Month : May 2025

Planful Announces AI-Enabled Product Innovations to Help CFOs Address Talent Shortages and Drive Performance
Artificial Intelligence Finance Fintech News

Planful Announces AI-Enabled Product Innovations to Help CFOs Address Talent Shortages and Drive Performance

PR Newswire
by PR Newswire0
Innovations Including Persona-Based AI Assistants, Consolidations, Workforce Planning, and Integrations Planful Inc., the pioneer of financial performance management cloud software, announced new capabilities that help teams automate routine tasks, collaborate across functions, and rethink how they plan and execute—critical advantages as CFOs face a shrinking talent pool and rising demands......
Polly Further Advances its Unrivaled LO Experience with Full Mobile Capabilities and AI-powered Automation
Artificial Intelligence Finance Fintech News Robotic Process Automation

Polly Further Advances its Unrivaled LO Experience with Full Mobile Capabilities and AI-powered Automation

Business Wire
by Business Wire0
Advancements power loan-level optimization, increase conversions, and drive costs down Polly, the leading provider of innovative enterprise technology and artificial intelligence for mortgage capital markets, continues to redefine industry standards, including the loan officer (LO) experience in its next-generation product, pricing, and eligibility (PPE) engine. Bolstered by Polly/™ AI, which......
Nitrogen Partners with Artha to Offer New Portfolio Optimization Tool
Finance Fintech News

Nitrogen Partners with Artha to Offer New Portfolio Optimization Tool

Business Wire
by Business Wire0
Artha, a cutting-edge wealth management platform that specializes in portfolio management, today announced a new partnership with Nitrogen, the leading developer of integrated risk tolerance, proposal generation, investment research and planning software for advisors. The partnership provides Nitrogen users with direct access to a new portfolio optimization tool, powered by......
Affinity Sourcing to Transform Deal Discovery for Investors
Fintech Investment Services News

Affinity Sourcing to Transform Deal Discovery for Investors

Business Wire
by Business Wire0
AI-powered sourcing solution helps investors uncover and prioritize high-potential companies earlier—without leaving their CRM Affinity, the relationship intelligence platform trusted by more than 3,000 investment teams globally,  announced the general availability of Affinity Sourcing, a next-generation deal sourcing solution designed to help growth-stage private capital firms go beyond their networks......
AdvisorEngine Integrations Add AI Power, Greater Financial Data Access and Expanded Workflow Automation to Wealth Management Platform
Artificial Intelligence Finance Fintech News Robotic Process Automation

AdvisorEngine Integrations Add AI Power, Greater Financial Data Access and Expanded Workflow Automation to Wealth Management Platform

Business Wire
by Business Wire0
AdvisorEngine now works with popular AI notetakers Jump, Zeplyn and Zocks ByAllAccounts integration broadens an advisor’s view of client data; Zapier enhances advisory firm workflow processes AdvisorEngine Inc. announced several platform integrations designed to boost advisor productivity and improve client service, tapping into wealth management’s fast-evolving segment of AI-powered tools.......
Assette Launches AI-Powered RFP & DDQ Automation for Asset Managers
Artificial Intelligence Digital Asset Management Fintech News

Assette Launches AI-Powered RFP & DDQ Automation for Asset Managers

Business Wire
by Business Wire0
Assette, the content automation platform purpose-built for asset management firms, announced the launch of its new AI-powered RFP & DDQ automation module—cutting response times from weeks to hours while eliminating redundant work and compliance risk. Built specifically for asset managers, Assette’s AI-powered RFP & DDQ automation module eliminates spreadsheets, compliance......
Roots Appoints Diane Brassard as Head of Education and Advocacy to Advance AI Transformation in Insurance
Artificial Intelligence Finance Fintech InsurTech News

Roots Appoints Diane Brassard as Head of Education and Advocacy to Advance AI Transformation in Insurance

PR Newswire
by PR Newswire0
Roots, creator of the agentic AI platform for insurance and developer of InsurGPT™, the world’s first generative AI model purpose-built for insurance, today announced the appointment of Diane Brassard as head of education and advocacy. With over three decades of experience across claims, underwriting, operations, and automation, Brassard brings a unique blend......
YCharts Expands Relationship with LPL Financial Through ClientWorks Integration
Fintech Investment Services News

YCharts Expands Relationship with LPL Financial Through ClientWorks Integration

Business Wire
by Business Wire0
YCharts, a leading client engagement and investment research platform trusted by financial advisors and investment professionals across North America, has expanded its relationship with LPL Financial by launching a direct integration with ClientWorks, LPL’s advisor technology platform. This enhancement streamlines workflows, reduces manual data entry, and improves client engagement for......
Pavilion Payments Names Lori Lawson Chief Operations Officer
Finance Fintech News

Pavilion Payments Names Lori Lawson Chief Operations Officer

Business Wire
by Business Wire0
Pavilion Payments, the leading omnichannel payment solutions provider in the gaming industry, has announced the promotion of Lori Lawson to Chief Operations Officer. Lawson has served as Vice President of the Program Management Office, and most recently led Gaming Operations and PMO, at Pavilion Payments since 2021. In her operations......
AU10TIX Launches Continuous AML Risk Monitoring Powered by Premium Data Sources
Finance News Risk Management

AU10TIX Launches Continuous AML Risk Monitoring Powered by Premium Data Sources

PR Newswire
by PR Newswire0
Enables Businesses to Proactively Detect Emerging Risks and Counter Evolving Financial Crime AU10TIX, a global leader in identity verification and fraud prevention, announced the launch of continuous risk monitoring as part of its advanced anti-money laundering (AML) solution. Driven by customer demand, this powerful capability delivers real-time risk insights across the......
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