Intelliflo Launches AI-Powered IQ Suite
Intelliflo has introduced intelliflo IQ, an AI‑driven suite embedded in its cloud platform for financial advisers. The suite includes an intelligent engagement assistant that automatically records client meetings, extracts key information, and updates more than 190 fact‑find fields, cutting administrative time by up to 85%. A second module, the intelligent advice assistant, will launch in 2026 to provide algorithmic recommendations. The solution was co‑developed with WealthTech AI partner Multiply and has already impressed early adopters.
IG Unveils Fat Cat Index Exposing ISA Fee Gaps
IG launched its “Check Your Fees” campaign and unveiled the Fat Cat Index, revealing that most UK investors are overpaying on Stocks and Shares ISA platform fees. The index shows 52% of investors use the 12 most expensive providers, with...
Asset Finance Demand Steady as Renewables Rise
Allica Bank’s survey of more than 570 asset‑finance brokers shows demand holding steady, with 29% reporting higher application volumes in the second half of the year and 26% seeing no change. Renewables have broken into the top three sectors for...
Insurance Revolution Partners CM.com to Power WhatsApp Service
Insurance Revolution has teamed with CM.com to embed WhatsApp into its broker workflow via the Mobile Service Cloud. The move has driven a 50‑fold rise in message volume, cut email traffic by 22% and reduced calls per agent by 11%....
Tangible Secures $4.3m Seed to Scale Hardtech Debt
Tangible, a fintech platform that enables hard‑tech companies to obtain and manage debt financing, closed a $4.3 million seed round. The round was led by Pale Blue Dot with participation from MMC, Future Positive Capital, Unruly, SDAC, Prototype Capital and Aperture....
DPP Link Rolls Out GS1 Shield for ESPR Rules
DPP Link has launched its GS1‑integrated Shield platform to help exporters and manufacturers meet the EU Ecodesign for Sustainable Products Regulation (ESPR). The solution automates product registration using GS1 Digital Link standards and tracks material composition with a ten‑year data...
Rethinking SARs in the Fight Against Financial Crime
Suspicious Activity Reports (SARs) remain the cornerstone of global AML frameworks, yet many institutions misunderstand their purpose, treating them as accusations rather than suspicion flags. Regulatory pressure and soaring transaction volumes have driven firms to prioritize filing speed over narrative...
The Spreadsheet Trap in Financial Crime Risk
Spreadsheets have long been the default tool for financial crime risk assessments, prized for their flexibility and low cost. However, they cannot enforce governance, version control, or audit trails required by modern compliance frameworks. As institutions expand across products and...
European FinTech Investments Dropped by 11% YoY Amid Market Uncertainties in 2025
European FinTech investment contracted 11% year‑over‑year in 2025, with total funding falling to $16.3 billion across 743 deals. Deal activity under $100 million shrank 26%, while large transactions above $100 million held steady, pushing the average deal size to $21.9 million. The market’s shift...
Delos Insurance Solutions Partners with InnSure to Tackle Wildfire Risk
Delos Insurance Solutions and nonprofit InnSure announced a strategic partnership to address wildfire risk in exposed communities. The collaboration will combine Delos’s advanced risk intelligence and data analytics with InnSure’s education and innovation programs to improve resilience and insurance affordability....
LSEG Partners Apex Group to Digitise Private-Fund Distribution
London Stock Exchange Group (LSEG) has partnered with Apex Group to create an end‑to‑end digital distribution network for private funds using LSEG’s Digital Markets Infrastructure (DMI). The collaboration links Apex’s global fund‑servicing platform, Apex Digital 3.0, directly to DMI on...
The Inside Story of MOZN’s Unified Approach to Fraud and AML
Saudi‑based MOZN, founded in 2017, launched FOCAL—a unified fraud, AML and KYC platform powered by Agentic AI. The solution combines multilingual name‑matching, graph analytics and dynamic risk scoring to cut false positives and deliver over 90% fraud reduction for major...
