AI & Finance™ | News for the Week Ending 7/24/26

AEGIS Hedging Solutions (“AEGIS” or the “Company”), a leading provider of commodity market intelligence, technology, and market infrastructure, today announced it has entered into a definitive transaction agreement with Private Equity at Goldman Sachs Alternatives. Goldman Sachs Alternatives succeeds Greenbelt Capital Partners and Baird Capital as the Company’s institutional investment partner. Financial terms were not disclosed. 

Founded in 2013, AEGIS works with 700 commodity producers and consumers, capital providers, and financial counterparties across North America to enable more informed commercial decisions and manage commodity price risk. 

With increasingly volatile commodity prices, this partnership will accelerate AEGIS’s investment in commodity-focused advisory, technology, artificial intelligence, proprietary data, and regulated market infrastructure. 

Aethon Fund (“Aethon” or “the fund”), a new hedge fund that pairs proprietary market signal research with AI-powered trading discipline, today announced that it is launching with $50 million in capital. The raise includes an anchor allocation in a separately managed account from a fund of funds, alongside additional commitments from other ultra-high-net-worth and institutional investors. 

The fund is founded and led by George Kailas, who has spent two decades developing a systematic approach intended to identify what quantitative models consistently miss, and building AI-enabled signals to close the gaps. Most recently, he used the signal library he built to found Prospero.ai in 2019 — a retail investor intelligence platform with over 20,000 monthly active users — which has delivered forward-looking newsletter picks that have outperformed the S&P 500 by 7.5x since 2022. Earlier in his career, Kailas landed his first job at a hedge fund at age 17 and sold a mortgage prediction model to a $20 billion hedge fund at age 25. 

Aethon runs numerous parallel trading strategies — spanning long, short, mean-reversion, momentum, and stealth-accumulation. Each is built and pressure tested by the investment team before any algorithmic execution. Rather than allocating capital equally, the fund continuously shifts resources toward whichever strategies are performing best in current conditions, with AI handling execution while the team focuses on signal research and technological expansion. 

The Artificial Intelligence Infrastructure Partnership (“AIP”), MGX, and BlackRock’s Global Infrastructure Partners (“GIP”) (collectively, the “Consortium”), today successfully completed their previously announced acquisition of 100% of the equity in Aligned Data Centers (“Aligned” or the “Company”) from private infrastructure funds managed by Macquarie Asset Management and its co-invest partners. The transaction, which represents Aligned’s enterprise value of approximately $40 billion, stands as one of the largest private investments made to date in digital infrastructure. 

Aligned is one of the largest and fastest-growing data center developers globally, with a portfolio spanning 51 campuses and more than 6.4GW of operational and planned capacity. Aligned’s current deployments reflect the essential role digital infrastructure plays in American reindustrialization and technological leadership, with assets concentrated in key Tier I digital gateway regions including Northern Virginia, Chicago, Dallas, Ohio, Phoenix and Salt Lake City, as well as São Paulo, Querétaro and Santiago. The Company is globally recognized for its patented cooling technologies that materially reduce water usage and enhance the energy efficiency of data center deployments for its customers and communities. Aligned’s Chief Executive Officer, Andrew Schaap, and the existing management team will continue to lead the Company, which will remain headquartered in Dallas, Texas. 

The Consortium’s partners provide Aligned with strengths spanning the entire advanced compute ecosystem and the digital and energy infrastructure that underpins it, combining strategic insight into the technologies defining the next era of AI; deep experience investing in, owning and operating complex infrastructure at scale; and a supportive partnership model and the long-term capital required for Aligned to scale its platform while maintaining its customer and community focus and operational independence. 

AllocateRite, LLC today announced the successful rollout of its wealthtech platform across registered investment advisor (RIA) firms, replacing manual, multi-tool workflows with one system that takes a model from construction to client-ready proposal in a single pass. 

Onboarded firms now build models with full historical performance, generate branded factsheets automatically, upload and map client portfolios against those models, and produce polished, downloadable proposals — all from one platform, fully branded to their firm. 

AllocateRite is onboarding RIA firms of all sizes now. 

Tax Systems, a global tax and accounting software provider, today announced it is rebranding as Alphatax, aligning the company with its flagship corporation tax compliance solution and marking the next stage in its evolution as an AI-first technology business. 

