Search Results for: advisor marketing

CION Investment Group Acquires Full Stake in Seven Group
Investments News

CION Investment Group Acquires Full Stake in Seven Group

Fintech News Desk
by Fintech News Desk0
CION Investment Group (CION), a leading alternative investment solutions platform, has acquired a full stake in the financial advisor marketing, practice management, and content platform, Seven Group. Latest Fintech News: Accenture Invests in pulsESG to Advance ESG and Sustainability Measurement, Decision Making and Reporting for Companies This acquisition expands the value-add services......
Securities-Based Lending Expected to Grow 20% plus by Year-End, According to New Broadridge Report
Fintech News

Securities-Based Lending Expected to Grow 20% plus by Year-End, According to New Broadridge Report

Fintech News Desk
by Fintech News Desk0
Digitization is enabling expansion of SBL to retail wealth Broadridge Financial Solutions, Inc., a global Fintech leader, has published the 2021 Securities-Based Lending Survey Report, reflecting the views of the company’s securities-based lending (SBL) customer base. The customers, representing over $100B in securities-backed lines of credit, project significant growth in the year ahead as......
Arta Finance Launches Globally via Singapore, Unveils Arta AI Copilot, and Announces Wealth-As-A-Service for Banks
Finance Fintech News

Arta Finance Launches Globally via Singapore, Unveils Arta AI Copilot, and Announces Wealth-As-A-Service for Banks

PR Newswire
by PR Newswire0
MAS-licensed Arta launches in Singapore and internationally Arta unveils Arta AI Copilot – a number of AI-enhanced experiences on its wealth platform Arta announces partnerships with Wio Invest, Google Cloud, and Capco for its Wealth-as-a-service offering for banks and financial institutions globally Arta welcomes Ralph Hamers as external advisor Fast-growing digital wealth management platform Arta......
Docupace Unveils Reimagined User Experience and Enhanced Platform Empowering Users Like Never Before
Banking Fintech News

Docupace Unveils Reimagined User Experience and Enhanced Platform Empowering Users Like Never Before

PR Newswire
by PR Newswire0
New Modern, Intuitive and Intelligent Experience will Accelerate Delivery, Increase Adoption and Boost Operational Scale Docupace, the trailblazer in back-office automation software for wealth management enterprises, proudly announces the launch of its next-generation user interface (UI) and user experience (UX) initiative – a leap forward designed to turbocharge productivity, fuel......
UserTesting Global Survey: 88% of Adults Prefer Human Assistance for Insurance Advice, but AI Interest is Rising
Artificial Intelligence Finance Fintech News

UserTesting Global Survey: 88% of Adults Prefer Human Assistance for Insurance Advice, but AI Interest is Rising

Business Wire
by Business Wire0
On a global basis, 10% of adults would rather sit in traffic than deal with insurance enrollment, but 37% are open to AI-powered advice in the future UserTesting, a SaaS leader in experience research and insights, today released findings from a global survey on consumer experiences with insurance and artificial intelligence......
Artificial Intelligence Digital Payments Finance Fintech Interviews

Global Fintech Series Interview with Jeff Marsden, Chief Product Officer at PureFacts

Paroma Sen
by Paroma Sen0
Jeff Marsden, Chief Product Officer at PureFacts chats about AI in fintech and how it’s enabling better investment cycles in today’s financial ecosystem in this catch-up with Global Fintech Series: ___________   Tell us about yourself and your role at PureFacts. We’d also love to hear about your time in......
LedgerAI Partners Secures First of Numerous Letters of Intent with Financial Recovery Strategies (FRS) to Revolutionize Business Intelligence
Artificial Intelligence Fintech News

LedgerAI Partners Secures First of Numerous Letters of Intent with Financial Recovery Strategies (FRS) to Revolutionize Business Intelligence

GlobeNewswire
by GlobeNewswire0
LedgerAI, a leader in artificial intelligence and business solutions technology, is thrilled to announce it has secured its first Letter of Intent (LOI) with Financial Recovery Strategies (FRS), marking a transformative moment as the company redefines the future of business intelligence by applying Artificial Intelligence (AI), intelligently. This will be......
Intuit Accelerates Development Velocity with Major Enhancements to Proprietary Generative AI Operating System (GenOS)
Analytics Artificial Intelligence Fintech News

Intuit Accelerates Development Velocity with Major Enhancements to Proprietary Generative AI Operating System (GenOS)

Business Wire
by Business Wire0
Company simplifies, streamlines end-to-end app development with new GenOS AI Workbench and GenStudio, GenRuntime, GenUX tools Intuit, the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, announced major enhancements to its proprietary Generative AI Operating System (GenOS) that’s accelerating development velocity at scale across the company’s products and services to solve......
Leading Fintech Moneythumb Acquired by Iron Creek
Finance Fintech News Robotic Process Automation

Leading Fintech Moneythumb Acquired by Iron Creek

PR Newswire
by PR Newswire0
Partnership to Accelerate Future Growth and Innovation of MoneyThumb’s SaaS Document Evaluation Technology MoneyThumb, a leader in automated document evaluation and fraud detection solutions announced today that it has been acquired by Iron Creek Partners LLC (“Iron Creek”), a private investment firm with a focus on investments in the software, data, communications, and business services......
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