Anthropic launches Claude for advisors, Ant International goes AI native, and more

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Welcome to this week's edition of Finance AI Weekly.

Anthropic introduces Claude for Financial Advisors, connecting AI workflows with client, portfolio and planning data, while Wealthbox adds access to CRM data through Claude. Worldline also launches payment support for Google's Universal Commerce Protocol, allowing merchants to process AI initiated purchases through its Global Collect platform.

Banks, treasury teams and insurers are expanding practical AI use. A Bank Director survey finds 72% of banks use generative AI, while Deutsche Kreditbank deploys an email assistant that keeps employees responsible for decisions. This edition also covers AI tools for customs recovery, financial crime compliance, wealth management, insurance operations, property claims and road safety.

BlueLedger AI launches public market records platform

BlueLedger AI launches a platform for reconciling public market records and preserving evidence for ownership, payment and trading investigations. The Canadian company begins with paid issuer pilots and plans to later expand access to retail users. Read more

Wealthbox connects CRM data to Anthropic's Claude for Financial Advisors

Wealthbox becomes a launch partner for Anthropic's Claude for Financial Advisors, enabling eligible users to access CRM data through a connector and prebuilt skills. The integration supports meeting preparation, client communications, follow up tasks and activity summaries through the Claude Directory and Claude Code via MCP. Read more

FRS and ProfitTrust launch Duty Discovery for customs duty recovery

Financial Recovery Strategies and ProfitTrust launch Duty Discovery, an AI powered platform that reviews US import records for potential customs duty overpayments. The service supports eligible recovery claims for entries made up to 300 days earlier, without upfront costs for importers. Read more

PayrollOrg Survey Finds Human Oversight Builds Trust in AI Payroll

A PayrollOrg survey of about 11,171 US respondents finds 46% are uncomfortable with AI in payroll, compared with 25% who are comfortable. Human oversight was the leading factor for increasing trust, selected by 71% of respondents. Read more

Cognetryx appoints Julia Cherashore to advisory board

Cognetryx appoints former New York State Department of Financial Services Deputy Superintendent Julia Cherashore to its advisory board. She will advise the private AI company on governance, market strategy, customer relationships and controls for regulated institutions. Read more

Worldline launches payment handler for Google's UCP

Worldline launches a payment handler through its Global Collect platform for Google's Universal Commerce Protocol. The service supports AI initiated purchases and lets merchants configure cards, mobile wallets and European payment methods for connected platforms. Read more

Anthropic launches Claude for Financial Advisors

Anthropic launches Claude for Financial Advisors, with connectors for CRM, custody, portfolio, planning and estate data. Integrations with Charles Schwab Advisor Services and Wealthbox support research and client workflows, while advisors retain approval over regulated actions and CRM updates. Read more

Peak3 launches Graphene v4 AI native insurance core platform

Peak3 launches Graphene v4, an AI native insurance core platform for life, health, and property and casualty insurers. The release includes Graphene Harness, a system for building, testing, migrating, and maintaining insurance software, which the company says has reduced development and implementation costs by 50% in deployments. Read more

Bank Director survey finds 72% of banks use generative AI

Bank Director’s 2026 Technology Survey finds that 72% of banks use generative AI, while 30% use agentic AI. The survey, sponsored by Jack Henry & Associates, also identifies system integration, fintech competition and AI use policies as key priorities. Read more

AFP survey finds AI priorities rise among treasury professionals

A Association for Financial Professionals survey of 425 treasury professionals finds that AI and automation are becoming a leading priority, while many respondents report gaps in AI knowledge and risk management. Cash and liquidity forecasting remains the sector's top priority and challenge. Read more

Deutsche Kreditbank introduces Pega AI email assistant with Senacor

Deutsche Kreditbank, working with Senacor, introduces a Pega Customer Service AI assistant in several service centers. The tool analyzes customer emails and suggests responses and follow up actions, while employees retain decision making authority. Read more

Footprint raises $25 million for AI financial crime risk platform

Footprint raises $25 million in Series B funding led by QED Investors to expand its teams and develop AI tools for financial crime risk and compliance. The company serves banks and fintechs with customer checks, transaction monitoring, investigations and audit records. Read more

Verapath and GenTrust launch VIRA AI wealth platform

Verapath and GenTrust launch VIRA, an AI based wealth management platform for registered investment advisors and wealth management firms. It combines client relationship management, financial planning, portfolio management, tax, reporting and data warehouse functions in one system. Read more

Finch Claims launches property claims intelligence platform

Finch Claims launches a platform for public adjusters that analyzes claim records, emails and attachments to identify missing information, costs and inconsistencies. The company says it has analyzed 315,000 documents across more than 15,000 property claims and raised $4.5 million. Read more

