Financial Services

AI applications in financial services, including trading platforms, FinTech, risk management solutions, accounting systems, and wealth management technologies.

Sep 23, 2026

AXA XL and S-RM Outline Five Priorities for AI Risk Management

A report from AXA XL and S-RM identifies five priorities for managing AI risks through governance, security, incident planning and insurance.

Sep 23, 2026

Trintech Sets 2026 Events on AI in Financial Close

Trintech will hold its Trintech Connect 2026 event series in Chicago, Oslo, London and Stockholm. Finance and accounting leaders will discuss deploying AI in financial close processes with governance and control.

Sep 23, 2026

Bevaya Says InsurGPT Beats General AI Models on Loss Runs

Bevaya says its insurance model reached 93.1% field accuracy across 346 loss runs, compared with 85.3% for the strongest general purpose model tested.

Sep 23, 2026

Paywhere Launches Banking Platform for AI Assistants

Paywhere launches a programmable banking platform that lets banks and credit unions provide services through ChatGPT, Claude, Copilot and other AI tools.

Sep 23, 2026

Avalara Unveils Aviator AI Agent Hub for Tax Compliance

Avalara Aviator coordinates specialized AI agents to complete tax compliance workflows, while leaving decisions that require judgment with users.

Sep 23, 2026

Deutsche Bank Deploys AI for Wealth Client Checks in Asia

Deutsche Bank has deployed an agentic AI tool for client wealth checks in Singapore and Hong Kong, with a 30% increase in emerging markets onboarding volumes expected in 2026.

Sep 22, 2026

Quantiphi Named Leader in NelsonHall Wealth Management Evaluation

NelsonHall named Quantiphi a Leader in the AI and Analytics Services category of its 2026 wealth and asset management evaluation.

Sep 22, 2026

Wingspan Launches MCP for Contractor Onboarding and Payments

Wingspan launches an MCP connection that lets finance and operations teams access onboarding, payment, and compliance records through Claude and ChatGPT.

Sep 22, 2026

Adapt launches Late Pay Agent for insurance agencies

Adapt's autonomous agent contacts customers about overdue payments and records each interaction in an agency's management system.

Sep 22, 2026

CLPS Completes AI Assisted Anti Money Laundering Project

CLPS completed an AI assisted anti money laundering review project for a Chinese commercial bank, with its fine tuned model exceeding 90% risk rating accuracy.

Sep 22, 2026

DataSnipper Launches Alwin for Audit and Finance Automation

Alwin runs complete audit and finance procedures, links conclusions to source evidence, and records agent and human changes for review.

Sep 22, 2026

Integrity Brings AI Insurance Tools to Mint Health

Integrity is partnering with Mint Health Insurance Agency, giving the Southern California company access to AI tools for insurance sales, enrollment and plan management.

Sep 22, 2026

Sela AI Raises $21 Million for Mortgage Voice Agents

Sela AI raised $21 million in seed and Series A funding for voice agents that assist mortgage lenders with borrower conversations and loan origination.

Sep 22, 2026

Creatio Plans $300 Million Investment in Bank.AI

Creatio will invest $300 million in its Bank.AI platform from 2026 through 2028, supporting product updates, deployment capabilities, training and partner programs.

Sep 22, 2026

Nearmap Launches AI Portfolio Benchmarking for Insurers

Nearmap has launched Portfolio Benchmarking, a tool that compares insurer portfolios with property data covering more than 100 million U.S. parcels.

Sep 22, 2026

Lunos AI Launches Free Cash Flow Forecasting Tool

Lunos AI has released a free cash flow forecasting tool that connects with QuickBooks, NetSuite and Xero. Users can update forecasts through natural language prompts and model events such as hiring, renewals and customer churn.

Sep 22, 2026

HSBC Deploys Promenaut Agent Workflow Platform

Promenaut's agent workflow platform is now in production at HSBC for selected business and software delivery tasks.

Sep 22, 2026

Baselayer Raises $35 Million and Launches Identity Suite for AI Agents

Baselayer raised a $35 million Series A led by M13 and launched a suite for verifying the identity, authority, and risk of autonomous AI agents.

Sep 22, 2026

Federated Hermes survey finds 56% of advisors view AI as an opportunity

A survey of 300 US financial advisors found that 56% view AI as an opportunity and 70% expect it to improve practice efficiency.

Sep 22, 2026

Invesco Survey Finds Retirement Savers Want Control Over AI

A survey of 517 US retirement plan participants found support for AI in portfolio tasks, provided users retain control and human guidance.

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Finance AI Weekly

Weekly newsletter about AI in finance. Covers AI-driven trading, fintech innovations, and data analytics transforming markets