AI & Finance™ | News for the Week Ending 7/18/25

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Times are certainly changing, and we have to evolve with them, or resign ourselves to being left behind. 

Welcome to another edition of AI & Finance, where we have another strong week of artificial intelligence in financial services headlines to get to, but first, for a short introduction, I’d like to make an observation. 

For decades, if not centuries, the financial industry has argued that for people of a certain level of wealth, it makes more sense to allow another person—or a team of people—to manage their finances and to keep their money secure than to do it themselves. The argument being that most people—or normal people—don’t really find working with money and investments very pleasant and don’t care to pick up the technical skills involved with financial management, and that there are other more enjoyable and useful activities that people can do with their time. 

The key argument being that there are countless better things to do with your time than work with your finances, so just outsource that work: build relationships and learn to trust someone or some businesses with your wealth and financial affairs. Why are you doing it yourself when there are skilled, trustworthy professionals out there who can do it for you? 

That argument seems obsolete.  

Today, the question has evolved: Why are we spending time and emotional capital trying to build these relationships and trust with financial practitioners and businesses, when technology—meaning software—can do it for us for a fraction of the cost, time and effort, and that technology can be trusted not to make non-optimal choices or to abscond with an undue proportion of our wealth? 

Let’s get to those headlines…


1. Acuity Knowledge Partners 

Acuity Knowledge Partners’ RFP Pulse, a managed digital solution, is designed to transform how asset and wealth managers respond to RFPs (Requests for Proposals) and DDQs (Due Diligence Questionnaires). Already live with multiple clients, RFP Pulse is delivering measurable results, including 25-30% efficiency gains, reduced manual effort, and improved response quality. 

Built specifically for financial services workflows, RFP Pulse combines generative AI, semantic search, and a structured content repository with Acuity’s deep domain expertise and service layer. This format-agnostic solution automates and accelerates document ingestion, content retrieval, draft generation, and formatting across Word, Excel, and digital DDQ tools – dramatically reducing time and effort for client teams. 

RFP Pulse has already demonstrated significant impact in live client deployments, including a 70% reduction in time to retrieve responses and over 80-85% accuracy in initial drafts. Clients are experiencing measurable efficiency gains and bandwidth savings, making it a trusted solution for top-tier global asset managers. 

2. Addition Wealth 

Addition Wealth, the fintech company making personalized financial expertise inclusive and accessible for employees and individuals, today announced its B2B financial wellness platform for large enterprises. The AI-powered, fully customizable platform enables organizations to distribute, white-label, or co-brand financial wellness experiences at scale. 

Designed for insurance providers, asset managers, retirement companies, private equity firms, and other financial institutions, the platform allows organizations to configure their own financial wellness experiences based on their unique business objectives. As a result, enterprises are able to deepen relationships with their audiences by delivering personalized user experiences, anticipating life events, and offering the right financial solutions and insights at the right moment. End users benefit from access to personal finance tools, tailored education, and human guidance to navigate their finances confidently. 

For users, the platform tailors the experience by leveraging data and insights and provides relevant tools, educational content, and interactive courses, as well as seamless access to financial professionals. Additionally, the platform supports the integration of financial products such as student loan assistance, emergency savings, tax filing services, and more. Enterprise partners have the ability to leverage their own tools, products, content, and advisors, or they can leverage Addition Wealth’s. 

3. Advisor360° 

Advisor360°, a leading provider of integrated technology for wealth management firms, has introduced a new wave of artificial intelligence (AI) features that bring smarter automation, real-time insights, and faster workflows to financial advisors. With the addition of an intelligent reporting engine, embedded virtual assistant, and secure meeting agent, the company continues to advance its delivery of context-rich AI across the Advisor360° ecosystem. 

Advisor360°’s AI-powered platform assistant now delivers highly personalized support and automation directly within daily workflows, accelerating advisor productivity where it matters most. 

With hands-free, voice-enabled functionality, users can perform key actions by engaging with the assistant using natural language—such as creating new contacts or assigning tasks. It also answers more than 400 of the most frequently asked questions with customized precision—enhanced by embedded videos, document links, and contextual images. This deeper, more dynamic content means issues are resolved faster and advisors can execute on tasks more efficiently. 

