Corporate Insight releases research series on AI leaders in financial services. News originally published by November 5, 2026, 22:48 GMT Five reports evaluate virtual assistants, ai-powered fintech tools and AI search retrieval across retirement, HSA, banking, brokerage and annuity. New York, NY, Nov. 05, 2026 (GLOBE NEWSWIRE) - Corporate Insight (CI), the leading provider of competitive intelligence and customer experience research to the financial services, insurance and healthcare industries, today announced findings from a series of research reports identifying leaders in customer-facing AI across financial services. Based on firsthand testing of virtual assistants, AI-powered fintech platforms and AI search engines, the research identifies the leaders best leveraging these new tools among retirement plan recordkeepers, HSA providers, fintechs, banks, brokerages and annuity providers. "The leading virtual assistants in our testing complete real tasks inside the chat window: Robinhood's Cortex sets price alerts and drafts trades, Voya's assistant changes a participant's 401(k) contribution rate, and Lively's HSA assistant answered every test question we asked, typos included," says Olivia Jack, director of financial services research at CI. "But median tools lag far behind these leaders, directing users to a page that might contain the answer, rather than answering a user's questions in-chat. Customers who use ChatGPT and Claude every day will notice that difference the first time they use a firm's chat." Key findings from each report highlight the leaders in each AI space: Fidelity and Voya Financial lead retirement plan virtual assistants (Retirement Plan Monitor): Fidelity and Voya Financial earned the only Excellent ratings among the eight recordkeeper virtual assistants (VAs) CI's researchers tested. Both tools excelled at completing tasks in-window: At the time of the research, Voya PAL was the only tool in the report that lets participants change contribution rates directly in the chat, a task 79% of participants in CI's 2025 Participant Survey rated as very or extremely important. Fidelity's NetBenefits assistant delivers participant-specific balance and contribution data in-chat on both web and mobile and can hand participants off to a live representative within the chat window. Notably, VA adoption in the retirement industry remains limited: Only eight of the 18 recordkeepers CI covers offer a virtual assistant, and only three of those eight offer a VA on mobile. Lively's LivelyAI earned the only Excellent rating among six HSA virtual assistants that CI's researchers tested, being the only tool to answer 100% of CI's test queries, including misspellings and casual phrasing such as "Can you lmk the account balance?" LivelyAI returns balance, eligibility and beneficiary details in-chat and completes beneficiary and contact updates without sending participants elsewhere. Its AI Mode lets participants click dashboard elements, such as the What's Eligible button, to get an answer about qualified medical expenses in place. Charles Schwab and Robinhood lead interactive customer service among fintechs and incumbents (Fintech Monitor): Charles Schwab and Robinhood earned the two Excellent ratings among 11 firms CI evaluated for app-based virtual assistants, live chat, secure messaging and contact options. Robinhood's Cortex sets price alerts and builds trade drafts in-chat, then asks users to confirm before any money moves. Schwab offers its assistant on the home screen and every main navigation screen and displays quote charts directly in its responses. Origin, Public and Vera stand out among AI-powered fintechs (Fintech Monitor): CI's review of seven AI-focused fintechs found that AI has moved from add-on chatbots to core platform features. Origin's AI Advisor, the first SEC-registered chatbot, recommends specific investments, scans internal and external accounts, and updates net worth projections based on hypothetical life events. Public's Agents tool lets users automate trades, market monitoring and money movement when conditions they define are met, while Vera supports two-way voice conversations with its assistant, a novel feature in the research. Fidelity, TruStage and USAA lead in AI content retrieval for annuity research (Annuity Monitor): CI's researchers tested how well ChatGPT, Claude and Perplexity retrieve public site content from 18 annuity providers, using three prompts covering company background, annuity offerings and a comparison of two product types. Fidelity, TruStage and USAA earned Excellent ratings, with all three AI tools consistently retrieving their product types, company mission and comparison information. Annuity firms that struggled in this research often had competitive information that AI tools could not reach or understand. In particular, rates in dynamically rendered tables, pricing behind producer logins and vague fee language all produced gaps. "Across financial services and insurance, the leading AI-powered tools can perform common account actions, return the customer's own data in the chat, and hand off to a live agent without making the customer start over or leave the chat window," says Jack. "But firms also need to realize that many prospects will research their products using AI without ever visiting the public site themselves. Key details need to be in formats that ChatGPT, Claude and Perplexity can read, or those prospects may never see them." Access the Reports Organizations can contact CI to learn how to access the full reports. Media seeking key findings and analyst perspectives can contact CI's press team to learn more. Organizations covered in this research: AInvest, Alight, Allianz, Athene, Bank of America, Brighthouse Financial, Charles Schwab, Chase, Chime, Cleo, Coinbase, Composer, Corebridge Financial, Current, Empower, Equitable, eToro, Fidelity, HealthEquity, HSA Bank, Jackson, Lincoln Financial, Lively, MassMutual, Merrill, Monarch, Nationwide, New York Life, Optum Bank, Origin, Pacific Life, Principal, Prudential, Public, Revolut, Robinhood, SoFi, TIAA, Transamerica, TruStage, USAA, Vanguard, Venmo, Vera, Voya Financial and Webull About Corporate Insight Corporate Insight (CI) delivers competitive intelligence, user experience research and consulting services to the nation's leading financial services, insurance and healthcare organizations. As the recognized industry leader in customer experience research for over 30 years, CI offers a best-in-class research platform and unique approach of analyzing the actual customer experience to help organizations advance their competitive position in the marketplace. Patrick Flood Corporate Insight [email protected] Legal Disclaimer: EIN Presswire provides this news content "as is" without warranty of any kind. Alabama Business Reporter do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.

