Financial Services

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

Sep 22, 2026

Adapt launches Late Pay Agent for insurance agencies

Adapt's autonomous agent contacts customers about overdue payments and records each interaction in an agency's management system.

Sep 22, 2026

CLPS Completes AI Assisted Anti Money Laundering Project

CLPS completed an AI assisted anti money laundering review project for a Chinese commercial bank, with its fine tuned model exceeding 90% risk rating accuracy.

Sep 22, 2026

DataSnipper Launches Alwin for Audit and Finance Automation

Alwin runs complete audit and finance procedures, links conclusions to source evidence, and records agent and human changes for review.

Sep 22, 2026

Integrity Brings AI Insurance Tools to Mint Health

Integrity is partnering with Mint Health Insurance Agency, giving the Southern California company access to AI tools for insurance sales, enrollment and plan management.

Sep 22, 2026

Sela AI Raises $21 Million for Mortgage Voice Agents

Sela AI raised $21 million in seed and Series A funding for voice agents that assist mortgage lenders with borrower conversations and loan origination.

Sep 22, 2026

Creatio Plans $300 Million Investment in Bank.AI

Creatio will invest $300 million in its Bank.AI platform from 2026 through 2028, supporting product updates, deployment capabilities, training and partner programs.

Sep 22, 2026

Nearmap Launches AI Portfolio Benchmarking for Insurers

Nearmap has launched Portfolio Benchmarking, a tool that compares insurer portfolios with property data covering more than 100 million U.S. parcels.

Sep 22, 2026

Lunos AI Launches Free Cash Flow Forecasting Tool

Lunos AI has released a free cash flow forecasting tool that connects with QuickBooks, NetSuite and Xero. Users can update forecasts through natural language prompts and model events such as hiring, renewals and customer churn.

Sep 22, 2026

HSBC Deploys Promenaut Agent Workflow Platform

Promenaut's agent workflow platform is now in production at HSBC for selected business and software delivery tasks.

Sep 22, 2026

Baselayer Raises $35 Million and Launches Identity Suite for AI Agents

Baselayer raised a $35 million Series A led by M13 and launched a suite for verifying the identity, authority, and risk of autonomous AI agents.

Sep 22, 2026

Federated Hermes survey finds 56% of advisors view AI as an opportunity

A survey of 300 US financial advisors found that 56% view AI as an opportunity and 70% expect it to improve practice efficiency.

Sep 22, 2026

Invesco Survey Finds Retirement Savers Want Control Over AI

A survey of 517 US retirement plan participants found support for AI in portfolio tasks, provided users retain control and human guidance.

Sep 22, 2026

Adlib Software Agrees to Acquire Paperbox

Adlib Software plans to combine Paperbox's insurance intake and task routing technology with its document data extraction and governance platform.

Sep 22, 2026

Valour Launches AI Managed Digital Asset Hedge Fund

Valour has launched Smart Crypto Fund SP, a hedge fund that uses Neuronomics AI models to manage allocations across liquid digital assets.

Sep 20, 2026

AFP survey finds AI among top treasury priorities

An AFP survey finds that 30% of treasury practitioners rank AI and automation among their top five priorities, while AI policies receive the lowest effectiveness score.

Sep 20, 2026

Cognetryx Names Julia Cherashore to Advisory Board

Cognetryx appointed former New York State financial regulator Julia Cherashore to advise on AI governance, market strategy, and customer relationships.

Sep 19, 2026

State Bank Regulators Propose AI Risk Framework

The Conference of State Bank Supervisors released optional guidance for examining artificial intelligence use at state supervised banks, including eight assessment questions and three risk tiers.

Sep 19, 2026

Ant International Adds AI Agents Across Financial Services

Ant International is adding AI agents to its payment, account, foreign exchange, treasury and credit services, with the global rollout continuing through winter.

Sep 19, 2026

PayrollOrg Survey Finds 46% Uncomfortable With AI in Payroll

A PayrollOrg survey found that 46% of respondents were uncomfortable with AI in payroll, while 71% said human oversight would increase trust.

Sep 19, 2026

Corgi Insurance names Daniel Hausman VP of trucking program

Corgi Insurance appoints Daniel Hausman as vice president of its trucking program, where he will help develop transportation insurance products.

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Finance AI Weekly

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