AI applications in financial services, including trading platforms, FinTech, risk management solutions, accounting systems, and wealth management technologies.
Peak3 introduced Graphene v4, an insurance core platform with tools for building and governing AI agents, alongside the Graphene Harness software delivery system.
Ritholtz Wealth Management selected Hadrius to monitor and archive employee activity in Claude Enterprise as the investment adviser deploys the chatbot across its workforce.
Anthropic released connectors and workflow skills that bring custodian, portfolio, CRM and planning data from firms including Schwab, BlackRock and Vanguard into Claude for financial advisors.
Duty Discovery reviews historical import entries for errors that may have caused importers to overpay U.S. customs duties.
A new Wealthbox connector lets financial advisors access client history, notes, tasks, and other CRM data through Claude.
Worldline has launched a payment handler that lets merchants accept purchases initiated by AI through the Universal Commerce Protocol.
Reins has launched Valuation, an AI product that estimates the value of trade businesses using financial and operating data.
Sokin has launched an MCP connector that lets finance teams access payment data and prepare transactions through AI assistants while retaining human approval before execution.
The Brussels startup will expand its unified API across Europe and develop automated integrations for AI financial tools.
DCM Services and AKUVO are partnering to help financial institutions identify and manage decedent and probate accounts through AKUVO's collections platform.
OpenAI has introduced a version of ChatGPT Work that combines GPT-6 Astra with financial data for research, modeling, and client materials. Morgan Stanley and Evercore helped design the product.
Grantd will add Collective Liquidity's private market analytics and exchange fund to its platform for financial advisors and private company employees.
A Macabacus survey found that 62% of respondents believe an AI caused error reached a client or internal decision maker during the past 12 months.
T. Rowe Price is expanding its use of Claude for investment research, information analysis, and internal tool development.
Omega Point has launched Kelly, an AI agent that creates investment analysis and dashboards for research, portfolio construction, risk management and manager evaluation.
Ant International, Visa and Mastercard are developing a shared framework for identifying, certifying and monitoring AI agents that make purchases for users.
A DROS.ai field report identifies workforce concerns and outdated views of voice AI as barriers to adoption in the collections industry.
Blockaid has expanded its Onchain Monitoring service with asset discovery, dependency mapping, incident alerts, and automated response tools.
Maywood is integrating PitchBook private market data into its Maverick AI agent to help finance professionals track companies, identify signals, and support deal decisions.
FINTRX launched Fin, an AI agent that monitors private wealth data and delivers alerts, prospect lists, reports, and meeting preparation through workplace apps.
Weekly newsletter about AI in finance. Covers AI-driven trading, fintech innovations, and data analytics transforming markets
