AI applications in financial services, including trading platforms, FinTech, risk management solutions, accounting systems, and wealth management technologies.
Health In Tech launched HitRix, an AI platform for large group self funded health insurance submissions. The company now expects about $33 million in 2026 revenue, down from its previous forecast of $45 million to $50 million.
Kin will allow consumers using Meta's Muse and other AI agents to request home insurance quotes through its website.
Millennial Shift Technologies is adding PebbleRisk's Signal risk assessments to the mShift Marketplace for insurance professionals.
Flatworld Mortgage has relaunched its brand around MSuite, a platform that automates mortgage onboarding, processing, underwriting, quality control, closing and servicing.
Sumner Insurance Services will use Integrity's technology for insurance quoting, enrollment, plan management and agent support. Financial terms were not disclosed.
Finys has updated its insurance software suite with AI assistants, embedded CRM and expanded configuration tools on a common platform.
HSBCnio gives corporate clients access to transaction banking services through web and mobile interfaces, APIs, and AI tools.
Repair Recommendations analyzes payment discrepancies and suggests fixes validated against payment network rules, with each action subject to human approval.
NCS Analytics will add Cannabiz Credit Association's verified cannabis payment data to its lending intelligence platform in fall 2026.
Cornerstone Advisors finds that 63% of bank and credit union marketing teams use generative AI for content creation, but only 9% use AI agents that can execute actions.
Webull expanded its Cloud MCP service to let eligible US users research markets, review portfolios, and prepare trades through compatible AI assistants.
IDEMIA Secure Transactions introduced a payment security system that lets domestic schemes, regional networks and private label issuers support purchases made by AI agents.
AZP Insurance Specialists awarded Platinum certification to Gateless Smart Underwrite under its AI Mortgage Technology Certification framework.
Trintech introduced three AI agents for financial data preparation, accrual management and exception resolution at Trintech Connect 2026.
Corgi Insurance appoints Stephen Segroves as head of pricing for its nationwide trucking program. The former Nirvana Insurance executive will oversee rating models across commercial and business lines.
Bloomberg launches Enterprise Model Context Protocol, which lets enterprise AI agents retrieve licensed financial data through a standard interface.
A synthetic HCLTech study found that 98% of wealth management leadership teams are pursuing AI, but slightly more than 7% are building agentic AI capabilities.
Fulcrum launched a workflow that processes insurance certificate requests and prepares certificates for account manager approval in under a minute.
RiskScout raised an undisclosed amount to expand its compliance and fraud prevention platform for banks and credit unions.
Bank of America is adding treasury analysis tools to AskGPS, its internal generative AI assistant for Global Payments Solutions employees.
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