Search Results for: business planning

Intuit Pioneers Done-for-You Future for Consumers and Businesses with Agentic AI
Artificial Intelligence Finance Fintech News

Intuit Pioneers Done-for-You Future for Consumers and Businesses with Agentic AI

Business Wire
by Business Wire0
Company’s early investments in Generative AI Operating System and AI-driven expert platform innovations accelerate delivery of agentic AI experiences Intuit Inc., the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, is pioneering a done-for-you future with agentic AI. Developed using its proprietary Generative AI Operating......
Wells Fargo Expands API Capabilities for its Commercial Banking Business
Banking Finance Fintech News

Wells Fargo Expands API Capabilities for its Commercial Banking Business

Business Wire
by Business Wire0
Broad suite of new API solutions will provide faster and more flexible inventory management, order processing, invoicing, accounts payable, and supply chain management Wells Fargo & Company today announced the launch of specialized Application Programming Interfaces (APIs) tailored for its Commercial Banking clients. This expansion of Wells Fargo’s API portfolio......
Intuit Introduces Intuit Enterprise Suite to Help Businesses Grow, Streamline Operations, and Scale
Finance Fintech News

Intuit Introduces Intuit Enterprise Suite to Help Businesses Grow, Streamline Operations, and Scale

Business Wire
by Business Wire0
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......
New DFIN Survey Reveals Cautiously Optimistic CFOs Planning Increased M&A Activity for 2025 Amid Economic Uncertainty
Artificial Intelligence News Security

New DFIN Survey Reveals Cautiously Optimistic CFOs Planning Increased M&A Activity for 2025 Amid Economic Uncertainty

PR Newswire
by PR Newswire0
They will Leverage AI and Other Advanced Technologies for Strategic Growth as well as Continue Investing in Global ESG Compliance Inflation and Cybersecurity will Remain Top Concerns, with Companies Cautiously Balancing Risks DFIN a leading global risk and compliance solutions company, announced that a new survey of finance decision-makers reveals that......
NewRetirement Rebrands as Boldin, Unveils Financial Wellness Dashboard to Become the Most Comprehensive, Affordable, and Widely Accessible Financial Planning Platform
Finance Fintech News

NewRetirement Rebrands as Boldin, Unveils Financial Wellness Dashboard to Become the Most Comprehensive, Affordable, and Widely Accessible Financial Planning Platform

PR Newswire
by PR Newswire0
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,......
Nitrogen Deepens Functionality of Investment Research, Financial Planning, and Advisor Marketing Products
Investment Services News

Nitrogen Deepens Functionality of Investment Research, Financial Planning, and Advisor Marketing Products

Business Wire
by Business Wire0
Client engagement innovator reveals summer 2024 product releases to expanded software platform; More than 1,000 financial advisors attend the unveiling Nitrogen (formerly Riskalyze), the company that is revolutionizing how wealth management firms scale the delivery of personalized advice and client engagement, announced the availability of its summer 2024 product release.......
Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management
Investment Services News

Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management

Business Wire
by Business Wire0
Award-winning estate planning software company to accelerate investments in AI, expansion of platform, and customer adoption. Vanilla, the award-winning estate planning software company, announced strategic fundraising led by returning investor Insight Partners, in addition to contributions from Venrock, Vanguard, and other previous investors. Vanilla also welcomes a new strategic investor,......
LiveFlow Launches Integration with Xero for Accounting Firms and Businesses
Fintech News

LiveFlow Launches Integration with Xero for Accounting Firms and Businesses

Business Wire
by Business Wire0
LiveFlow, a leading financial automation platform, announced the launch of its highly anticipated integration with Xero. Building on the success of its QuickBooks Online integration, LiveFlow has responded to overwhelming demand by introducing this new integration, enabling businesses and accounting firms to streamline financial planning and analysis (FP&A), consolidate financial......
Dragonfly Adds New FedISO Capabilities to Composable Digital Business Banking Platform for Compliance with the New Federal Mandate, ISO 20022
Banking Digital Payments Fintech News

Dragonfly Adds New FedISO Capabilities to Composable Digital Business Banking Platform for Compliance with the New Federal Mandate, ISO 20022

PR Newswire
by PR Newswire0
The Company’s Product Advisory Committee Played a Significant Role in Planning and Designing the New FedISO Capability Dragonfly Financial Technologies Corp., a digital banking and treasury management FinTech, announced it is working with its Product Advisory Committee (PAC) to ensure readiness to comply with the new federal mandate, ISO 20022.......
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Top FinTech Startups Revolutionizing Retirement Planning

Fintech Staff Writer
by Fintech Staff Writer0
Retirement planning has long been a complex and daunting task for many individuals. Traditional methods often involve navigating a maze of investment options, understanding tax implications, and predicting long-term financial needs. However, with the advent of financial technology (FinTech), the landscape of retirement planning is undergoing a revolutionary transformation. Several......
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