The Motley Fool's Jake Lerch predicts Robinhood, Charles Schwab, and SoFi could be among 2027's best-performing financial stocks, if they execute their strategies and markets cooperate. Robinhood's third-quarter revenue rose 12% to $1.42 billion, and Gold subscribers rose 34% to 5.2 million. Schwab's revenue rose 17% to $7.2 billion, with net income up 23% to $2.9 billion. SoFi's revenue climbed 44% to $1.39 billion, and net income rose 73% to $241 million. Products per member reached 1.56, from 1.47 a year earlier. SoFi is the cheapest at a price-to-sales ratio of 3.9; Robinhood's 15.3 is the highest. Risks include market declines, a trading slowdown, and weaker borrowers.

Sportradar betting content revenue jumps 37% as prediction markets gain traction. November 4, 2026 Sportradar's Betting & Gaming Content revenue increased 37 percent year-on-year to €242 million ($270.5 million) in the third quarter of 2026, supported by its IMG ARENA acquisition and growing demand from prediction-market participants. The sports technology supplier reported total revenue of €362.5 million ($405.2 million), up 24 percent, while adjusted EBITDA rose 21 percent to €102.2 million ($114.2 million). In its November 3rd earnings release, Sportradar attributed the content unit's growth to IMG ARENA rights and increased uptake of its products among existing and new customers, including prediction-market companies. The unit accounted for most of the group's year-on-year revenue increase. Chief executive Carsten Koerl said during the earnings call that prediction markets had made a positive contribution to results for the first time in 3Q26, following the signing of agreements with exchanges, brokers and market makers. "These partnerships are already starting to contribute to our results, and we expect that contribution to grow as trading volumes increase and as we add more partners," he said. Sportradar works with prediction-market exchanges Polymarket, Kalshi and Novig, and has signed its first broker agreement with Robinhood. Koerl said the company had also secured roughly 10 contracts with market makers, which he identified as its largest opportunity within the segment because of demand for low-latency sports data. The company did not disclose how much revenue prediction markets generated during the quarter. Meanwhile, IMG ARENA's sports rights portfolio continued to expand Sportradar's betting content offering. Management said integration-related revenue synergies had exceeded its original 25 percent target. Sport rights expenses rose 54 percent to €111.7 million ($124.9 million), mainly due to IMG ARENA content. Adjusted EBITDA margin narrowed to 28.2 percent from 29.0 percent, which chief financial officer Craig Felenstein attributed largely to the seasonality of IMG content. U.S. revenue rose 47 percent to €98 million ($109.6 million), partly reflecting prediction-market expansion, while Managed Betting Services revenue declined 3 percent as unfavorable sporting results reduced trading margins. Sportradar maintained its full-year 2026 outlook, forecasting revenue of €1.518 billion to €1.533 billion and adjusted EBITDA of €360 million to €368 million. Last update: 4 November 2026, 09:46 am Viviana Chan is an editor, interpreter, and journalist. With over a decade of experience, she writes in English, Chinese, and Portuguese. Viviana started her career in Macau-based newspapers, where she became passionate about the region's social, financial, and cultural development. Her writing focuses on the economy, emerging industries, gaming development, political affairs, and cross cultural-exchange in the business and cultural domains. She is avid for news and eager to discover and cover stories that generate public relevance.