AI applications in financial services, including trading platforms, FinTech, risk management solutions, accounting systems, and wealth management technologies.
eLEND has partnered with Ready4Remodel to give broker partners and borrowers access to AI tools for renovation design, cost estimates, and financing insights before loan applications.
Mavrix Insurance Services has launched Millie, a proprietary AI platform that supports agents, insureds, and service teams across brokerage workflows.
Stella Health has partnered with Integrity to expand its agent offerings into life, annuities, and supplemental health products using IntegrityCONNECT and other resources from Integrity.
Rocket Money launched Rowan, an AI assistant built with Anthropic that monitors finances through text messages and can handle tasks such as bill negotiation, subscription cancellation, and automated savings transfers.
Daloopa announced a new MCP connector built on Google Cloud's Gemini Enterprise for Financial Services. It brings structured financial data into Gemini Enterprise workflows for investment research and analysis.
Current has selected Aiwyn as a strategic technology partner after reviewing more than 200 vendors. The accounting organization plans to use Aiwyn for client portal, practice management, engagement, billing, collections, and workflow functions across its partner firms.
Abound will build its next product suite on Monad, including a wallet planned for Q3 2026 and AI agent payment workflows using x402.
Caplight Technologies will supply independent pricing for Citi's Digital Depositary Receipt product, starting with a tokenized receipt representing shares in Kaleido, Inc.
Neno raised €6.6 million in seed funding to build AI native financial services for small and medium businesses in Europe.
Standard Metrics raised $20 million in Series B funding led by 8VC. The company will use the funding to expand AI features for portfolio management in venture capital and private equity.
NEXA Lending has acquired UMortgage, adding more than $2 billion in annual mortgage volume and bringing founder Anthony Casa into NEXA as an Executive Partner. UMortgage will keep its brand while gaining access to NEXA's lender network, infrastructure, and agentic AI platform.
The AmeriFlex Group has launched Scout, an AI enabled program that identifies financial advisors who may need succession planning support.
DBS has deployed an agentic AI system to help about 1,500 employees prepare corporate credit memos and related credit assessment work.
Ping An Insurance reported higher interim 2026 profit and said its average daily AI token consumption exceeded 120 billion in June.
Monk says more than $2 billion in receivables now run on its accounts receivable platform. The company also added its app to the Stripe App Marketplace.
Ant International launched Falcon Time Series Transformer Model 2.0 and partnered with major banks including Citi, HSBC, Deutsche Bank, Standard Chartered, and Barclays.
Prevail Bank selected Jack Henry for core processing, digital banking, payments, workflow automation, and fraud detection tools, including AI assisted drafting for Suspicious Activity Report narratives.
NCS Analytics and CRB Monitor have formed a partnership to combine cannabis licensing data with operational analytics for financial institutions.
Dyna.Ai Japan, DOLBIX Consulting, and Nikkoku Soft will run an AI insurance sales support proof of concept at Toyota Corolla Kagawa dealerships starting in August 2026.
MIC Global and inDrive have expanded their insurance partnership to 18 countries. The trip based policy covers drivers and passengers for risks during rides booked through the inDrive app, including medical expenses after an accident.
Weekly newsletter about AI in finance. Covers AI-driven trading, fintech innovations, and data analytics transforming markets
