Financial Services

AI applications in financial services, including trading platforms, FinTech, risk management solutions, accounting systems, and wealth management technologies.

Sep 17, 2026

Qount Launches MCP Connector for Accounting Data

Qount's new connector lets accounting firms access practice management data through ChatGPT, Claude and other tools that support MCP.

Sep 17, 2026

Finch Claims Launches Property Claims Intelligence Platform

Finch Claims launched a platform that analyzes property claim records, emails and attachments to identify missing costs, unanswered questions and inconsistencies.

Sep 17, 2026

BlueLedger AI Unveils Public Markets Reconciliation Platform

BlueLedger AI has emerged from stealth with a platform that reconciles fragmented public market records and preserves evidence for investigations.

Sep 17, 2026

Alchemy Adds Mastercard Payments to AgentCard

Alchemy is integrating AgentCard with Mastercard Agent Pay, giving AI agents access to single use payment credentials for authorized online purchases.

Sep 17, 2026

Byzfunder Launches TraceDataIQ for Small Business Underwriting

TraceDataIQ uses financial, operational, legal and public data to assess risk for small business financing.

Sep 17, 2026

Chubb Names Sean Ringsted Chief Scientist

Sean Ringsted will oversee Chubb's global artificial intelligence, data and analytics strategies in the newly created role of chief scientist.

Sep 17, 2026

DarioHealth Wins Contract With Major New Jersey Health Plan

DarioHealth secured a contract with a New Jersey health plan covering about 1.5 million people. The program will launch and begin generating revenue in the first quarter of 2027.

Sep 17, 2026

Findity Adds AI Expense Automation for Autumn 2026 Rollout

Findity AI will capture receipts, match card transactions, check expenses against company policies and post approved expenses to accounting systems.

Sep 16, 2026

Verapath and GenTrust Launch VIRA Wealth Management Platform

Verapath and GenTrust have formed a joint venture and released VIRA, an AI wealth management platform for registered investment advisers and wealth management firms.

Sep 16, 2026

T. Rowe Price Survey Finds Retirement Consultants Expanding AI Use

A T. Rowe Price survey found that defined contribution consultants and advisers are moving from evaluating AI to using it for operations, client preparation and outreach.

Sep 16, 2026

CCI Insurance Rebrands CompCorrect as RiskCorrect and Expands Access

CCI Insurance has renamed its CompCorrect platform RiskCorrect and made it available to companies outside its existing client base. The system uses AI to analyze claims and incident data for commercial risk management.

Sep 16, 2026

Footprint Raises $25 Million for AI Compliance Platform

Footprint raised $25 million in Series B funding to expand Percy, its AI system for financial crime risk and compliance. QED Investors led the round.

Sep 16, 2026

Deutsche Kreditbank Adds Pega AI Assistant to Customer Service

Deutsche Kreditbank and Senacor have introduced an AI email assistant that analyzes customer inquiries and suggests responses while employees retain decision authority.

Sep 15, 2026

Ritholtz picks Hadrius to oversee firmwide Claude use

Ritholtz Wealth Management selected Hadrius to monitor and archive employee activity in Claude Enterprise as the investment adviser deploys the chatbot across its workforce.

Sep 15, 2026

Anthropic Launches Claude for Financial Advisors

Anthropic released connectors and workflow skills that bring custodian, portfolio, CRM and planning data from firms including Schwab, BlackRock and Vanguard into Claude for financial advisors.

Sep 15, 2026

FRS and ProfitTrust Launch AI Customs Duty Recovery Platform

Duty Discovery reviews historical import entries for errors that may have caused importers to overpay U.S. customs duties.

Sep 14, 2026

Wealthbox Connects Advisor CRM Data to Claude

A new Wealthbox connector lets financial advisors access client history, notes, tasks, and other CRM data through Claude.

Sep 14, 2026

Worldline Adds UCP Payment Handler for AI Purchases

Worldline has launched a payment handler that lets merchants accept purchases initiated by AI through the Universal Commerce Protocol.

Sep 14, 2026

Sokin Launches MCP Connector for AI Payment Workflows

Sokin has launched an MCP connector that lets finance teams access payment data and prepare transactions through AI assistants while retaining human approval before execution.

Sep 11, 2026

DCM Services and AKUVO Partner on Estate Recovery

DCM Services and AKUVO are partnering to help financial institutions identify and manage decedent and probate accounts through AKUVO's collections platform.

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Finance AI Weekly

Weekly newsletter about AI in finance. Covers AI-driven trading, fintech innovations, and data analytics transforming markets