Category : Compliance management

RIA Out of the Box Launches Enhanced Compliance Services with a Turnkey Solution Including Cost Reimbursement
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RIA Out of the Box Launches Enhanced Compliance Services with a Turnkey Solution Including Cost Reimbursement

EIN Presswire
Offering RIA registration, ongoing compliance support, and cost reimbursement RIA Out of the Box announces the official launch of its game-changing services designed to provide registered investment advisers (RIAs) with a way to launch and maintain an RIA. RIA Out of the Box™ is a fully turnkey solution that not only......
Reeco Raises $15 Million Series A Round to Modernize Hotel Procurement with AI-Driven Procure-to-Pay Platform
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Reeco Raises $15 Million Series A Round to Modernize Hotel Procurement with AI-Driven Procure-to-Pay Platform

PR Newswire
Funding will drive Reeco’s strategic growth initiatives as it streamlines back-of-house operations for North American hotels Reeco, the leading AI-driven procure-to-pay platform for the hospitality industry, announced it has secured $15 million in Series A funding. This investment will fuel the company’s strategic growth initiatives, including the accelerated advancement of the......
Advisor360° Acquires Generative Artificial Intelligence Provider Parrot AI
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Advisor360° Acquires Generative Artificial Intelligence Provider Parrot AI

Business Wire
Deal Brings Advisor-Specific Gen AI SaaS Directly to Advisors Advisor360°, a leading provider of integrated technology for enterprise wealth management firms, has acquired Parrot AI, a Boston-based generative AI technology firm. The acquisition builds on Advisor360°’s existing AI capabilities with the addition of Parrot AI’s premium software—enabling advisors to record, transcribe,......
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Four Key FinTech Predictions to Watch in 2025

Iain Armstrong
If 2024 was defined by turbulence, 2025 may very well be shaped by divergence. This is particularly likely in sanctions policy, where U.S. and European approaches may diverge, with Europe under pressure to enforce its own regime. Financial institutions will also face stricter regulatory demands, particularly corporate transparency and beneficial......
TIFIN AMP Announces Strategic Partnership with Janus Henderson for AI-Driven Distribution Solutions
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TIFIN AMP Announces Strategic Partnership with Janus Henderson for AI-Driven Distribution Solutions

PR Newswire
TIFIN AMP Inc., an AI-powered distribution intelligence platform, is proud to announce a strategic partnership with Janus Henderson Investors (“Janus Henderson“), a leading global active asset manager overseeing approximately $382 billion in assets under management. This collaboration introduces a fully-integrated, insights-based tool designed to streamline data management, enhance productivity, and drive growth. “Integrating......
AGII Introduces Next-Gen Web3 Platform with AI for Smart Contract Innovation
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AGII Introduces Next-Gen Web3 Platform with AI for Smart Contract Innovation

EIN Presswire
AGII is revolutionizing the decentralized landscape by integrating cutting-edge AI technology into its Web3 platform, setting a new standard for smart contract capabilities. By harnessing adaptive intelligence, AGII aims to optimize and enhance the automation of decentralized agreements, offering unprecedented scalability and efficiency. Smart contracts have long been a cornerstone of......
Rogo Partners with Quartr to Revolutionize Financial Workflows with Earnings Data
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Rogo Partners with Quartr to Revolutionize Financial Workflows with Earnings Data

PR Newswire
Today, Rogo, the cutting-edge generative AI platform for finance, announced a strategic partnership with Quartr, the leading provider of live earnings call data and investor relations materials. This collaboration unlocks powerful new capabilities for financial professionals, leveraging Quartr’s public market data such as company filings and presentations to enhance Rogo’s AI-driven......
Spring Financial Launches Canada’s First AI Financial Assistance App: Bloom
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Spring Financial Launches Canada’s First AI Financial Assistance App: Bloom

Business Wire
Bloom brings users’ full financial picture into one place right at their fingertips, acting as an AI powered financial concierge that gives meaningful insights and helps build credit through rent reporting Spring Financial, a Canadian financial technology company simplifying the lending process for everyday Canadians, announces the launch of Bloom, an......
Evolution Risk Partners Boosts Risk Projection Capabilities with Gradient AI
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Evolution Risk Partners Boosts Risk Projection Capabilities with Gradient AI

Business Wire
MGU Fills in Gaps in Data and Claims with AI-Driven insights to Offer Tailored Solutions for Customers Seeking Alternative Funding Options Gradient AI, a leading enterprise software provider of artificial intelligence (AI) solutions in the insurance industry, today announced that Evolution Risk Partners has successfully adopted Gradient AI’s SAIL™ underwriting......
Kasisto Appoints Joshua Schechter as Chief Product & Innovation Officer to Lead Next Wave of Agentic AI in Banking
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Kasisto Appoints Joshua Schechter as Chief Product & Innovation Officer to Lead Next Wave of Agentic AI in Banking

Business Wire
Visionary AI Leader to Drive Innovation, Trust, and Reliability in Conversational AI for Tier 1 and Regional Banks Kasisto, the leading generative conversational AI platform for the financial services industry, announces the appointment of Joshua Schechter as Chief Product & Innovation Officer. Schechter’s expertise in agentic AI and his proven......
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