Category : Analytics

BridgePort Appoints a New Chief Product Officer to Drive Next Phase of Product Innovation
Analytics Artificial Intelligence News Trading

BridgePort Appoints a New Chief Product Officer to Drive Next Phase of Product Innovation

PR Newswire
by PR Newswire0
New CPO Steven Bartfield to shape BridgePort’s product roadmap and AI-driven trading infrastructure BridgePort, the institutional coordination layer streamlining the off-exchange settlement of crypto, announced the appointment of Steven Bartfield as Chief Product Officer (CPO). At BridgePort, Bartfield will lead the company’s product roadmap, with a focus on deepening enterprise integrations, accelerating agentic AI capabilities,......
Canopy Unveils Native AI-Powered Smart Intake Capability to Eliminate Client Friction
Analytics Artificial Intelligence Fintech News

Canopy Unveils Native AI-Powered Smart Intake Capability to Eliminate Client Friction

Business Wire
by Business Wire0
Smart Intake is the first AI-powered solution built into an all-in-one practice management platform Canopy, the leading all-in-one practice management platform built for modern accounting firms, announced Smart Intake, a fully native solution that transforms client intake and tax workflow with AI-powered questionnaires, featuring intelligent prefill, dynamic document checklists, and......
Emburse Expands Receipt Integration Ecosystem with the AAdvantage Business Program and DoorDash for Business
Analytics Artificial Intelligence Fintech News

Emburse Expands Receipt Integration Ecosystem with the AAdvantage Business Program and DoorDash for Business

Business Wire
by Business Wire0
New integrations and next-gen AI folio technology reinforce Emburse’s vision of intelligent, automated expenses—providing users more speed, accuracy, and peace of mind Emburse, the company defining Expense Intelligence through AI-powered travel and spend orchestration, announced the addition of American Airlines AAdvantage Business™ and DoorDash for Business to its growing network......
Cetera Unveils IntelligenceEngine: AI-Driven Growth Suite Empowering Advisors and Institutions to Unlock Client Potential
Analytics Artificial Intelligence News

Cetera Unveils IntelligenceEngine: AI-Driven Growth Suite Empowering Advisors and Institutions to Unlock Client Potential

PR Newswire
by PR Newswire0
Cetera announced the launch of IntelligenceEngine, a proprietary suite of AI-powered tools and services built to help financial professionals accelerate growth by transforming client data into action and unlocking untapped value within their existing books of business. Purpose-built for the modern advisor and institution, IntelligenceEngine unifies advanced analytics, planning technology,......
Matrix Executions Unveils Cutting-Edge Equity Options Data Analytics and TCA Interface, Empowering Traders with Performance Insight
Analytics Fintech News

Matrix Executions Unveils Cutting-Edge Equity Options Data Analytics and TCA Interface, Empowering Traders with Performance Insight

Business Wire
by Business Wire0
Matrix Executions, a leading technology, broker dealer specializing in U.S. options, announced the launch of its innovative US Equity Options Data Analytics and Transaction Cost Analysis (TCA) Interface. This sophisticated new platform provides institutional traders with a comprehensive view into their options execution performance, covering both simple and complex order......
Zogo Is Quietly Powering a Shift in How Financial Institutions Increase Retention Through In-App Learning
Analytics Artificial Intelligence News Technology

Zogo Is Quietly Powering a Shift in How Financial Institutions Increase Retention Through In-App Learning

PR Newswire
by PR Newswire0
In a digital landscape where attention is fleeting and brand loyalty is on life support, Zogo is changing the game. What started as a gamified learning app has evolved into the engagement engine behind today’s most loyal, high-value financial customers. With more than 250 financial institutions on board, from Chime......
New Smarsh UK Survey Shows AI Adoption Surges in Financial Services—But Employees Demand Stronger Guardrails
Analytics Artificial Intelligence News

New Smarsh UK Survey Shows AI Adoption Surges in Financial Services—But Employees Demand Stronger Guardrails

Business Wire
by Business Wire0
Over a third of UK employees use AI tools often for work, however, nearly 70% would feel more confident if all AI outputs were captured and monitored for transparency Smarsh, the global leader in communications data and intelligence, reveals new research that highlights UK financial services employees’ perspectives on artificial......
Nitrogen, Advyzon Partner for Integrated Portfolio Analytics, Portfolio Management & CRM
Analytics Fintech News

Nitrogen, Advyzon Partner for Integrated Portfolio Analytics, Portfolio Management & CRM

Business Wire
by Business Wire0
Leading WealthTech Firms Unite to Deliver Integrated Platform for Boutique RIAs Nitrogen, the leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, and Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, announced an expanded integration and sales......
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