AI & Finance™ | News for the Week Ending 10/2/26

73 Strings, the AI-powered valuation and portfolio intelligence platform for alternative asset managers, has acquired Callisto, a Paris-based fintech company whose AI & data technology automates complex private markets workflows, from due diligence and data room analysis to the preparation of investment documentation and due diligence questionnaire automation. 

The platform leverages proprietary agentic data pipelines, including custom embedding models trained for financial documents, agentic orchestration, a financial AI harness enabling agents to work with complex Excel files, data rooms, DDQs and large proprietary internal databases. By providing a structured environment in which AI agents can operate, Callisto enables GPs to scale and accelerate their processes. 

The Callisto team will accelerate the evolution of 73 Strings’ Valuation, Extraction and Monitoring platforms into agent-addressable platforms, built around the Model Context Protocol (MCP) so AI agents can access data and execute workflows and directly bring automation safely into the valuation process, with traceable calculations, a deterministic core valuation engine and with human judgement remaining central to valuation decisions. 

Academy Securities, the nation’s first Post-9/11 veteran owned and operated investment bank, today announced the addition of Lieutenant General Jeff Kruse to its Geopolitical Intelligence Group. The Academy GIG consists of 46 US and UK Admirals & Generals, former NASA Astronauts, and former CIA/FBI Leadership. Academy has been advising clients for over a decade and is the preeminent Advisory on geostrategic risk to the markets. 

Lieutenant General Kruse retired after 35 years of experience throughout the Indo-Pacific, Europe, and the Middle East, concluding his career as Director of the Defense Intelligence Agency (DIA). At DIA, he developed an aggressive growth acceleration strategy, established an AI Task Force, reinvigorated technical and case officer collection, created a cyber analysis center, and expanded support to global defense operations. Earlier, he commanded both service and joint organizations, supported special operations, and served in Department and National leadership positions on the OSD Staff and with the Director of National Intelligence. 

General Kruse earned a Bachelor of Arts in Political Science from Miami University, a Master of Science in Strategic Intelligence from the Joint Military Intelligence College, a Master of Arts in National Security and Strategic Studies from the U.S. Naval War College, and a Master of Science in National Security Strategy from the National War College at the National Defense University. 

ACI Worldwide (NASDAQ: ACIW), an original innovator in global payments technology, and Cognizant (NASDAQ: CTSH), a leading AI builder and technology services provider, today announced the results of joint performance testing of BASE24-eps, a foundational component of ACI’s card acquiring and issuing solutions, on AWS. Under simulated point-of-sale load, BASE24-eps sustained more than double its target transaction load for 30 minutes with no failed transactions. Across the full test, it processed more than 4.6 million transactions without a single failure. 

For banks, the case for the cloud comes down to scaling with growth, absorbing volume spikes without buying hardware for the peak, managing cost and keeping tight security and control over systems their customers rely on every second. This testing adds to the evidence that BASE24-eps, which already processes card payments for institutions worldwide, delivers the performance banks count on, now on AWS. 

The common assumption is that moving card processing to the cloud means adopting a newly built platform, a multi-year program that brings its own cost and risk. This testing put BASE24-eps, software banks already rely on, onto managed AWS services. 

Agi Inc (NYSE: AGBK) (“Agi”), today announced Rafael Siqueira as its new Chief Technology Officer (CTO). Siqueira will lead Agi’s Technology division with the mandate to accelerate the evolution of the bank’s digital platforms, expand the adoption of artificial intelligence across the business, and strengthen a technological architecture designed to support the company’s growth. Agi Inc is the holding company of Banco Agibank SA (“Agibank”) and all its subsidiaries. 

With 30 years of experience in the technology sector and over 16 years serving as a CTO, Siqueira has built his career by combining entrepreneurship, digital product development, and the transformation of large organizations. Prior to joining Agi, he was a Partner and Technology Leader at McKinsey & Company for Latin America, where he worked with CEOs and technology leaders from major banks, retailers, and tech companies. 

Siqueira was also the CTO and co-founder of three technology companies in Latin America: Apontador, Maplink, and TruckPad. At these firms, he led development processes, the expansion of digital platforms, team building and fundraising. 

Architect Financial Technologies Inc. (“Architect”) and Apex Fintech Solutions (“Apex”), today announced the signing of a memorandum of understanding (“MOU”). The agreement outlines a plan to enable Apex’s correspondent brokerage firms to offer their customers futures, options, perpetual futures, and related derivatives listed on Architect’s U.S. derivatives exchange, the American Innovation Exchange (“AI Exchange”). 