The rebrand reflects the company’s ambition to redefine how tax professionals work through connected, AI-powered technology. As Alphatax, the business is bringing together compliance, data, governance and intelligence into a single platform, creating the foundations for the world’s first tax operating system: a connected environment where tax data, decisions, approvals, filings and evidence can come together. 

The new identity builds on the strong reputation of Alphatax, a market-leading corporation tax software trusted by tax professionals across the world. Bringing the company’s expanding portfolio together under one master brand will provide customers with a more connected experience across corporate tax, Pillar Two, transfer pricing and tax reporting. 

American Growth Insurance (AGI) today announced its launch as an AI-enabled insurance brokerage growth platform with nearly $70 million in committed equity funding. Backed by Rockbridge Growth Equity, a partnership-oriented middle market private equity firm, and Atomic, a venture capital studio, Atlanta-based AGI is a retail brokerage in the specialty market serving commercial and personal lines clients. 

Morgan has more than 30 years of experience building public, private, and private equity-backed insurance brokerages. Previously the Chief Revenue Officer at Keystone Agency Partners, Morgan has also held various leadership roles at Marsh, Willis, Integro Insurance Brokers and The Plexus Groupe. Joining him as founders of AGI is a group of insurance industry veterans with decades of experience leading regional and national brokerages and achieving organic as well as inorganic growth. 

Over the past year, prior to completing its first acquisition, AGI worked with 10 agencies to develop and test its AI-first operating model, lifting average agency profitability by more than 50% through a combination of revenue and productivity gains. With its first acquisition closed, the company plans to complete several more to surpass $10 million in revenue by the end of 2026. 

Aon plc (NYSE: AON), a leading global professional services firm, today announced the next evolution of its proprietary Data Center Lifecycle Insurance Program (DCLP), expanding program capacity to $5 billion while broadening the integrated risk solutions that support digital infrastructure assets from development through long-term operations. 

The expanded program reflects Aon’s Reliable by Design approach to digital infrastructure and extends DCLP beyond traditional insurance placement. By bringing together insurance capacity, engineering expertise and risk intelligence earlier in the development process, Aon helps clients reduce transition risk, improve resilience and build digital infrastructure assets that are bankable, insurable at scale and resilient under stress. 

The expansion comes as investment in artificial intelligence, cloud computing and hyperscale data centers accelerates, increasing demand for insurance solutions capable for supporting larger, more complex and more capital intensive-projects through their lifecycle. The program builds on previous enhancements that increased DCLP capacity to $3.5 billion and expanded support for operational data centers. 

For public-company boards and management teams, visibility into investor positioning is critical and materially more difficult to assess across investor types at scale. Today, Breakwater Capital Markets and Aaru announced the launch of Conviction Advantage: Capital Markets Quarterly, a new quarterly publication built on Aaru’s investor simulation capability, designed to evaluate where institutional investor conviction is most concentrated, how that conviction varies across mandates, and the factors most likely to drive changes in positioning. 

The inaugural edition, developed using 40,000 simulated investors, finds that while institutional investors generally share a common view of the attributes that underpin durable value creation, they diverge meaningfully in the speed and degree to which they respond when those attributes begin to deteriorate. 

Conviction Advantage is a first-in-class global, AI-powered decision-intelligence platform designed to help public companies anticipate how global capital is likely to think, behave, and move. The collaboration applies Aaru’s simulation capability to model and study hard-to-reach investor audiences at a breadth and depth conventional research cannot reach. 

Candid Health, the autonomous RCM platform, today announced that it has raised $120M in Series D funding led by Sixth Street Growth, the dedicated growth investing platform of Sixth Street, with participation from Oak HC/FT, 8VC, and Y Combinator. This funding marks a 3X increase in valuation over Candid’s Series C fundraise in February 2025, which was led by Oak HC/FT. 

Candid Health exists to automate the financial infrastructure of American healthcare. The company is focused on removing inefficiency and waste from the $280 billion spent annually on healthcare revenue cycle management (RCM), the complex processes by which healthcare providers get reimbursed for services they provide to patients. 

