Search Results for: financial assistant

Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians
Finance Fintech News

Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians

Business Wire
by Business Wire0
Vancity’s network of financial advisors gain access to Conquest’s innovative financial planning software Conquest Planning Inc., a technology platform modernizing financial planning with customized and convenient advice, announced an integration with Vancity, Canada’s largest community credit union. With assets exceeding $34 billion, including assets under administration, Vancity is the first credit......
Galileo’s AI-Driven Intelligent Digital Assistant Cyberbank Konecta Enhances SoFi Member Experience
Artificial Intelligence Finance News

Galileo’s AI-Driven Intelligent Digital Assistant Cyberbank Konecta Enhances SoFi Member Experience

Business Wire
by Business Wire0
SoFi has integrated Cyberbank Konecta into its existing tech stack, increasing member satisfaction and improving inquiry response time by more than 65% Galileo Financial Technologies, LLC, a leading financial technology company, announced that its affiliate’s conversational AI engine, Cyberbank Konecta, which was integrated into the existing tech stack of SoFi......
Al Trailblazer Bud Financial Launches Bud.ai, a Generative Al Core Platform
Artificial Intelligence Fintech News

Al Trailblazer Bud Financial Launches Bud.ai, a Generative Al Core Platform

PR Newswire
by PR Newswire0
Bud Financial (Bud) unveils an all-new generative Al core to its data intelligence platform, enabling banks and financial services organizations to apply Al to every consumer engagement. Read More About Fintech Interview: Global Fintech Interview with Ralph Dangelmaier, CEO & Board Member at BlueSnap The Bud.ai platform will empower any financial services......
Canadian Financial Institutions Have Ample Opportunity to Meet the Needs of the Modern, Digital Consumer
Banking Fintech News

Canadian Financial Institutions Have Ample Opportunity to Meet the Needs of the Modern, Digital Consumer

GlobeNewswire
by GlobeNewswire0
Javelin Strategy & Research Names Best in Class and Leaders in Canadian Digital Banking in Latest Scorecard Report Javelin Strategy & Research released its 2023 Canadian Digital Banking Scorecard. The third edition of the scorecard underscores the opportunities for each of the seven largest retail financial institutions in Canada to......
Steward Partners Welcomes Oswego Crest Financial Group
Finance News

Steward Partners Welcomes Oswego Crest Financial Group

PR Newswire
by PR Newswire0
$230 Million team formerly with Commonwealth Financial specializes in retirement planning Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Oswego Crest Financial Group affiliated with Steward Partners, based in Lake Oswego, OR, and formerly affiliated with Commonwealth Financial. The four-person team is made up of Partners and Wealth Managers......
Pinnacle Private Wealth Advisors Launches With Support From LPL Financial
Fintech News

Pinnacle Private Wealth Advisors Launches With Support From LPL Financial

Business Wire
by Business Wire0
LPL Financial LLC announced that financial advisors Matt Tabler, Mark Eberle and Mark Allison have joined LPL Financial to launch a new independent practice, Pinnacle Private Wealth Advisors. They chose to affiliate with LPL’s supported independence model, LPL Strategic Wealth Services, and reported having served approximately $650 million in advisory, brokerage......
From Debt to Prosperity: How AI with Advisor Intelligence Creates a Roadmap to Financial Independence
Artificial Intelligence debt collection Guest Posts

From Debt to Prosperity: How AI with Advisor Intelligence Creates a Roadmap to Financial Independence

Mitchell Morrison
by Mitchell Morrison0
According to the Federal Reserve, American household debt is at a record high. Americans held $16.9 trillion in household debt at the end of 2022, up $2.75 trillion since only 2019 — $986 billion of which is credit card debt. Clearly, the country is experiencing an issue with financial literacy......
Investall Introduces AI Assistant to Revolutionize Trading and Personal Finance
Fintech Machine Learning News

Investall Introduces AI Assistant to Revolutionize Trading and Personal Finance

PR Newswire
by PR Newswire0
Investall, a leading financial technology company, is excited to announce the launch of its new AI assistant, a groundbreaking addition to its existing retail app. Available on the Apple Store and Android Store for both mobile and web app versions, the AI assistant is set to transform the way users......
Posh Announces the Latest in their AI Line-Up: Knowledge Assistant for Frontline Staff
Artificial Intelligence Fintech News

Posh Announces the Latest in their AI Line-Up: Knowledge Assistant for Frontline Staff

Business Wire
by Business Wire0
Posh, the market-leading AI provider for banks and credit unions, announced the launch of its new AI-powered Knowledge Assistant as a result of direct interest from their financial institution partners and the banking community. This employee-facing product complements their suite of external-facing AI services, which include Voice 360 & Banking......
interface.ai Unveils Sphere: AI-Powered Chat Assistant Enhancing Banking Experience for Banks & Credit Unions
Banking News

interface.ai Unveils Sphere: AI-Powered Chat Assistant Enhancing Banking Experience for Banks & Credit Unions

PR Newswire
by PR Newswire0
Spearheading the era of Interactive Intelligence for Banking, interface.ai’s new product suite, Sphere, uniquely converges the System of Engagement and System of Intelligence interface.ai, a frontrunner in providing AI-powered solutions for the financial industry, announced the launch of Sphere – an innovative generative AI-powered multimodal assistant mirroring capabilities of ChatGPT.......
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