AI & Finance™ | News for the Week Ending 8/28/26

AdvisorFinder, the modern organic growth platform for financial advisors, today announced the launch of AdvisorFinder Intelligence, a new platform designed to help advisors see and understand exactly how they appear online and how artificial intelligence (AI) platforms represent and recommend them. The solution allows advisors to measure and monitor their visibility when prospects use AI tools or search, and provides a plain-English action plan for how to improve their chances of being surfaced by AI platforms.  

AdvisorFinder Intelligence was created as a solution to a challenge discovered by the company’s own research into how consumers find financial advisors and how AI platforms recommend them. AdvisorFinder’s inaugural State of Advisor Discovery report documented broad changes in how consumers look for financial advice, with 45% of people searching for an advisor being wealth builders rather than retirees. The findings underscore a changing advisor-discovery landscape where the next generation client is approaching their search for financial advice differently.  

Advisors who use AdvisorFinder Intelligence receive a Digital Presence Report that includes a letter grade for search visibility, website health, online credibility and local presence. Advisors also receive a prioritized action plan to strengthen their online presence. AdvisorFinder also maintains an AEO Leaderboard, ranking the top 300 advisory firms based on their visibility across leading AI platforms. 

The AmeriFlex Group® (or “the firm”), an advisor-owned hybrid RIA recognized for its planning-first approach and succession solutions, today announced it has developed a proprietary AI-enabled program that analyzes hundreds of firms and creates comprehensive profiles of each in the time it once took to review a single practice. The program, called Scout, is currently being tested in five key markets for The AmeriFlex Group® and will be rolled out nationally next year. 

Built in part with Anthropic’s Claude AI solution, the team applies this tool to a variety of public and proprietary data sources to develop a profile of firms that may need support with long-term succession planning. Using these profiles, The AmeriFlex Group’s succession specialists can more efficiently initiate conversations and engagement with more practices, while freeing them up to ensure a personalized and smooth transition. 

By leveraging this program, along with other growth initiatives, The AmeriFlex Group® expects to expand its advisor ranks by 100 advisors in the next 24 months. Earlier this year, the firm announced it welcomed 18 advisors to the platform, representing more than $1.7 billion in total client assets in the first half of 2026. In January, the firm announced it had secured a strategic minority investment from its broker-dealer partner, Cambridge Investment Research. 

Bitwise Asset Management, the global crypto asset manager with $9 billion in client assets, today announced the launch of Automated Token Portfolios (ATPs). ATPs are institutionally designed portfolios of tokenized stocks that users can replicate automatically in their wallets. With today’s launch, eligible persons can curate their stock portfolio to align with one of Bitwise’s published model portfolios while keeping custody of their assets. 

Bitwise ATPs are powered by Coinbase’s recently launched tokenized U.S. stocks and implemented by Glider, an independent platform whose technology automatically rebalances wallet holdings to keep them aligned with Bitwise’s published model portfolio weights. 

As of launch, Coinbase Tokenized Stocks and Automated Token Portfolios are available only to non-U.S. persons in eligible jurisdictions outside of the U.S. 

WestStar Credit Union has partnered with BOND.AI to enhance the way it engages with members and delivers relevant financial products, services and educational opportunities. 

The initiative supports WestStar’s broader strategy to strengthen its digital member experience while remaining true to the credit union’s commitment to personal service. Rather than relying solely on broad, one-size-fits-all marketing campaigns, the technology will help WestStar identify meaningful opportunities to connect members with financial solutions that may support their individual financial goals. 

Through the partnership, WestStar will leverage BOND.AI’s agentic artificial intelligence platform, Autopilot, to analyze member financial activity and identify opportunities where a product, service or financial resource may be relevant to an individual member’s needs. By putting data-driven insights to work behind the scenes, WestStar can move toward a more personalized approach to member engagement delivering the right message, to the right member, at a more relevant time. 

Boosted.ai, a leader in agentic AI for investment management, today announced Alfa Prime, a multi-model AI investment committee that combines large-scale signal monitoring, purpose-built research agents, and structured debate between independent AI models to help investors identify, investigate, and challenge investment ideas within a framework defined by the investment team. 