Healthcare providers have grown to unprecedented scale, and the legacy systems running billing cannot keep up with today’s complexity. Modern technology, including artificial intelligence, holds promise to finally rein in billing spend and lost collections. But layering AI on broken systems only creates new problems. 

The CFA Institute Research and Policy Center today launched a new research series exploring the implications of the integration of artificial intelligence on capital markets and the investment profession. 

The series begins with the publication of Artificial Intelligence and the Future of Finance: A Framework for Structural Change. The publication introduces the CFA Institute AI Transition Framework, which is designed to equip investment professionals, industry leaders, and regulators with a conceptual framework for understanding and engaging purposefully with AI-driven structural change across the investment industry. 

The research examines how a structural transition brought on by expanding analytical capability and AI’s deepening integration within investment management may fundamentally reshape competitive dynamics, professional norms, market structure, and systemic risk. It explores four structural forces of AI integration that are already in motion—capability, adoption, substitution, and recomposition—and illustrates how these forces may combine to reshape the functioning of capital markets. 

ContinuServe, a leading provider of integrated finance, accounting, HR and technology solutions, today announced the launch of a new and improved ContinuFlow platform, its next-generation finance automation platform designed to modernize and unify back-office operations for middle-market organizations. 

Building on the recent unification of Quatrro Business Support Services (Quatrro), ContinuServe and USWired under a single ContinuServe brand, ContinuFlow represents a significant step forward in delivering a more connected, intelligent client experience. 

ContinuFlow combines and expands upon the capabilities of two legacy platforms, Quatrro’s XPort and ContinuServe’s original ContinuFlow, bringing together workflow automation, financial reporting and AI-driven insights into a single integrated platform designed specifically for multi-location businesses typically seen in the restaurant, retail, and enterprise industries. 

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. 

F2 Strategy (“F2”), the leading business and digital transformation services firm to the global wealth and asset management industries, today announced the acquisition of Intelligo Partners, a Toronto-based consulting firm specializing in investment technology consulting. The acquisition expands F2’s investment platform implementation capabilities, strengthens its leadership in Canada and advances the firm’s strategy to build the premier North American consultancy focused on asset and wealth management technology. 

Founded in 2012, Intelligo helps asset and wealth managers modernize investment technology platforms through advisory, implementation and post-go-live support. Backed by proprietary delivery tools and methodologies, the firm has helped many of Canada’s leading investment organizations successfully execute complex technology transformations. 

The transaction follows F2’s recent acquisition of Meradia. As asset owners and managers move beyond AI experimentation toward enterprise-wide transformation, they need partners that can modernize core investment platforms while bridging strategy and execution across increasingly complex technology environments. Together, Meradia’s established presence and Intelligo’s implementation expertise give F2 the local relationships and execution capabilities to help Canadian financial institutions navigate multi-faceted technology initiatives. 

Feathery, the AI operating and decisioning system for financial services, announced today that it has raised $30M in total funding, including its recently completed Series A, from Portage Ventures, Index Ventures, Allstate Strategic Ventures, Clocktower Ventures, Erie Strategic Ventures, and Bain Capital Ventures. The company is one of the fastest-growing AI platforms for financial services, serving more than 300 firms across insurance and wealth management. 

Feathery was built with the understanding that financial service firms don’t have one workflow problem. They have hundreds, spread across different client segments and product offerings. The market today is full of point solutions that automate a single narrow task and general-purpose AI tools that struggle with the complexities of financial service regulations and scale. Enterprises need a platform flexible and specialized enough to power the entire client and policy lifecycle while fitting seamlessly into the systems they already rely on. 

Feathery’s AI Operating System collects and structures client information, synchronizes every major system of record, and normalizes data across all surfaces. 

Finatical Software, creator of Flash Reports for QuickBooks Online, today announced its vision for what it believes will become the next essential layer of the modern finance technology stack: the Structured Financial Data Layer. 

While organizations are investing heavily in artificial intelligence, many finance teams are discovering that AI is only as effective as the financial data and business logic it receives. Without a single source of truth built on reconciled, complete, and accurate financial information, AI can produce inconsistent analyses, conflicting recommendations, and outputs that are difficult to validate or trust. 

