FINBOURNE launches Forward Deployed Engineering programme. 26 Aug 2026 News London, 26 August 2026 - FINBOURNE Technology, the investment data platform, today launched its Forward Deployed Engineering (FDE) programme, which pairs engineers working inside client teams with platform tooling and AI to build production solutions at speed. The programme launches with an initial team of 30 engineers with deep investment management experience, and the first client engagements are already under way. FINBOURNE's Forward Deployed Engineers will work as an extension of a client's own team, sitting inside the organisation alongside operational and technology staff. This model is designed to help companies deploy solutions to real-world problems at speed: connecting legacy systems and fragmented data silos; embedding governance, audit and controls directly into the architecture; and uncovering and delivering agentic AI solutions across the trading lifecycle. Target first go-live is three to six months, against the multi-year pattern of sequential handovers between separate teams. That speed comes from configuration rather than construction. Engineers connect client source systems to a platform that already exists instead of writing new integration code, and AI coding tools compress the work that remains. The platform's native reconciliation engine then proves every migrated record against its source, and continues running as a live control once the client is in production. Agents built on Candela, FINBOURNE's agentic AI layer, handle data quality rules and operational workflows. The programme is led by Evelyn Lynch, who joined FINBOURNE as Head of Forward Deployed Engineering in July 2026 after 19 years at Confluence Technologies, latterly as Vice President of Professional Services, running new client implementations across its product range. "This is an exciting time to join FINBOURNE," said Evelyn Lynch, Head of Forward Deployed Engineering at FINBOURNE Technology. "The platform's ability to rapidly integrate data, combined with its reconciliation and agentic AI capabilities, gives us an unrivalled ability to solve customers' real-world problems. This new programme is about unlocking that potential at speed by pairing our tooling and AI capabilities with our FDEs' deep domain knowledge, so customers get solutions that fit how their business works." "Our clients' hardest problems are specific to them, and they are also where we learn most about our own platform," said Elliot Hurdiss, Chief Technology Officer at FINBOURNE Technology. "Our FDEs understand our clients' operations as well as they understand our platform. And what we learn solving for one client makes the platform better for all of them." About FINBOURNE FINBOURNE Technology provides the data foundation for asset managers, asset owners and asset servicers, who use its enterprise data automation, investment management and fund servicing solutions alongside their existing systems or as the platform they run on. A single transaction record with dual time series removes the duplication that creates reconciliation overhead and gives complete look-through across entities, fund structures and managers. Because everything is exposed as governed, API-first services, teams and AI agents work from the same trusted data.

Confluence Technologies has launched Confluence POINT, an AI-enabled automation platform that optimises workflows across its regulatory, analytics, and investor communications solutions for the investment management industry. POINT Validation transforms and validates documents across various formats, including unstructured data, completing AI-powered validation in minutes with automated checklists and audit trails. This eliminates manual validation work that typically follows automated financial and regulatory report production. Within Revolution, Confluence's multi-asset performance solution, POINT Prompt provides an AI-enabled conversational interface allowing users to ask questions and action processes in plain English. The interface is also available within Excel, integrating Revolution's capabilities directly into spreadsheets. "Confluence POINT will expand the scope of our technology, optimise workflows, and reduce manual effort," said Mark Evans, founder and chief executive officer of Confluence Technologies. The Pittsburgh-based company serves over 1,000 clients across more than 40 countries.

Confluence launches Confluence POINT, bringing ai-enabled automation across its product suite. * 3 hrs ago Confluence Technologies, Inc. ("Confluence"), a global leader in regulatory, analytics, and investor communications solutions for the investment management industry, today announced the launch of Confluence POINT, AI-enabled automation that optimizes workflows across its solutions. Confluence delivers specialist regulatory, analytics and investor solutions that are unrivalled at what they do. POINT is AI-enabled automation that runs within and alongside these solutions, letting them do more for its clients, reducing manual effort that typically occurs before or after automated processes. Starmer arrives at Buckingham Palace to tender resignation to the King POINT Validation transforms and validates documents across a range of formats, including unstructured data. POINT's AI-powered validation is complete in minutes, delivered via an automated checklist that runs independently. Every finding is backed by an audit trail, and errors are flagged for follow up. POINT eliminates the time-consuming manual validation that follows automated financial and regulatory report production. Within Revolution, Confluence's multi-asset performance, attribution and risk solution, POINT Prompt delivers an AI-enabled conversational interface which lets users ask questions and action processes in plain English. This conversational interface is also available within Excel, putting the power of Revolution directly into spreadsheets with no need to export data or switch between systems. POINT's scope will grow rapidly as Confluence delivers more AI-enabled optimization across its solutions. "AI is reshaping how work is done across financial services, and we are delivering that value directly into the solutions our clients already use and trust," said Mark Evans, Founder and Chief Executive Officer, Confluence Technologies. "Confluence POINT will expand the scope of our technology, optimize workflows, and reduce manual effort - ultimately driving efficiency through deliberate use of embedded AI. This is a long-term commitment, and you will see our AI capability continue to grow across our entire product suite in the months ahead". About Confluence(R) Technologies Confluence is a global leader in enterprise data and software solutions for regulatory, analytics, and investor communications. Its best-of-breed solutions make it easy and fast to create, share, and operationalize mission-critical reporting and actionable insights essential to the investment management industry. Trusted for over 30 years by the largest asset service providers, asset managers, asset owners, and investment consultants worldwide, its global team of regulatory and analytics experts delivers forward-looking innovations and market-leading solutions, adding efficiency, speed, and accuracy to everything Mycarrollcountynews do. Headquartered in Pittsburgh, PA, with over 700 employees across North America, the United Kingdom, Europe, South Africa, and Australia, Confluence services over 1,000 clients in more than 40 countries. For more information, visit Confluence.com. Media gallery