Drawing on Boosted.ai’s more than eight years of quantitative machine learning experience, Alfa Prime can monitor millions of market, fundamental, and research signals, surface the ones that warrant attention, and deploy specialized AI agents to investigate them before a thesis is tested across multiple model families. 

Alfa Prime reflects a broader shift taking shape across investment management as increasingly capable AI models move from answering research questions to participating more directly in the research process itself. Boosted.ai believes that shift will change how investment ideas are discovered, tested, challenged, and ultimately evaluated. As an initial application of Alfa Prime, Boosted.ai is opening it to a limited number of institutional partners including funds and asset managers that want the approach configured around their own mandate, criteria, and house view. 

Cognida today announced that it has acquired Automate, an enterprise AI platform for accounting and operational workflows, from Within (formerly Klarity). Financial terms were not disclosed. 

Automate applies AI to complex, high-accountability accounting and operational workflows within quote-to-cash and procure-to-pay, including ASC 606 revenue accounting, contract review and deal-desk operations, order management, invoice and expense processing, purchase-order matching, and compliance. The platform turns contracts and business information into auditable decisions and actions by applying accounting policies, enterprise rules, and controls; routing exceptions and approvals; and integrating with core ERP and CRM systems. 

Proven in production across large public companies, PE-backed enterprises, and high-growth private technology companies, Automate has processed millions of business documents in controlled, auditable accounting and operational workflows where accuracy and accountability are essential. The acquisition brings Cognida an established software platform, deep accounting and operations expertise, an experienced team, and trusted enterprise relationships. It also advances Cognida’s evolution as an AI-native enterprise solutions company combining services, software, domain expertise, and owned intellectual property. 

CommLoan, the operating system for commercial real estate lending, today announced its new platform experience featuring an upgraded AI-powered lender matching engine, redesigned loan pipeline, and workflow enhancements that help brokers identify more viable lender opportunities to move deals forward faster. 

Commercial lending has historically been based on deal characteristics and lender parameters alone leaving brokers to manually research, compare and build shortlists when results don’t align with what the borrower actually needs. CommLoan’s updated engine now layers in borrower priorities including lowest interest rate, lowest monthly payment, fastest closing, highest loan amount, recourse and lowest points, alongside lender parameters and deal characteristics to surface matches that align with what matters most to the borrower. 

In addition to borrower priority intelligence, the new platform experience introduces a redesigned loan pipeline, streamlined workflows, improved navigation, global search, autosave, mobile accessibility, and expanded lender matching across additional specialized property types, enabling brokers to work more efficiently from lead intake to lender section through funding. 

Conduent Incorporated (Nasdaq: CNDT), a global technology-driven business solutions and services company, today announced it is expanding its enterprise AI strategy by collaborating with Google Cloud and integrating Google’s Gemini models into Conduent’s Viewpoint™ platform. The collaboration represents another milestone in Conduent’s strategy to embed GenAI across its technology platforms, helping clients modernize complex, essential workflows while improving speed, quality and operational efficiency. 

Corporate legal departments are under increasing pressure to review growing volumes of structured and unstructured information while controlling costs, reducing risk and meeting tighter deadlines. By combining Conduent’s decades of legal operations expertise with Google Cloud’s AI technologies, organizations can analyze complex datasets faster, improve decision-making and deliver more defensible outcomes across eDiscovery and data breach response. 

At the core of the collaboration is Enhanced Review, a GenAI-powered capability within Viewpoint, which applies user-defined protocols to identify relevant content, detect legal issues, and surface high-risk documents early in the review process. 

Corgi Invest today announced that Jeff Weniger, CFA, has joined the firm as Chief Investment Strategist. In the role, Mr. Weniger will help shape product strategy and lead the firm’s market commentary and investor-education efforts. 

Corgi Invest, the ETF platform of AI financial infrastructure company Corgi, currently manages approximately $944 million across 197 ETFs as of August 17, 2026. Technology-driven from inception, the platform develops thematic, leveraged, structured-buffer and fixed-income ETFs, with an emphasis on cost-efficient access to specialized market exposures. The appointment comes as the firm expands its research and education capabilities following the rapid buildout of its ETF lineup. 

