Financial Services & Fintech

FlashLabs Debuted SuperAgent, an AI Agent Designed to Manage Revenue Operations Around the Clock

FlashLabs announced the launch of FlashLabs SuperAgent, a hosted, enterprise-secure 24/7 AI Revenue Worker designed to execute revenue operations continuously across sales, marketing, and business operations. SuperAgent moves beyond conversational AI. It executes real work—autonomously, securely, and at scale. AI That Actually Executes FlashLabs SuperAgent is built to

Symmetry Systems Expanded Data Security Capabilities With AI-Powered Classification Enhancements

Symmetry Systems, the Data+AI security company, unveiled its AI-Powered Classification taxonomy that fundamentally transforms how organizations classify and secure sensitive data, as well as new capabilities for large enterprises to "Bring Your Own AI". A Unified Taxonomy for Modern Data+AI Security The comprehensive taxonomy and Symmetry DataGuard itself supports classification and c

RSM Advanced Digital Tax Infrastructure Through Expanded Licensing of PartnerSight®

RSM US LLP ("RSM") – the leading provider of assurance, tax and consulting services for the middle market – announced expanded direct licensing of its PartnerSight® platform, giving financial institutions, private equity and family offices access to a cloud-native tax allocation platform developed, refined through years of complex client work. The platform reflects nea

Standard Metrics Introduced Portfolio-Level AI Analyst to Enhance Private Market Oversight

Standard Metrics announced the launch of its AI Analyst, an agent that can access and analyze data across the Standard Metrics application to streamline portfolio analysis for venture capital and private equity firms. The AI Analyst enables investors to use natural language questions when conducting analysis across their entire portfolio and receive clear, actionable answers in seconds. Ear

Verito Partnered With Filed to Launch AI-Powered Tax Automation on Best-in-Class Cloud Infrastructure

Verito, the top-rated cloud hosting and managed IT provider for accounting firms, announced a strategic partnership with Filed, the AI-powered tax automation platform selected for the 2025 AICPA/CPA.com Startup Accelerator. The partnership combines Filed's AI automation, which cuts tax prep time by 40–80%, with Verito's #1-ranked hosting infrastructure, creating what the companies call

Winston Pierce Invest Introduced Adaptive AI to Power Cross-Market and Crypto Arbitrage Strategies

Winston Pierce Invest has announced the launch of a new suite of trading strategies that incorporate artificial intelligence (AI) to enhance decision-making across a range of asset classes. Designed for institutional and experienced investors, these strategies integrate deep learning models with high-frequency trading algorithms to process live market data, identify subtle patterns, and execu

NEXA Lending Rolled Out AI-Driven Chat and Social Engagement to Transform Loan Production

NEXA Lending, the nation's fastest-growing mortgage brokerage, announced the rollout of Chat and Social AI, the next major evolution of its Agenetic AI platform, a fully integrated, large-language-model system built exclusively for mortgage professionals. Unlike traditional chatbots, static CRMs, or bolt-on tech tools, NEXA's agenetic AI is designed to learn, adapt, and evolve in r

XTEL Expanded Its AI Portfolio With Microsoft-Powered Trade Promotion and Revenue Management Solutions

XTEL, a global leader in AI-first revenue management enterprise solutions, announced enhanced Assortment AI functionality within its Trade Promotion Optimization (TPO) solution, one of the industry's most comprehensive set of actionable revenue, margin, and growth analytics. XTEL's specialized consumer packaged goods (CPG) intelligence, combined with Microsoft's enterprise cloud, data, and AI plat

Aidentified Launched Starter Plan to Broaden Adoption of AI-Based Relationship Intelligence

Aidentified, Inc., the leading Wealth Networking Intelligence™ platform, announced the launch of its new Starter Plan, expanding access to AI-powered relationship intelligence with greater flexibility and cost control for financial professionals. The Starter Plan replaces Aidentified's former Professional option and is available immediately. It delivers the same core capabilities as the Pre

Channel99 Launched AI-Powered Paid Search Optimization to Improve B2B Campaign Performance

Channel99, the AI-powered B2B marketing performance platform, announced the launch of Paid Search Optimization, a new capability designed to help B2B marketers dramatically improve the financial efficiency and accountability of their paid search investments. Paid Search is often the single largest line item in the B2B marketing budget (~40% of budget), yet optimization is still driven by surface-

Oversight Reduced Reconciliation Burden Through AI-Powered Automation

Oversight, the global leader in AI-powered spend monitoring and financial audit technology, announced the launch of its groundbreaking Vendor Statement Reconciliation solution as its latest extension to enable Financial Risk Intelligence (FRI). Delivered through Oversight's next-generation AI platform, which continuously monitors 100% of enterprise spend transactions across payables, expenses, and

