Search Results for: tax expert

BlackRock Teams With GeoWealth to Offer Custom Models Featuring Simplified Access to Private Markets
Finance Fintech

BlackRock Teams With GeoWealth to Offer Custom Models Featuring Simplified Access to Private Markets

Business Wire
by Business Wire0
Automated Custom Models to Enable Access to Private Markets, Direct Indexing and Fixed Income SMAs in Addition to ETFs and Mutual Funds in a Single Account BlackRock today announced a strategic partnership with financial technology firm GeoWealth expanding BlackRock’s capabilities to meet client needs in the $37 trillion U.S. wealth......
Wolters Kluwer AI-powered advanced virtual agent ushers in the next generation of customer support
Artificial Intelligence Finance Fintech News

Wolters Kluwer AI-powered advanced virtual agent ushers in the next generation of customer support

Business Wire
by Business Wire0
Advancements leverage Generative AI (GenAI) technologies to enhance efficiency, deliver critical insights, and drive unparalleled value for customers. Wolters Kluwer Tax & Accounting (TAA), a global leader in professional information, software solutions, and services, today announced the release of new GenAI capabilities within its proprietary advanced virtual agent chatbot serving......
Intuit to Acquire Technology from Zendrive
Fintech News

Intuit to Acquire Technology from Zendrive

Business Wire
by Business Wire0
Transaction will enable Intuit Credit Karma to accelerate Karma Drive and help members save on auto insurance Intuit, the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, announced that it has signed an agreement to acquire technology from leading mobility risk intelligence provider Zendrive. Certain Zendrive employees, including CEO......
Wolters Kluwer Expands CCH Tagetik ESG & Sustainability Solution to Include Carbon Emission Reporting Requirements
Fintech News

Wolters Kluwer Expands CCH Tagetik ESG & Sustainability Solution to Include Carbon Emission Reporting Requirements

Business Wire
by Business Wire0
CCH Tagetik ESG & Sustainability for Carbon Emissions enables advanced data management of Scope 1, 2 and 3 emissions Wolters Kluwer, a global leader in information, software, and services for professionals, announced that it has launched CCH Tagetik ESG & Sustainability for Carbon Emissions. This new solution supports companies seeking......
Artificial Intelligence Banking Blockchain Finance Fintech Interviews

Global Fintech Interview with Valentina Kristensen, Corporate Affairs Director at OakNorth

Fintech Staff Writer
by Fintech Staff Writer0
Could you please tell us a little bit about the history of OakNorth and the journey to date? OakNorth was founded in September 2015 with one fundamental purpose: to serve and empower small-to-medium sized businesses (£1m-£100m turnover) that were seeking to scale but were routinely underserved or overlooked by traditional......
Wealthfront Launches First-Ever Automated Bond Ladder to Help Investors Earn More From Highest Yields in 15 Years
Fintech News

Wealthfront Launches First-Ever Automated Bond Ladder to Help Investors Earn More From Highest Yields in 15 Years

PR Newswire
by PR Newswire0
The company’s latest offering is a low-risk way to maximize interest with more tax efficiency than a savings account or CD. Wealthfront, a leading consumer fintech and pioneer of the robo-advisor industry, announced a first-of-its-kind Automated Bond Ladder that revolutionizes how investors use US Treasuries to maximize interest on their......
Saifr Expands AI-Powered Offerings for Regulatory Compliance
Compliance management News

Saifr Expands AI-Powered Offerings for Regulatory Compliance

Business Wire
by Business Wire0
Saifr’s enhanced risk detection capabilities help marketing and compliance teams comply with complex regulations Saifr, a compliance solutions provider that uses artificial intelligence (AI) to help financial services firms mitigate regulatory risks, announced expanded AI capabilities that help firms develop compliant, marketing-optimized content more efficiently. “With the help of AI,......
Intuit Appoints Vasant Prabhu, Former CFO and Vice Chairman of Visa, to its Board of Directors
Finance Fintech

Intuit Appoints Vasant Prabhu, Former CFO and Vice Chairman of Visa, to its Board of Directors

Business Wire
by Business Wire0
Prabhu’s financial services expertise will support Intuit’s financial technology leadership Intuit Inc., the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, announced that it appointed Vasant Prabhu, former Chief Financial Officer and Vice Chairman of Visa, to its board of directors. “We are excited to......
Genpact Collaborates with Microsoft to Drive Modern Finance Transformation Across Enterprises
Finance Fintech News

Genpact Collaborates with Microsoft to Drive Modern Finance Transformation Across Enterprises

PR Newswire
by PR Newswire0
Microsoft Azure OpenAI Service coupled with Genpact’s deep domain, data, technology, and AI expertise provides a powerful combination to future-proof finance organizations globally Genpact (NYSE: G), a global professional services and solutions firm, announced a collaboration with Microsoft to drive modern finance transformation across enterprises. The collaboration focuses on using data,......
Ryan Appoints New Chief Data Officer Chitranjan Sharma
Fintech News

Ryan Appoints New Chief Data Officer Chitranjan Sharma

Business Wire
by Business Wire0
Ryan, a leading global tax services and software provider, is pleased to announce that Chitranjan Sharma has been appointed as Chief Data Officer (CDO). Sharma brings more than a decade of extensive experience in building technology and data platforms in capital markets and implementing innovative products, promoting a data-driven culture.......
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