Unlike disconnected spreadsheets or opaque AI workflows, the Structured Financial Data Layer creates a trusted financial foundation where data, calculations, reporting logic, and business rules are transparent, reusable, and reviewable. Finance professionals can trace recommendations back to their source, understand how conclusions were reached, and maintain confidence in the decisions supported by AI. 

Germania Mutual Insurance (Germania Mutual) and Guidewire (NYSE: GWRE) announced today that Germania Mutual has deployed ProNavigator, Guidewire’s AI assistant, in support of its underwriting and claims teams, giving every employee instant access to the knowledge and context they need to make the right decision at the right time in service of policyholders and partners. 

Germania Mutual has run its operations on Guidewire since 2021. ProNavigator builds on that foundation, connecting employees to the company’s accumulated expertise and company documents, so whether they are handling a complex claim or navigating their first week on the job, they have the right answer when they need it. 

HCLTech (NSE: HCLTECH) (BSE: HCLTECH), a leading global technology company, today announced a new seven-year agreement with The Guardian Life Insurance Company of America® (Guardian), one of the largest mutual companies in the U.S. and a leading provider of insurance, retirement, wealth management and employee benefits solutions. The new agreement builds on the companies’ previously announced partnership and expands their collaboration to advance Guardian’s AI-powered modernization across technology and operations to support long-term business growth.    

Through this partnership, the companies aim to accelerate value realization and efficiency for Guardian through differentiated experiences and reduced friction, while creating AI-led solutions and IP for the insurance industry. Additionally, HCLTech will accelerate technology and talent transformation across data, applications and engineering while also driving operational excellence across group benefits, individual protection, retirement and wealth management, resulting in reduced costs, faster time to market and continued delivery of high-quality experiences for customers, advisors and distribution partners.    

HCLTech will expand the use of its AI Service Transformation Platform, AI Force to create and deploy agentic capabilities for the business, and further advance AI adoption and innovation. These capabilities will align with Guardian’s product operating model and help create a more resilient delivery foundation that can scale with the business. 

Identifi, a leading provider of enterprise content management (ECM), intelligent workflow automation, and AI-powered document solutions for financial institutions, today announced that Mid Atlantic Federal Credit Union has selected Identifi as its enterprise document management and workflow platform. 

The selection reinforces Identifi’s continued momentum in the credit union industry and further expands its customer base of financial institutions that use the Corelation Keystone core banking platform. As another Corelation credit union joins the Identifi family, the partnership reflects increasing demand for document management and workflow solutions purpose-built for that integration. 

Mid Atlantic Federal Credit Union selected Identifi to modernize document management and automate business processes across the institution. The platform provides a scalable foundation designed to support future innovation through artificial intelligence. 

K1x, an AI-native private markets tax platform, today announced the appointments of Ken Powell as Chief Operating Officer (COO) and Chris Capko as Chief Revenue Officer (CRO). The appointments reflect K1x’s continued commitment to building the company for where the industry is headed next. 

Building on the company’s recent $175 million growth investment led by Sumeru Equity Partners, the appointments mark the next step in the company’s continued expansion. Over the past year, K1x has continued expanding its private markets tax platform through new product capabilities, strategic partnerships, and AI-native innovation, reinforcing its long-term vision for intelligent tax data infrastructure. As the company continues building that platform, it is investing in the leadership needed to accelerate innovation and deliver greater value to customers. 

Together, Powell and Capko have spent decades working in the markets K1x serves, including leadership careers at ADP, bringing complementary experience across operations, commercial leadership and enterprise technology. 

Leading payments platform Kurv is excited to appoint Mark Alsentzer to its executive team as its Chief Technology Officer. 

With a degree in Computer Engineering and a focus on Artificial Intelligence from Vanderbilt University, Alsentzer brings deep expertise in AI, technology, and payments. He began his career at a fast-growing payments startup where he worked in development, quality assurance, technical sales, operations, and risk, giving him end-to-end exposure to the payments industry at large. 

After the company’s acquisition by Citibank in 2007, Mark pivoted to M&A-driven companies, such as Paysafe and Pavilion Payments, a gaming divestiture of Global Payments, where he played a key role in helping both organizations transform. His background in building scalable, cutting-edge payment systems aligns directly with Kurv’s mission of “Modern Payments, Made Simple,” innovating the customer experience and eliminating friction for small and medium-sized businesses. 