4. Avalara 

Avalara, Inc., a leader in modern tax compliance automation, today announced the launch of Avi for Tax Research, an advanced generative AI assistant embedded within Avalara Tax Research (ATR). Avi for Tax Research empowers tax and trade professionals by providing immediate, reliable, and comprehensive answers, allowing them to identify, analyze, and apply complex tax laws effortlessly and at the speed of commerce. 

Avalara’s extensive tax and compliance expertise, built over two decades, powers Avi’s intelligent capabilities. By harnessing Avalara’s rich, contextually aware metadata, Avi for Tax Research reduces hours of complex manual analysis, providing instant, trusted answers, boosting confidence, and freeing compliance teams to focus on strategic business priorities. 

5. Billtrust 

Billtrust, a B2B accounts receivable workflow and payment software market leader, today announced new innovations in its Collections solution, delivering a new standard for AR teams by unifying advanced automation, AI-driven insights, and seamless agentic AI workflows. These innovations empower finance teams to streamline collections, resolve disputes faster, and make smarter credit decisions—all from a single, intelligent platform. 

The release introduces powerful new AI capabilities, including Agentic Email, Cases (Dispute Management), Credit Review, and Collections Analytics. Together, these features eliminate manual inefficiencies, improve compliance, and drive superior financial outcomes. 

Agentic Email revolutionizes how collections teams manage email volume and complex workflows by leveraging AI for advanced task recognition and intelligent response generation. Purpose-built for accounts receivable, AI agents instantly recognize key tasks and bring all relevant data and documents to inform their response. Collectors can resolve emails 10x faster by slashing manual effort and eliminating the need to dig through lengthy email threads, ensuring customers receive timely communication and swift resolution. 

6. Cetera 

Cetera today announced a joint venture with Advanced Time Segmentation (ATS) that combines Cetera’s advisor-first approach with the innovative, artificial intelligence-driven technology from ATS to deliver a research-based income planning strategy that strengthens client trust and long-term financial success. 

The joint venture provides Cetera-affiliated advisors with exclusive access to the proprietary ATS framework, an intuitive, goal-based investment planning system built on the principle of aligning client assets with their income needs while helping create plans designed to mitigate market volatility. 

ATS’ AI-powered QuickStart engine allows advisors to build resilient retirement income strategies with personalized time segments that clearly demonstrate how clients’ assets can support their retirement goals, all in a matter of minutes. 

7. CLARA Analytics 

CLARA Analytics (“CLARA”), a leading provider of artificial intelligence (AI) technology for insurance claims optimization, today announced two new AI-powered innovations to give claims professionals the precise insights they need, when they need them: Risk Notes and Claim Event Indicators. These exciting new tools optimize claims workflows, reduce friction, and elevate strategic oversight to shift claims management from reactive to proactive identification of deviations from best practices and missed opportunities in real time, providing claim professionals and management the insights and information to course-correct and deliver optimal outcomes. 

With claims organizations under mounting pressure to utilize data and analytics to optimize performance and productivity, Risk Notes and Claim Event Indicators deliver oversight that addresses critical operational pain points around missed opportunities that every claims organization faces. Instead of waiting for periodic file reviews on a small sample size to identify issues after claims close, these AI-powered tools continuously assess every claim in the organization’s portfolio throughout its entire life cycle. 

The new tools are designed as part of CLARA Triage, which helps teams prioritize specific claims and prompts them to take recommended actions. Using AI, CLARA Triage makes it easy for adjusters to manage the claims that need attention while streamlining others that likely won’t require additional intervention. 

8. Deloitte 

Deloitte today announced a series of new artificial intelligence (AI) capabilities within Omnia, Deloitte’s global cloud-based audit and assurance platform, designed to evolve the audit and assurance experience, advancing Deloitte’s effort to drive innovation with enhanced technology. As the external landscape and client businesses transform, these capabilities represent an evolution of the audit process, addressing increasing complexity with agile, integrated solutions. 

As the next step in the evolution of Omnia technology, Deloitte is integrating intelligent agent capabilities into the Omnia ecosystem. AI agents function as digital specialists capable of performing specific tasks, remembering relevant information, and coordinating with other agents as an interconnected system. Embedding agents into Omnia can help automate tasks such as gathering data from diverse sources, managing complex project plans, and detecting patterns and anomalies. 

