August 13, 2026
DeepVest MonitorLab launched on Tuesday, August 11, from Sarasota, Florida. In effect, the product adds a market monitoring and alerts layer on top of the existing AI investment platform for financial advisors. Users create alerts in plain English rather than building rules through an interface. Meanwhile, the system runs continuously across more than 50 technical,
August 12, 2026
Mercury Spend launched on Tuesday, August 11, from San Francisco. The product lets businesses issue cards to employees and to AI agents. Intelligent budgets and self-enforcing expense policies come with them. Agent cards are virtual rather than physical, and the pitch is direct. Founders run leaner teams than ever, a growing share of their spending
August 7, 2026
TRUE AI governance guidance landed on July 21, roughly two weeks before the rule it addressed took effect. The New York mortgage technology firm published an executive guide for lenders preparing for Lender Letter LL-2026-04. Fannie Mae issued that letter on April 8, and it became binding on August 6. Inside the TRUE AI governance
August 7, 2026
Sterling Mutuals Continuum became an exclusive arrangement on July 21, 2026, when the Toronto firm named Continuum the AI client intelligence platform for its national network of more than 300 advisors and support staff. The deal includes direct integration with OneBoss, so meeting notes land in the client notes section of an advisor's book of
August 6, 2026
Glia AI response modes arrived on July 21, 2026 as three configurable settings for Glia Banker, the voice and digital agent used by more than 700 financial institutions. Strict Mode delivers approved answers word for word. Rephrase Mode reworks the delivery of that same approved content to match how a customer asked. Compose Mode generates
August 6, 2026
CFA Institute AI framework work arrived on July 21, 2026, when the Research and Policy Center published Artificial Intelligence and the Future of Finance: A Framework for Structural Change. Written by Mona Naqvi, Managing Director of the Center, it introduces the AI Transition Framework and opens a research series aimed at senior leaders in institutional
August 5, 2026
Carpe Claims arrived on Tuesday, July 21, 2026, from the Santa Barbara company formerly known as Carpe Data. The suite adds three products, Case Management, Vision, and AdWatch, alongside rebuilt versions of the flagship Online Injury Alerts and Investigative Reports. Founded in 2016, Carpe says its technology already runs in production with a majority of
August 4, 2026
Federato underwriting survey findings landed on Tuesday, July 21, 2026, in the 2026 State of P&C Insurance Technology report, drawn from 750 US property and casualty professionals at carriers, managing general agents, and MGA aggregators. The headline is a 64-point gap: 91 percent of leaders on one measure against 27 percent of underwriters on another.
August 4, 2026
Zip AI shopping research landed on July 21, 2026, when Zip Co Limited published survey findings from 1,755 US Zip shoppers on how artificial intelligence fits into the path to purchase. The headline finding is a trust gap. Shoppers happily delegate the legwork. They are far more hesitant to delegate the wallet. What the Zip
August 3, 2026
Reserv AiDE arrived on July 21, 2026, when Reserv, Inc. signed a definitive agreement licensing its entire IP and technology stack to a new entity called the Apeiros Insurance Data Exchange. Carriers can now buy the models that run Reserv Claims Analysis without outsourcing a single claim. Pricing is compute cost plus 10 percent, with
August 3, 2026
Identifi Keystone customers now include Mid Atlantic Federal Credit Union, after the Tampa-based document automation vendor announced the Maryland institution as a client on July 21, 2026. The deal adds another name to a roster of credit unions tied to the Corelation Keystone core banking platform, and implementation is scheduled to begin immediately. What the
August 1, 2026
Conquest Lydia became a native pairing on July 28, when the Winnipeg planning software company embedded Shaping Wealth's behavioral intelligence agent into its platform. Strategic Advice Manager handles the number crunching, generating recommendations from client data. Lydia handles the part software has historically done poorly, which is helping the advisor deliver that recommendation so a
