Search Results for: personalized

Total Expert and Polly Partnership Delivers Exclusive Combination of Automated Customer Journeys and Hyper Personalized, Real-Time Loan Pricing
Finance Fintech News

Total Expert and Polly Partnership Delivers Exclusive Combination of Automated Customer Journeys and Hyper Personalized, Real-Time Loan Pricing

Business Wire
by Business Wire0
The evolving partnership amplifies the capabilities of two unique technology pioneers that are fueling growth across the mortgage industry Total Expert, the FinServ leader in customer engagement software, today announced an expanded partnership with Polly and its leading mortgage capital markets platform. The enhanced partnership pairs Total Expert’s best-in-class journey......
Tyfone, FinGoal Partner to Deliver Personalized Financial Insights to Account Holders
Banking Fintech News

Tyfone, FinGoal Partner to Deliver Personalized Financial Insights to Account Holders

Business Wire
by Business Wire0
Digital banking solutions provider Tyfone announced it has partnered with FinGoal to enable financial institutions (FIs) to deliver personalized products and resources to account holders. “By integrating FinGoal into our platform, we’re equipping our clients with powerful tools like transaction cleansing and categorization and clear merchant logos. This partnership empowers financial institutions......
Q2's New Consumer Survey Reveals People of All Ages Want Personalized Banking
Banking News

Q2’s New Consumer Survey Reveals People of All Ages Want Personalized Banking

Business Wire
by Business Wire0
More than 65 percent of consumers say they are comfortable with their financial institutions using their data to personalize their banking experiences and AI technology for fraud protection Q2 Holdings Inc., a leading provider of digital transformation solutions for financial services, announced the release of a new Harris Poll consumer......
EarnUp Launches AI Advisor, An On-Demand Financial Guru Empowering Users With Hyper-Personalized Insights & Guidance
Fintech News

EarnUp Launches AI Advisor, An On-Demand Financial Guru Empowering Users With Hyper-Personalized Insights & Guidance

Business Wire
by Business Wire0
The industry’s first-ever context-aware conversation agent instantly analyzes users’ real-time banking and credit data to answer complex financial questions and provide tailored product recommendations EarnUp., a financial wellness fintech company, announced its newest product, AI Advisor, the industry’s first and only always-on AI-powered financial guru that helps to automate end-to-end......
Swaystack-Announces-Personalized-Engagement-Platform-to-Help-Banks-and-Credit-Unions-Grow-Digital-Channels
Finance Fintech News

Swaystack Announces Personalized Engagement Platform to Help Banks and Credit Unions Grow Digital Channels

Business Wire
by Business Wire0
Swaystack, a fintech software company, is excited to announce its personalized engagement platform designed to drive digital channel growth for banks and credit unions. 72% of consumers expect personalization from their bank or credit union. Meanwhile, 60% of banking leaders acknowledge a gap, recognizing that their institutions are falling short......
LeafHouse and iJoin Announce Launch of Automated Personalized Portfolio Program Powered by Dimensional offering State Street GTC Retirement Income Builder Series Funds
Fintech News

LeafHouse and iJoin Announce Launch of Automated Personalized Portfolio Program Powered by Dimensional offering State Street GTC Retirement Income Builder Series Funds

PR Newswire
by PR Newswire0
The new managed account brings personalization and lifetime income to the masses LeafHouse, iJoin, and ARS are excited to announce a new partnership to deliver personalized advice that features the State Street GTC Retirement Income Builder Series (Series) target date funds within a managed account offering. The State Street GTC......
Higgsfield-AI-Secures-$8M-in-Seed-Funding-to-Unlock-Personalized-AI-Video-Creation
Artificial Intelligence Finance Fintech News

Higgsfield AI Secures $8M in Seed Funding to Unlock Personalized AI Video Creation

Business Wire
by Business Wire0
The new funding round marks a significant milestone in Higgsfield AI’s mission to bring video AI generation and editing into the mainstream with its proprietary video model. Higgsfield AI, a startup focused on democratizing social media video creation, today announced $8 million seed funding led by Menlo Ventures. “After leading......
Max Life Embraces AI to deliver Hyper-Personalized Interactions to Customers
InsurTech News

Max Life Embraces AI to deliver Hyper-Personalized Interactions to Customers

PR Newswire
by PR Newswire0
Personalized videos for customers, deliver timely reminders for premiums, sales training amongst other innovations Max Life Insurance Company Ltd. (“Max Life” / “Company”), is undertaking a significant advancement in engaging with its customers by introducing AI-powered personalization across the board- starting with renewals messaging. On the forefront of the AI campaign......
Morningstar Investment Management & Envestnet Team Up to Deliver Personalized IRAs
Investment Services News

Morningstar Investment Management & Envestnet Team Up to Deliver Personalized IRAs

PR Newswire
by PR Newswire0
New Managed Accounts Offering Will Enable Asset Management Firms to Offset High Cost of Administering IRA The IRA Accounts and Servicing will be Powered by Leading Fintech Company, IRALOGIX The retirement groups within Morningstar Investment Management LLC (“Morningstar Retirement”), a subsidiary of investing insights firm Morningstar, and Envestnet, a leading......
Opto Investments Expands Offerings to Include Custom Funds Capabilities, Pioneering Personalized Private Markets Solutions for Advisors
Investment Services News

Opto Investments Expands Offerings to Include Custom Funds Capabilities, Pioneering Personalized Private Markets Solutions for Advisors

Business Wire
by Business Wire0
Leading private markets platform introduces a collaborative model for custom multi-manager private market funds, elevating advisor offerings Opto Investments (“Opto”), the technology-driven solution that empowers forward-looking investment advisors to confidently access private markets, announced the launch of new custom funds capabilities, further enriching its offering to RIAs. This enhancement enables......
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