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AI in Financial Services: Priorities and Trends for Leadership

Sheldon Cummings
by Sheldon Cummings0
Artificial Intelligence (AI) dominated industry discussions last year as firms moved from exploration to action. After years of slow adoption, 2024 marked a turning point, with 72% of organizations reporting AI integration in at least one business function. This shift signals a lasting transformation. According to the Smarsh 2025 Communications......
IBM and the EY organization debut artificial intelligence-powered global tax compliance solutions
Banking Finance Fintech News

IBM and the EY organization debut artificial intelligence-powered global tax compliance solutions

PR Newswire
by PR Newswire0
IBM’s technology coupled with the EY organization’s deep domain experience reimagines the role of artificial intelligence in the evolving tax compliance landscape IBM and the EY organization continue to build upon their multiyear alliance, today announcing the availability of EY.ai for tax, built with IBM watsonx. The alliance couples watsonx,......
Trua Launches TruaBroker to Transform Compliance for Financial Institutions
Cloud Finance Fintech News

Trua Launches TruaBroker to Transform Compliance for Financial Institutions

PR Newswire
by PR Newswire0
Trua’s AI-powered TruaBroker platform slashes risk, automates oversight and keeps brokers and advisors continuously audit-ready—with no IT required Trua, a pioneer and leader in reusable, verified, digital trust credentials, today announced the launch of TruaBroker, a cloud-based platform designed to automate regulatory compliance for financial institutions, broker-dealers and Registered Investment......
Intapp Announces Plan to Acquire TermSheet
Artificial Intelligence Fintech News

Intapp Announces Plan to Acquire TermSheet

GlobeNewswire
by GlobeNewswire0
Acquisition will create an advanced operating system with Applied AI to help improve returns for real assets investors, advisors, and operators Intapp, a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, announced that it has signed an agreement to acquire TermSheet, a provider......
Cube Launches Regplatform Intel to Transform the Mid-Market Regulatory Intelligence Landscape in Financial Services
Compliance management Fintech News

Cube Launches Regplatform Intel to Transform the Mid-Market Regulatory Intelligence Landscape in Financial Services

PR Newswire
by PR Newswire0
CUBE’s new product combines the best of CUBE into a simple solution for a growing market CUBE, a global leader in Automated Regulatory Intelligence (ARI) and Regulatory Change Management (RCM), has announced the launch of RegPlatform™ Intel, its latest purpose-built product to help financial services firms in the mid-market sector......
Banking Finance Fintech Guest Posts Investments Risk Management Security

Protecting Private Equity Firms in a Complex Threat Landscape

Nabeil Samara
by Nabeil Samara0
By Nabeil Samara, Quorum Cyber Private equity firms have become attractive targets for cybercriminals. They are perceived as treasure troves of sensitive client and market information and often operate within a complex network of relationships with investors, banks, legal partners, and their portfolio companies. This places them in a unique......
Integration of Guidewire Cloud and CLARA Analytics Boosts Claim Outcomes and Achieves Exceptional ROI
Analytics Artificial Intelligence Cloud News

Integration of Guidewire Cloud and CLARA Analytics Boosts Claim Outcomes and Achieves Exceptional ROI

Business Wire
by Business Wire0
CLARA Analytics (“CLARA”), a leading provider of artificial intelligence (AI) technology for insurance claims optimization, announced that the successful launch of the Guidewire and CLARA integration has yielded exceptional results for insurers. This partnership demonstrates the significant value of AI in transforming claims processing workflows and improving outcomes across the insurance industry.......
Octus Launches CreditAI Vault, Elevating Buy Side Intel Across Permissioned Data Rooms
Artificial Intelligence Fintech News

Octus Launches CreditAI Vault, Elevating Buy Side Intel Across Permissioned Data Rooms

Business Wire
by Business Wire0
Empowering instant insight discovery with secure, AI-driven credit intelligence Octus, a global leader in credit intelligence and data, is proud to announce the launch of CreditAI Vault by Octus™, a groundbreaking AI-powered research tool designed to revolutionize how buy-side professionals access and analyze critical private credit data. Built on Octus’......
FINTRX and Intapp DealCloud Partner to Deliver Enhanced Private Wealth Data within AI-Powered Platform
Artificial Intelligence Cloud Finance Fintech News

FINTRX and Intapp DealCloud Partner to Deliver Enhanced Private Wealth Data within AI-Powered Platform

EIN Presswire
by EIN Presswire0
FINTRX and Intapp partner to provide comprehensive data and insights on firms and contacts directly within their processes and workflows in DealCloud FINTRX, the leading provider of private wealth data intelligence, and Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, private capital markets, and......
Auquan Launches Industry-First AI Agent Purpose-Built for Risk Monitoring and Detection for Financial Services
Artificial Intelligence Fintech News

Auquan Launches Industry-First AI Agent Purpose-Built for Risk Monitoring and Detection for Financial Services

Business Wire
by Business Wire0
Investment and Credit Teams Can Now Autonomously Identify Emerging Portfolio Risks, Enabling Them to Focus on Timely Analysis and Decision-Making Auquan, the market leader in generative AI for deep work in financial services, announced its Risk Agent, the first and only AI agent that autonomously completes entire risk monitoring and......
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