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Morgan Stanley Opens $1 Trillion Wealth Platform to AI Agents
Morgan Stanley is preparing to make one of Wall Street’s biggest moves into the AI agent era by opening parts of its wealth management infrastructure to external artificial intelligence agents. The firm will allow corporate clients’ AI tools to connect directly with its stock administration platforms, ShareWorks and Equity Edge, so they can pull data and insights without relying on traditional software interfaces built for human users. This marks one of the earliest examples
Covertly AI
Jun 33 min read


Customers Bank CEO Uses AI Clone in OpenAI Deal
Customers Bank CEO Sam Sidhu made an unusual announcement during the company’s first-quarter earnings call: the prepared remarks analysts had just heard were not read by him, but by his AI clone. Sidhu described it as a potential first for a public company earnings call and used the moment to highlight a much larger shift happening inside the bank. Customers Bank, a $25.9 billion asset lender focused on startups and small businesses, is now moving deeper into artificial intel
Covertly AI
May 23 min read


9fin Secures $50 Million in Series B Funding to Revolutionize Debt Capital Markets with AI-Powered Analytics
London-based 9fin, an AI-driven analytics platform tailored for debt capital markets, has announced a successful $50 million Series B...
Covertly AI
Dec 8, 20243 min read


AI-Driven Models Revolutionize Interest Rate Forecasting
Mathematicians from Ateneo de Manila University (ADMU) have made a significant breakthrough in financial forecasting by developing...
Covertly AI
Nov 30, 20242 min read
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