Mr. Weniger joins Corgi Invest from WisdomTree Asset Management, where he served as Head of Equity Strategy. He has more than 20 years of experience in investment strategy and asset allocation. Before WisdomTree, he spent more than a decade at BMO, most recently as Director, Senior Strategist in the firm’s U.S. wealth management business, where he co-managed ETF model portfolios for the U.S. and Canada and served on the asset allocation committee. Mr. Weniger is a CFA® charterholder and is a frequent commentator in financial media, including CNBC, Bloomberg, and Barron’s. 

Coupa, the leading platform for autonomous spend management, today announced its latest product release, which drives better business outcomes utilizing the full power of AI, using real-time market intelligence and agents to orchestrate and connect spend decisions and workflows. 

Since Coupa’s first release of Navi agents in May 2025, over 450 customers are using Coupa agents in production, with many seeing up to a 50% reduction in requisition cycle times and 40% reduction in sourcing cycle times. In just five weeks in production, Coupa’s Navi™ Payment Batch Creation Agent autonomously ran fourteen payment batches with 2,395 payments totaling $20.1 million. With an approximate cost of $27 in AI credits, one company saved $2,000 in AP staff spend alone in one week, enabling them to focus their team on the work that matters most. 

Coupa now lets external AI, including Microsoft Copilot and custom-built agents, securely tap into live spend data without standing up custom integrations. This is powered by Model Context Protocol (MCP) integration via Navi Connect, an open-standard framework offering more than 30 out-of-the-box tools spanning procurement, invoicing, contracts, and expenses. Coupa’s MCP integration ensures a continuously adaptable IT infrastructure by providing a secure, universal bridge between external AI investment and core business spend operations. Access is auditable and read-write and inherits each user’s existing permissions and security controls—so enterprises can scale their agentic AI workforce without compromising governance, driving frictionless business outcomes. 

XYPN, the leading business support platform for fee-only financial planners, today announced a new partnership with CurrentClient, a modern phone platform designed specifically for financial advisors. Through the partnership, XYPN members will gain access to exclusive discounted pricing on CurrentClient’s suite of communication tools, including compliant texting, business phone services, AI-powered call summaries, and team collaboration capabilities. 

The partnership reflects XYPN’s responsiveness to innovative opportunities for supporting its members’ evolving needs. By adding CurrentClient to its growing ecosystem of member benefits, XYPN continues its commitment to helping advisors build stronger firms while maintaining flexibility in how they run their businesses. 

CurrentClient helps advisors consolidate client communications through a single platform that combines compliant texting, phone calls, AI-generated call summaries, and CRM integrations. The solution integrates with key advisor technologies, including Wealthbox CRM and XY Archive for compliant message archiving. 

Datavault AI Inc. (“Datavault AI” or the “Company”) (NASDAQ: DVLT), an Artificial Intelligence Platform (“AIP”) company providing data monetization, credentialing, digital engagement, real-world asset (“RWA”) tokenization and spatial audio technologies, today announced that it has signed a definitive agreement to acquire BankWyse subject to regulatory approval and customary closing conditions. This acquisition adds the final piece to Datavault AI’s data monetization ecosystem. 

BankWyse operates under a Special Purpose Depository Institution charter granted by the state of Wyoming – generally viewed as the most innovative and digital asset advanced state in the U.S. They will provide custodial, commercial banking and other services in a safe and compliant manner. 

Over the last few years, Datavault AI has been creating the building blocks to fully service the digital asset ecosystem by leveraging and implementing cutting-edge technologies such as AI to offer state-of-the-art platforms and services that are safe and compliant. Customers will bring us their data and Real-World Assets. Those assets will be valued and tokenized, and will be held in custody, and when conditions are right, sold on our exchanges. Our exchange customers will be offered the opportunity to buy and sell these tokenized assets on our exchanges and also be able to utilize the full suite of banking services. This end-to-end data monetization ecosystem will eliminate the friction and fractualization prevalent in the market today. 

Data consumption is becoming agentic, and Dun & Bradstreet is among the first major data providers to bring that shift to Snowflake Marketplace. By pairing an AI-powered conversational interface with the D&B Commercial Graph™ — which connects 600+ million business identities consistently across systems — customers can now interact with D&B’s verified business intelligence through natural language, ask questions, generate insights, and streamline key workflows, all directly in Snowflake. 