Under the terms of the MOU, participating Apex correspondent firms can access eligible AI Exchange products through Apex’s derivatives infrastructure. Architect plans to provide its APIs, SDKs, FIX connectivity, technical documentation, and engineering support for the integration. Architect’s AI Exchange develops novel US-listed derivatives in compute and AI supply chain commodities, and the planned alliance aims to provide Apex’s client base of over 42+ million end customers seamless trading access to these growing markets. 

Additionally, Architect and Apex intend to collaborate on the design and listing of new exchange-traded derivatives based on demand identified across Apex’s wide-ranging brokerage network. 

AZP Insurance Specialists (“AZP”), a mortgage-risk insurance and technology-certification specialist, today announced the Platinum certification of Gateless Smart Underwrite®, an AI-driven mortgage underwriting solution, under AZP’s AI Mortgage Technology Certification framework. 

The certification framework was developed from decades of actual mortgage representation-and-warranty risk, underwriting and claims experience. It is designed to independently evaluate artificial intelligence and advanced technology providers serving mortgage manufacturing and, for qualifying technologies and transactions, provide a pathway to separately underwritten insurance-backed risk protection for defined representation-and-warranty exposures, including covered repurchase losses. 

AZP and its predecessor organizations have placed representation-and-warranty insurance on more than 5 million mortgage loans representing more than $2 trillion in mortgage principal. Insurance-backed protection is provided through a Lloyd’s of London policy underwritten by Munich Re, subject to applicable underwriting requirements and policy terms, conditions, limits and exclusions. 

Bank of America today announced the launch of AskGPS Intelligence Hub, a suite of tools designed to help Global Payments Solutions (GPS) employees bring together and interpret complex treasury information to deliver actionable insights for clients. 

The Intelligence Hub builds on AskGPS, the generative AI-powered solution introduced in 2025 that supports nearly 3,000 employees with trusted institutional knowledge. Drawing on Bank of America’s global payments franchise and proprietary data, the new capabilities will bring together client, account and relationship information to support more informed client discussions. 

The first three capabilities, to be launched in phases, will unify client, account and relationship data and create a foundation for AI-powered analysis. 

Bank of America today announced the launch of Payments Insights, a new CashPro® capability that will give corporate and commercial clients actionable intelligence about payment efficiency, cross-border flows and working-capital performance on their U.S. accounts. The capability will be part of CashPro Data Intelligence, the bank’s AI-powered suite of treasury insights and analytics tools. 

Through proprietary peer benchmarking and dynamic visualizations, Payments Insights will help treasury teams explore trends and identify areas that may require attention. The new insights offering expands the AI and advanced analytics available through CashPro, giving treasury teams personalized, tailored insights based on available client data that helps them turn data into action. 

Payments Insights was developed with direct input from clients, including members of the bank’s CashPro Boards, helping ensure the experience addresses real-world treasury needs. 

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

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

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

BILL (NYSE: BILL), the intelligent financial operations platform trusted by nearly half a million businesses to manage, move, and maximize their money, and Blackbaud (NASDAQ: BLKB), the world’s leading provider of AI-powered solutions for social impact, today announced a new strategic partnership to simplify the accounts payable process for nonprofit and education finance teams. 

Accounts payable remains one of the most manual and time-consuming responsibilities for many finance teams. According to the Institute of Financial Operations and Leadership’s Accounts Payable Automation Trends 2025 report, nearly half of organizations spend 10 or more hours each week processing invoices and administering payments. For nonprofit and education finance teams already balancing limited resources, every hour spent re-keying an invoice or chasing down an approval is time that could be spent supporting their organizations’ missions. 

Payment Assistant™, powered by BILL, the new experience for Blackbaud Financial Edge NXT® customers, will embed BILL’s business payments network and payment-processing capabilities into Blackbaud’s automated accounts payable workflow. This will support nonprofit finance teams from invoice and approval through payment and reconciliation, all in one connected system, built on Blackbaud’s Platform for Good™. 

Blackbaud (NASDAQ: BLKB), the world’s leading provider of AI-powered solutions for social impact, today unveiled Platform for Good™, Blackbaud’s unified operating system that brings social impact workflows together into a single connected pipeline, all working from the same intelligence. 

The Platform for Good evolution—which was announced on stage at bbcon, Blackbaud’s annual customer conference—does not require any action from existing customers; it seamlessly unites Blackbaud’s entire ecosystem of products under the surface, powered by a shared architecture 

The result is not a single-point solution but a connected operating system for social impact, underpinned by embedded risk management and responsible AI practices and extensible through a connected network of partners, donors and developers. 