Feedzai Partnered With Matrix USA to Deliver AI-Native Financial Crime Prevention Solutions Worldwide

Feedzai, the leading AI-native RiskOps platform for financial crime prevention, and Matrix USA, a leader in advisory and technology services for the financial industry, announced a global partnership that will bring modern technology and services to banks and financial institutions to fight fraud and money laundering at speed and scale. AI is no longer a future threat. It's a tool

Aerial View LLC Introduced AI-Driven Trade Surveillance to Modernize Market Monitoring

Aerial View LLC, a compliance technology company with a truly new take on trade surveillance, announced its official launch. CEO and Founder Ted Morgan said, "We have made this substantial investment into the best R&D team, the most innovative product, and top-tier infrastructure because the industry needed something new. No existing surveillance platform fully leverages the dramatic technolog

Schneider Downs Digital Introduced LumenFI to Bring AI-Driven Intelligence to Finance Operations

Schneider Downs Digital (SD Digital) introduced LumenFI, an AI-driven finance companion designed to provide real-time, secure financial insights for organizations. The platform aims to make financial data clearer, more actionable and governed for finance teams. Powered by generative AI and advanced machine learning, LumenFI delivers accurate data and continuously improves by observing and le

Newrez and HomeVision Partner to Build Industry-First AI-Powered End-to-End Mortgage Underwriting Platform

Newrez & HomeVision will create an end-to-end, next-generation underwriting platform that covers all underwriting components, including collateral, income, assets, and credit. · AI-powered solution will lower origination costs, enhance accuracy, and deliver a faster, more seamless underwriting experience for homebuyers. Newrez LLC (“Newrez

RSM US Debuted Ask Luca, Strengthening AI-Driven Audit Capabilities

RSM US LLP ("RSM") – the leading provider of assurance, tax and consulting services for the middle market – announced the launch of Ask Luca, a generative AI tool within RSM Luca, the firm's digital audit ecosystem. Ask Luca provides real-time guidance sourced directly from RSM's assurance manuals, practice aids and technical accounting guides, enabling the firm's 4,000+ assurance pro

Gold Estate Realty Inc. Introduced AI-Powered Brokerage Model to Serve Ontario Market

Gold Estate Realty Inc., led by Broker of Record and Founder Shami Bawa, is revolutionizing real estate across Ontario with the launch of its AI-powered brokerage, featuring its proprietary platform, Vynra.“Your competition isn’t AI. It’s the agent who learned to work with it,” says Bawa. The brokerage empowers agents to harness AI for smarter lead generation, mar

100 Black Men of America Partnered With the National HOPE AI Initiative to Promote Inclusive Literacy

100 Black Men of America, Inc., the nation's preeminent African American mentoring and leadership development organization, announced its partnership with Operation HOPE's newly launched HOPE AI initiative, a national strategy designed to transform financial literacy and expand equitable access to artificial intelligence education and tools. As a founding partner in this unprecedented collab

AppZen Unveiled AI Agent Studio to Replace Traditional Outsourcing with Digital Workers

AppZen, the leading agentic AI platform for finance teams, announced the general availability of AI Agent Studio. First previewed in September, the AI Agent Studio allows finance teams to create and deploy AI Agents that act as digital coworkers, providing a more scalable, cost-effective, and controllable alternative to business process outsourcing (BPO). AI Agent Studio transforms enterpris

Fenris and Millennial Shift Launched Real‑Time Data Enrichment and Predictive AI Capabilities on mShift

Insurance-technology provider mShift has partnered with Fenris to embed Fenris' data-prefill and predictive AI services directly into the mShift Marketplace. Brokers and carriers using mShift's cloud-based submission platform can now access Fenris' real-time enrichment within their existing workflows, enabling fully automated quotes via email, storefronts, submission clearing a

Cube and Rillet Unveiled a Real‑Time AI Financial Intelligence Platform for Modern Finance Teams

Two of the fastest-rising companies in the finance tech ecosystem are joining forces. Cube, the financial intelligence platform built for the AI-era, and Rillet, the AI-native ERP built for speed and scale, announced a partnership integration designed to turn raw accounting data into instant FP&A insight. The partnership connects Rillet's clean, structured general ledger directly into C

TruTrade Rolled Out Advanced Multi‑Account AI Trading Capabilities

TruTrade , a leader in AI-powered automated trading systems, announced a major technological advancement that is redefining the future of algorithmic trading. In 2025, the company has released a next-generation execution engine capable of managing multiple trading accounts simultaneously with extraordinary speed, precision, and risk-balanced control. This new multi-account architecture allows