AI applications in financial services, including trading platforms, FinTech, risk management solutions, accounting systems, and wealth management technologies.
Daloopa has released Scout, an AI agent that creates and updates financial models directly in Excel using plain language prompts and verified company data.
Truist has deployed a generative AI system that creates structured summaries of client calls across its care centers.
A Deloitte survey finds that 95% of finance leaders are comfortable with agentic workflows in some finance activities, but only 14% support full autonomy for critical decisions.
Kapital raised $125 million from Tru Arrow Partners, Fasanara Capital and other investors. The financial services company will invest in its AI platform, data analytics products and international expansion.
Nomentia has expanded its Smart Treasury Suite with AI agents, predictive forecasting, natural language reporting, intercompany netting, hedge accounting and scenario analysis.
Bybit AI lets users manage trades, accounts and support requests through a conversational interface in the Bybit app.
Singapore based Accels has launched a platform that combines AI model routing, compute credit products, and merchant payment services.
Paris startup Outline raised $3 million to build AI agents that automate financial planning, budgeting, forecasting, and performance tracking.
NCS Analytics engaged accounting firm Armanino to perform agreed upon procedures covering parts of NCS Thea's data inputs, scoring methods, calculations, risk classifications and outputs.
BrightPlan completed the first closing of a Series C funding round led by ABS Capital Partners. It will use the capital to expand its AI powered financial wellness platform, distribution network and advisory services.
DocData turns commercial insurance application documents into risk summaries covering operations, exposures, loss history and other submission details.
Orange Insurance Exchange launched three property insurance products on Solstice Innovations' Equinox platform in Florida.
Abu Dhabi Global Market says its AI systems save more than 5,000 staff hours annually, while its technology roadmap includes over AED 400 million in planned investment through 2029.
Trust AI has integrated VELMENI's dental imaging analysis into the Isaac PracticeOS RCM Hub to help prepare insurance claims using confirmed radiographic findings.
China Merchants Bank won a CNCF case study contest for a Kubernetes platform that raised average accelerator use from 35% to more than 60%.
CONCRYT deployed an agentic AI system that monitors payment traffic, approval rates, financial performance, operational limits and merchant activity. Human operators retain control over routing decisions.
Ramp has signed a strategic collaboration agreement with Amazon Web Services and made its finance platform available through AWS Marketplace.
Monk has released a credit management product that combines customer payment behavior with external credit data to generate reports and suggest credit limits.
Ant Bank and Bettr will test the Falcon TST 2.0 forecasting model for foreign exchange and liquidity management in Hong Kong's GenA.I. Sandbox++.
Truist says its banking clients have received more than 2 billion personalized financial insights and recommendations through Truist Insights since 2023.
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