Blackbaud (NASDAQ: BLKB), the world’s leading provider of AI-powered solutions for social impact, today at bbcon 2026 unveiled Lantern™, the first domain-specific language model purpose-built to optimize fundraising intelligence. 

The social impact sector is being underserved by large language models. While 85% of social impact professionals say they are using AI in their daily jobs, only about 10% of organizations are realizing significant dividends on their investment. Blackbaud has entered a strategic collaboration with Databricks to ensure the social impact sector gets the best outcomes from AI. Lantern is built on more than four decades of experience in fundraising workflows, decisions, and results, so that it understands giving behavior rather than buying behavior. This gives social impact organizations tailored intelligence to help them raise more so they can continue solving society’s most pressing challenges. 

Working with Databricks, Blackbaud is combining leading open-weight models on the Databricks Data + AI Platform with more than 40 years of social impact intelligence. Lantern is post-trained on synthetic scenarios modeled on Blackbaud’s comprehensive Social Impact Signal Graph™ to reflect real-world fundraising patterns and bring the unique complexity of fundraising to the model. This flexible approach enables Lantern to evolve as technology advances.  

Bloomberg today announced the launch of Bloomberg Enterprise Model Context Protocol (MCP), an AI access layer for Data License Plus (DL+), Bloomberg’s next-generation Data License offering. Built for the agentic AI era, the solution enables clients’ AI agents to discover, understand, and retrieve licensed Bloomberg data across more than 100 million securities and over 50,000 fields through a standardized MCP interface, helping firms move quickly and easily from AI experimentation to live production workflows. 

Most tools can retrieve data points. Fewer can tell an agent what that data point means, how it was calculated, or whether it’s the right one for the task at hand. Bloomberg Enterprise MCP is built to close that gap, combining semantic context, AI-ready metadata, and workflow-focused Skills that will give agents the information they need to interpret results correctly and act on them with confidence, across research, portfolio, risk, and operations.  

In practice, this changes how fast investors in the global capital markets can get from a question to an answer. Instead of first hunting for the right dataset and then reconciling identifiers by hand, or filing a request and waiting, users can simply ask for what they need in plain language and get back data that already carries the context to trust it: what currency it’s in, when it was priced, what it connects to. This shift, from time-consuming manual lookup to an answer you can act on immediately, is what moves generative AI from a pilot into something a firm can run in production every day.  

BNP Paribas and Google Cloud today announced a  new five-year partnership, to expand BNP Paribas’ access to Google Cloud’s infrastructure and advanced AI capabilities including Gemini Enterprise and Gemini models.  

Through this partnership, Google Cloud technologies will support the expansion of BNP Paribas’ infrastructure and AI capabilities as the Bank moves towards broader deployment of agentic AI. It will also strengthen its existing multi-cloud and multi-model approach within its established security and data governance framework. 

Through this partnership, BNP Paribas will have access to Gemini Enterprise to build, evaluate and  deploy purpose-built agents tailored to specific business needs.  

BRG today announced that Roger Park and Chris Harris have joined the firm’s Financial Institution Advisory (FIA) practice as managing directors, bringing decades of leadership experience from global consulting firms and financial institutions. Their additions mark the first step in a broader expansion of BRG’s operations and technology transformation capabilities for financial services clients. 

Harris brings more than 35 years of financial services consulting experience from EY and Accenture, helping clients harness new sources of growth, adopt innovative technologies and streamline operations to deliver higher-quality customer experiences more efficiently and sustainably. His work spans both strategy and hands-on execution. He has a history of continuous innovation in building practices and developing transformative, high-value solutions for clients. 

Park brings more than 30 years of global professional services leadership and experience building C-suite relationships, launching and scaling new practices and leading enterprise-wide transformation and AI deployment at global scale. Most recently, he led EY’s global business enablement AI transformation program after growing the firm’s Financial Services technology consulting practice into a multibillion-dollar business. 

Brightfin, the leader in technology financial management, today announced Budget Clarity AI, a new capability that gives finance and IT teams instant, self-service answers to the budget questions they field dozens of times a day. Built into the Brightfin platform, Budget Clarity AI acts as an always-available financial analyst, letting users ask plain-language questions about their spend and get grounded answers, visualizations, and recommendations in seconds. 

Finance and IT leaders are fielding an ever-growing volume of ad-hoc budget questions from stakeholders across the business, while the analysts who could answer them are stretched thin. Budget Clarity AI is designed to close that gap. Users don’t need to know ServiceNow, and they don’t need to know Brightfin’s products — they only need to know what they’re trying to get done, and the tool routes them to the answer in one click. 

Budget Clarity AI is available now as part of Brightfin’s platform and is currently completing certification for the ServiceNow Store. 

