Docupace's $50B AI Roadmap, Ant Group's 60% Profit Drop, and Citi's Digital Asset Forecast - Finance AI Weekly #31
September 08, 2025 -
Finance AI Weekly
Hi there,
Welcome to this week's edition of Finance AI Weekly.
In the world of wealth management, Docupace has launched a new AI roadmap designed to enhance efficiency and compliance, potentially saving the industry a significant $50 billion annually. Meanwhile, Ant Group has reported a 60% drop in net profit for the quarter ending March 31, 2025, largely due to increased investments in AI and the costs of international expansion.
On the digital frontier, InFocus Group Holdings Limited has teamed up with Mythos Group to launch InFocus Digital Ventures, focusing on blockchain, digital assets, and AI. Additionally, Citi has released a whitepaper predicting a transformation in the global post-trade industry through digital assets and AI by 2030. In the realm of mortgage-backed securities, RiskSpan has introduced Agentic AI, a tool aimed at providing instant insights without coding, enhancing decision-making for professionals.
Welcome to this week's edition of Finance AI Weekly.
In the world of wealth management, Docupace has launched a new AI roadmap designed to enhance efficiency and compliance, potentially saving the industry a significant $50 billion annually. Meanwhile, Ant Group has reported a 60% drop in net profit for the quarter ending March 31, 2025, largely due to increased investments in AI and the costs of international expansion.
On the digital frontier, InFocus Group Holdings Limited has teamed up with Mythos Group to launch InFocus Digital Ventures, focusing on blockchain, digital assets, and AI. Additionally, Citi has released a whitepaper predicting a transformation in the global post-trade industry through digital assets and AI by 2030. In the realm of mortgage-backed securities, RiskSpan has introduced Agentic AI, a tool aimed at providing instant insights without coding, enhancing decision-making for professionals.
Docupace Unveils AI Roadmap for Wealth Management
The back-office software provider Docupace has launched a roadmap for an AI platform aimed at enhancing efficiency and compliance in wealth management firms, with potential industry savings of $50 billion annually. Read more
Ant Group's Profit Drops 60% Due to AI and Expansion Costs
Ant Group experienced a 60% decline in net profit for the March quarter, primarily due to increased investments in artificial intelligence and costs associated with international expansion. Read more
InFocus Group Launches Digital Ventures with Mythos Group
On September 1, 2025, InFocus Group Holdings Limited announced the creation of InFocus Digital Ventures, focusing on blockchain, AI, and digital assets, backed by Mythos Group with a AUD 10 million facility. Read more
Citi Whitepaper Predicts Transformation in Post-Trade Industry
Citi's whitepaper discusses the expected transformation of the global post-trade industry through digital assets, accelerated settlements, and AI adoption, with significant changes anticipated by 2030. Read more
RiskSpan Launches Agentic AI for MBS Data
On September 2, 2025, RiskSpan introduced Agentic AI, a tool aimed at providing instant insights into Agency MBS data, enhancing decision-making for professionals without requiring coding skills. Read more
Zopa Acquires AI Payments Firm Rvvup
Zopa has acquired the AI payments platform Rvvup to enhance its retail finance services. The acquisition will utilize Rvvup's AI Payment Agent to automate payment processes and integrate with third-party software. Read more
Lazard Appoints Dmitry Shevelenko to Board
Lazard has appointed Dmitry Shevelenko from Perplexity AI to its Board of Directors, aiming to enhance its financial services with AI-driven insights. Read more
Procurify Appoints New Chief Product & Technology Officer
Procurify has appointed Jonathan Su as Chief Product & Technology Officer to lead AI innovation in spend management. Su's background includes roles at U.S. Bank and Bento for Business. Read more
OP Investment Management and Qraft Capital Launch AI-Driven Fund
OP Investment Management and Qraft Capital have launched the Qraft Soliton Master Fund, utilizing AI-driven strategies for equity derivatives markets globally. Read more
PayPal and Venmo Partner with Perplexity for AI Browser Access
PayPal and Venmo are offering U.S. users early access to Perplexity's AI browser, Comet, with a complimentary year of Perplexity Pro subscription, valued at $200, to boost user engagement. Read more
