TechIntelPro

Zeplyn | Agentic AI for Wealth Managers launches agentic account-opening workflow with Charles Schwab Advisor Center integration, enabling AI agents to automatically complete account openings and incorporate live holdings into client briefs. "This integration is a step toward a new way of working. By combining Schwab data with the intelligence firms already have, we're enabling AI to complete work that has traditionally remained manual, giving advisors more time to focus on their clients." - Era Jain, Co-Founder and CEO, Zeplyn See comments to read the news #WealthTech #AIAgents #AccountOpening #AdvisorTech #Fintech #TechIntelPro

Nimble appoints Tanya Andreev Kaspin as CFO to scale expert-level web search infrastructure for AI agents. "We're entering a new phase of growth as more of the market recognizes what expert-level web search can do for production AI agents. Tanya has done this before at scale, and her experience will be critical as we expand Nimble's infrastructure and bring the next generation of our product to more enterprises." - Uri Knorovich, CEO and Co-Founder, Nimble See comments to read the news #WebSearch #AIAgents #EnterpriseAI #ExpertSearch #Fintech #TechIntelPro

Upwave AI Campaign Insights Sessions powered by AI Agent Bayes, giving marketers 24/7 conversational access to explore campaign performance, audiences, and methodology. "With AI Campaign Insights Sessions, they can engage live with Bayes and ask the questions that matter in that moment, whether they're trying to understand a result, make a decision, or answer a question from a client. It's like having an analyst available whenever the next question comes up." - Chris Kelly, CEO, Upwave See comments to read the news #AIAgent #CampaignMeasurement #AdTech #MarketingAnalytics #TechIntelPro

Sprinklr appoints Jordi Ribas, Microsoft President of Search & AI, to its Board of Directors. "AI is creating an opportunity to fundamentally transform customer experience. Sprinklr has taken an ambitious approach by building an AI-native platform designed to help enterprises unify customer engagement across channels and functions." - Jordi Ribas, Ph.D. See comments to read the news #AI #CustomerExperience #Leadership #TechIntelPro

SES AI appoints Paul Diemer, former Flex CTO for AI datacenter power systems, to its Board of Directors. "We are pleased to add Paul to the Board. His extensive experience directing technology strategy in the data center infrastructure and energy storage space should provide meaningful insight and guidance as we continue to execute on our growth plans." - Dr. Qichao Hu, Founder and CEO, SES AI See comments to read the news #LiMetal #AI #EnergyStorage #TechIntelPro

FiscalNote launches PolicyNote MCP in Anthropic's Claude Connectors Directory, bringing legislative and regulatory intelligence to Claude users. "Our listing in Anthropic's Claude Connectors Directory puts PolicyNote inside Claude alongside ChatGPT. Policy and regulatory risk touches every part of the enterprise, and the organizations that manage it best are embedding trusted intelligence directly into their teams' daily workflows." - Key Compton, CEO and President, FiscalNote See comments to read the news #Claude #MCP #AI #PolicyIntelligence #RegulatoryTech #TechIntelPro

Bonusly launches Bizy, an AI agent that proactively finds recognition moments across work tools to help teams connect and grow together. "The world of work is changing fast, and most companies are chasing AI without asking who it's for. We think you can't get AI right if you don't get culture right first. Bizy is the next chapter of what we've always been trying to do: make it easier for people to come together as a team and do work they're proud of." - Charles Hough, CEO, Bonusly See comments to read the news #Bizy #AI #EmployeeEngagement #CompanyCulture #Recognition #FutureOfWork #TechIntelPro

REGAL partners with Five9 to bring AI voice automation to enterprise contact centers, enabling seamless data syncing and autonomous AI agents. "By partnering with Five9, we're making it easy for enterprise contact centers, especially those in highly regulated industries, to deploy secure AI voice agents that automate repetitive work, personalize every interaction, and integrate into existing workflows." - Alex Levin, CEO and Co-Founder, Regal See comments to read the news #AIVoice #ContactCenter #CX #Automation #EnterpriseAI #TechIntelPro

Pave expands its AI compensation agent to reason across merit cycles, pay ranges, real-time job postings, and uploaded documents. "That's the difference between a generic AI tool and an agent that was purpose-built for compensation. The Pave Agent brings the analysis. Your team brings the judgment." - Matt Schulman, CEO and Founder, Pave See comments to read the news #AI #HRTech #PayEquity #MarketData #CompensationAnalytics #TechIntelPro

Trace One appoints Raphaël Bertholet as Chief Product & Technology Officer to accelerate AI-driven innovation. "Our customers don't simply need software — they need a partner that understands their business strategy and helps them continuously deliver remarkable products that support it. Raphaël's appointment reflects our ambition to accelerate innovation and deliver intelligent solutions that create measurable business value." -Severine Tourpin, CEO, Trace One See comments to read the news #CPTO #AI #PLM #Innovation #TechIntelPro