route large orders through Tradeweb AiEX and dedicate more time to complex, high-touch trades. Tradeweb Ai-Price also powers next-generation pre-trade analytics, helping clients better evaluate which bonds are driving trade costs across execution strategies, while its dynamic bid-offer estimates provide deep insight into liquidity conditions throughout the day to enhance post-trade performance evaluation. 

Commonwealth Credit Union, the largest Kentucky-headquartered credit union, serving more than 140,000 members, today announced the recent expansion of its partnership with Upstart (NASDAQ: UPST), the leading artificial intelligence (AI) lending marketplace, into home equity lines of credit (HELOCs) and indirect auto lending. 

The expanded relationship builds on Commonwealth Credit Union’s established personal lending partnership with Upstart, which began in 2022. Through the expanded partnership, Commonwealth Credit Union is broadening its digital lending strategy to serve members across more borrowing needs, diversify its consumer lending portfolio, and deepen relationships with prime borrowers. 

Verapath and GenTrust today announced a joint venture and the general availability of VIRA, an AI-native wealth management platform that consolidates the fragmented collection of traditional wealth stack applications used by wealth advisors. By embedding AI throughout one internally consistent platform, VIRA gives firms the ability to operate more efficiently, make better decisions and deliver a superior client experience. 

Advisory firms today typically run on a wealth stack of point solutions — a separate CRM, portfolio accounting system, performance reporting tool, rebalancer, tax-loss harvesting engine and data warehouse — each with its own data model, integration burden and vendor relationship. The result is duplicated data entry, reconciliation work that consumes operations staff, and a client picture assembled by hand from multiple systems. 

VIRA unifies those capabilities into a single, intelligent operating system. Because the platform was designed AI-native rather than retrofitted, intelligence runs through every workflow instead of sitting beside it as an add-on: data flows through one system of record, routine operational work is automated, and advisors get a complete view of every client in one place. 

Wealth.com, the leading estate and tax planning platform for wealth management firms, today announced it is a launch partner for Claude for Financial Advisors. 

Estate and tax planning demand a level of precision that few advisor workflows do. Questions about what a trust provides, who holds authority under a health care directive or what the financial impact of a tax strategy would be must be grounded in executed documents, applicable law and validated quantitative analysis. Wealth.com brings that foundation into Claude for Financial Advisors, combining Claude’s reasoning with Wealth.com’s estate and tax engines. Advisors can explore a client’s situation naturally while relying on precise, source-grounded insights and figures for the decisions that follow. 

One of the most immediate applications is preparing for a client or prospect meeting. An advisor can bring a prospect’s estate documents into Claude and ask questions in plain language: “What happens at the first spouse’s death?” “When do children gain control of their inheritance?” “Who can make health care decisions if the client cannot?” Wealth.com performs the underlying document analysis, returns citations to the specific pages each answer comes from and can render the disposition structure as a visual flowchart inside the conversation. Advisors then review and apply their judgment on what to do next. 

Wealthbox, the highest-rated CRM software for financial advisors, today announced it is a launch partner for Claude for Financial Advisors, Anthropic’s new offering that brings Claude into the tools advisors use every day. 

Wealthbox is an AI-powered CRM platform for financial advisors, delivering an AI Assistant, AI Notetaker, and agents inside the product. This launch adds a new way to work with that same client data: the Wealthbox connector for Claude, with prebuilt skills in Claude for Financial Advisors. Together, they let advisors put Claude to work on the client history they keep in Wealthbox. 

Since financial advisors run their practice in Wealthbox, years of client history, activity, and notes already live there. Claude for Financial Advisors puts that information to work through prebuilt skills spanning a range of advisory workflows. Claude can prepare for a client meeting by pulling relevant history from Wealthbox and drafting an agenda, organize follow-up afterward and save it back to Wealthbox, summarize a client’s recent activity, draft client communications, and surface open tasks that need attention. 

Zocks, the privacy-first AI platform for financial services, today announced a collaboration that connects the most recent, personal client context captured in Zocks to Claude for Financial Advisors, a new wealth management solution Anthropic launched today. Advisors can now combine Claude’s advisor-specific capabilities with that context to build analyses and deliverables customized to their firm and clients. 

Claude for Financial Advisors includes a library of prebuilt skills: packaged instructions for common advisor workflows that Claude applies when an advisor asks for that kind of work. 

Through the Zocks connector for Claude, built on the Model Context Protocol (MCP), Zocks supplies the contextual client intelligence that these Claude skills need to produce a custom output. The intelligence is drawn directly from advisor-client interactions and grounded in what has been shared with the advisor over time, such as goals, concerns, life events, and more.