Today, at Sibos, Citi Investor Services announced the launch of its enhanced Market Guide platform, using AI to deliver faster and smarter post-trade market intelligence from Citi’s over 100 custody markets globally, including 62 proprietary custody branches. 

Citi’s institutional investor clients make consequential decisions daily, for their own portfolios and on behalf of their own clients. In faster-moving markets, clients want more than accessing information; they need to be able to glean insights that can be put to timely use by cutting through noise. Manually tracking information creates operational drag and slows down this decision-making. 

And Market Guide delivers exactly that. Citi’s enhanced Market Guide features AI-powered search and intelligent summaries, integrated in a safe and compliant manner, alongside a redesigned, intuitive user interface. It consolidates local market practices, infrastructure guidance, regulatory updates and developments, and settlement information into a single, authoritative source with content delivered flexibly through self-serve access, direct API integration, or white-labeled client channels. 

dv01, a leading capital markets fintech company driving technological innovation and loan-level transparency in structured finance, has unveiled its agentic infrastructure. The company launched AI agents for its DealStudio and Credit Facility Management offerings, along with Model Context Protocol (MCP) connectivity for collateral analysis and cashflow modeling. Together, these capabilities enable firms to leverage AI across ABS and RMBS workflows. 

dv01’s Semantic Layer assigns consistent business meaning to standardized loan-level data by mapping source fields to defined concepts, establishing how metrics are calculated, and incorporating documented deal- and servicer-specific exceptions. 

Through the dv01 MCP server, large language models (“LLMs”) call dv01 capabilities built on this foundation instead of interpreting raw data or recreate methodologies within the model. This gives those agents the structured finance context needed to return analysis grounded in dv01-defined data and methodologies. 

Euna Solutions®, a leading provider of purpose-built, cloud-based software for the public sector, today announced that Euna Procurement’s Marketplace and Invoicing modules have achieved Texas Risk and Authorization Management Program (TX-RAMP) Level 2 certification. The achievement completes TX-RAMP Level 2 certification across the full Euna Procurement suite. 

The certification confirms that Euna Procurement’s Marketplace and Invoicing modules meet TX-RAMP Level 2 security requirements for cloud services that process, store, or transmit confidential information in moderate- or high-impact systems. TX-RAMP provides a standardized assessment process for cloud services used by Texas public sector organizations, giving procurement, IT, and security teams greater assurance that Marketplace and Invoicing have been evaluated against established state standards. 

Euna Procurement’s Marketplace and Invoicing modules work together to streamline the procure-to-pay process for public sector agencies. Marketplace gives staff an intuitive, e-commerce style experience for buying goods and services from approved suppliers under existing contracts, bringing approved products, pricing, and purchasing workflows into one place so employees can compare options, submit purchases for approval, and follow organizational purchasing policies. Invoicing then automates invoice intake, intelligent data extraction, 3-way matching, and exception management, so the pay side keeps pace with the buy side. 

Serial fintech entrepreneur Bill Harris today announced the launch of Evergreen.ai, an AI-powered financial advice app designed to help Americans make smarter financial decisions using personalized financial, retirement, investment and tax strategies. Built to bring the financial techniques of wealthy investors to all Americans, the Evergreen.ai app is available now as an on-demand service on mobile and desktop browsers. Consumers who register during the beta period will receive access to Evergreen.ai at no cost through January 1, 2028. 

Unlike generic AI chatbots, Evergreen.ai’s deterministic calculation engine runs the underlying tax and financial math, designed to deliver consistent, verifiable numbers. The platform’s generative interface builds each hyper-personalized answer in multiple formats, including text, tables, charts, and interactive calculations. 

Security and privacy are paramount in personal finance. Evergreen.ai’s environment is locked down with multiple layers of security controls. Account linking runs through Plaid, so bank credentials are never shared with the AI. User data is encrypted, never sold to third parties, and never used to train public AI models. 

F2, the agentic operating system for global credit, today announced a strategic partnership with Golub Capital, a market-leading private credit manager with more than $90 billion of capital under management as of July 1, 2026. 

As part of the partnership, Golub Capital will invest $5 million in F2 and deploy F2 technology and AI capabilities to augment the firm’s well-established investment processes. The partnership is designed to enable the firm to apply AI across its investment workflows and to leverage its institutional knowledge and proprietary data. 

