Zocks Unveils Client Queries, an AI Tool for Enhanced Advisor Growth and Client Service June 19, 2026
Jump and Focus Financial Partners Announce Strategic Collaboration to Enhance Advisor Productivity with AI January 23, 2026
Quandri Launches AI-Powered Requoting for U.S. Insurance Agencies, Automating Entire Renewal Process October 1, 2025
Summit Financial Integrates Eight New Wealthtech Tools to Enhance Advisor Capabilities August 26, 2025
Wayflyer Secures $1.5 Billion Forward-Flow Agreement with Fortress Investment Group for Small Business Lending Expansion August 16, 2026
Encore AI Secures $30 Million Series A to Drive Global Expansion of Enterprise AI Platform August 16, 2026
HSBC Divests Egyptian Retail Banking and Australian Home Loan Portfolio Amid Simplification Strategy August 16, 2026
Dutch Neobank Bunq Reportedly Plans Capitalflow Sale to Shift Focus to Retail Banking August 16, 2026
