Search Results for: advisor marketing

AI Risk, Inc. Partners with Fynancial to Bring Safe and Powerful AI to Wealth Management
Artificial Intelligence Finance Fintech News Risk Management

AI Risk, Inc. Partners with Fynancial to Bring Safe and Powerful AI to Wealth Management

Business Wire
by Business Wire0
Artificial Intelligence Risk, Inc. (AI Risk), a leader in AI governance, risk, compliance, and cybersecurity (AI GRCC) software, today announced a strategic partnership with Fynancial, a leading social financial platform for the wealth management industry. Through this collaboration, Fynancial will integrate AI Risk’s proprietary AIR-GPT technology into its platform, providing......
Walnut Insurance Secures $4.6M to Transform Insurance Distribution with Embedded Technology
Finance Fintech Investments News

Walnut Insurance Secures $4.6M to Transform Insurance Distribution with Embedded Technology

Business Wire
by Business Wire0
Walnut is revolutionizing insurance distribution by enabling partner-driven growth through technology solutions for insurers and enterprise businesses Walnut, an innovative force in the insurance distribution industry, today announced the successful close of its latest funding round, securing $4.6M. The investment will be used to expand Walnut’s groundbreaking embedded insurance technology......
Artificial Intelligence Banking Featured Finance Fintech Robotic Process Automation Security

The Impact of Automation and Data Intelligence on Customer Experience in Financial Services

Prajakta Ayade
by Prajakta Ayade0
Automation and data intelligence are driving significant transformations across finance, particularly in customer experience. These technologies are reshaping how financial institutions interact with customers, offering personalized, efficient, and seamless services. Enhancing Efficiency and Accuracy One of the primary benefits of automation in financial services is the enhancement of efficiency and......
Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools
Fintech News

Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools

Business Wire
by Business Wire0
Company revolutionizing tech-forward wealth management is poised to cross the $1 billion in AUM milestone later this year Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, announced an additional $15.5 million funding round led by Canvas Ventures. This latest infusion of capital, which closes......
Lendr.fi Appoints Leadership Team: Jimmy Wang, Head of Engineering, Interim CTO; Arun Subramanian, COO; and Al Leong, CMO.
Finance Fintech Lending News

Lendr.fi Appoints Leadership Team: Jimmy Wang, Head of Engineering, Interim CTO; Arun Subramanian, COO; and Al Leong, CMO.

PR Newswire
by PR Newswire0
Today, in a strategic move to strengthen its leadership team and drive innovation in the financial services sector, Lendr.fi is excited to announce the appointment of Jimmy Wang as Head of Engineering/Interim Chief Technology Officer (CTO), Arun Subramanian as Chief Operating Officer (COO), and Al Leong as Chief Marketing Officer (CMO). These key hires bring a......
Brex Names Sibongile Ngako as Chief Compliance Officer
Compliance management News

Brex Names Sibongile Ngako as Chief Compliance Officer

PR Newswire
by PR Newswire0
Brex, the AI-powered spend platform, announced that Sibongile Ngako has joined the company as its Chief Compliance Officer. Sibongile brings over 20 years of experience as a compliance and risk management executive and joins most recently from Affirm, a leading payments company, where she served as Vice President of Compliance.......
Smartria and MirrorWeb Announce Partnership for Best-in-Class Compliance Solutions
Finance Fintech News

Smartria and MirrorWeb Announce Partnership for Best-in-Class Compliance Solutions

PR Newswire
by PR Newswire0
Together, the Companies Offer the Leading Integrated Compliance Program Management and Communications Supervision Platforms for RIA Firms Smartria, a leading provider of regulatory compliance software, and MirrorWeb, a leader in the digital archiving and supervision space, today announced that they have combined forces to deliver an integrated compliance solution for registered investment......
Nitrogen Simultaneously Launches Integrated Software Products for Financial Planning, Investment Research and Risk Alignment
Investment Services News

Nitrogen Simultaneously Launches Integrated Software Products for Financial Planning, Investment Research and Risk Alignment

Business Wire
by Business Wire0
Nitrogen, the company that is revolutionizing how wealth management firms scale the delivery of personalized advice, today announced the availability of an integrated client engagement platform featuring three products from the wealthtech innovator: Nitrogen Risk Center, Nitrogen Planning Center, and Nitrogen Research Center. The products are available to solo advisors a la......
Nium Appoints Spencer Hanlon to Chief Operating Officer
Digital Payments News

Nium Appoints Spencer Hanlon to Chief Operating Officer

PR Newswire
by PR Newswire0
Nium, the global leader in real-time cross-border payments, announced the appointment of Spencer Hanlon to the role of Chief Operating Officer (COO). Previously, Hanlon served as Nium’s Global Head of Travel, spearheading one of the company’s fastest-growing business units. Hanlon joined Nium in 2021 via the acquisition of Ixaris Group Ltd., where......
MindBridge Launches its Global Partner Program to Bring AI-based Financial Risk Intelligence and Orchestration Solutions to the Enterprise
Artificial Intelligence Finance Fintech News

MindBridge Launches its Global Partner Program to Bring AI-based Financial Risk Intelligence and Orchestration Solutions to the Enterprise

PR Newswire
by PR Newswire0
This new program enables partners to rapidly integrate AI-powered risk intelligence into their platforms and services. MindBridge, a pioneering leader in AI-powered financial risk intelligence, today announced the MindBridge Global Partner Program. Coming in conjunction with the latest release of the MindBridge Platform, this program welcomes other enterprise software and......
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