The Liberty Company Insurance Brokers (Liberty), one of the nation’s fastest-growing privately held insurance brokerages, announced the promotion of Adam Baillie to President, the expansion of Bernadetta Scholz’s responsibilities to include the role of Chief Operating Officer while she continues to serve as Chief Financial Officer, and the appointment of Rob Jadon to the newly created role of Chief AI Officer. These leadership appointments reflect Liberty’s continued investment in strengthening its executive team as the company expands its national footprint, enhances its operational capabilities and advances its long-term growth strategy. 

Baillie joined Liberty as a producer in 2014 and has played a significant role in the company’s growth and evolution. During his tenure, he has served in several leadership positions, including Managing Partner, Chief Strategy Officer, Chief Operating Officer, and President, Strategic Growth. His experience as both a successful producer and executive leader has helped shape many of Liberty’s strategic initiatives while maintaining a strong connection to the entrepreneurs, producers and clients the company serves. 

Throughout his career at Liberty, Baillie has helped lead key growth initiatives across business development, data and business intelligence, underwriting services, strategic partnerships, and national expansion efforts. He has also played an important role in recruiting and developing producer talent, strengthening carrier relationships, and advancing Liberty’s entrepreneurial culture. 

Macquarie Asset Management today announced the successful completion of the sale of Aligned Data Centers (“Aligned”) to a consortium of investors comprising the AI Infrastructure Partnership (AIP), MGX and BlackRock’s Global Infrastructure Partners. The transaction follows Macquarie Asset Management’s ownership of Aligned since 2018, during which time the company expanded from two operational facilities and 85 MW of critical capacity to a leading hyperscale data center platform with 51 campuses and more than 6.4 GW of operational and planned capacity across the Americas. 

“This close marks another defining moment in Macquarie Asset Management’s two decades investing in digital infrastructure,” said Anton Moldan, Senior Managing Director at Macquarie Asset Management. “Over eight years we helped scale Aligned from a two-site operator into a platform of more than 6.4 GW across the Americas. That growth reflects both a conviction we shared with the Aligned management team about the critical nature of data center infrastructure and the quality of that team in executing on the vision. We thank them for their partnership and believe the company is well positioned to keep meeting the surging demand for AI and cloud capacity in the years ahead.” 

Since Macquarie Asset Management’s initial investment, Aligned has experienced significant growth, expanding its footprint across key markets in North and South America and establishing itself as a leading provider of innovative, sustainable and adaptive data center solutions for hyperscale and enterprise customers. 

Humanity Labs, the AI Workforce company, and Mariner, a national financial services firm, today announced a five-year partnership to scale an AI Workforce to more than 700 full-time equivalents (FTEs) inside Mariner. Unlike traditional AI tools that assist employees with individual tasks, an AI Workforce functions as an embedded team that operates within a firm’s existing systems and workflows, handling operational work alongside Mariner associates so people can focus on the work only humans can do. 

The partnership marks the largest AI Workforce partnership in the RIA industry to date and positions Mariner as the first wealth management firm to adopt the model at enterprise scale. It also reflects a broader shift in wealth management from AI experimentation to production use cases embedded directly into the core operations of a national advisory firm, delivering value at scale. As demand for financial advice continues to grow, the partnership establishes a new model for how wealth management firms can expand capacity without sacrificing the personal relationships that define the client experience. 

The AI Workforce spans the back office, where high volume operational work is concentrated, while extending into middle and front office functions to accelerate efficiency, growth, and scale. Operating within the systems Mariner teams already use, it completes work across critical workflows including client onboarding, account opening, compliance reviews, client reporting, billing, prospect onboarding, and cross-serve opportunity identification. 

Maywood today publicly launched Maverick, an agentic platform built for senior bankers, investors, and financial services professionals. Unlike research and drafting tools that a user opens and prompts, Maverick switches the script and prompts the user, operating proactively: it works inside a firm’s existing email, calendar, file storage, and CRM environment, monitors internal and external signals, and surfaces prioritized outreach, relationship context, and personalized ready-to-review drafts directly to the professional. 

