Oct 21, 2026
Mili Connects AI Agents to Egnyte Client Documents
Mili and Egnyte have integrated their platforms so wealth advisors can use AI agents to analyze client documents while retaining existing access controls.
Financial Services
AI applications in financial services, including trading platforms, FinTech, risk management solutions, accounting systems, and wealth management technologies.
Oct 22
Thomson Reuters Updates CoCounsel for Tax and Audit Work
Oct 22
Convr Adds Cyber Insurance Tools to Underwriting Workbench
Oct 22
Barclays cutting about 5,000 jobs as it increases its use of AI
Oct 22
Vertice Launches Procure to Pay Platform
Oct 21, 2026
Safebooks Launches Finance Automation Suite for Close and SOX Compliance
Safebooks launched a finance automation suite that combines close management, finance operations, and audit and SOX compliance. AI agents prepare reconciliations, validate transactions, investigate discrepancies, and assemble supporting records for human review.
Oct 21, 2026
Fruition launches Studio AI for personalized financial lessons
Studio AI creates financial lessons from each member's accounts, spending and goals. The platform includes quizzes, badges, progress tracking and access to Fruition Mentors.
Oct 21, 2026
SecondSight Names Six Executives to Support Insurance Expansion
SecondSight appointed six executives across operations, customer service, client engagement, channel strategy and revenue operations following its Series A financing.
Oct 21, 2026
CapitalOS Raises $21.9 Million for Embedded Finance Platform
CapitalOS raised a $21.9 million Series A led by LGVP for a layer that lets B2B platforms launch cards, wallets and bill pay in days.
Oct 21, 2026
CMG Launches DataLab MCP Server for Equity Capital Markets Data
Capital Markets Gateway launches a DataLab MCP server that lets selected clients query equity capital markets data through compatible AI tools.
Oct 21, 2026
Rulen raises €1.8 million for AI tax and accounting platform
Italian startup Rulen raised €1.8 million to develop its platform for automating tax and accounting work and expand its commercial team.
Oct 21, 2026
Pathwork Launches AI Commissions Engine for Insurance Brokerages
Pathwork launched Commissions Engine, an AI platform that processes carrier statements, reconciles payments and calculates producer compensation for life and annuity insurance brokerages.
Oct 21, 2026
UK FCA Clarifies AI Rules for Financial Firms
The UK Financial Conduct Authority says existing rules require financial firms to establish clear accountability, controls, human oversight and resilience plans for their use of AI.
Oct 21, 2026
Vertafore Launches Velocity Coach Agent for Insurance Agencies
Vertafore's Velocity Coach Agent answers insurance agency staff questions from product documentation and agency procedures inside AMS360 and Sagitta.
Oct 21, 2026
Starling Bank Deploys AI Agent for Financial Crime Investigations
Starling Bank has deployed an AI agent embedded in its core engine that it says completes a financial crime investigation in 17 seconds.
Oct 21, 2026
Sunrate Integrates Payments Into TourMind Travel Platform
Sunrate will integrate its payment capabilities, including Sunrate Cards, into TourMind's AI-powered travel transaction platform.
Oct 21, 2026
CFTC Sets October 28 Forum on AI in Derivatives Markets
The CFTC will hold its first Frontier Forum on superintelligence on October 28, covering AI's impact on derivatives markets and traders' AI agents.
Oct 21, 2026
Visa Pilots AI Agent Payments With BILL and Billtrust
Visa, BILL and Billtrust have launched a live pilot in which authenticated AI agents pay approved supplier invoices end to end through supplier portals.
Oct 21, 2026
Terminal X Reports 88.6% Reviewer Agreement for GPT-6.1 Sol
Terminal X says its Eval Agent running GPT-6.1 Sol agreed with a senior human reviewer on 88.6% of 500 scored investment judgments and cost 30% less per query than the next best model.
Oct 20, 2026
Mercury Adds AI Payroll to Business Accounts
Mercury Payroll lets founders pay employees and contractors from their existing accounts, with its Mercury Command AI agent handling payroll tasks through natural language instructions.
Oct 20, 2026
UK Regulator Wants Finance Firms to Report AI Near Misses
The UK Financial Conduct Authority says financial firms should report significant AI failures and near misses under existing incident reporting rules.
Oct 20, 2026
Gradient Raises $4 Million for AI Accounting Firm
Gradient raised $4 million to expand its accounting service for US startups, which uses AI for internal operations while clients work with human experts.
Oct 20, 2026
Mastercard Opens Agent Pay for Machines to Early Access
Agent Pay for Machines lets autonomous AI agents purchase digital services while operating within approved budgets and spending permissions.
Oct 20, 2026
LHV Bank Deploys AI Agent for UK Email Support
LHV Bank has deployed a Gradient Labs AI agent to answer routine customer emails in the UK, with complex or sensitive cases passed to support staff.
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Weekly newsletter about AI in finance. Covers AI-driven trading, fintech innovations, and data analytics transforming markets
