Search Results for: personalized services
AI in Banking: 7 ways AI will impact the Banking Industry
AI is shaking things up in the traditional finance and fintech industry for good. Even if you have never heard of the capabilities of AI to detect frauds and offer more enhanced customer service and overall customer experience, you will have interacted with a chatbot a.k.a. personal assistant on your......
Options Accelerates Global Growth with Strategic Launch of Dubai Office
Options Technology (Options), a global leader in capital markets infrastructure, proudly announces the opening of its new office in the Dubai International Financial Centre (DIFC), marking its commitment to the fast-growing Middle Eastern market and reinforcing its global growth strategy. As an industry leader in delivering cloud-enabled managed services, colocation, connectivity,......
InvestorFlow Announces AI Collaboration with Salesforce to Transform Private Markets
Initial customer implementations demonstrate InvestorFlow AI powered by Einstein and Agentforce Agent Actions has the potential to accelerate fundraising, optimize capital deployment, and increase investor engagement InvestorFlow, the industry leading cloud-based platform powering alternative investment firms, today announced the next step in its collaboration with Salesforce, focused on delivering joint......
Intuit Introduces Intuit Enterprise Suite to Help Businesses Grow, Streamline Operations, and Scale
Intuit further expands mid-market offerings with an all-in-one solution that serves larger and more complex businesses and fuels their growth Intuit Inc., the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, announced a major milestone to accelerate its offerings for mid-market businesses with the introduction......
Global Fintech Series Interview with Jeff Marsden, Chief Product Officer at PureFacts
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......
Intuit Accelerates Development Velocity with Major Enhancements to Proprietary Generative AI Operating System (GenOS)
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......
NewRetirement Rebrands as Boldin, Unveils Financial Wellness Dashboard to Become the Most Comprehensive, Affordable, and Widely Accessible Financial Planning Platform
Company’s expanded focus will increase access to financial planning tools and resources at unprecedented scale, empowering millions of Americans to build financial confidence on their own or with their trusted advisors Boldin (formerly NewRetirement), a comprehensive, digital-first financial planning platform for consumers and enterprise partners, announced its new company name,......
WaveCX Brings AI-Driven Generative Search Capabilities to Community Financial Institutions Through New Curator Tool
WaveCX, provider of personalized, digital product engagement solutions for financial institutions, announced the launch of Curator, an AI-driven generative search tool designed to bring clarity to complex banking documentation. Going beyond basic search functionality, Curator was created to meet the growing demand for a robust search solution capable of navigating......
Complaint Management and Compliance: Where AI and the Human Touch Coalesce in Fintech
The finance industry has officially entered the era of artificial intelligence (AI), with nearly two in every three Americans indicating that they want more AI embedded into their financial services. Today, fintech companies are using AI for everything from fraud detection, to credit scoring, to automating tasks and customer support.......