How CRS 2.0 Is Reshaping Tax Compliance in 2026
CRS 2.0 and the Crypto‑Asset Reporting Framework (CARF) became fully operational in 2026, modernising the original Common Reporting Standard. Institutions that approached the updates as a narrow compliance exercise are now grappling with operational strain, fragmented data and intensified regulator...
James River Partners with Kalepa to Boost E&S Underwriting Efficiency
James River Insurance Company has entered a technology partnership with InsurTech firm Kalepa to embed an AI‑driven underwriting platform across its excess and surplus (E&S) lines. The collaboration targets faster quote generation, reduced manual processing, and stronger underwriting discipline to...
Red Oak Appoints Kirk Sadler as Chief Product Officer
Red Oak, a compliance connectivity platform for financial services, announced the appointment of Kirk Sadler as chief product officer. Sadler joins with over twenty years of B2B enterprise software experience, most recently as vice‑president of product at Mitratech. His role...
Insurify Launches Industry-First ChatGPT Insurance App
Insurify, a digital insurance broker, has launched what it calls the industry’s first ChatGPT app, letting users research and compare car insurance directly within OpenAI’s platform. The tool taps a proprietary database of over 196 million auto‑insurance quotes and 70,000 verified...
NatWest Group Buys Evelyn Partners in Private Banking Push
NatWest Group announced it will acquire Evelyn Partners, merging the two firms to form the United Kingdom’s leading private banking and wealth management platform. The transaction brings Evelyn’s £69 billion of assets under management into NatWest, expected to lift fee income...
What the FCA’s Enforcement Watch Means for Regulated Firms
The Financial Conduct Authority has launched its first Enforcement Watch newsletter, providing firms with near‑real‑time insight into the regulator’s enforcement agenda. The publication highlights seven thematic priorities, ranging from individual accountability to crypto‑related unauthorised activity, and reflects the FCA’s 2025...
Saudi FinTech Safqah Capital Raises $15.2m Seed Round
Safqah Capital announced a $15.2 million seed round, one of the biggest pure‑equity seed raises in Saudi Arabia. The round was led by anb Seed Fund, Shorooq and Rua Growth Fund, with participation from 500 Global and other regional investors. Safqah...
Klear.ai Names New CFO to Drive Next Phase of Growth
Klear.ai, an AI‑driven insurance technology firm, announced Logan Thompson as its new chief financial officer. Thompson, a finance veteran with nearly two decades in SaaS, healthcare and professional services, will oversee financial strategy, discipline and governance. His appointment comes as...
Why Compliance Culture Matters More than Automation
The article argues that while RegTech automation streamlines monitoring, reporting and interpretation, compliance culture ultimately determines outcomes. Automation can create a psychological drift where professionals trust systems implicitly, eroding personal accountability. AI accelerates this shift, risking deskilling and symbolic oversight....
Baobab Insurance Extends Cyber Cover with SCOR Capacity Boost
Baobab Insurance, a German cyber‑focused MGA, has broadened its underwriting capacity through an expanded partnership with global reinsurer SCOR. The SCOR syndicate at Lloyd’s now backs Baobab’s binder for companies with up to €1 billion in annual revenue across Germany and...
Why One-Size-Fits-All Mobile Compliance No Longer Works
Regulators are intensifying enforcement of off‑channel mobile communications, forcing firms to capture, supervise, and retain messages. Traditional compliance programs rely on blanket device lockdowns, which push employees toward unapproved consumer apps and increase risk. Theta Lake and other vendors advocate...
Global Insurance Broker Howden Group Secures $703m
Howden Group, a global insurance and reinsurance broker, raised approximately $703 million through an add‑on issuance to its existing 8.125% senior notes due 2032. The new notes were priced at 101.875% of par, reflecting robust investor demand, and will be listed...
How Agile Rate Deployment Boosts Insurer Profitability
Insurers are losing millions because legacy policy administration systems make rate updates slow and costly. By decoupling pricing logic into external rating engines, carriers can deploy new rates within hours and roll back changes instantly. Akur8 estimates that such agility...