The partnership will also establish the Global Credit AI Council, an invitation-only forum for senior executives from a small number of private markets institutions, with David Golub serving as inaugural Chair. The Council will provide a venue to discuss emerging applications of AI, share perspectives on industry adoption and exchange insights on how institutions can responsibly integrate the technology into investment and operating processes. The Council is expected to announce its founding members in the coming months 

F2 Strategy (“F2”), the leading business and digital transformation services firm to the global wealth and asset management industries, today announced the acquisition of Callaway Cloud Consulting (“Callaway”), a technology consulting firm specializing in platform engineering, data engineering, Salesforce and custom artificial intelligence solutions. 

The acquisition expands F2’s technology implementation and engineering capabilities, strengthening the firm’s ability to help wealth management organizations move from technology strategy and platform selection through implementation, integration and ongoing optimization. 

For more than 12 years, Callaway has helped organizations solve complex technology challenges across cloud infrastructure, Salesforce, data and AI. The firm has completed more than 1,500 projects and brings deep technical expertise spanning architecture, development, integration, platform stabilization and ongoing support. 

Farewell, a novel, emotionally-adaptive AI platform for Life Administration, today announced its public launch. Farewell maps, organizes, curates and guides individuals and families through the hundreds of financial, legal, medical, and personal tasks and processes that accompany life transitions, such as marriage, career change, aging parents, retirement, divorce, and loss. 

While professionals provide specialized plans and advice, responsibility for coordinating and executing everything typically falls on the individual – often when that person is already overwhelmed. Farewell turns that fragmented work into a personalized system for execution. 

Farewell’s patent-pending AI maps and prioritizes tasks, adapts as circumstances change, and adjusts guidance to each user’s urgency, effort, and emotional capacity. A 24/7 concierge provides step-by-step support, while secure permissions allow family members and trusted professionals to participate as co-owners, delegates, or viewers. 

Feedzai, the global leader in AI-native financial crime prevention, today launched Farol, an embedded AI agent engineered to slash fraud investigation latency and sharpen threat detection across risk operations in banking. The launch lands as fraud grows costlier to fight on every front. Mandatory reimbursement rules are increasing loss exposure, while technology spend and manual review costs keep climbing. Farol is built exactly to alleviate those pressures – an always-on agent that lets fraud teams do more without adding resources, fundamentally changing how they work. Integrated directly into Feedzai’s RiskOps Studio, Farol delivers conversational intelligence, automated rule performance analytics, and contextual case summarizations, all within the software stack analysts already use. 

Feedzai’s agentic AI innovation addresses a critical operational bottleneck in institutional risk management. While 68% of financial institutions are actively testing agentic AI, according to Feedzai research, most deployments fail to yield operational efficiencies because third-party AI models operate in isolation from real-time transaction data. Farol solves this fragmentation by embedding directly into existing risk workflows in order to deliver full context, transparent audit trails, and autonomous execution capabilities without disrupting core infrastructure. 

The Farol agent builds on Feedzai’s track record of pioneering AI for financial crime prevention, from operationalizing machine learning and explainable model outcomes to real-time cross-channel risk decisioning and federated network intelligence. Feedzai Farol operates within each financial institution’s own environment, so the information and insights it surfaces stay inside the customer’s estate, multiplying the impact of fraud teams and helping them solve the problems that matter most. 

Financial Cents today announced the launch of three AI agents — AI File Renaming, AI File Validator and AI File Routing — that remove repetitive document work from accounting and bookkeeping firms’ daily workflow. All three are available free on every Financial Cents plan, bringing effortless AI functionality to thousands of accounting and bookkeeping firms across North America. 

The launch comes as small firms report a widening gap between using AI and getting value from it. In Financial Cents’ recently released State of AI in Bookkeeping & Accounting: 2026 Report — based on the company’s original survey of nearly 500 accounting and bookkeeping professionals across North America — 95% of firms said they are already using AI in some capacity, yet only about one in five could point to a clear, measurable return. The most-cited barrier to getting more value out of AI wasn’t cost, trust or skepticism, but the time required to learn and roll out a new tool. 

Financial Cents built its agents around that specific problem. Rather than asking firms to adopt a new system or design an implementation plan, the agents work instantly inside the workflows teams already use, and each firm decides how much the agents handle on their own. 

The audit and assurance firm of Grant Thornton in the U.S., Grant Thornton LLP, announced that it has launched an Enterprise Assurance Services practice. This first-of-its-kind team brings together a broad portfolio of specialized assurance offerings under a single delivery model ― one that addresses growing client demand for third-party assurance across emerging areas such as risk, technology, sustainability and trust. 

Among its offerings, the practice includes provisional accreditation to support AIUC-1 certification, designed to provide third-party assurance over agentic artificial intelligence (AI) systems and controls. It also includes ISO certification, which helps organizations strengthen information security programs, meet compliance requirements and enhance stakeholder confidence. 