Findity launches AI platform for business expenses

Swedish company Findity introduces Findity AI, a platform that processes receipts, matches them to card transactions and checks expenses against company policies. The platform will be available through Findity's partner network in autumn 2026. Read more

DarioHealth wins New Jersey health plan contract

DarioHealth secured a contract with a major New Jersey health plan through Amwell, potentially extending its cardiometabolic services to self funded employer groups covering 1.5 million lives. The program is expected to launch and begin generating revenue in the first quarter of 2027. Read more

Alchemy integrates Mastercard Agent Pay for AI agent purchases

Alchemy integrates Mastercard Agent Pay with AgentCard, enabling AI agents to make online purchases with tokenized, single use payment credentials. The service includes spending and merchant controls, location rules, and support for Mastercard's Verifiable Intent framework. Read more

Qount launches MCP Connector for accounting data in AI tools

Qount launches an MCP Connector that lets accounting firms access practice management data through AI assistants including ChatGPT and Claude. The tool is available in Qount's Intelligence tier and covers client activity, workflows, billing, staff performance and documents. Read more

Ramp launches corporate finance platform in the UK

Ramp makes its corporate finance platform available to UK businesses, covering cards, expenses, bill payments, procurement, travel and treasury. The launch follows its acquisition of Billhop and includes AI spending tracking by model and team. Read more

Ritholtz Wealth Management selects Hadrius for Claude oversight

Ritholtz Wealth Management selects Hadrius to monitor firmwide use of Anthropic's Claude Enterprise, manage data access and archive interactions. The arrangement supports the firm's regulatory recordkeeping obligations with the SEC and FINRA. Read more

Corgi Insurance appoints Daniel Hausman as Trucking Program VP

Corgi Insurance appoints Daniel Hausman vice president of its Trucking Program. He brings experience in commercial trucking insurance, underwriting, program development, distribution and risk management. Read more

Wings Credit Union selects 360factors AI tools for compliance reviews

Wings Credit Union selects 360factors tools, including Predict360 and the Ask Kaia Marketing Ad Review Agent, for compliance monitoring and marketing reviews. The software will help identify regulatory issues in marketing materials and connect reviews across the credit union's business lines. Read more

Chubb names Sean Ringsted chief scientist for global AI strategy

Chubb appoints Sean Ringsted as chief scientist and executive vice president, effective immediately. He will lead the insurer's global artificial intelligence, data and analytics strategy in the newly created role. Read more

CCI Insurance renames CompCorrect as RiskCorrect

CCI Insurance, a Higginbotham partner in Florida, renames its AI powered workers' compensation platform CompCorrect as RiskCorrect. The platform is now available as a standalone commercial risk management tool that analyzes claims and incident data, supports corrective actions, and generates underwriting reports. Read more

Ping An says AI road safety program cut claims by up to 50.4%

Ping An Property & Casualty Insurance says its Traffic Lights program uses AI, traffic, weather and road data to identify safety risks across China. The insurer reports claims at monitored intersections fell by up to 50.4% during major 2026 holiday periods. Read more

Ant International launches AI financial services across four platforms

Ant International introduces AI agent services for payments, accounts, foreign exchange, treasury and business growth across Alipay+, Antom, WorldFirst and Bettr. The global rollout of its automated tools and Account for Agent product begins in fall and winter 2026. Read more

State Bank Supervisors Release AI Review Framework

The Conference of State Bank Supervisors releases a voluntary framework to help state examiners assess AI use by banks, nonbanks and vendors. The guidance covers generative and agentic AI, with eight review questions and a three tier risk system, without creating new legal requirements. Read more

Byzfunder launches TraceDataIQ for small business underwriting

Byzfunder launches TraceDataIQ, an AI platform for small business underwriting, risk assessment, fraud detection and portfolio management. The platform analyzes financial, operational, legal and public data, drawing on financing performance data from more than $2 billion provided to over 35,000 businesses. Read more

Quartz Raises £2.7 Million for AI Wealth Management App

Quartz, a London fintech startup, raises £2.7 million in seed funding led by Daphni to launch its wealth management app. The app brings together pensions, ISAs, savings and investments, with an AI agent called Charlie providing market tracking and portfolio updates. Read more

T. Rowe Price study finds DC advisors increase AI use

A T. Rowe Price study of 36 consulting and advisory firms finds defined contribution advisors are moving from evaluating AI to using it for operational efficiency, client preparation and outreach. The survey also identified growing interest in private assets, personalized advice and retirement income tools. Read more

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Anthropic launches Claude for advisors, Ant International goes AI native, and more - Finance AI Weekly #85

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