Customer Experience in 2026: AI, Trust and Execution
Customer experience in 2026 will be defined by hybrid AI‑human workforces, where digital employees automate routine interactions and human agents handle relationship‑focused moments. B2B buyers increasingly expect self‑service options, in‑product guidance, and community resources, with AI surfacing relevant help at...
Agenzee Launches Tool to Simplify Insurance Compliance
Agenzee has introduced Agenzee Assist, a fully managed compliance service that handles licensing, regulatory monitoring, and related tasks for insurance producers. The offering blends the company’s automation platform with a team of compliance specialists, delivering end‑to‑end license application processing, renewal...
WealthReach Debuts Platform to Transform Insurance Prospecting
WealthReach has launched InsuranceReach, an AI‑powered prospecting platform tailored for insurance agents. The solution leverages intent‑data and AI to uncover up to 40% of previously anonymous website visitors, enrich profiles, and score prospects based on buying signals. It also provides...
Input 1 Launches Payments-as-a-Service for Ironwood Brokers
Input1 has rolled out its Payments-as-a-Service platform for Ironwood Brokers & Insurance Marketing, embedding QR‑code and secure‑link payment options directly into the broker’s invoicing workflow. The new solution streamlines premium collection, offering agents faster, more flexible payment routes while preserving...
Sproutr Introduces Program Placement Services for MGAs and MGUs
Sproutr, a specialist insurance programme architect, has launched Program Placement Services to combine carrier placement with its existing design and underwriting capabilities. The new offering aims to eliminate the traditional split between programme design and carrier negotiations, which often causes...
Foresight Backs AsiaVerify to Scale Asian Business Verification
AsiaVerify, a RegTech platform delivering corporate verification across Asia, has secured growth capital from the Foresight Group. The funding will finance hiring in sales, marketing and customer success, and accelerate product development for supplier onboarding. AsiaVerify already provides data on...
Bound Raises $24.5m Series A to Automate FX Hedging
London‑based fintech Bound announced a $24.5 million Series A round led by AlbionVC to accelerate its automated foreign‑exchange hedging platform across Europe. The funding will fund EU regulatory approval, product development, and expansion after the company traded nearly $2 billion in FX volume...
UK WealthTech Sidekick Secures £7.8m in Series A
Sidekick, a UK wealth‑tech startup, closed a £7.8 million Series A round to scale its investing platform for high‑earning professionals. The round was led by Eos Ventures and the Development Bank of Wales, with participation from several venture funds and existing backers....
Tiller Technologies Launches New KYB Capability for AML Compliance
Tiller Technologies has added a new Know‑Your‑Business (KYB) capability to its anti‑money‑laundering platform, enabling continuous oversight of corporate structures throughout a client’s lifecycle. The feature merges KYB and client‑lifecycle management into a single digital workflow, consolidating data, documentation and risk...
Reassessing Risk and Return in the Q4 2025 Outlook
Ortec Finance has published a new whitepaper titled “Q4 Quarterly Outlook – New Year, New Rules?” that leverages its Economic Scenario Generators to assess upcoming economic and market conditions. The report examines recent developments across the global economy and capital...
Why Always-On Compliance Is the Next Step for RegTech
SymphonyAI introduced Always‑on Compliance, a self‑updating RegTech platform that transforms continuous compliance into a real‑time, learning ecosystem. The solution leverages agentic AI to ingest regulatory changes, enrich threat intelligence, and automate AML, sanctions, fraud and KYC workflows. Its cloud‑native, evergreen...
How Automated Expense Tracking Strengthens Compliance Controls
Organizations still rely on manual expense tracking, which creates errors, delayed reimbursements, and heightened compliance risk. Automated expense management platforms now integrate directly with compliance systems, delivering faster approvals, lower operational costs, and real‑time policy enforcement. StarCompliance’s new Expense Tracking...
FinCEN Delays Investment Adviser AML Rule to 2028
FinCEN announced that the investment adviser anti‑money‑laundering rule, originally slated for 2026, will now take effect on 1 January 2028, granting firms a two‑year implementation window. The rule expands the Bank Secrecy Act’s reach, treating certain advisers as financial institutions and imposing...
