AI & Finance™ | News for the Week Ending 3/28/25

A&D Mortgage, the nation’s leading Non-QM lender, proudly announces the launch of its exclusive automated decision system for Non-QM loan products. This game-changing system, the first of its kind in the industry, is set to revolutionize the way brokers and lenders process Non-QM loans by delivering unprecedented speed, accuracy, and efficiency. 

The launch of the Non-QM AUS solidifies A&D Mortgage’s technological leadership in the mortgage space, further building on the success of its comprehensive suite of tools, including AIM Partner Portal and Quick Pricer. Together, these platforms make A&D Mortgage the go-to partner for brokers looking to expand their brokerage business. 

The Non-QM AUS is a new backbone service within AIM Partner Portal designed to streamline underwriting for a wide range of Non-QM loans, from bank statement programs to DSCR loans, with results delivered instantly in real-time. The platform’s data-driven technology ensures loan eligibility and risk assessment in a fraction of the time it typically takes, reducing the need for manual intervention and further minimizing errors. 

ActiveViam, a global provider of advanced data analytics and decision-making solutions for the Financial Services industry, announced today that Natixis CIB, a subsidiary of Groupe BPCE, the second largest banking group in France, has selected Atoti, ActiveViam’s flagship product, as their real-time Front-Office Risk and P&L Data consolidation and visualization layer. Initially the solution will be deployed to the FX and Interest Rate desks followed by a rapid rollout to other business lines including Credit and Equities. 

Implementing Atoti will allow the trading desks to leverage on flexibility and scalability, to improve their consolidated risks and P&L intraday, in real time, and in a way that will futureproof the business. 

Management will have better interactive analytical views with full drill-down capabilities to the trade level. 

Algebrik AI Inc., a Delaware-incorporated company headquartered in New York City, pioneering the world’s first cloud-native, AI-powered, digital-era Loan Origination System (LOS), today announced a strategic partnership with Docusign, the Intelligent Agreement Management company. This collaboration marks a major leap forward in streamlining and securing digital lending workflows for financial institutions, particularly credit unions, auto lenders, and community lenders. 

With this integration, lenders leveraging Algebrik AI’s platform can now seamlessly embed Docusign’s e-signature and agreement automation capabilities directly within their loan origination workflows. This eliminates the need for manual document handling, helps manage compliance obligations, and accelerates loan processing times. 

The integration between Algebrik AI and Docusign is designed to modernize digital lending workflows, increase efficiency, and eliminate manual friction in loan processing. This partnership underscores Algebrik AI’s commitment to redefining digital loan origination by merging AI-powered automation with best-in-class agreement technologies. 

Auquan, the market leader in generative AI for deep work in financial services, today announced its Risk Agent, the first and only AI agent that autonomously completes entire risk monitoring and reporting workflows to provide comprehensive early warning detection of emerging risks in portfolios. Unlike other AI tools that merely assist analysts, Auquan’s AI agents independently execute workflows end-to-end, from data gathering through structured reporting, freeing professionals to focus on high-value work. Forty percent of the top 50 global financial services firms trust Auquan’s AI agents to transform how their investment and credit teams work by eliminating manual effort. 

Material non-financial risks (NFRs) — including operational, regulatory, reputational and governance risks — have become increasingly critical for investment performance yet remain notoriously difficult to monitor effectively and consistently. These risks are complex, diverse and often qualitative in nature, making them challenging to track using traditional methods. Investment teams must contend with decentralized risk information, a lack of standardized metrics, and limited historical data while operating in an ever-evolving regulatory landscape. 

Every day, talented investment professionals spend countless hours manually tracking developments across their portfolio companies, often missing early warning signals hidden in local, foreign-language, or specialized sources until risks materialize as front-page news. Auquan’s Risk Agent changes this by autonomously monitoring hundreds of portfolio companies across millions of global data sources, providing teams with enhanced risk visibility and situational awareness that catches faint signals of emerging problems before they escalate into major issues, while eliminating manual effort that typically comprises 80% or more of their time. 

CAIS, the leading alternative investment platform for financial advisors, today introduced CAIS Models Marketplace, a centralized hub developed to streamline access to alternative investment model portfolios. The platform provides wealth management firms with a range of multi-asset and multi-manager alternative investment models, while enabling advisors to more efficiently allocate to private markets and hedge funds. 

