Category : Artificial Intelligence

Artificial Intelligence Finance News

Conquest Brings Verifiable AI Financial Advice Engine Directly to Independent Advisors and RIAs

Business Wire
by Business Wire0
New self-serve offering opens Conquest’s capabilities to firms of any size, with digital onboarding in days Conquest, an award-winning global fintech company that delivers the industry’s leading verifiable AI financial advice engine to power continuous advice at scale, announced a new self-serve offering that gives independent advisors and registered investment......
Artificial Intelligence Finance News

DFIN Expands Active Intelligence™ with AI-Powered Document Translation and Document Summaries in Venue

PR Newswire
by PR Newswire0
New capabilities enable deal teams to accelerate document review and improve cross-border collaboration while keeping sensitive information secure within the data room Donnelley Financial Solutions, a leading global provider of financial regulatory and compliance solutions and the top SEC filing agent, announced the expansion of its Active Intelligence™ suite of......
Artificial Intelligence Finance News

Orion Expands Anthropic Collaboration as Launch Partner for Claude for Financial Advisors

Business Wire
by Business Wire0
Announced today at Future Proof Festival, Orion’s MCP connector brings Orion Connect portfolio data and Redtail CRM into Claude, so advisors and their teams can prepare for a client meeting, capture follow-ups, and see where opportunities stand without leaving the conversation Orion expanded its collaboration with Anthropic, launching Orion’s MCP......
Artificial Intelligence Finance News

Zocks Brings Client Conversation Context to New Claude for Financial Advisors

Business Wire
by Business Wire0
Zocks brings personal, up-to-date context from client conversations to Anthropic’s new wealth management offering Zocks, the privacy-first AI platform for financial services, announced a collaboration that connects the most recent, personal client context captured in Zocks to Claude for Financial Advisors, a new wealth management solution Anthropic launched today. Advisors......
Artificial Intelligence Finance News

Jump Introduces AI-Assisted, Real-Time Account Opening with Schwab Advisor Services™ and Fidelity

Business Wire
by Business Wire0
New capability allows advisors to complete the account opening process during a meeting, extending Jump’s industry-leading ability to save advisors time and deliver a seamless client experience Jump, the leading provider of artificial intelligence (AI) solutions for advisors and financial services professionals, introduced AI-assisted, real-time account opening, enabling advisors to......
Artificial Intelligence Fintech News

Dispatch Opens Its Wealth Operations Platform to the Industry With Launch of the Dispatch API

Business Wire
by Business Wire0
Account opening is the first capability available, with Jump and Wealthbox among the first companies embedding Dispatch-powered custodian execution directly into their platforms Dispatch, the data infrastructure platform that enables the wealth industry to run revenue-critical workflows, announced the launch of the Dispatch API, which externalizes the company’s proven platform......
Analytics Artificial Intelligence Banking Digital Payments Featured Finance Fintech Investment Services

Cross-Border FinTech Intelligence: Making International Finance More Predictive, Transparent, and Adaptive

Fintech Staff Writer
by Fintech Staff Writer0
The international financial system has become more and more interconnected, but the infrastructure that supports global financial activity is still very fragmented. Businesses that operate across country lines must deal with different banking systems, currencies, payment networks, regulations, tax environments, financial standards, and economic conditions. Sometimes, money can move between......
Artificial Intelligence Finance News

Finance Is Eager to Embrace AI, but Trust Is Low: PEX’s State of Finance Report Finds Teams Not Ready to Hand Over

GlobeNewswire
by GlobeNewswire0
New survey reveals wide gap between AI ambition and execution as businesses struggle to move beyond early adoption Appetite for AI is strong among finance teams, but execution isn’t. New research from PEX, the corporate card and spend management platform, found a significant gap between finance teams’ AI ambitions and......
Artificial Intelligence Finance News

cfo.ai Launches an AI CFO Built for Founders

PR Newswire
by PR Newswire0
Ari connects to a company’s systems to build financial models, forecast cash, run scenarios and proactively investigate what founders need to know cfo.ai launched an AI CFO that gives founders an always-on finance partner for understanding and running their business. Called Ari, it connects to a company’s financial systems, builds......
Artificial Intelligence Finance News

WTW and Lyzr partner to help organizations accelerate workforce transformation through agentic AI

GlobeNewswire
by GlobeNewswire0
WTW, a leading global advisory, broking, and solutions company, announced a strategic partnership with Lyzr, an enterprise agentic AI platform, designed to help organizations move effectively from workforce transformation planning to AI-enabled execution. As organizations reach beyond AI experimentation, many are seeking clearer pathways to redesign work, equip employees with......
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