Membrane Labs Unlocks New EFP Workflow for BTC and ETH
Innovative Workflow enables seamless transfer of spot crypto for an equivalent futures position via Exchange for Physical (EFP) transactions on CME Group
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Model ML Raises $75M to Automate AI Workflows in Finance
Model ML, the leading global AI workflow automation platform for financial services, today announced a $75 million Series A financing led by FT Partners, the global leader in FinTech investment banking. The round also includes significant participation from Y Combinator, QED, 13Books, Latitude and LocalGlobe, and comes just six months after the company’s seed raise, led by LocalGlobe, and only twelve months after its launch. “We’re thrilled to announce this round with such an exceptional...
Alogent Partners with Vine to Accelerate Commercial Lending Workflows
Vine, a commercial lending accelerator for banks and credit unions, has partnered with Alogent, a leading provider of software solutions for financial institutions. The collaboration integrates Vine’s AI-powered lending platform with Alogent Accu Account loan management system, creating a unified document workflow that spans from application to post-close. This collaboration brings together two powerful solutions for a seamless lending workflow. Vine is the hub for credit analysis—handling credit spreading, loan narrative creation, and credit memo...
Pascal AI Raises $3.1M to Automate Investment Workflows
Funding Fuels U.S. Expansion, Bringing AI-Powered Autonomous Workflows to Private Equity Firms, Asset Managers and Institutional Investors
Allvue Boosts PE Workflow Intelligence with AI Agent
Allvue Systems, LLC, a leading provider of investment management technology solutions for alternative asset managers, today announced the launch of Andi for Fund Accounting. Andi, an advanced AI-powered knowledge agent, is now available to private equity and fund administration professionals using Allvue’s Fund Accounting platform. Leveraging Allvue’s secure Agentic AI Platform, Andi acts as an AI Knowledge Agent that is capable of real-time interactive intelligence, significantly enhancing productivity and user experience. Designed to assist users in...
ORO Labs Unveils Agentic AI for Autonomous, Secure Procurement Workflows
As speed and agility become non-negotiable for procurement, ORO introduces a no-code AI Agent builder to reduce manual work, accelerate decision making, and improve cross-functional collaboration
AdvisorEngine Adds AI, Data Access, and Workflow Automation to Platform
AdvisorEngine now works with popular AI notetakers Jump, Zeplyn and Zocks ByAllAccounts integration broadens an advisor’s view of client data; Zapier enhances advisory firm workflow processes AdvisorEngine Inc. announced several platform integrations designed to boost advisor productivity and improve client service, tapping into wealth management’s fast-evolving segment of AI-powered tools. During its tenth client conference, the wealth management technology company shared with the audience that it is integrating with popular AI notetakers Jump, Zeplyn and...
Zocks Partners with Practifi to Boost Wealth Management Workflows
New Integration Enables Seamless Data Flow Between Platforms, Helping Advisors Deepen Client Relationships Through AI-Powered Insights
Shastic Unveils Mago™: AI-Powered Platform Transforming Workflow Automation for Banks and Credit Unions
Shastic unveils Mago™, an AI-powered platform revolutionizing workflow automation for banks and credit unions, enhancing efficiency without increasing staff.
Lucinity won the Chartis Research Award for Workflow Automation
Lucinity has won the Chartis Research Award for Workflow Automation, recognizing Lucinity’s ability to eliminate inefficiencies in compliance processes through AI and automation. Lucinity has also been recognized as one of the top 50 Financial Crime and Compliance companies (FCC50) for 2024 by Chartis Research. Around 300 vendors were evaluated in this research. The FCC50 ranking by Chartis Research spotlights vendors leading the FinCrime and compliance space, a market likely to be worth over $26 billion by the end of 2025....