Financial Planning Stories - Page 2

Global Stories

Financial Planning stories

Xero launches AI-native operating system for small firms

The new platform aims to cut routine bookkeeping for small firms by automating payments, reconciliation and tax prep while keeping users in control.

By Karen Joy Bacudo • 3 min read • Last month

Agricultural Technology

SLR buys climate analytics platforms in digital push

The acquisitions expand climate risk analysis for investors and governments as firms move beyond outdated historical models to scientific evidence.

By Shannon Williams • 4 min read • Last month

Data Protection

Xero signs Claude deal for small business finance tools

Small businesses could get real-time cash-flow and invoice insights as Xero embeds Claude into its accounting tools and planning workflows.

By Joseph Gabriel Lagonsin • 4 min read • Fri, 27th Mar 2026

Unified Communications

Anaplan launches AI planning tools & apps for business

Businesses can now build governed AI assistants and use 12 pre-built planning apps across finance, supply chain and workforce management.

By Sofiah Nichole Salivio • 4 min read • Thu, 26th Mar 2026

Software-as-a-Service

Gainsight names new leadership team for growth push

Gainsight names new finance, go-to-market and Marketing Chiefs as it gears up for AI-driven growth in customer success software.

By Sofiah Nichole Salivio • 4 min read • Wed, 25th Mar 2026

Fintech

Visa index shows Asia-Pacific firms seek faster funding

Nearly half of Asia-Pacific mid-sized firms shun working capital tools, even as CFOs demand faster, simpler digital funding solutions.

By Karen Joy Bacudo • 4 min read • Tue, 24th Mar 2026

Disaster Recovery

Vivi Money launches AI financial platform with Visa

Australian fintech Vivi unveils AI-native money platform on Pismo with Visa debit card, FX features and high-interest savings tools.

By Karen Joy Bacudo • 4 min read • Fri, 20th Mar 2026

Stories from Other Regions

Financial Planning stories

Data Protection

Plaid says AI is reshaping consumer finance expectations

More than half of Americans used AI to manage money last year, as consumers increasingly expect financial apps to offer guidance, not just data.

By Karen Joy Bacudo • 4 min read • Last month

eCommerce

Women building wealth with purpose in Auckland launch

Women in New Zealand are still facing funding and confidence gaps despite stronger financial literacy, organisers say.

By Kaleah Salmon • 4 min read • Last month

Software-as-a-Service

AlphaSense names Samantha Greenberg as Chief Financial Officer

The appointment comes as the AI research provider expands internationally and tightens financial oversight for its 7,000 enterprise customers worldwide.

By Sofiah Nichole Salivio • 3 min read • Last month

Crypto

Singapore sandwich class turns to crypto for stability

Middle-income households in Singapore are increasingly using cryptocurrency to diversify portfolios and buffer rising costs, a new survey shows.

By Karen Joy Bacudo • 3 min read • Last month

Unified Communications

CIMB Niaga launches AI agents for Indonesian bank staff

The rollout could speed up advice and call handling for millions of Indonesian customers while keeping staff in control of regulated decisions.

By Karen Joy Bacudo • 5 min read • Last month

Productivity

Aware Super gains adviser-ready fund accreditation

The recognition may make it easier for advisers to place clients with Aware Super, as its member numbers using them have almost doubled since June 2024.

By Sofiah Nichole Salivio • 3 min read • Last month