In addition, the practice unites several capabilities within a dedicated organization focused exclusively on specialized assurance offerings, including SOC services, employee benefit plan audits, sustainability reporting and assurance, and finance and transaction-focused attestation. 

Hightower Advisors today announced a series of leadership appointments designed to strengthen connectivity across the firm and enhance the experience delivered to advisors and clients. 

Marco De Freitas has been named President of Hightower Advisors, reporting to CEO Larry Restieri. In his new role, De Freitas will oversee Hightower’s operations, technology, enterprise AI strategy and investment platform, bringing these functions together to create a more connected experience for advisors and clients. He will officially join the firm in mid-Q4 2026. 

De Freitas will join Hightower from Vanguard, where he held senior leadership roles spanning client experience, digital transformation and technology. Prior to Vanguard, he spent 10 years at TD Ameritrade, where he led digital, client experience, investment products and advice. Earlier in his career, De Freitas spent eight years at McKinsey & Company advising organizations on strategy and transformation. At Hightower, he will focus on simplifying how advisors access and leverage the firm’s resources while driving greater coordination across technology, investments and operations. 

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

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

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

InvestCloud, a global leader in wealth technology, today shared milestone achievements and continued momentum since launching its new strategic direction on October 1, 2024. In just under two years, the company has advanced a program of focused investment, commitment to client excellence, and delivering innovative wealth solutions that are smarter, connected, and scalable. 

InvestCloud’s progress reflects the execution of a strategy built around product innovation and differentiation, deeper client relationships, and operational excellence which is translating to strong performance. The company returned to positive revenue growth earlier than expected in 2025 and expects to achieve double-digit revenue growth in the current fiscal year. 

InvestCloud delivers managed account solutions, private markets network infrastructure, and advisor and client digital engagement solutions – powered by SMARTAI, the company’s approach to enabling AI and data-centric capabilities across its platforms. 

Milliman, Inc., a leading global actuarial and consulting firm, today released Milliman Compliance Intelligence, an AI-native platform that helps insurance product teams, compliance professionals, and regulators keep pace with rapidly evolving, state-by-state requirements. 

Built around generative AI, the platform lets users upload contracts for jurisdiction-specific review, incorporate advice from Milliman’s proprietary database of compliance experience, and receive a national approval likelihood score. By flagging product issues and jurisdictional conflicts before a filing goes out, Milliman Compliance Intelligence cuts research time and accelerates time to market as regulations change. 

OneSeven has announced the launch of AdvisorGrowth IQ, an AI-powered financial advisor growth and marketing engine designed to help advisors build a more scalable prospecting process and increase opportunities to engage qualified prospective clients. 

Powered by OneSeven, AdvisorGrowth IQ combines financial advisor marketing strategy, brand positioning, thought leadership, audience targeting, prospect intelligence, personalized outreach, automated follow-up, and appointment generation within one connected organic growth platform. 

The platform was developed in response to a challenge shared by many financial advisors and independent RIAs: while advisors excel at serving clients and building relationships, many lack the time, technology, data and marketing infrastructure needed to consistently attract new clients and grow their practices organically. 

OneVest today announced a new integration with Schwab Advisor Center, bringing paperless, automated account opening directly into its Workspace wealth operating system. Advisors using OneVest can now initiate Schwab account opening, send a secure digital envelope to an end-client to eApprove, and track approval within minutes – all without ever leaving the OneVest platform. The process can be kicked off with either an automated agentic workflow within Workspace or an intuitive, advisor-guided setup. The new offering opens up OneVest’s underlying connectivity as a plug and play provider of Schwab’s digital onboarding integration and provides flexible deployment options. 

The integration delivers automated account opening and status tracking by connecting client and account data from Schwab Advisor Center. The same flow covers individual, joint, trust, custodial, and retirement account types, with no rekeying into Schwab Advisor Center required. 

Because the Schwab integration can be initiated by OneVest’s agentic platform, it isn’t just a faster form, it’s a connection point for agentic workflows. Onboarding agents help advisors pre-fill the account information from data already on file, flag missing information before it reaches the client, and route the envelope for approval automatically. OneVest is also modular, so firms can start with Schwab digital onboarding alone and add other solutions, from client management to supervision, as they need them, without a rebuild. 

Oracle today announced an expansion of Oracle Digital Assets Data Nexus1, with payment execution integrations, configurable wallet and smart contract controls for customer-defined governance and compliance policies, and AI-enabled oversight. The new integrations connect banking and payment operations with digital-asset transaction execution using ISO 20022 messaging, helping banks extend their money-movement operating model across traditional and digital forms of money and value. This brings improved visibility across ledgers, more consistent controls, and reduced operational fragmentation. AI-enabled monitoring and analysis will help banks identify operational exceptions, transaction anomalies, liquidity pressures, and other emerging risks and trigger policy-controlled responses. 

