Financial Services

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

Sep 10, 2026

Macabacus launches AI presentation review tool in PowerPoint

Deck Check AIR uses generative AI to review PowerPoint presentations for calculation errors and logic inconsistencies. The tool supports models from Anthropic, OpenAI and Google Gemini.

Sep 9, 2026

AI Cases Drove 73 Percent of Investor Losses in Early 2026

AI related cases were 13 percent of core federal securities class action filings in the first half of 2026 but 73 percent of alleged investor losses, according to Cornerstone Research and Stanford's midyear assessment.

Sep 9, 2026

DoubleZero Adds Kalshi Election Data to Edge Platform

DoubleZero Edge now offers Kalshi election and politics market data through its dedicated fiber network. The subscription feed supports AI systems, trading firms, institutional investors and analytics workflows.

Sep 9, 2026

FMG Suite Introduces Advisor Tool Integration Platform

FMG Suite introduced FMG Connect, a platform that connects advisor tools, data and workflows through its API library.

Sep 9, 2026

Envestnet to Acquire Vestmark for Trading and AI Tools

Envestnet agreed to acquire Vestmark, adding portfolio management, trading, tax transition and AI monitoring tools to its wealth technology platform.

Sep 9, 2026

Corgi Names Erin Gambrel VP of Financial Services

Erin Gambrel will lead retail growth strategy for Corgi's ETF platform as vice president of financial services.

Sep 9, 2026

LinqAlpha and KOSCOM Sign Korean Market Data Agreement

LinqAlpha and KOSCOM will develop AI investment analysis services and give global investors wider access to Korean financial market data.

Sep 9, 2026

Daloopa Launches Scout AI Agent for Financial Modeling in Excel

Daloopa has released Scout, an AI agent that creates and updates financial models directly in Excel using plain language prompts and verified company data.

Sep 9, 2026

Truist Deploys AI Call Summaries Across Care Centers

Truist has deployed a generative AI system that creates structured summaries of client calls across its care centers.

Sep 9, 2026

Deloitte Survey Finds Finance Leaders Favor Human Oversight for AI Agents

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.

Sep 9, 2026

Kapital Raises $125 Million for AI Platform and Global Expansion

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.

Sep 9, 2026

Nomentia Expands Smart Treasury Suite With AI Agents

Nomentia has expanded its Smart Treasury Suite with AI agents, predictive forecasting, natural language reporting, intercompany netting, hedge accounting and scenario analysis.

Sep 9, 2026

Bybit Launches AI Assistant for Trading and Account Tasks

Bybit AI lets users manage trades, accounts and support requests through a conversational interface in the Bybit app.

Sep 9, 2026

Accels Launches AI Model Routing and Token Finance Platform

Singapore based Accels has launched a platform that combines AI model routing, compute credit products, and merchant payment services.

Sep 8, 2026

Outline Raises $3M for AI Financial Planning Agents

Paris startup Outline raised $3 million to build AI agents that automate financial planning, budgeting, forecasting, and performance tracking.

Sep 8, 2026

Armanino Reviews Parts of NCS Thea Risk Scoring Process

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.

Sep 8, 2026

BrightPlan Closes First Part of Series C Round Led by ABS Capital

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.

Sep 8, 2026

Convr Launches DocData for Commercial Insurance Submissions

DocData turns commercial insurance application documents into risk summaries covering operations, exposures, loss history and other submission details.

Sep 8, 2026

Orange Insurance Exchange Launches Three Florida Products on Equinox

Orange Insurance Exchange launched three property insurance products on Solstice Innovations' Equinox platform in Florida.

Sep 8, 2026

Abu Dhabi Global Market Deploys AI Across 25 Functions

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.

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Finance AI Weekly

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