CAIS Models Marketplace will offer three multi-asset and multi-manager model portfolio configurations, enabling advisors to allocate seamlessly through CAIS’ trade technology. 

The Models Marketplace is integrated with CAIS Compass, a portfolio construction tool that offers CAIS platform users the ability to analyze how alternative investments would affect certain portfolio characteristics. Using CAIS Compass, platform users can review model portfolio target asset class weights to analyze risk and return before making an investment decision. CAIS Compass also includes the option of an AI-driven summary in an accessible format. 

Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a partnership with PWL Capital (“PWL”), a planning-focused wealth management firm managing $5 billion in assets for more than 2,300 client families. 

PWL has a proven history of adopting innovative digital solutions to enhance its services. For example, the firm was the first to integrate more than 4 million data points to forecast different sequences of market returns. By incorporating Conquest’s advanced tools into its existing proprietary technology, PWL is further enhancing its ability to deliver truly personalized financial plans tailored to each client’s specific needs. 

Conquest’s Strategic Advice Manager (SAM) will support PWL in delivering industry-leading financial planning. The AI-powered planning tool generates highly personalized, adaptable financial plans, which can evolve in real-time to meet individuals’ changing needs. By modeling a wide range of financial scenarios, SAM enables advisors to present clients with potential outcomes based upon various strategies, facilitating more informed decision-making. 

DataRobot, the provider of AI that makes business sense, today launched AI application suites for finance and supply chain operations with SAP, built to seamlessly integrate AI into customer environments and business processes. The new AI suites enable AI teams to rapidly implement AI, securely utilize business data, and accelerate the delivery of AI solutions where and how business users need to work. 

DataRobot AI application suites are designed to take full advantage of SAP business context and are fully customizable, pre-built, and pre-configured for SAP solutions, empowering AI teams to rapidly deliver tailored line-of-business AI solutions without additional infrastructure or manually-intensive CI/CD pipelines. These application suites take advantage of the rich business data across the SAP solution landscape, including SAP S/4HANA, SAP Datasphere, SAP Integrated Business Planning (SAP IBP), and SAP Ariba solutions, ensuring organizations gain AI-driven insights within existing workflows. 

In SAP’s recent launch of the SAP Business Data Cloud solution — a fully managed SaaS solution that unifies and governs SAP data and analytics — it was announced that DataRobot will be among the first partners to deliver insight apps on SAP Business Data Cloud. These AI applications will be available as insight apps on SAP Business Data Cloud, leveraging its core services, data products, AI-driven insights, and real-time analytics to enhance decision-making for all SAP customers. DataRobot AI applications — along with the data integrations, business logic, and models — are the foundational tools for line-of-business and industry insight apps, built with DataRobot. 

Deloitte today announced the significant scaling of its Global Artificial Intelligence (AI) Simulation Center of Excellence (CoE), building on its global investment of US$3 billion in Generative AI (GenAI) through fiscal year 2030. Launched first in Bengaluru, India to serve Deloitte’s global network, the Simulation CoE aims to help accelerate clients’ decision-making processes, mitigate potential risks, and maximize their return on investment (ROI) deployed. Leveraging real-time insights, the CoE seeks to develop advanced visualizations, simulations and scenario modeling, digital twins, and multi-agent systems. 

The Simulation CoE is newly integrated into existing Deloitte Experience Centers to offer clients immersive experiences, enabling more nuanced understanding of multiple scenarios, and supporting the formulation of precise, clear and accelerated strategic plans. The CoE augments Deloitte’s Global GenAI Market Incubator with its deep experience in advanced simulation, introducing a novel and dynamic approach to advising clients. 

The establishment of the CoE is part of Deloitte’s portfolio of offerings to serve clients around the world through its global capability and innovation centers. The CoE will serve as a dynamic hub, in orchestration with regional centers around the globe, to connect with leaders on GenAI’s expansive potential. 

Guidewire (NYSE: GWRE) today announced that If Skadeförsäkring (If), the leading property and casualty insurer in the Nordic region, has successfully made a first business release in Guidewire InsuranceSuite on Guidewire Cloud Platform (GWCP). 

The newly created platform will enhance the If partner-related automotive business, by providing a future-proof system allowing the business to adapt to changing market demands. As If progresses with the implementation, the solution will provide great value to If, If’s partners and almost one million car owners in the Swedish market. 