Built for regulated financial services, Oracle Digital Assets Data Nexus is designed to provide an enterprise foundation for blockchain-based digital-asset issuance, custody, transactions, governance, and embedded supervision, helping customers move from pilot to production with enterprise-grade resilience and security. 

The platform will support provisioning and operation of multiple blockchain ledgers, alongside custodial wallets, prebuilt and composable smart contracts, and workflow orchestration to coordinate on-chain and off-chain activity, including atomic transactions across participating systems. Integration with Oracle AI Database will bring ledger history, smart-contract state, and workflow records into a unified data foundation for reconciliation, audit, monitoring, and analysis. 

Apex Fintech Solutions Inc. (“Apex”), the infrastructure powering modern investing, and Range Finance, a financial platform built for high-income households, today announced a strategic alliance to power Range’s next phase of growth. Through this collaboration, Range will leverage Apex’s cloud-native AscendOS™ platform to deliver an enhanced wealth management experience for its members, including self-directed account openings and transfers, while laying the foundation to expand into broker-dealer services. 

Range Finance serves U.S. households seeking to streamline and optimize their finances across investing, tax strategy, retirement planning, cash flow analysis, real estate management, and more. By collaborating with Apex, Range gains access to real-time digital infrastructure, sophisticated portfolio management tools, and the operational capabilities needed to scale. 

The alliance equips Range with Apex’s AscendOS infrastructure, providing real-time account opening, digital funding, and seamless portfolio management. Range will also utilize Apex Rebalancer, enabling sophisticated investment strategies including direct indexing, custom indexing, and tax loss harvesting capabilities, all managed at scale. 

S&P Global (NYSE: SPGI) today announced that RatingsXpress credit data from S&P Global Ratings is now available through the S&P Global AI Data Portal, a solution that enables customers to seamlessly access verifiable data via any MCP-enabled AI application. The addition brings one of the industry’s most widely used sources of credit intelligence into S&P Global’s trusted AI data delivery ecosystem, enabling customers to build AI-powered workflows grounded in high-quality, trusted S&P Global data. 

RatingsXpress, from S&P Global Market Intelligence, delivers nearly 1 million issuer and security-level credit ratings, along with outlooks, CreditWatch status and ratings actions from S&P Global Ratings. With today’s announcement, that dataset is accessible through the S&P Global AI Data Portal’s Deterministic Retrieval method, which provides API-driven access through direct, structured queries for focused workflows where users know the specific data they need. 

The addition builds on S&P Global’s recent launch of the S&P Global AI Data Portal’s Adaptive Retrieval, which will support RatingsXpress data in the coming weeks. Adaptive Retrieval is designed for more complex, open-ended workflows, enabling AI agents and large language models (LLMs) to retrieve and assemble information across multiple S&P Global datasets using natural language queries. Once available, customers will be able to use Deterministic Retrieval, Adaptive Retrieval or both, allowing them to access RatingsXpress data in the way that best fits their workflow. This can reduce the time spent finding, validating and applying ratings information. 

Savvy Wealth, the AI-native wealth management platform for independent financial advisors, today announced the launch of Savvy Custodial Platform1, its new custodial offering built for registered investment advisor (RIA) owners and firms working with its new introducing broker-dealer business, Savvy Wealth Management, LLC. 

With Savvy Custodial Platform, independent RIAs can onboard clients in as little as 90 seconds and move assets in a few clicks, replacing the paperwork and delay of legacy custodial relationships with a modern, digital, and personalized experience for both advisor and client. 

The custodial relationship is where independence hits a ceiling for RIAs. An RIA owner can control the firm, the book, and every investment decision, and still run the practice on custodial systems designed decades ago: paper forms, multi-day account openings, and service queues. Savvy Custodial Platform extends the independence that defines Savvy’s offerings for RIAs down into the custodial infrastructure layer itself to deliver more time saved and greater ease in serving clients. 

Snappy Kraken, the martech innovator dedicated to powering smarter, more efficient financial advisor marketing initiatives, today announced the launch of Snappy AI, an AI marketing operations coworker designed to help financial advisors and their marketing teams analyze campaign results, identify gaps in follow-up and determine what to do next. 