Maverick runs inside an environment the client controls, connects to existing systems through each user’s existing permissions, and keeps a human approval gate on any external-facing action. The platform is designed to support firms’ compliance with FINRA and SEC requirements and holds SOC 2 Type II certification. 

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

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

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

Neobanx will launch a public demonstration of BROK, its explainable AI banking agent, on Friday, July 24, 2026, at StartUpNV in Las Vegas. The free session is open to founders, families, operators, students, investors, and media. 

BROK (Bankers Revolutionary Operations Keiretsu) is a super-genius digital private banker in your pocket — an equalizer for intelligent people with agency, not a tool reserved for bankers. Founder Ronald Ingram simplified underwriting and executive decision-making, then took the last mile further: if serious financial judgment can be taught, it belongs at the kitchen table as much as in the credit committee. 

BROK uses the Ingram Evaluation Matrix (IEM) — Financial, Feasibility, Strategic, and Risk together — so recommendations can be reviewed and explained. The vision is a digital financial assistant for everyone in the global economy, from balanced budgets today toward more sophisticated strategies as the product matures, with the human as principal and the agent as co-pilot. 

NetAcct Solutions Pvt. Ltd., a Bengaluru-based enterprise software company backed by former Freshworks leaders, today announced the launch of Entries ERP, the latest generation of its AI-powered Enterprise Resource Planning (ERP) solution built on the Entries AI Platform. 

Powered by Infinity, the enterprise AI Agent from Entries AI, Entries ERP helps organizations automate accounting, finance, manufacturing, inventory, procurement, HR, payroll, compliance, and day-to-day business operations through one unified intelligent cloud platform. 

Designed specifically for Indian startups, SMEs, manufacturing companies, professional services firms, Chartered Accountant practices, and growing enterprises, Entries ERP replaces multiple disconnected business applications with one integrated system that connects every department through a single source of truth. 

Options Technology, the leading provider of high-performance trading infrastructure and market data solutions, today announced the appointment of Stephen Dorrian as Senior Vice President, Enterprise Data. 

Stephen joins Options from Cboe Global Markets, where he served as Head of Market Data and Access Services, Europe. Over the course of his career, Stephen has built deep expertise across market data, exchange infrastructure, and capital markets technology, earning recognition as one of Financial News’ 2024 Rising Stars in European Finance, an award that celebrates exceptional talent across Europe’s finance and professional sectors. 

In his new role, Stephen will oversee the market data business, including AtlasFeed, Options’ cutting-edge market data feed technology, leveraging his extensive knowledge of market data distribution and financial technology to support Options’ continued expansion across global capital markets. 

Overtime, an AI-native platform transforming collections, receivables, and healthcare, and Authvia, a leader in conversational payments and payment orchestration, today announced a strategic partnership to help organizations modernize the accounts receivable experience for consumers. Combining Overtime’s AI-powered conversations with Authvia’s secure, embedded digital payments, the partnership reduces friction in the customer journey and improves operational efficiency of account receivable teams. 

Today’s consumers increasingly expect flexibility and choice in how they interact with and make payments to accounts receivable teams. This partnership delivers that flexibility, bringing together Overtime’s AI voice platform and Authvia’s payment technology to create a seamless experience from consumer engagement through payment resolution. Organizations can engage consumers through AI voice, SMS, and digital channels while enabling secure payments within the same interaction, reducing friction, improving the consumer experience, and accelerating resolution. 

Overtime will integrate Authvia’s payment orchestration platform into its AI-native receivables platform, enabling support for multiple payment processors, payment methods, and conversational payment experiences. The companies will also work together to introduce the combined solution to organizations across collections, financial services, and healthcare. 

Psympl, the Motivation Intelligence Layer and Psychographic AI™ platform built for consumer financial services, today announced it has successfully completed its SOC 2 Type II examination with a clean opinion from independent auditor ACCORP Partners CPA LLC. 

The attestation covers all five American Institute of Certified Public Accountants (AICPA) Trust Services Criteria – Security, Availability, Processing Integrity, Confidentiality, and Privacy and evaluated the operating effectiveness of Psympl’s controls over a six-month review period from October 1, 2025, through March 31, 2026. 