A complementary sample of D&B’s B2B company and contact data is now available on Snowflake Marketplace, alongside agents that let users explore D&B’s business intelligence through natural language. Rather than querying raw data, teams can ask multi-dimensional business questions, evaluate market opportunities, and automate lead scoring conversationally — instantly accessible in Snowflake CoWork and CoCo with one click, no setup required. For sales and marketing teams, datasets targeting the $1+ trillion education market are also available to explore with agents in Snowflake. 

Electric, the leading AI-platform for IT management, today relaunched the company with the debut of a powerful AI platform that helps businesses automate time-consuming IT and HR work. Electric is distributed through an extensive payroll partner network that includes ADP, Paychex, Paycor, UKG, Justworks, isolved, and TriNet. 

Electric’s AI-powered IT platform is available everyday to a customer base of 55,000+ end users and 1,000+ companies worldwide. It provides intuitive solutions for IT, cybersecurity, and HR needs. Electric is available in English, Spanish, and French Canadian languages. It offers secure AI and vibe coding environments powered by OpenAI. It also integrates with HR systems for AI-driven analysis to optimize workforce data. 

HR and IT are converging, and Electric provides businesses with a way to keep up, even without a dedicated IT team. Electric continues to innovate and expand its offerings. The company has raised $200 million from investors, and its accolades include a spot on Deloitte’s Technology Fast 500 list. 

FINBOA, Inc., a leader in process automation solutions for regulatory compliance in financial institutions, today announced the launch of Recovery Assist. Recovery Assist extends FINBOA Payment Disputes with automated pre-chargeback resolution capabilities, allowing dispute teams to manage intake, case management, Recovery Assist processing, and chargebacks within a single workflow through the Visa Verifi™ Cardholder Dispute Resolution Network (CDRN®). 

FINBOA, Inc., a provider of intelligent process automation solutions for financial institutions, today announced the availability of Recovery Assist. Recovery Assist extends FINBOA Payment Disputes with automated pre-chargeback resolution capabilities, allowing dispute teams to manage intake, case management, Recovery Assist processing and chargebacks within a single workflow through integration with Visa Verifi™ Cardholder Dispute Resolution Network (CDRN®). 

Payment dispute volumes continue to grow while financial institutions face increasing pressure to improve operational efficiency and deliver faster cardholder resolutions. Traditional chargeback processes often require days or weeks of manual coordination between issuers, merchants, and payment networks, increasing both operational costs and customer frustration. Recovery Assist helps financial institutions overcome these hurdles by providing a streamlined, automated solution that connects issuers and merchants to resolve disputes efficiently. 

FINNY, the AI growth engine for financial advisors, today announced “Pay-as-You-Grow”, a new outcome-based fee model granting advisors unlimited access to its platform for $50 a month, plus a small slice of assets brought under management facilitated by FINNY, paid only while those clients remain with the advisor. By tying its pricing directly to client acquisition outcomes, FINNY is aligning its incentives with the growth of the advisors it serves. 

Up until now, FINNY adopted the industry’s traditional software pricing model, charging a flat annual subscription of either $6,000 or $12,000, billed regardless of growth outcomes. However, as FINNY worked closely with advisors and industry leaders to shape its platform, the company heard a consistent message: upfront software costs were keeping many firms from investing in growth. Pay-as-You-Grow reflects FINNY’s commitment to building alongside advisors and responding to their evolving needs. 

Pay-as-you-win pricing isn’t new to wealth management. For years, leading custodians have offered referral programs using an identical framework. Historically, however, access has been limited to a select group of the largest RIAs, with minimums, custody requirements and lock-ins attached. FINNY is opening the same proven model to any advisor, but with no minimums, no custody move and no requirement to change how they run their practice. 

GoFundMe Pro today announced an expansion of its recurring giving solution, designed to help nonprofits drive more predictable revenue, deepen donor relationships, and grow long-term impact. Built on GoFundMe Intelligence and informed by insights from one of the world’s largest giving data sets, the new capabilities help nonprofits create smarter, more strategic donor experiences that sustain support over time. 

