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March 2026 - Product update

Alex Mathé-Cathala ·
March 2026 - Product update

Alex here, founder & CEO of Vega.

If you’ve been reading my monthly updates over the past three years, you know I’m not the kind of tech CEO who exaggerates or oversells. We ship features, and I describe them plainly. I stick to the facts.

For the first time, I'm making a claim this strong: we've just released the most advanced AI in the industry. Vega 2.0 is a fork in the road. I believe that deeply. I stick to the facts.

Click to watch Vega 2.0 in action

Click to watch Vega 2.0 in action

Voice agents

Computer work is exhausting. A financial advisor logs roughly 50,000 keystrokes and 5,000 clicks each week. A client service associate often does closer to 100,000 keystrokes and 10,000 clicks. Every one of them drains energy that could be spent on thoughtful, high-quality work.

Use Push-to-Talk to reduce daily clicks and keystrokes. Vega listens to your instructions and takes action:

  • Create contact records
  • Update existing contact records
  • Create and update tasks, notes, and workflows
  • Delegate work to colleagues
  • Launch research workloads (planning, taxes, financial markets)
  • Write an email
  • Extract data from a meeting
  • And more!

Google Chrome extension

Google Chrome extension


We've just released the first AI Chrome extension exclusively dedicated to the RIA industry. If you're a Gmail user, you can install it in Chrome and use it to write emails and sync key updates to your other tools (Vega, CRM, scheduler, etc.).

Visit the Chrome web store now.

Gmail example

HubSpot integration

Hubspot integration


If your firm uses HubSpot for prospecting or even as your service CRM, you can now fully integrate it with Vega.

Add HubSpot from your Integrations dashboard now.

Dynamics integration

Dynamics integration


We've also released our Dynamics integration. Connect Dynamics from your Integrations dashboard.

Document analysis, threads, Thinking mode, and more...


Vega can now directly help you analyze tax returns, employment contracts, insurance policies, financial models, and many other PDF, Word, or Excel files. Simply navigate to your homepage and drag and drop your files into a new...

Chat threads! Vega now keeps a record of separate conversations. No need to sort them or rename them. Vega automatically gives each chat thread a name and links it to the right contact records for faster and more accurate future retrieval.

Vega can now be put into Thinking mode for your most important requests that are not time-contrained.

Until next time, enjoy Vega 2.0! The future is here.