Search Results for: personalized services

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......
Pocketnest Introduces AI-Powered Financial Companion
Finance Fintech News

Pocketnest Introduces AI-Powered Financial Companion

PR Newswire
by PR Newswire0
Birdie to revolutionize financial institutions’ digital strategy Pocketnest, the woman-founded financial wellness platform, announces the launch of Birdie, its groundbreaking generative AI designed to transform how financial institutions engage with Millennial and Gen X communities. Birdie represents a significant leap forward in Pocketnest’s mission to empower financial institutions with cutting-edge technology that......
Eltropy Leads Credit Unions and Community Banks into New “Safe AI” Era with Comprehensive AI Suite
Artificial Intelligence Finance Fintech News

Eltropy Leads Credit Unions and Community Banks into New “Safe AI” Era with Comprehensive AI Suite

EIN Presswire
by EIN Presswire0
AI Agents, AI Assistants, and AI Intelligence transform member communication and service and bring in new operational efficiencies with Generative AI Eltropy, the leading AI-powered conversations platform for community financial institutions (CFIs), today announced the general availability of the industry’s most advanced Safe-AI suite built exclusively for credit unions and......
Truvius Launches To Provide Next Generation Institutional-Grade Crypto Investment Platform With $3.2M In Funding, Led by Galaxy
Cryptocurrency Investment Services News

Truvius Launches To Provide Next Generation Institutional-Grade Crypto Investment Platform With $3.2M In Funding, Led by Galaxy

PR Newswire
by PR Newswire0
Founded by Former AQR Quants, Truvius Brings Groundbreaking Quant Portfolio Construction and a Suite of Passive and Active Systematic Investment Products for Cutting-Edge Investors Truvius, the company powering systematic investing for digital assets, launched with $3.2M in funding led by Galaxy Ventures. Truvius’ digital asset investment platform and products deliver institutional......
TIFIN announces international expansion around its mission of using AI for wealth with the launch of TIFIN India and strategic investment from DSP Group
Artificial Intelligence Finance Fintech News

TIFIN announces international expansion around its mission of using AI for wealth with the launch of TIFIN India and strategic investment from DSP Group

PR Newswire
by PR Newswire0
TIFIN India includes MyFI, an AI assistant to help individuals achieve better wealth outcomes, as well as TIFIN India Enterprise. Aditi Kothari Desai, vice-chair of the DSP group joins the TIFIN India Enterprise board. TIFIN, a leading AI and innovation platform for wealth, makes its international debut with the launch of......
Banking Digital Payments Digital Wallet Featured Fintech

Mobile Wallets and Digital Payments: The FinTech Revolution in Your Pocket

Prajakta Ayade
by Prajakta Ayade0
FinTech has seen transformative innovations in recent years, particularly in the realms of mobile wallets and digital payments. As the world increasingly shifts towards a digital-first approach, these fintech advancements are revolutionizing the way we handle financial transactions, making them more seamless, secure, and accessible than ever before. The Rise......
Artificial Intelligence Featured Finance Fintech Investments Machine Learning Robotic Process Automation

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......
MEA Financial and Pinwheel to Offer Credential-less Deposit Switching
Fintech News

MEA Financial and Pinwheel to Offer Credential-less Deposit Switching

PR Newswire
by PR Newswire0
With Pinwheel, financial institutions using MEA Financial can access the industry’s highest-converting direct deposit switching solution, enabling a frictionless consumer experience that improves the direct deposit enrollment rate by over 32%. Pinwheel, a fintech that helps financial institutions win primacy with frictionless activation, today announced a partnership with MEA Financial Enterprises......
ValueZone Introduces Custom Algorithm Development for Tailored Trading Strategies
Cryptocurrency Finance Fintech News Trading

ValueZone Introduces Custom Algorithm Development for Tailored Trading Strategies

GlobeNewswire
by GlobeNewswire0
ValueZone, a leading cryptocurrency trading platform, is proud to announce the launch of its new service offering: custom algorithm development for personalized trading strategies. This innovative feature empowers traders by allowing them to tailor algorithms to their specific trading needs and objectives, enhancing their trading efficacy and potential profitability. Innovative Custom......
Waton Securities International Launches AI-IRO, Ushering in a New Era for Investor Relations Management with Artificial Intelligence
Investment Services News Security

Waton Securities International Launches AI-IRO, Ushering in a New Era for Investor Relations Management with Artificial Intelligence

PR Newswire
by PR Newswire0
Waton Securities International Limited (Waton Securities), a leading licensed broker in Hong Kong and a pioneering SaaS service provider, officially launched its latest product, the AI Investor Relations Officer (AI-IRO), at the 10th Investor Relations Awards organized by the Hong Kong Investor Relations Association (HKIRA). Designed to meet the distinct......
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