The expanded solution introduces three new capabilities that nonprofits can choose to activate: smart retries, which automatically retry certain failed recurring payments based on the rationale for the decline and have achieved an average success rate of more than 30% among early adopters, based on internal data; targeted donor lists, which help nonprofits identify which of their own supporters are most likely to start or increase a recurring contribution based on each nonprofit’s own donor data and insights derived from a matched donor’s activity on the GoFundMe consumer platform; and personalized upgrade links, which make it easy for donors to increase their impact. 

Across the nonprofit sector, support from recurring donors is estimated to be worth five to seven times more than support from one-time donors. On GoFundMe Pro, monthly recurring gifts are 60% higher than the industry average*, and recurring donors deliver 10 times higher lifetime value compared to one-time donors. Notably, GoFundMe Pro saw a 25% increase in the number of new recurring giving plans started on GivingTuesday, underscoring the opportunity for nonprofits to turn moments of generosity into sustained support. 

MindBridge Analytics Inc., the intelligence layer for Augmented Assurance, and Fieldguide, the AI-native platform transforming advisory and audit services through human-AI collaboration, today announced a strategic partnership to integrate MindBridge’s AI-powered full-population financial analytics directly within Fieldguide’s AI-native workflow. 

The integration embeds MindBridge’s transaction-level intelligence directly into Fieldguide’s AI-native platform, giving audit and advisory firms a single environment to plan, perform, document and review engagements with agentic AI. MindBridge analyzes 100% of financial transactions with explainable AI, surfacing risk earlier and providing the financial context practitioners need throughout the engagement, now running natively inside Fieldguide, where Field Agents carry the resulting workflow end to end. 

Together, the companies are helping firms strengthen both engagement quality and efficiency while keeping professional judgment at the center of every decision. 

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, and PitchBook, a Morningstar company and a leading private capital markets intelligence platform, today announced upcoming Model Context Protocol (MCP) integrations with Google Cloud’s Gemini Enterprise for Financial Services. Together, Morningstar and PitchBook provide a comprehensive view across public and private markets, helping investors securely access intelligence spanning investment research, fund analysis, company data, transactions, and private capital activity directly within Gemini Enterprise. 

The MCP integrations coincide with Morningstar and PitchBook joining Google Cloud as launch partners for the preview of Gemini Enterprise for Financial Services, part of a series of industry offerings spotlighting AI-powered solutions across verticals. The integrations are expected to be available imminently. 

When evaluating investment opportunities, conducting due diligence, monitoring portfolios, researching managers, or analyzing private market activity, professionals increasingly expect trusted intelligence to be available directly within their AI workflows. Through these integrations Morningstar and PitchBook will serve as trusted grounding sources within Gemini Enterprise, helping users access source-attributed investment intelligence while maintaining visibility into the data, research, and analysis behind AI-generated responses. 

NewEdge Capital Group, LLC (“NewEdge” or the “firm”) today shared an update on the fast-growing momentum behind its firmwide collaboration with Anthropic. In the weeks since advisors and staff across NewEdge Advisors and NewEdge Wealth gained full access to Claude, adoption has moved quickly — with a growing number of advisors already building and using custom tools to support their practices and serve clients. 

NewEdge Capital Group is comprised of NewEdge Advisors, the firm’s growth-oriented RIA supporting entrepreneurial financial advisors nationwide, and NewEdge Wealth, an RIA specializing in servicing the needs of ultra high net worth and high net worth families, family offices and institutional clients. 

Since gaining access, advisors across the network have moved quickly to fold Claude into their own day-to-day work, turning hours of preparation and analysis into minutes. Early use cases span the full arc of an advisor’s workflow: distilling lengthy financial plans and meeting notes into concise briefings advisors use to prepare for client conversations, in minutes rather than hours. Advisors are building retirement roadmaps that give them a clearer, more visual framework for structuring planning discussions. Dense insurance and annuity contract language is being translated into plain-English explanations advisors can use directly in client conversations. And the amount of time it takes to build a client webinar is being cut down from hours to minutes. Advisors have also turned the tool toward their own firms’ client-facing presence, using it to review and refresh client-facing materials and communications, further evidence that adoption is happening from the ground up, not only at the corporate level. 

