07/23/2026

Bank of America embeds generative AI into customer service tools

The new generative AI capabilities within EricaAssist summarize why a client is calling, pull together relevant information, and recommend next steps based on the employee’s role and the client’s relationship with the bank - all without interr

07/21/2026

Bain & Company named an OpenAI Elite Partner

As an OpenAI Elite Partner, Bain & Company will continue working​ ​with OpenAI to help client businesses build, deploy, and scale frontier AI solutions responsibly and effectively.

06/26/2026

Asset-Map Launches Growth Partners Program

In other advisor technology news, Jump introduces AI onboarding tools, while Taxfyle debuts tax planning for RIAs and Gridline partners with Hamilton Lane on benchmarking.