GWCP combines resilient, trusted infrastructure with modular and interconnected platform services to enhance and extend the power of an insurer’s core applications. Guidewire’s latest cloud release, Las Leñas, includes several additional capabilities, including new risk-scoring tools for underwriters and actuaries. Accenture, a Guidewire PartnerConnect Consulting Global Strategic member, helped to accelerate the delivery by leveraging its industry and technology expertise to support the platform rollout. 

Ncontracts, the leading provider of integrated compliance, risk, and third-party risk management solutions for the financial services industry, is proud to announce the launch of its updated Third-Party Risk Management (TPRM) Control Assessments. This innovative solution is designed to simplify and elevate the due diligence process by providing in-depth, risk-based evaluations of vendor safeguards, ensuring organizations can confidently maintain secure and responsible vendor partnerships. 

Addressing the most time-consuming challenges in vendor risk management, Ncontracts’ TPRM Control Assessments replace tedious document collection and review with a streamlined process, saving organizations hundreds of work hours. This comprehensive solution analyzes critical areas of risk, including information security, financial health, compliance, and more, providing actionable insights that enable better decision-making and stronger vendor oversight. 

Vendor risk management frustrations are widespread. According to the 2025 Venminder State of Third-Party Risk Management Survey, nearly half (45%) of organizations rank obtaining timely, accurate documentation from vendors among their top three challenges — while another 20% cite analyzing detailed reports, such as SOC reports, financial statements, and contracts, as a significant burden. These complexities create significant bottlenecks, strain resources, and can increase operational risk. 

NICE (Nasdaq: NICE) and Deloitte Digital today announced an alliance developed to transform customer service by offering end-to-end AI and service automation. This collaboration is geared towards making customer service a distinctive feature of organizations by redefined AI-powered enhancements. 

As businesses continue to recognize how critical each touchpoint for a customer is, the need for an intuitive and simple technologically focused customer service platform is more evident than ever. Deloitte Digital and NICE each offer revamped solutions, fueled by AI that takes on the growing challenge of transforming their current setup. These solutions are designed to boost productivity and create more personalized and proactive interactions. 

Equipped with brand-specific guardrails, NICE offers its CXone Mpower platform, which is powered by AI and manages complex operations with enhanced precision and scale. This grants businesses the ability to control the design and build of their customer service workflow. 

Ocrolus, a leader in AI-driven document automation and analysis for financial services and Entech, a global digital consultancy, today announced a strategic partnership to transform the lending application process. By combining Ocrolus’ intelligent document processing technology with Entech’s loan origination platform and technology services, lenders can accelerate application reviews, automate manual steps and improve data accuracy. 

By partnering with Ocrolus, Entech helped a lending client streamline its loan origination workflow. Previously reliant on manual reviews for more than 30,000 applications annually, the client’s process was transformed by Entech’s utilization of Ocrolus’ AI-driven document automation for employment and income verification. This solution increased the team’s efficiency by over 60% for average document processing time. 

PitBullTax Software, the leading provider of IRS Tax Resolution solutions, is excited to announce the launch of Version 8.0 – a groundbreaking update designed to equip tax professionals with the tools needed to thrive in an AI-powered IRS landscape. As the IRS integrates artificial intelligence into its audit and collection processes, tax resolution professionals face new challenges that require innovative solutions. Version 8.0 addresses these complexities by offering AI-driven features that streamline workflows, improve communication, and enhance overall efficiency. 

Driving this breakthrough is AI-powered automation for IRS forms, enabling professionals to generate precise, tailored content effortlessly. Most importantly, it slashes the time required to articulate a taxpayer’s unique circumstances, transforming a once time-consuming task into a seamless, intelligent process. The update also enhances email communication with an AI companion capable of crafting compelling subject lines and context-aware content, enabling professionals to engage clients more efficiently. 

Other notable features include a streamlined client onboarding process with a new questionnaire and portal link system, removing delivery roadblocks, as well as a customizable step-by-step workflow to tailor each case. SMS support is integrated for real-time client communication, and a new WhatsApp support channel allows secure messaging directly within the software. Additionally, Version 8.0 introduces enhanced client permissions for multi-user licenses, improving data security, and new transcript API methods that accelerate tax transcript requests, boosting overall productivity. 

Rapid Finance, a leader in small business financing and enterprise lending solutions, today announced the launch of a new network monitoring feature within its AI-ready data aggregation and assimilation platform, Lynx, designed to enhance fraud detection and ensure the data integrity for its network participants. 