Practifi today announced the launch of Practifi Sentir (“Sentir”), an intelligent CRM that is AI-native by design and built on the same enterprise-grade foundation firms already trust. With Sentir, client work lives in one place with clear ownership, so advisors can reliably follow up and strengthen client relationships. The system automatically briefs users on the state of every account, prepares work, recommends next steps, and draws in relevant context from outside the CRM, ensuring advisors walk into every interaction informed and ready to act. 

Sentir’s built-in AI capabilities work across every client record, workflow, and interaction, proactively surfacing what advisors need rather than just storing what they enter, with every insight and action linked to trusted records within the CRM. Advisors can act with confidence knowing nothing happens without human review. 

Importantly, all of the Sentir functionality runs inside the same enterprise-grade security, permissions, and compliance model of Practifi, ensuring nothing new has to be configured, reviewed, or trusted separately. 

QoEAgent, an artificial intelligence (AI) platform for merger and acquisition (M&A) financial due diligence, today detailed turnaround benchmarks for its Proof-of-Cash Plus product: a complete proof of cash within 24 hours of data ingestion, and generally accepted accounting principles (GAAP) formatted financial statements, including reported earnings before interest, taxes, depreciation and amortization (EBITDA), within 48 hours. 

The two-stage delivery matters because the answers serve different decisions. A proof of cash confirms that the money a business says it earned actually moved through its bank accounts; it is the gate a deal either clears or does not. The statements that follow tell a buyer what they are buying. Historically both arrive weeks later, after the information could have changed the negotiation. 

On a recent lower middle market engagement, the platform reconciled 36 bank accounts across a trailing twelve-month period, processing 431 bank statements — low-quality scanned PDF documents rather than structured spreadsheet exports — and extracting 29,823 transactions covering $100.7 million in deposits and $99.0 million in withdrawals. Revenue and expenses were each reconciled to within one percent of bank statement cash receipts and disbursements, at a 99.4% average match rate. Remaining variances, including a $32 discrepancy at a single location, were flagged for human review rather than resolved automatically. 

RapidRatings, the leading provider of financial health intelligence, today announced the appointment of Michael Ramsbacker as Chief Product & Technology Officer (CPTO). In this role, Ramsbacker will lead the company’s product and technology strategy, accelerating innovation across the RapidRatings platform and advancing AI-driven capabilities that help clients and suppliers make better decisions, improve performance, and build more resilient business relationships. 

Ramsbacker joins RapidRatings during a period of transformation and product expansion. Over the past year, the company has broadened its offerings with the launch of ActionPath and FastTrack, expanded the network experience for members, and introduced new capabilities that help organizations move from financial analysis to improving business performance. As CPTO, Ramsbacker will build on that momentum by driving product innovation and strengthening the integration of data, analytics, and AI to help clients translate financial insights into faster decisions, stronger performance, and greater resilience. 

Ramsbacker brings more than 25 years of experience building and scaling enterprise B2B SaaS platforms spanning risk analytics, identity verification, data intelligence, and enterprise decisioning. He has held senior product leadership roles at Trulioo, Data Zoo, Mitek Systems, and Epsilon, where he led global product and engineering organizations through the evolution from single-point services to multi-product, AI-powered global platforms that help enterprises make faster, smarter trust decisions. 

Revenue Management Solutions (RMS), a leading provider of healthcare remittance and revenue cycle automation solutions, announced enhancements to its proprietary technology platform. The updates improve how RMS extracts, interprets and routes information from complex healthcare documents, enabling greater accuracy, speed and scalability for healthcare providers and financial partners. 

At the center of the release is RMS’s fifth-generation document extraction technology, combining specialized artificial intelligence models with layered validation and deterministic controls. Rather than relying on general-purpose AI, RMS builds and fine-tunes models for specific document types and tasks. 

Healthcare documents vary widely by payer, format and structure, often breaking traditional template-based systems. RMS evaluates document content and structure, including layout and relationships between data elements. Multiple analytical layers help the system interpret meaning even when formats change, improving consistency across EOBs, correspondence and other unstructured documents. 

TradePMR by Robinhood, a provider of custodial services and technology solutions for growth-focused RIAs, today announced a new integration with Artha, a wealth management platform focused on scenario-based stress testing, optimization, and rebalancing. 

