Tag : MCP

Orion Expands Anthropic Collaboration as Launch Partner for Claude for Financial Advisors
Artificial Intelligence Finance News

Orion Expands Anthropic Collaboration as Launch Partner for Claude for Financial Advisors

Business Wire
Announced today at Future Proof Festival, Orion’s MCP connector brings Orion Connect portfolio data and Redtail CRM into Claude, so advisors and their teams can prepare for a client meeting, capture follow-ups, and see where opportunities stand without leaving the conversation Orion expanded its collaboration with Anthropic, launching Orion’s MCP......
Coupa’s September Release Accelerates Agentic Spend Capabilities
Digital Payments Finance News

Coupa’s September Release Accelerates Agentic Spend Capabilities

Business Wire
In Coupa’s largest release to date, with 250+ updates and new capabilities, AI agents source, pay, and provide finance and procurement teams the ability to transform their workforce and operations Coupa, the leading platform for autonomous spend management, announced its latest product release, which drives better business outcomes utilizing the......
Beyond the Chatbot: How Open Protocols Are Reshaping AI in Finance
Artificial Intelligence Digital Payments Finance Fintech Industry Perspectives Investment Services

Beyond the Chatbot: How Open Protocols Are Reshaping AI in Finance

Shawn Lane
Artificial intelligence has quickly become a priority for finance leaders across industries, driven by big promises of faster processes, better insights, and greater efficiency. According to a recent KPMG report, 75% of organizations now actively use AI in the finance function, up from just 30% in 2024. But in many......
First Internet Bank Puts AI-Powered Financial Intelligence Directly in Customers’ Hands
Banking Finance News

First Internet Bank Puts AI-Powered Financial Intelligence Directly in Customers’ Hands

Business Wire
First Internet Bank announced a secure new way for business and personal customers to unlock powerful, personalized financial insights from the accounts they already use every day. Through a permission-based connection to AI assistants such as OpenAI’s ChatGPT and Anthropic’s Claude, customers can ask questions in plain language and receive......
Zywave Launches Zywave Apex™, the First Growth-Focused AI Platform Purpose-Built for Insurance Distribution
Artificial Intelligence InsurTech News

Zywave Launches Zywave Apex™, the First Growth-Focused AI Platform Purpose-Built for Insurance Distribution

Business Wire
As AI transforms the insurance industry, the Zywave Apex AI Platform features the first insurance-native MCP server and portfolio of agents for the front office that help insurance organizations accelerate growth Zywave, the leading technology provider for insurance distribution, introduced Zywave Apex™, the first complete AI growth stack built specifically......
COOCON Expands MCP-Based Data Business for the AI Agent Era
Digital Payments Finance News

COOCON Expands MCP-Based Data Business for the AI Agent Era

Business Wire
Seeks to transform financial and public data APIs into “MCP servers” to address growing demand for AI agent integration Joins a global AI standardization group “AAIF” to build a collaborative network with over 180 global companies Anticipates new growth engines by broadening MCP product lines amid rising AI agent adoption......
Jump Unveils New AI-Powered Account Opening and Workflow Innovations for Advisors
Artificial Intelligence Finance News

Jump Unveils New AI-Powered Account Opening and Workflow Innovations for Advisors

Business Wire
New capabilities streamline client engagement and further extend AI-powered workflows across advisors’ existing technology stacks Jump, the leading provider of artificial intelligence (AI) solutions for advisors and financial services professionals, announced a series of new product innovations designed to save advisor time, improve the client experience and help firms grow.......
Duco Launches the First Agentic Operations Platform for Financial Services
Artificial Intelligence Finance News

Duco Launches the First Agentic Operations Platform for Financial Services

Business Wire
Duco, launched the first agentic Operations platform for financial services. Built on the engine that already processes 20 billion transactions every month for more than 200 clients, including seven of the top 20 banks and ten of the top 20 asset managers, the platform brings together everything firms need to......
New Zocks MCP Connects Client Intelligence and Context to General-Purpose AI Tools for Financial Advisors
Artificial Intelligence Finance News

New Zocks MCP Connects Client Intelligence and Context to General-Purpose AI Tools for Financial Advisors

Business Wire
Advisors can now use general-purpose AI tools to produce highly specific client work, powered by Zocks client intelligence Zocks, the privacy-first AI assistant for financial services, announced the launch of Zocks MCP, connecting Zocks data and client intelligence to the broader AI ecosystem. Read More on Fintech : Global Fintech Interview with......
BitGo Launches MCP Server, Bringing Institutional-Grade Crypto Infrastructure to AI Agents
Artificial Intelligence Cryptocurrency News

BitGo Launches MCP Server, Bringing Institutional-Grade Crypto Infrastructure to AI Agents

Business Wire
New capability enables developers to access BitGo resources through natural language from leading AI tools and development environments BitGo Holdings, Inc. (“BitGo”), the digital asset infrastructure company, announced the launch of the BitGo Model Context Protocol (“MCP”) Server, a new capability that integrates BitGo into AI-native development workflows by enabling......
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