These AI capabilities were all developed in alignment with Deloitte’s Trustworthy AI™ framework, which embeds governance, controls, and compliance throughout the AI lifecycle, driving Deloitte’s quality imperative and improving user confidence and trust.    

9. DXC Technology 

DXC Technology (NYSE: DXC), a leading Fortune 500 global technology services provider today announced a 10-year agreement with Unicaja, one of Spain’s leading banks, to transform and modernize its banking operations. 

Central to this initiative is DXC’s expertise in advanced technologies such as Artificial Intelligence, enabling automation, greater agility, and seamless, personalized customer interactions. By combining intelligent banking solutions with deep industry expertise, DXC will help Unicaja drive efficiency, boost productivity and enhance customer experience, positioning the bank at the forefront of digital banking innovation.  

The agreement supports Unicaja’s 2025–2027 strategic plan to accelerate innovation through solutions that enhance customer service, product personalization, and operational agility. DXC will also help Unicaja to prioritize secure banking systems aligned with evolving European regulations. 

10. EarnUp 

EarnUp, a fintech company committed to helping Americans achieve financial wellness through intelligent loan payment automation, today announced the sale of its AI Advisor technology assets to BECU. BECU is a leading depository institution with over $29 billion in assets. EarnUp will use the proceeds of the transaction to accelerate the development of its next-generation debt management platform. 

EarnUp provides payment solutions to seven of the 25 largest U.S. banks and has helped 3 million borrowers save on their loans. The company’s investors have included Bain Capital Ventures, KeyBank (NYSE:KEY), and LendingTree (NASDAQ:TREE). EarnUp will continue to operate independently after the sale of its AI Advisor assets. 

Select EarnUp team members—including Co-Founder Nadim Homsany—have joined BECU as part of this transaction. 

11. Eton Solutions 

Eton Solutions, the wealth management platform that the world’s wealthiest single and multi-family offices rely on to manage over $1 trillion in assets, today announced the finalization of its $58 Million Series C round, which unfolded in two tranches. The raise was led by repeat investor Navis Capital Partners, a leading private equity firm focused on companies in high-growth markets with an edge in their industries. 

The funding comes as Eton Solutions experiences rapid growth. In the past three years, the company has more than quadrupled its revenue and expanded its client base by 340% across 15 countries. The company’s AtlasFive® platform has become the system of record for elite wealth management and is already in use by more than 800 of the world’s wealthiest families. The company has made significant investments in artificial intelligence and expanded features to arrive at a holistic solution that’s now responsible for managing 130,000 entities, overseeing 205,000+ investments, $65 billion in annual bill payments, and processing more than 14 million annual transactions. It’s upon this data-rich foundation that Eton Solutions has developed more than 400 AI use cases. 

The company will use the funding to fuel product innovation and AI development of its AtlasFive® platform and expand its suite of products targeting the PE and Funds industry. Built on Eton Solutions’ decades of wealth management and financial domain expertise, its forthcoming products will serve a broader range of ultra-high net-worth levels, beginning with individuals with $25 million or more in assets. They will also serve a steadily expanding client base for the company, now consisting of Single and Multi-Family Offices, Private Equity firms, Funds, Registered Investment Advisors, Accounting Firms, Business Managers and Global Private Banks. 

12. Guidewire 

Arch Insurance North America and Guidewire (NYSE: GWRE) announced that Arch Insurance North America deployed an initial release of Guidewire ClaimCenter as its new system for claims management. Guidewire PartnerConnect Consulting Global Premier member Deloitte Consulting LLP led the implementation project for Arch Insurance. 

Arch Insurance North America Chief Claims Officer Patrick Nails said, “We are pleased with the successful implementation of ClaimCenter on Guidewire Cloud Platform that will further enhance our claims professionals’ ability to meet customer needs.” 

13. Jump 

Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced a new partnership with Women in Insurance and Financial Services (‘WIFS’), the preeminent organization devoted to attracting, developing and advancing women in the industry. Coinciding with National AI Day, this collaboration brings cutting-edge technology directly to WIFS members – supporting the organization’s mission to empower women in an underrepresented industry. 

