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.
AI applications in financial services, including trading platforms, FinTech, risk management solutions, accounting systems, and wealth management technologies.
Adapt's autonomous agent contacts customers about overdue payments and records each interaction in an agency's management system.
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.
Alwin runs complete audit and finance procedures, links conclusions to source evidence, and records agent and human changes for review.
Integrity is partnering with Mint Health Insurance Agency, giving the Southern California company access to AI tools for insurance sales, enrollment and plan management.
Sela AI raised $21 million in seed and Series A funding for voice agents that assist mortgage lenders with borrower conversations and loan origination.
Creatio will invest $300 million in its Bank.AI platform from 2026 through 2028, supporting product updates, deployment capabilities, training and partner programs.
Nearmap has launched Portfolio Benchmarking, a tool that compares insurer portfolios with property data covering more than 100 million U.S. parcels.
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.
Promenaut's agent workflow platform is now in production at HSBC for selected business and software delivery tasks.
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.
A survey of 300 US financial advisors found that 56% view AI as an opportunity and 70% expect it to improve practice efficiency.
A survey of 517 US retirement plan participants found support for AI in portfolio tasks, provided users retain control and human guidance.
Adlib Software plans to combine Paperbox's insurance intake and task routing technology with its document data extraction and governance platform.
Valour has launched Smart Crypto Fund SP, a hedge fund that uses Neuronomics AI models to manage allocations across liquid digital assets.
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.
Cognetryx appointed former New York State financial regulator Julia Cherashore to advise on AI governance, market strategy, and customer relationships.
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.
Ant International is adding AI agents to its payment, account, foreign exchange, treasury and credit services, with the global rollout continuing through winter.
A PayrollOrg survey found that 46% of respondents were uncomfortable with AI in payroll, while 71% said human oversight would increase trust.
Corgi Insurance appoints Daniel Hausman as vice president of its trucking program, where he will help develop transportation insurance products.