Click-Ins Teams up with Insurtech Fuel to Automate Vehicle Claims
Click-Ins and Insurtech Fuel have partnered to fuse Click-Ins' smartphone AI damage detection with Insurtech Fuel's WePayClaims workflow engine, creating a fully autonomous, one‑click motor insurance claim process. The AI uses computer vision and 3D modelling to isolate vehicle damage,...
EU Fintechs Face New AML Duties as APP Scams Surge
APP (Authorized Push Payment) scams have become Europe’s most damaging payment fraud, now surpassing card fraud in total losses. In 2024 the average fraudulent credit‑transfer exceeded €2,000 and credit‑transfer fraud accounted for €2.5 bn, about 60 % of all payment‑fraud losses in...
Axle and Experian Partner to Boost Auto Fraud Detection
Axle, an insurance‑data API provider, has teamed up with Experian to embed real‑time automotive insurance verification into Experian’s Fraud Protect platform. The integration lets dealerships and lenders instantly confirm active coverage while running identity and income checks, adding a new...
Insurance AML Explained: Red Flags, AI and Reporting
The insurance sector is emerging as a major weak point in global anti‑money‑laundering (AML) defenses, with life and investment‑linked policies flagged by the FATF for heightened risk. Regulators have already seized tens of millions linked to drug‑trafficking through insurance products,...
February 2026 Payments Rules Banks and FinTechs Can’t Ignore
February 2026 is a regulatory flashpoint, with 45 deadlines across payments, AML and consumer protection. Poland’s complaint‑handling act kicks in on Feb 12, while China imposes continuous sanctions‑list monitoring from Feb 16. New York’s FAIR Act expands unfair‑practice prohibitions on Feb 17, and...
Seven Reasons Insurers Are Betting on IntellectAI’s Platform
Commercial insurers face rising data volumes and complex risks, prompting a shift toward AI-driven underwriting. IntellectAI’s platform automates extraction and normalisation of unstructured data, delivering a unified risk view and accelerating high‑volume lines. The solution reduces data validation time by...
Stash Secured One of the Top US WealthTech Deals as Funding in the Country Fell by 56% in 2025
US WealthTech investment contracted sharply in 2025, with total capital falling 56% YoY to $3.6 billion and deal volume dropping 39% to 259 transactions. Despite the slowdown, New York solidified its leadership, accounting for 40% of the top ten deals, while...
EnFi Secures $15m Series A to Scale AI Credit Workforce
EnFi, an AI-native platform that supplies virtual agents for commercial lending, announced a $15 million Series A round, bringing its total capital to $22.5 million. The round was led by FINTOP with participation from Patriot Financial Partners, Commerce Ventures, Unusual Ventures and Boston...
Why Strong Foundations Are an Imperative Part of Jethur Story
Jethur was created to address the chronic fragmentation of governance, risk, compliance, cybersecurity, and audit tools by offering a single, unified operating platform called RootX. The API‑first, microservice‑based architecture supports both cloud and on‑premises deployments, enabling regulated enterprises to maintain...
Exponent Financial Secures $20m Revolving Credit Facility From Jovian
Exponent Financial, a technology‑driven lender for franchise operators, has secured a $20 million revolving credit facility from Jovian Capital Management. The new line of credit will fund the company’s expansion from credit‑card products into term lending, broadening financing options for multi‑unit...
BOXX Unveils Complete Cyber and Tech E&O Coverage
BOXX Insurance launched Tech E&O by BOXX, a comprehensive errors‑and‑omissions policy tailored for technology firms ranging from startups to enterprises. The product combines traditional E&O with integrated cyber coverage, 24/7 incident response, and a risk‑management platform. It introduces novel protections...
Kreios and BVI Bring AI-Driven Compliance to German Funds
Kreios and the German fund association BVI have formed a strategic cooperation to embed regulatory expertise into operational compliance using AI and rules‑based automation. Kreios will supply its REGMATIX platform, which automates document checks and applies digital validation rules, while...