Search Results for: customer insights

J.P.-Morgan-Wealth-Plan-Helps-Chase-Customers-Create-1-Million-Plans
Finance Fintech News

J.P. Morgan Wealth Plan Helps Chase Customers Create 1 Million Plans

Fintech News Desk
by Fintech News Desk0
With Wealth Plan, users can set and track short-term goals, like a vacation, and long-term goals, such as buying a home or retirement, in real-time and get personalized step-by-step guidance and insights. J.P. Morgan Wealth Management’s Wealth Plan has helped customers create more than 1 million personalized plans. The tool......
FourKites-Leverages-Clari’s-AI-powered-Revenue-Platform-to-Drive-Financial-Excellence-and-Improve-Customer-Success
Artificial Intelligence Finance Fintech News

FourKites Leverages Clari’s AI-powered Revenue Platform to Drive Financial Excellence and Improve Customer Success

Business Wire
by Business Wire0
Clari plays an important role in FourKites’ continued growth by helping the company maximize retention and achieve predictable revenue via an accurate renewals forecasting model. Clari today announced that leading real-time supply chain visibility provider FourKites, which has been running its enterprise-wide revenue processes with Clari’s industry-leading revenue platform for......
Central Bank Boosts Financial Wellness for Customers Through Personetics' AI-powered Platform
Banking News

Central Bank Boosts Financial Wellness for Customers Through Personetics’ AI-powered Platform

PR Newswire
by PR Newswire0
Midwest U.S. regional bank bringing money management platform with hyper-personalized insights, advice and smart savings to retail customers Central Bank, a progressive $20 billion regional bank headquartered in Jefferson City, Missouri, is elevating financial wellness for its consumer franchise by implementing Personetics’ financial data-driven engagement platform. The AI-driven solutions infuse Central Bank’s digital......
ZestyAI Announces Agreement with Avoca Risk Underwriting Solutions to Deliver Powerful Property Risk Insights
News Risk Management

ZestyAI Announces Agreement with Avoca Risk Underwriting Solutions to Deliver Powerful Property Risk Insights

PR Newswire
by PR Newswire0
Avoca will leverage ZestyAI’s Digital Roof to comprehensively assess roof risk and value. AI-generated 3D analysis goes beyond roof quality to assess facets, angles, penetrations, and objects for unparalleled insights into roof condition, complexity, and potential points of failure. ZestyAI, the leading provider of climate and property risk analytics solutions......
Simply Business Surpasses One Million Customers Globally
InsurTech News

Simply Business Surpasses One Million Customers Globally

PR Newswire
by PR Newswire0
This achievement underscores the company’s progress in modernizing the way small businesses research and buy insurance. Simply Business, the leading digital insurance marketplace focused on small businesses, announced today a significant organizational milestone surpassing one million active customers worldwide. This achievement underscores the company’s progress in modernizing the way small businesses......
TaxBit Expands Digital Asset Accounting Services, Adding IFRS and Multi-Functional Currency Support for International Customers
Compliance management News

TaxBit Expands Digital Asset Accounting Services, Adding IFRS and Multi-Functional Currency Support for International Customers

PR Newswire
by PR Newswire0
TaxBit’s Accounting Suite now supports IFRS and FASB guidance, expanding its serviceable market. TaxBit, the leading provider of compliance solutions for digital assets, announced that the TaxBit Accounting Suite now supports International Financial Reporting Standards (IFRS) and multi-functional currencies, bringing the solution to a globally recognized standard for accounting compliance.......
Clearcover Launches Generative AI Insurance Tool to Expedite Claims Processing and Improve Customer Experience
InsurTech News

Clearcover Launches Generative AI Insurance Tool to Expedite Claims Processing and Improve Customer Experience

PR Newswire
by PR Newswire0
The leading insurtech is rolling out a series of AI solutions, including Digital Statement Collection at FNOL. Clearcover, a next-generation car insurance company, announces the launch of its revolutionary generative AI solution that further digitizes statement collection, significantly streamlining the insurance claims process and customer experience. The AI-driven solution utilizes......
ViewTrade Launches NextGen Platform, Enabling Financial Firms Around the World to Expand Offerings to Retail Customers
Finance News

ViewTrade Launches NextGen Platform, Enabling Financial Firms Around the World to Expand Offerings to Retail Customers

PR Newswire
by PR Newswire0
ViewTrade also unveiled details for its 2024 product roadmap, which includes increased support across all asset classes, including more robust offerings for fixed income and options, and expansion into additional global markets to offer a full and flexible suite of solutions for retail brokers and investors worldwide. ViewTrade Holding Corporation......
Fifth Third Bank Moving to ICE’s End-to-End Mortgage Ecosystem to Improve Customer Experience
Banking Fintech News

Fifth Third Bank Moving to ICE’s End-to-End Mortgage Ecosystem to Improve Customer Experience

Business Wire
by Business Wire0
Fifth Third will also incorporate multiple ICE data and analytics solutions to help mitigate risk, identify opportunities, and gain crucial insights to support data-driven decision making. Intercontinental Exchange, Inc., a leading global provider of technology and data, today announced that Fifth Third Bank will move its origination and servicing operations......
Personetics and Banco BPI Partner to Deliver Financial Management Insights and Tools for Small and Medium-Sized Businesses with Pulsoo App
Banking News

Personetics and Banco BPI Partner to Deliver Financial Management Insights and Tools for Small and Medium-Sized Businesses with Pulsoo App

PR Newswire
by PR Newswire0
The app leverages Open Banking and Personetics’ AI-powered personalized engagement platform to increase the financial health and viability of small and medium-sized businesses. Portuguese bank Banco BPI and Personetics announced the introduction of Pulsoo, an independently branded application that empowers small and medium business (SMB) owners to manage their businesses.......
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