The partnership comes at a pivotal time: 70% of heirs – most often women – switch advisors after inheriting wealth. With women playing an increasingly central role in financial decision-making, it’s essential to equip advisors with tools that foster trust and retention. Jump’s AI analyzes thousands of advisor-client meetings to identify what drives successful wealth-transfer conversations. By partnering with Jump, WIFS is empowering women advisors with insights to build stronger, longer-lasting client relationships. 

Through this partnership, WIFS-affiliated advisors will receive access to Jump’s platform, which automates meeting prep, notetaking, compliance documentation, CRM updates and post-meeting follow-up. Jump will also be featured at the WIFS National Conference, showcasing how safe, compliant AI can reduce administrative burden and help advisors spend more time doing what matters most – serving clients. 

14. Jump 

Diversify, the advisor-founded and advisor-led wealth management platform, has announced a new partnership with Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers. Through this collaboration, Diversify advisors now have access to Jump’s suite of intelligent tools. 

Jump is one more way Diversify is helping advisors do what they do best—serve clients—by removing barriers and delivering world-class support and resources. 

15. JustPaid 

JustPaid, the AI-powered revenue automation platform backed by Y Combinator, has launched three exciting new features this summer, designed to streamline workflows, accelerate growth, and put intelligent automation at the center of how businesses manage finance. 

The launch introduces a first-of-its-kind AI Agent, available 24/7 at +1 (650) 800-8163, ready to answer questions about JustPaid’s capabilities and solutions. This conversational interface marks a major leap forward in user experience—offering real-time support, onboarding, and product education entirely powered by artificial intelligence. 

Additionally, JustPaid is embracing a product page builder or what the JustPaid team is calling a product-led growth (PLG) strategy, enabling users to explore and activate core platform capabilities without lengthy sales cycles or manual setup. This move underscores JustPaid’s commitment to reducing friction and empowering finance teams to self-serve. 

16. Luminary 

Estate planning is one of the most valuable services sophisticated advisory firms deliver—building trust, strengthening multi-generational relationships, and generating measurable tax value. But delivering consistent, high-quality services at scale has long been a challenge. As demand grows, many firms face capacity bottlenecks and inconsistent service quality due to bandwidth constraints and fragmented data. 

Luminary Insights solves this by automating the most time-consuming aspects of estate plan review. Advisors simply upload client documents, and Luminary surfaces missing materials, potential concerns, and personalized strategic opportunities—all with clickable citations for easy verification. 

Every insight is tailored, customizable, and tracked—giving teams a structured, collaborative way to elevate planning conversations and scale guidance consistently across more client relationships. 

17. NiCE 

NiCE Actimize, a NiCE (NASDAQ: NICE) business, today announced that Aberdeen Group, a UK-based global investment management firm headquartered in Edinburgh, has selected NiCE Actimize’s X-Sight Suspicious Activity Monitoring (SAM) and Watch List Screening solutions as part of its financial crime operations. These are part of NiCE Actimize’s advanced portfolio of anti-money laundering (AML) solutions which address financial services institutions’ (FIs) most pressing challenges. 

Harnessing the power of advanced analytics to detect suspicious activity with pinpoint accuracy, NiCE Actimize’s SAM employs sophisticated machine learning and graph-based analytics to uncover patterns of illicit behaviors and suspicious transactions. 

NiCE Actimize’s proven AI-powered screening solution, WL-X, provides advanced matching techniques, predictive analytics and seamless access to extensive global lists and data sources for party and real-time transaction screening. WL-X provides the power to identify high-risk customers and counterparties quickly and with precision. 

18. Omilia 

Omilia, a global leader in Conversational AI (CAI), and Connex, a top-tier customer experience transformation provider, are excited to announce a new milestone in their partnership: Connex’s official certification as an Omilia Certified Implementation Partner (CIP). This achievement formalizes more than five years of close collaboration, during which the two companies have delivered over 15 successful projects and built a team of 20+ Omilia-certified implementation experts. 

Since the inception of their partnership, Omilia and Connex have worked side-by-side to bring advanced conversational AI to enterprise clients, with a particular focus on the financial services sector. Their joint projects have enabled banks and financial institutions to modernize customer service, streamline operations, and enhance security, all while delivering more natural, human-like interactions through Omilia’s AI-driven platform. 