FinQore Launches Anthropic Claude Integration for CFOs
On September 3, 2025, FinQore announced a new integration with Anthropic's Claude, designed to improve decision-making for CFOs by providing secure, real-time financial data. Read more
TXSE Group Inc Launches AI Market Intelligence Platform
On September 3, 2025, TXSE Group Inc announced the launch of Oculon Intelligence, an AI-driven platform for market intelligence, focusing on regulatory and risk management in equities and options. Read more
eShandi Uses AI for Financial Access in Africa
Zambian fintech start-up eShandi is using an AI-driven platform to improve financial access in Africa by offering loans to those often excluded from traditional banking. Read more
Pave Finance Secures $14M for AI Wealth Platform
Pave Finance has raised $14 million in a Seed funding round to develop its AI-driven wealth management platform. The funding was supported by former executives from major financial firms. Read more
Kapital Achieves Unicorn Status with $1.3B Valuation
Kapital, a Mexico-based bank, has reached a $1.3 billion valuation after a successful Series C funding round. This milestone makes it Latin America's first AI unicorn, focusing on AI-powered financial services for SMBs. Read more
Vidrio Financial and Investcorp-Tages Expand Partnership
On September 3, 2025, Vidrio Financial announced an expanded partnership with Investcorp-Tages to enhance private market investment monitoring, focusing on AI and automation. Read more
Revolut Expands Partnership with Google Cloud
Revolut has expanded its partnership with Google Cloud to enhance its global growth and AI capabilities. The collaboration aims to improve fraud detection, operational efficiency, and personalized financial services. Read more
Liberis Launches AI-Powered Platform for Small Business Funding
Liberis has introduced an AI-driven platform to simplify funding for small businesses in the U.S., offering personalized financial recommendations and access to up to $2 million in funding. Read more
Ant International Unveils AI Payment Solution
Ant International's payment provider, Antom, has launched a new payment solution for AI transactions, partnering with Visa and Mastercard to enhance payment flexibility and reliability. Read more
Lit Protocol Introduces Vincent Early Access for AI in DeFi
On September 4, 2025, Lit Protocol announced the launch of Vincent Early Access, offering developers tools to create AI agents for decentralized finance (DeFi) with enhanced security and user control. Read more
Rose Financial Solutions Partners to Enhance AI Financial Infrastructure
Rose Financial Solutions has formed strategic partnerships with several firms to offer AI-enabled financial infrastructure for fractional CFOs and CPA firms, aiming to streamline operations and improve advisory services. Read more
Stripe Launches Blockchain Company Tempo with Partners
Stripe has announced the launch of a new blockchain company, Tempo, focused on high-volume stablecoin processing. The initiative involves partnerships with Anthropic, OpenAI, and others. Read more
Dispatch Secures $18 Million for AI in Wealth Management
WealthTech company Dispatch has raised $18 million in Series A funding to enhance AI-driven data orchestration and workflows in the wealth management industry. Read more
Edgen and Sahara AI Partner for Decentralized Market Intelligence
On September 6, 2025, Edgen and Sahara AI announced a collaboration to improve AI-generated market insights through decentralized validation, aiming to enhance data integrity for investors. Read more
Concirrus Launches AI Platform for Faster Property Underwriting
On September 5, 2025, Concirrus introduced an AI-native platform, Concirrus Property, aimed at reducing the time for processing property insurance quotes from days to minutes, enhancing underwriting efficiency. Read more
Elysian Secures $6M to Boost AI Insurance Services
Elysian, an AI-native insurance administrator, has raised $6 million in a seed round led by Portage to enhance its claims services and technology platform. Read more
Rogo Partners with LSEG to Enhance Financial Data Access
Rogo has partnered with the London Stock Exchange Group to integrate financial data into its AI platform. This collaboration aims to provide real-time data and analytics for investment banking and private equity professionals. Read more
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