Lynx’s new network monitoring feature leverages intelligent data linking and AI-driven pattern and anomaly detection to help SMB and commercial lenders swiftly identify fraud risks, related applicant identities, account takeover attempts and other anomalies. This feature is further enhanced by the Lynx Trust Network, a collaborative ecosystem of participating lenders that share anonymized metadata and insights in real-time. This collective intelligence allows financial institutions to detect and respond to emerging fraud schemes proactively. For instance, when a fraudster is flagged by one institution, other FIs in the network receive signals when interacting with the same actor in real-time, allowing them to respond proactively. 

Fraudsters are increasingly working together, leveraging sophisticated tactics such as synthetic identities, coordinated account takeovers, and real-time data manipulation to exploit financial institutions. This level of collaboration enables bad actors to operate across multiple financial entities simultaneously, making it harder to detect and prevent fraud through traditional methods. By fostering a shared intelligence network, Lynx disrupts these fraud rings, equipping financial institutions with the necessary insights to recognize and mitigate threats before they escalate. 

Stax.ai, the foremost AI-driven workflow automation platform for retirement Third-Party Administrators (TPAs) today announced a new partnership with Payroll Integrations, the technology company that’s reimagining how employers support employees’ financial well-being through benefit automation. TPAs using Stax.ai can now connect directly to an extensive network of payroll providers through Payroll Integrations to automatically collect and standardize payroll and employee census data in real-time. 

TPAs can spend hours on administrative work as they send emails back and forth between plan sponsors and payroll providers to manually collect payroll data at year end. And once they receive the data, they’re typically entering and reformatting it manually into their system–which can lead to incorrect deductions or inconsistencies. The disproportionate amount of time that TPAs spend on administrative work can take their focus away from working on more strategic projects and enhancing experiences for their clients. 

Stax.ai and Payroll Integrations now automate these time-consuming processes for TPAs as they manage retirement plans for hundreds of companies. The TPAs that use Stax.ai to support over 120,000 plan sponsors can connect to Payroll Integrations’ network of payroll providers to automatically collect, enter and standardize clients’ payroll and employee census data. Payroll Integrations has pre-built integrations into the largest and most widely used payroll companies and benefits providers in the U.S., so TPAs can seamlessly connect with the providers that plan sponsors work with to access the data they need, when they need it. This eliminates manual administrative hassles for TPAs and ensures reliable and accurate data. 

Trucordia announced today that it has named Aaron Davidson to the position of Senior Vice President (SVP), Broking and Strategy. Davidson comes to Trucordia from Peak 8 Advisors where he was a Managing Partner. 

Trucordia’s broking and strategy function centers on strategic planning and execution, which includes identifying and managing risks, developing technology solutions and finding the best deals for clients. In service of those aims, Davidson’s penchant for forward-thinking innovation, aligned with current and prospective market demands, will help Trucordia cultivate stronger customer relationships and improve organizational structures that reduce cycle times and minimize inefficiencies. 

Earlier in his career, Davidson served as Chief Executive Officer and President of Relay Partners, where he fostered a culture of innovation that led to several successful product launches, including one of the first-ever artificial intelligence (AI) email quote bots in the industry. Davidson also has held senior positions of increasing responsibility at ServiceNow and Guidewire Solutions. 

ValidMind, a leading enterprise platform provider of Model Risk Management and AI governance, today announced a strategic partnership with Genpact, a global advanced technology services and solutions company, to enhance model risk management (MRM) and AI governance for financial institutions and enterprises. 

ValidMind’s cutting-edge AI-driven validation platform and Genpact’s deep industry expertise across risk, compliance, analytics, and AI governance come together to help organizations navigate increasing regulatory requirements and operational challenges in AI adoption. By jointly offering Model Risk Management as a Service (MRMaaS), ValidMind and Genpact will provide financial institutions with an on-demand, scalable, and cost-effective solution for managing model risks and driving business value. 

ValidMind’s AI-native MRM platform automates model documentation, validation, and governance, enabling businesses to streamline compliance with regulatory frameworks such as SR 11-7 (U.S.), SS1/23 (UK), ECB guide to internal models (Europe), E-23 (Canada), and the EU AI Act. Genpact’s AI, risk and regulatory, and analytics advisory services complement the MRM platform by providing tailored strategies for mitigating and managing AI and other model risks – while embedding and elevating MRM frameworks to maximize business value.