Omilia’s Certified Implementation Partner program represents the highest standard for partner excellence, requiring rigorous training and certification. Connex’s attainment of this certification is a testament to its technical expertise, deep industry knowledge, and proven ability to deliver results at scale. 

19. Ramp 

Ramp, the leading financial operations platform, announced its first AI agents, agents for controllers, to automatically enforce company expense policies, eliminate unauthorized spending, and prevent fraud. This is the first in a series of powerful and specialized agents Ramp is releasing this year to further reduce manual tasks faced by finance teams.  

Finance teams are being asked to do more with less, yet the function remains largely manual. Teams using legacy platforms today spend up to 70% of their time on tasks like expense review, policy enforcement, and compliance audits. As a result, 59% of professionals in controllership roles report making several errors each month. 

Ramp’s agents for controllers solve these problems by eliminating redundant tasks, working autonomously to review expenses and enforce policy. 

20. Sigma360 

Sigma360®, the definitive AI-powered risk screening and monitoring platform that enables compliant global relationships, has announced the launch of its AI Investigator Agent, an autonomous GenAI agent that transforms how compliance teams handle risk alerts. This innovation leverages advanced AI and entity resolution models to clear easily identifiable false positives, reducing manual match reviews by up to 90% and enabling analysts to focus on genuine threats. 

The agent addresses one of the most persistent challenges in financial crime compliance: dealing with overwhelming volumes of alerts that drain valuable analyst time and expertise. Through intelligent automation, the AI Investigator Agent empowers teams to screen at unprecedented scales, processing higher volumes of alerts without exhausting current resources. 

Anti-financial crime departments have steered away from large-scale adverse media screening due to unmanageable volumes of alerts, resulting in real risks being missed. Sigma360 also solves this problem with the AI Investigator Agent, which enables highly configurable adverse media screening. The agent focuses only on relevant and material risks that organizations care about based on risk appetite, reducing case processing time and speeding up adverse media review processes. 

21. TIFIN  

TIFIN, an AI-powered platform for financial technology, has launched a new multilingual LLM innovation hub in India to expand access to financial AI across global markets. This move strengthens TIFIN’s capabilities in natural language AI and enables around-the-clock development from its teams in the U.S., Spain, and India.  

As financial services become increasingly conversational, as enterprise clients have a geographically dispersed user base, and as personalized interactions become increasingly important, the ability to serve users in their native languages is a strong advantage to building AI applications that drive adoption and trust. This capability is also allowing TIFIN to start serving clients in regions such as Japan.  

This growth reflects TIFIN’s strategy to tap into globally dispersed AI talent. The newly formed 10-person team in India adds to the existing AI talent in the US and brings deep specialization in financial LLMs and multilingual capabilities — a foundation for expanding TIFIN’s AI products to international markets. The India team has already contributed to breakthroughs in agent-driven productivity tools and multilingual experiences in the finance domain. A recent paper published by the team also won 3rd place in SemEval (solving a multi-lingual challenge).  

22. Upstart 

Cabrillo Credit Union (Cabrillo), a leading credit union serving 26,000 members across the greater San Diego community, has announced its partnership with Upstart (NASDAQ: UPST), the leading artificial intelligence (AI) lending marketplace, to offer personal loans to more consumers. 

Cabrillo Credit Union started lending as a partner on the Upstart Referral Network in April 2025. As part of the Upstart Referral Network, qualified personal loan applicants on Upstart.com who meet Cabrillo’s credit policies receive tailored offers as they seamlessly transition into a Cabrillo Credit Union-branded experience to complete the online member application and closing process. 

23. Yelo 

YELO Software, a software and data company with global reach, today launched its full-service offerings alongside YELOsphere Connect — the first module of its proprietary, AI-driven private markets intelligence platform designed to help teams identify and connect with key players across private equity and portfolio companies. 

Founded in early 2025, YELO Software unites senior engineers, analysts, and designers to build advanced platforms for private markets. The firm develops custom enterprise software, data and analytics engines, and automation tools — all purpose-built to help investment and marketing teams operate with sharper clarity and scale smarter.