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CAIS Expands Work With Anthropic, Joins Claude for Advisors
  • Date 28 Oct 2026
  • Clock 3 MINS READ
  • Financial Services

CAIS, the leading alternative investment platform for independent financial advisors, has announced it is joining Anthropic's Claude for Financial Advisors,...

FINNY Comes to Claude for Financial Advisors
  • Date 28 Oct 2026
  • Clock 3 MINS READ
  • Financial Services

FINNY AI Inc., the AI growth engine for financial advisors, has launched its Model Context Protocol connector for Claude for...

Conquest Brings AI Financial Advice Engine Into Claude
  • Date 28 Oct 2026
  • Clock 3 MINS READ
  • Financial Services

Conquest, a global fintech company delivering a verifiable AI financial advice engine for continuous advice at scale, has announced it...

Invesco Works with Anthropic to Bring Portfolio Tools to Claude
  • Date 28 Oct 2026
  • Clock 3 MINS READ
  • Financial Services

Invesco Ltd. has announced work with Anthropic to bring its custom portfolio and practice management capabilities to Claude. The asset...

Diversified Members Credit Union Selects Scienaptic AI
  • Date 27 Oct 2026
  • Clock 3 MINS READ
  • Financial Services

Scienaptic AI, a global leader in AI-powered credit decisioning technology, has announced that Diversified Members Credit Union has selected its...

ACI Worldwide and Circle Bring USDC Settlement to Payments
  • Date 27 Oct 2026
  • Clock 3 MINS READ
  • Financial Services

ACI Worldwide, an original innovator in global payments technology, and Circle Internet Group, the issuer of USDC through its regulated...

Conduent Completes $447 Million Refinancing
  • Date 26 Oct 2026
  • Clock 3 MINS READ
  • Financial Services

Conduent Incorporated, a global technology-enabled operating partner, has announced the successful closing of a comprehensive $447 million refinancing transaction. The...

Zocks Earns Highest WealthTech Integration Score for AI Assistants from Ezra Group
  • Date 23 Oct 2026
  • Clock 3 MINS READ
  • Financial Services

Zocks, privacy-first AI platform for financial services, today announced it has earned top WealthTech Integration Score in two categories, AI...

B2CORE Joins AWS Marketplace Simplifying Access for Financial Institutions
  • Date 23 Oct 2026
  • Clock 3 MINS READ
  • Financial Services

B2BROKER has announced that B2CORE, its all-in-one CRM and back-office solution for financial services industry, is now available for purchase...

Visa Brings Trust and Control to Business Payments
  • Date 23 Oct 2026
  • Clock 3 MINS READ
  • Financial Services

Visa has announced three capabilities across commercial card growth, virtual card security and agentic commerce for commercial payments. The capabilities...

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