Month : July 2025

Bloomberg Tax & Accounting Unveils Enhanced AI Assistant Features
Artificial Intelligence Fintech News

Bloomberg Tax & Accounting Unveils Enhanced AI Assistant Features

PR Newswire
by PR Newswire0
Bloomberg Tax & Accounting has announced a significant upgrade to its AI capabilities, unveiling advanced features for its AI Assistant. This innovative chat-based research tool is designed to streamline and speed up tax and accounting research, making the process more efficient and user-friendly. The updated AI Assistant now features expanded......
Wealthbox Integrates with Envestnet for Smarter Investment Management
Fintech Investment Services News

Wealthbox Integrates with Envestnet for Smarter Investment Management

PR Newswire
by PR Newswire0
Wealthbox is excited to announce a new integration with Envestnet, infusing powerful investment management capabilities directly into advisors’ Wealthbox CRM platform. With this integration, advisors can seamlessly access Envestnet account and position information, navigate between platforms using single sign-on, and initiate investment proposals—all within Wealthbox. The seamless connection between these two essential......
BlytzPay Announces Strategic Integration with Emotive Software to Supercharge Customer Engagement and Collections
Finance Fintech News

BlytzPay Announces Strategic Integration with Emotive Software to Supercharge Customer Engagement and Collections

Cision PRWeb
by Cision PRWeb0
BlytzPay, a leading collections management platform that speeds up payments and boosts customer engagement, has announced a new integration with Emotive Software, Inc, a revolutionary all-in-one software platform for dealers with AI-driven automation. The partnership is designed to help auto dealers and finance companies drive faster collections, improve customer experiences,......
MeridianLink Appoints Tech Veteran Denise Cox as Chief Customer Officer
Finance Fintech News

MeridianLink Appoints Tech Veteran Denise Cox as Chief Customer Officer

Business Wire
by Business Wire0
Cox will lead MeridianLink’s Services, Support and Customer Success teams to strengthen customer relationships and experience MeridianLink, Inc., a leading provider of modern software platforms for financial institutions, has appointed Denise Cox as its Chief Customer Officer (CCO). Cox brings more than two decades of experience leading customer-facing post-sales functions......
Heka Raises $14M to bring Real-Time Identity Intelligence to Financial Institutions
Finance Fintech News

Heka Raises $14M to bring Real-Time Identity Intelligence to Financial Institutions

PR Newswire
by PR Newswire0
Windare Ventures, Barclays, and other institutional investors back Heka’s AI engine as financial institutions seek stronger defenses against synthetic fraud and identity manipulation. Consumer fraud is at an all-time high. Last year, losses hit $12.5 billion – a 38% jump year-over-year. The rise is fueled by burner behavior, synthetic profiles, and AI-generated......
PhotonPay Launches Physical Mastercard Commercial Credit Card to Empower Global Business Payments
Digital Payments Fintech News

PhotonPay Launches Physical Mastercard Commercial Credit Card to Empower Global Business Payments

PR Newswire
by PR Newswire0
PhotonPay, a global digital financial infrastructure provider, announced the launch of its physical Mastercard Commercial Credit Card, marks a new milestone in its global payment solution portfolio, and delivers a unified, secure payment experience to global businesses across both online and offline channels. As enterprises expand globally, many traditional cross-border......
Wiv.ai Launches Game-Changer: The First FinOps Agent That Actually Takes Action
Cloud Fintech News

Wiv.ai Launches Game-Changer: The First FinOps Agent That Actually Takes Action

PR Newswire
by PR Newswire0
Wiv.ai, the leading platform for intelligent cloud process automation, announces the launch of a revolutionary feature: Wivy- The First FinOps Agent that can take action – the world’s first agent that enables not just FinOps data analysis, but automated execution of operations powered by artificial intelligence. From Language to Action The new......
Diversify Partners with Jump to Boost Advisor Productivity with AI-Powered Productivity Tools
Artificial Intelligence Fintech News

Diversify Partners with Jump to Boost Advisor Productivity with AI-Powered Productivity Tools

PR Newswire
by PR Newswire0
New collaboration provides Diversify advisors access to cutting-edge automation that enhances client meetings, documentation, and follow-up. Diversify, the advisor-founded and advisor-led wealth management platform, has announced a new partnership with Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers. Through this collaboration, Diversify......
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