The achievement marks a significant milestone as Psympl continues to expand enterprise partnerships across wealth management, banking, credit unions, and the broader financial services industry. 

Quik!, a leader in forms and data standardization for financial services, and High Meadow Solutions, a consulting firm specializing in AI strategy, systems integration, and business transformation for wealth management firms, have announced a strategic partnership to launch Quik! for Salesforce. 

For years, wealth management firms have invested heavily in Salesforce to manage client relationships, yet forms-based workflows have remained fragmented. Building a seamless experience often required firms to combine multiple third-party solutions, develop custom integrations, or purchase costly overlays that displayed forms outside the Salesforce experience. The result was higher implementation costs, longer deployment timelines, and a disconnected advisor workflow. Quik! for Salesforce is designed to change that. 

Quik! for Salesforce delivers a native forms experience that brings Quik!’s forms directly into Salesforce. Advisors can launch forms from a client record, automatically pre-fill trusted CRM data, complete remaining information once, and generate finished documents for electronic signature—all without leaving Salesforce. 

Qumis, the coverage intelligence platform for commercial property & casualty insurance, today announced the launch of its certified AI agents, a team of line-of-business specialists that work together to analyze entire insurance programs and deliver finished, citation-backed coverage analysis in minutes. 

Built for brokers, carriers, MGAs, TPAs, claims professionals and coverage counsel, the platform enables professionals to ask a question or upload a complete insurance program, including thousands of pages of policies, endorsements and carrier forms. Qumis’ insurance-native orchestrator assembles what it calls a “bench” of specialist agents spanning 16 lines of coverage at launch, from cyber and D&O to marine and workers’ compensation. Each specialist analyzes its own line in parallel before the platform synthesizes the findings into a single, citation-backed deliverable. 

Every specialist is built on a documented, line-specific coverage framework, reviewed and approved by Qumis coverage counsel and validated against representative coverage scenarios before deployment. Every conclusion is cited back to the underlying policy language, and when the evidence is incomplete, the system surfaces uncertainty rather than forcing an answer. 

RecVue, the leader in billing and revenue management solutions, today announced the evolution of RecVue RevOS into the industry’s first Agentic Revenue Operating System. In an architectural shift, the now-native agentic revenue management platform moves revenue operations beyond AI-assisted workflows to fully governed, autonomous execution with more than 50 purpose-built agents that work across contracts, invoices and payment data to predict risk, surface anomalies and escalate exceptions throughout the quote-to-cash lifecycle. 

Enterprise revenue operations have long suffered from a structural gap between billing systems that generate invoices and ERP systems that record transactions. Finance teams face tedious, manual reconciliation month after month, often resulting in delayed cash, billing errors that generate disputes, revenue leakage from ungoverned contract changes and close cycles that consume weeks. 

Unlike past AI implementations that automated individual steps in the revenue cycle, leaving gaps for revenue to leak and close cycles to drag, RevOS connects those steps by operating as an interconnected system of agents that reason within and across five solution pillars: Contracts & Pricing, Billing & Invoicing, Receivables and Cash Management, Revenue Recognition and Revenue Share. 

S&P Global (NYSE: SPGI) today announced the launch of Adaptive Retrieval, a new service that allows customer AI agents and large language models (LLMs) to access and assemble licensed S&P Global data using natural language queries. Alongside the existing Deterministic Retrieval, both methods are now available through the S&P Global AI Data Portal, giving customers flexible and accurate access to S&P Global data across a full spectrum of AI or agentic workflows.  

Adaptive Retrieval lets AI agents and LLMs pull data from many different sources at once and automatically handle requests that involve multiple datasets. This makes it well suited for complex, multi-step tasks, including in-depth research and report generation. Deterministic Retrieval, built on the Kensho LLM-ready API, which has been available to customers since 2025, gives AI systems API-driven access to S&P Global data through direct, structured queries. This method is ideal for focused tasks including researching a specific company or analyzing earnings call transcripts. Customers can use one method or both, depending on how their systems are set up and what they need to accomplish.  

