AI applications in financial services, including trading platforms, FinTech, risk management solutions, accounting systems, and wealth management technologies.
Eventus has appointed Cameron Routh as its new CEO, succeeding founder Travis Schwab. Routh brings over 20 years of experience in financial technology leadership and plans to expand the company’s global presence and AI capabilities.
Appleton Partners has chosen Mili as its AI platform to automate private client workflows, integrating with Salesforce to streamline meeting preparation, documentation, and follow-ups.
Corgi has launched AI Insurance Coverage, a new product that protects businesses from financial and legal risks caused by AI system failures, biased outputs, or misuse of training data. The modular coverage integrates with existing Tech E&O policies and allows companies to tailor protection to their AI use.
Sedgwick has launched Omni, a digital ecosystem combining artificial intelligence, machine learning, and analytics to enhance claims and risk management processes.
AI Interfaces has launched KongXLM and OMNiEYE, a platform combining multi-model orchestration and financial prediction tools. The system allows users to compare outputs from 21 AI models and generate structured analytical predictions through a 630-agent swarm process.
Envestnet released its fifth annual financial planning fee study showing that average annual retainer fees have increased by 52 percent since 2023, with most advisors raising prices amid rising concerns about AI and changing client demographics.
Ebix Risk has introduced Ebix COI, an AI-powered certificate of insurance management platform that validates coverage against contract terms and automates deficiency resolution.
Santander will invest £50 million as part of £550 million funding rounds for Ebury, led by Centerbridge Partners, to accelerate global growth and strengthen AI capabilities in cross-border payments.
Rogo has secured $160 million in Series D funding led by Kleiner Perkins, with participation from Sequoia, Thrive Capital, and others. The company plans to expand globally and scale its AI agent platform, Felix, used by over 250 financial institutions.
Limit has introduced API-enabled access to Cowbell and Counterpart, allowing brokers to compare and bind management liability coverage across both markets within a single workflow.
iCapital announced it is working with Anthropic to integrate Claude models into its platform, aiming to improve client experience across alternative investments, structured products, and annuities.
QKS Group has named Bottomline the Most Valuable Pioneer in its 2026 AI Maturity Matrix for Commercial Payment Fraud, recognizing the company's integration of AI into payment workflows for adaptive fraud prevention.
Investing.com has acquired Stonki, an AI-powered investing assistant, to strengthen its agentic AI tools for market analysis and investor guidance across its InvestingPro suite.
Justt has been included in the 2026 Forbes Fintech 50 list, becoming the first chargeback and dispute management company to receive the recognition. The company’s AI platform automates dispute workflows and helps merchants recover revenue more efficiently.
Daloopa has integrated its financial data platform with Perplexity, allowing users to access licensed, structured data directly within Perplexity’s AI tools for faster and more reliable investment research.
InterProse has appointed Ron Totaro and Ray Peloso to its Board of Directors as the company scales its ACE debt recovery platform following a strategic investment from Wingman Growth Partners.
PayPal has announced a major reorganization that divides its operations into three main business units: Checkout Solutions and PayPal, Consumer Financial Services and Venmo, and Payment Services and Crypto. The company also introduced several leadership changes, including new executive appointments and departures.
Suade has announced a regulatory reporting platform built for agentic AI, designed to integrate AI directly into financial institutions' data and reporting workflows while maintaining full governance and transparency.
Fora Financial’s 2026 Business Insights Trends Report shows that most businesses are feeling the impact of tariffs and cash flow pressures, yet remain optimistic about revenue growth. The survey also highlights a growing divide between companies that use AI and those that do not.
Celtic Bank has selected Casca's AI platform to manage its SBA 7(a) lending program, aiming to speed up loan origination and scale its portfolio. The partnership allows the bank to move from contract to configuration in weeks, reducing manual work and improving borrower experience.
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