CFOtech Australia - Technology news for CFOs & financial decision-makers
Australia

Financial Planning Stories

Australian Stories

Financial Planning stories

Global Stories

Financial Planning stories

Advantive appoints Mike Barna as Chief Financial Officer
Enterprise Resource Planning

Advantive appoints Mike Barna as Chief Financial Officer

The hire comes as the software group broadens its customer base and increases financial oversight for a larger international operation.

By Sofiah Nichole Salivio • 3 min read • 3 days ago
CISI launches in Australia & New Zealand with AI push
Fintech

CISI launches in Australia & New Zealand with AI push

Regional finance professionals will gain access to CISI's AI ethics training and 2,000 learning resources after 5,000 members transferred from Finsia.

By Karen Joy Bacudo • 4 min read • Last week
Women embrace 'writing the next chapter', PocketSmith finds
Financial Literacy

Women embrace 'writing the next chapter', PocketSmith finds

The poll of 270 women suggests many want financial messaging framed around reinvention and control, not just life stages.

By Karen Joy Bacudo • 4 min read • Last month
Anthropic adds 11 partners to Claude for financial advisers
Risk & Compliance

Anthropic adds 11 partners to Claude for financial advisers

Advisers should spend less time toggling between systems as the expanded service links portfolio, planning and custodial data in one interface.

By Karen Joy Bacudo • 4 min read • Last month
Finance leaders favour visibility & planning over cuts
Artificial Intelligence

Finance leaders favour visibility & planning over cuts

More finance teams are using data and planning tools to protect growth spending as volatility makes broad cuts less attractive.

By Karen Joy Bacudo • 4 min read • Last month
LendWell signs biggest UK deal with SPF Private Clients
Digital Transformation

LendWell signs biggest UK deal with SPF Private Clients

The rollout could free up advisers' time by cutting mortgage administration, while giving the software firm a stronger foothold in the UK market.

By Karen Joy Bacudo • 4 min read • Last month
Zocks links client data platform to Claude for advisers
Customer Relationship Management

Zocks links client data platform to Claude for advisers

Advisers can now draft reviews and tax summaries with client context drawn from Zocks' conversation data, while keeping access read-only.

By Karen Joy Bacudo • 4 min read • Wed, 16th Sep 2026
Anthropic introduces Claude for financial advisers
Fintech

Anthropic introduces Claude for financial advisers

Advisers could save hours on prep and compliance as the new Claude plugin links into portfolio, CRM and planning systems, Anthropic said.

By Karen Joy Bacudo • 5 min read • Wed, 16th Sep 2026

Stories from Other Regions

Financial Planning stories

Is corporation tax the wrong number to watch on 28 October?
Taxation

Is corporation tax the wrong number to watch on 28 October?

With tax rises possible, finance teams may find business rates and cash flow matter far more than the unchanged 25% corporation tax rate.

By Michael Gould • 4 min read • Last month
Conference Board sets five-stage AI agent work framework
Data governance

Conference Board sets five-stage AI agent work framework

As spending rises, employers are being urged to redesign tasks around AI agents or risk automating the wrong work without measurable gains.

By Sofiah Nichole Salivio • 4 min read • Last month
PolyAI appoints Sunil Shah as Chief Financial Officer
Data Analytics

PolyAI appoints Sunil Shah as Chief Financial Officer

The hire comes as the AI software group expands its platform and looks to boost investment in customer-facing tools.

By Sofiah Nichole Salivio • 3 min read • Last month
AI and data reshape finance, tax and hiring practices
Data Analytics

AI and data reshape finance, tax and hiring practices

Taxpayers, recruiters and operations teams face tighter decisions as AI speeds up workflows and Making Tax Digital forces more frequent reporting.

By Karen Joy Bacudo • 4 min read • Last month
BEYLA strikes Visa deal to boost AI tools for SMBs
Software-as-a-Service

BEYLA strikes Visa deal to boost AI tools for SMBs

The tie-up could help small firms spot cash-flow risks and growth opportunities faster, while keeping owners in control of any action.

By Karen Joy Bacudo • 4 min read • Last month
NatWest tests AI spending insights & fraud support
Data Protection

NatWest tests AI spending insights & fraud support

Customers will be able to query spending patterns in natural language as the bank expands in-house AI after launching fraud triage support.

By Karen Joy Bacudo • 4 min read • Mon, 28th Sep 2026
Bill Harris launches Evergreen.ai financial advice app
Encryption

Bill Harris launches Evergreen.ai financial advice app

It aims to widen access to personalised money guidance as consumers increasingly turn to AI for budgeting, investing and tax help.

By Karen Joy Bacudo • 4 min read • Thu, 24th Sep 2026
Britons turn to AI for finance advice as much as parents
Digital Transformation

Britons turn to AI for finance advice as much as parents

A survey of 2,000 adults suggests AI is overtaking friends and media as a source of money help, despite lingering doubts over accuracy.

By Karen Joy Bacudo • 4 min read • Tue, 15th Sep 2026
Focal AI launches agentic platform for Canadian advisers
Customer Relationship Management

Focal AI launches agentic platform for Canadian advisers

Advisers could reclaim hours each week as the new software auto-fills forms, drafts emails and updates records after client meetings.

By Karen Joy Bacudo • 4 min read • Fri, 11th Sep 2026