As organizations move from human-driven processes to AI-driven workflows where AI agents carry out tasks independently, the requirements for enterprise data have fundamentally changed. AI agents and LLMs need data that is properly cited, verifiable, and auditable. Historically, connecting high-quality data reliably into AI systems required significant engineering work: finding and validating sources, and building the logic to retrieve them accurately, which demands deep domain expertise. With Adaptive and Deterministic Retrieval, available through the S&P Global AI Data Portal, that complexity is eliminated. S&P Global’s unmatched breadth and depth of data is already cited, structured, and ready for AI systems to use, so customers can focus on building products and generating insights rather than preparing and managing data.  

Scienaptic AI, a global leader in AI powered credit decisioning technology, announced today that Communication Federal Credit Union has gone live on its AI platform. This deployment is automating the credit union’s lending operations, delivering faster loan approvals, and responsibly expanding fair access to credit for its growing membership. Importantly, all these advancements have been achieved while ensuring fairness, inclusivity, and compliance with regulatory standards, which are integral to the Scienaptic AI platform. 

Founded in 1939 and headquartered in Oklahoma City, Communication Federal Credit Union has grown into a trusted financial partner managing over $2.3 billion in assets and serving more than 130,000 members across 23 branch locations in two states. Driven by a core mission to provide the best overall value in financial products and services, the credit union consistently prioritizes member first values, community connection, and financial stability. As a testament to this unwavering commitment to safety and soundness, Communication Federal Credit Union is recognized among the strongest financial institutions in the nation, having earned the prestigious five-star rating from Bauer Financial Reports, Inc. for 35 consecutive years. 

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. 

SharonAI Holdings Inc. (NASDAQ: SHAZ) and its subsidiaries (“Sharon AI” or “the Company”), a leading Australian Neocloud, today announced the appointment of Mr. Anuj Goel as incoming Chief Financial Officer, strengthening the company’s executive leadership team as it accelerates the expansion of its AI infrastructure platform. 

Anuj joins Sharon AI after a distinguished 20-year career at Macquarie, most recently serving as Head of Technology, APAC at Macquarie Capital, where he advised boards, founders and investors on many of Australia’s most significant technology, telecommunications, media and digital infrastructure transactions. 

His appointment comes at a pivotal stage in Sharon AI’s growth as the company continues to scale its AI cloud platform and expand its position as a provider of sovereign AI infrastructure. 

Virtus, a Top 100 insurance brokerage firm, and Outmarket, the leading AI platform purpose built for insurance, today announced the successful results of their strategic partnership. By integrating Outmarket’s platform with its core workflows, Virtus has significantly reduced administrative burdens, enhanced client advocacy, and accelerated new business growth. 

Historically, highly skilled insurance consultants spend up to 70% of their time on administrative busywork. Through this partnership, Virtus aimed to flip the script, allowing their professionals to focus on high-value consulting. After testing several AI products, Virtus selected Outmarket for its ease of use and ability to integrate directly into the agency’s standard operating procedures and systems of record. 

Virtus has completely revamped its sales and service process, known as the Virtus Arc, to build AI into every step. Outmarket is leveraged from pre-renewal meetings to client onboarding. Looking forward, Virtus and Outmarket are committed to ongoing innovation. 

Zeplyn, the AI operating system for wealth management, today announced the launch of Advisor Coaching, a new capability that automatically evaluates, scores, and delivers actionable feedback on every client and prospect meeting an advisor has, without a manager ever needing to sit in on the call or review a transcript line by line. 

Advisor Coaching addresses the growing pressure that wealth management firms face to scale oversight and maintain a premium client experience across the firm. By analyzing every client conversation against a customizable scoring rubric, Advisor Coaching rates each meeting against the firm’s success criteria and surfaces coaching tips tied to specific moments in the conversation. Firms can calibrate the rubric to their own definition of advisor excellence, and managers can use Ask Zeplyn, powered by Zeplyn Agent Nexus, to pull firm-wide performance reports across any date range, advisor, or team, surfacing patterns that would otherwise take hours to find manually. 

That same intelligence extends to how advisors prepare for client meetings. As part of Advisor Coaching, advisors can use Ask Zeplyn to build a personality profile for a specific client using intelligence from meeting notes and emails. From there, advisors can role-play a difficult conversation, such as a fee increase or annual review, with AI that takes on that client’s persona, then request structured feedback and a downloadable cheat sheet for the real meeting.