Through this integration, financial advisors who custody with TradePMR can access Artha’s AI-driven portfolio construction and analysis tools, allowing them to evaluate existing client portfolios, develop model strategies, and assess how portfolios may behave under different economic and market environments. More specifically, the platform allows advisors to better align portfolios with client preferences and long-term investment objectives. Additionally, advisors can explore how portfolio allocations may respond to changing assumptions around factors such as interest rates, inflation, growth, and geopolitical developments. By incorporating scenario analysis into the portfolio design process, advisors can evaluate trade-offs and refine allocations. 

Advisors will be able to sign up directly with Artha and their data directly from Fusion via the API integration between the platforms. Once authenticated, advisor’s client account and portfolio data will automatically import into Artha, enabling them to analyze client portfolios, apply portfolio optimizations to those client portfolios, rebalance and trade client accounts, and implement tax-loss harvesting strategies for their taxable clients. 

Tyfone®, a leading provider of digital banking solutions for community financial institutions, today unveiled nFinia® Reimagined, a digital banking platform designed for an AI-first world. Combining a modern, intuitive user experience with Fathom, Tyfone’s native-AI intelligence woven throughout the platform, nFinia transforms how account holders interact with their financial institution while helping community financial institutions remain at the center of every financial relationship. 

iTHINK Financial will be the first Tyfone customer to launch Fathom to its members, with the AI-powered experience expected to go live this fall. 

The announcement comes as consumers increasingly turn to artificial intelligence to answer financial questions, understand their spending, and make decisions about their money. According to the 2026 TD Bank AI Insights Report, 78% of Americans now use AI-powered tools in their daily lives, and 55% already use AI to help manage their finances. For community banks and credit unions, that creates a new challenge: ensuring the financial relationship remains with the institution as more financial conversations begin with AI. 

UiPath, Inc. (NYSE: PATH), a leader in business orchestration and automation, today announced that Banco Azteca, one of Mexico’s largest financial institutions, transformed its automation program using UiPath Maestro™, orchestrating complex, end-to-end business processes across more than 8,800 enterprise processes and more than 300 automations. Using a single, governed operating model, Banco Azteca can coordinate people, AI agents, systems, and third-party partners, improving visibility, governance, and scalability across the bank. 

Serving millions of customers, Banco Azteca’s extensive branch and digital banking network supports a scale of operations requiring the coordination of thousands of time-sensitive processes daily across customer service, compliance, fraud prevention, back-office operations, and post-sales support. Since launching its automation journey in 2020 and establishing an internal AI and RPA (robotic process automation) Center of Excellence, the bank has successfully built one of Latin America’s most mature automation programs led by over 20 developers, business analysts, and data scientists. under the executive sponsorship of Manuel Delgado Forey, Chief Operating Officer and Head of Customer Service at Banco Azteca. 

As that program matured, Banco Azteca realized further scaling would require more than automating individual tasks. Instead, they focused on growth by orchestrating entire business processes across people, AI, and systems. Using UiPath Maestro, they were able to harness and deploy more than 300 production automations, leveraging AI, and agentic solutions across compliance, fraud prevention, legal, procurement, HR, customer service, social media, and other core business functions. As a result, they scaled more than 8,800 automated processes across the organization—the equivalent of over 3,300 full-time employees—enabling teams across these functions to run growing workloads while focusing on higher-value work. 

VastAdvisor, the AI-powered Organic Growth OS for wealth management firms, today announced the close of its $1 million SAFE round led by investments from fintech industry titans. The firm will utilize this funding to accelerate its product roadmap and support its go-to-market efforts. 

Debuting earlier this year at Future Proof Citywide, VastAdvisor has initiated its enterprise relationships and will be expanding across registered investment advisors (RIAs), broker-dealers and wealth platforms. VastAdvisor is building a new category of organic growth infrastructure focused not on managing assets, but on acquiring them — an area long underserved in wealth management. The platform integrates AI-driven audience intelligence, campaign orchestration, compliance automation, and continuous performance optimization into a single, self-improving system.  

Dani Fava, chief strategy officer at Carson Group, Jason Pereira, CFP, senior partner at Woodgate Financial and Sally George, partner at Convergency Partners, led the funding round.