ai platform - FinTecBuzz

Northwest Bank Names Chad Ballard as Chief Information Officer

May 28, 20263 min

Northwest Bank announced that Chad Ballard has joined the company as Chief Information Officer, effective May 18, 2026. Reporting directly to the company’s President and CEO Louis Torchio, and a member of the executive leadership team, Ballard will lead the bank’s information technology strategy and operations. In this role, Ballard is responsible for advancing technology initiatives that support Northwest’s business priorities, strengthen operational efficiency, and enhance the experience for customers and associates across the bank’s footprint....

by PRNewswire

Investments

INDATA Announces Major Software Release

May 13, 20263 min

INDATA, a leading industry provider of cloud-native, SaaS-based solutions for buyside firms, today announced a major software release providing enhanced technology, functionality and productivity improvements for clients. Highlights include: All New INDATA Nexus – Comprehensive AI Platform powered by INDATA’s integrated Master Data Model (MDM) which expands data querying capabilities across Q&A, provides functionality tools for intelligent portfolio management & trading scenarios, as well as custom report writing with dynamic charting. The solution supports both traditional REST API...

by PRNewswire

Investments

Addepar Introduces ADX, Enabling Data Activation and AI at Scale

May 8, 20264 min

ADX extends Addepar's unified data foundation—activating investment data across systems, workflows and AI to drive operational leverage

by BusinessWire

Platforms

Spade Raise $40m Series B to Build Data and AI Platform for Modern Finance

March 25, 20267 min

Funding follows 470% year-over-year growth for Spade, with peak daily transaction volume reaching 1.9 billion

by PRNewswire

Platforms

Rogo Announced the Acquisition of Offset

March 17, 20264 min

Rogo, the AI platform used by leading financial institutions, today announced the acquisition of Offset, an AI agent company founded by Raj Khare and Shiv Shrivastava. Offset develops learning agents designed to operate directly inside financial workflows across investment banking, private equity, hedge funds, and corporate finance. With the acquisition, Rogo will integrate Offset’s technology into its platform used by more than 25,000 finance professionals, accelerating its roadmap to deliver intelligent systems embedded directly into the...

by PRNewswire

Payments

Spreedly Enables Agentic Commerce as Merchant Channel

March 5, 20265 min

Enterprise brands are powering agentic commerce while retaining full control of their payment infrastructure

by PRNewswire

Insurance

Modern Life Launches AI to Reimagine Life Insurance

February 25, 20264 min

Platform embeds artificial intelligence end-to-end to support advisors, turning manual processes into integrated action

by BusinessWire

Banking

Titan Appoints Former Comptroller of the Currency Blake Paulson to BOD

January 30, 20263 min

Titan, the providers of the first banking-native AI platform that allows banks, credit unions and fintechs to adopt AI safely through a secure, private interface with access to foundational models, its own purpose-built models for banking, and banking agents, announced the addition of Blake Paulson to its Board of Directors. Paulson brings decades of leadership experience in financial services and regulatory oversight, having served as Acting Comptroller of the Currency. During his 35 years at the Office...

by Shield

Risk Management

Shield and PwC UK Partner on AI-Powered Compliance Solution

September 23, 20256 min

Collaboration brings together Shield’s AI-first platform with PwC’s surveillance expertise to deliver measurable compliance outcomes

by BusinessWire

Compliance & Scoring

Dotfile Launches AI Agent for Automated KYB Compliance

September 16, 20254 min

Breakthrough technology delivers fully autonomous compliance reviews, achieving up to 94% false positive elimination and speeding up processing by 3x.

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