Built directly into Snappy Kraken and powered by Claude, Snappy AI analyzes an advisor’s authorized campaign activity, audiences, results and account setup alongside Snappy Kraken’s marketing expertise to provide account-specific guidance. It protects personally identifiable information (PII) by not retrieving individual contact names, email addresses or other contact-level personal information, while existing user permissions govern which accounts it can access. Snappy AI is also read-only, designed with the compliance needs of financial advisors and firms in mind: it can analyze, recommend and guide, but cannot launch campaigns, publish content or change account settings. Snappy Kraken plans to expand its capabilities over time as part of a broader AI roadmap for advisor workflows. 

Snappy Kraken’s own research underscores how easily those opportunities can be missed. Its State of Digital & AI 2026 report, which analyzed aggregate, anonymized data from more than 9,000 financial advisors, found that advisors with connected CRM systems and real-time contact synchronization generated roughly three to four times as much engagement, yet only about one in four had connected their CRM. Similarly, while roughly four in five advisors sent market updates, only about one in five used nurture campaigns to follow up with prospects. 

Socotra today announced the launch of Socotra Configuration Assistant, a native product experience that turns business requirements into a working product in Socotra. Users can describe a product in natural language, upload a filing, or repurpose an existing Socotra configuration. Configuration Assistant then helps them build and refine the product, inspect the configuration, validate the result, and deploy it to a new or existing tenant for testing. 

Socotra launched Agentic Configuration in 2025 as a service from its Implementation team. After helping dozens of carriers use it to build and validate insurance products, Socotra is now bringing Agentic Configuration fully documented and natively available in Socotra Configuration Studio. No external AI assistant or separate development environment is required. The result is a practical way for product, underwriting, implementation, and technology teams to work together on real insurance products. 

Configuration Assistant is designed for both business and technical users. Business users can review the product structure and business logic without reading code. Technical users can inspect the underlying configuration and plugin code when they need more detail. The entire experience is built on Socotra’s flexible data model, open APIs, and token-efficient documentation. 

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

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

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

Thimble, a leading digital small business MGA, announces a new partnership and agentic AI connection with Bold Penguin, the US’s largest insurance distribution platform. Thimble and Bold Penguin have co-developed the capability for their systems to discover, communicate, and execute small business quoting tasks autonomously using AI agent-to-agent technologies. 

The integration allows Bold Penguin users to leverage natural language supported by AI, to quote and bind coverage faster than ever. Rather than replacing the broker’s expertise, the technology is designed to support it, giving producers a quicker and more connected way to serve their clients without stepping outside their existing workflow. This cutting-edge solution opens the door for carriers and brokers to use AI agents to deliver small business insurance policies more efficiently. Working closely with its key distribution partners, Thimble continues to lead how the industry uses new technology to improve the broker and customer experience. 

Following six months of soft launch, Trading Central, a global pioneer in AI-powered financial market research and analytics, today announced the official launch of its Model Context Protocol (MCP) Server to allow its clients to access to real-time, proprietary, licensed market research in a structured, machine-ready format. 

With Trading Central MCP Server, brokerages and financial institutions can deploy Responsible AI Solutions, such as AI agents and AI chatbots that are free of hallucinations, regulated and compliant — grounded in nearly 30 years of financial expertise and world class research. 

Trading Central’s responsible AI solutions allow regulated banks and brokerages to avoid the risks of exposing their account holder to unlicensed content, fabricated AI responses, machine generated content based on unvetted sources. 

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

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

WealthReach, an AI-powered organic growth platform built for registered investment advisors (RIAs) and wealth management firms, today announced it has partnered with Domain Money, a flat-fee financial planning and wealth management firm, and Savology to give advisory firms a way to convert more of the people who reach their website, including the ones already sitting in their database. 

Most firms do not have a lead problem. They have a timing problem. A prospect who does not meet an advisor’s minimum this year may meet it several years down the line, but once the firm rejects a potential client, the relationship ends there. The same is true of the hundreds and sometimes thousands of contacts already in a firm’s CRM, acquired at real cost, spoken to once, then left alone because serving them was not economical. 

Under the partnership, prospects who meet a firm’s criteria go straight to the advisor. Everyone else is directed to Domain Money or Savology. For those funneled to Domain Money, their CFP® professionals step in to serve those clients directly, offering 0% AUM wealth management, personal tax filing, estate planning support and more, alongside expert financial planning, while the referring firm earns a percentage of the annual planning fee. Individuals directed to Savology receive a personalized financial report card built in minutes with no personally identifiable information. That report card drives a curated learning experience matched to their specific situation, and as they work through their tailored learning experience, the platform produces specific action items. Where a firm has no provider relationships of its own, Savology supplies them and shares the revenue back with the referring advisor. Firms that would rather keep nurturing those relationships can elect to retain them.