AI applications in financial services, including trading platforms, FinTech, risk management solutions, accounting systems, and wealth management technologies.
Anthropic has introduced ten agent templates for financial services tasks and new Microsoft 365 add-ins for Claude, expanding the AI assistant's capabilities across Excel, PowerPoint, Word, and Outlook.
Anthropic has launched ten new AI agents for financial services, designed to automate tasks such as building pitchbooks, screening KYC files, and closing the books at month end. The agents integrate with Microsoft 365 applications and connect to financial data providers including Dun & Bradstreet and Moody's.
ATTOM introduced a new AI powered automated valuation model built on 30 years of property data, achieving a 2.9 percent median error across 98 million US properties.
Spring Labs has raised $5 million in funding led by BankTech Ventures and Haymaker Ventures to expand its AI compliance and operations platform for financial institutions. The funding will support the development of a broader compliance workflow and agent orchestration system.
MoonPay has acquired DFlow, a major trading infrastructure platform on Solana that has processed over $50 billion in volume since 2025, strengthening its onchain execution and agent trading capabilities.
PwC announced an expanded collaboration with OpenAI to build the first AI native finance function at enterprise scale, integrating agentic AI with human oversight to transform financial operations.
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.
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