Search Results for: Personal Financial Management

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......
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......
Persefoni Enhances Risk Management Capabilities Through GARP's Sustainability and Climate Risk (SCR®) Program
Finance Fintech News

Persefoni Enhances Risk Management Capabilities Through GARP’s Sustainability and Climate Risk (SCR®) Program

PR Newswire
by PR Newswire0
Persefoni, a leader in carbon accounting and climate risk management solutions, is proud to announce its collaboration with the Global Association of Risk Professionals (GARP), an internationally recognized not-for-profit association for risk managers dedicated to advancing the risk profession worldwide. As part of the collaboration, Persefoni is supporting the practical......
Marqeta Announces New Customer Swiss4, Powering Its Premium Financial Services Offering to Meet Rising Consumer Demand for Personalised Payments Experiences
Digital Payments Finance Fintech News

Marqeta Announces New Customer Swiss4, Powering Its Premium Financial Services Offering to Meet Rising Consumer Demand for Personalised Payments Experiences

Business Wire
by Business Wire0
Marqeta continues its European bookings momentum with Swiss4, powering a bespoke combination of financial services and personalised high-end experiences for its customers. Marqeta, the global modern card issuing platform that enables embedded finance solutions for the world’s innovators, today announced a new customer, Swiss4, providing real-time and personalised digital payment......
Wio Bank and Fiskl Embark on Groundbreaking Journey to Redefine Financial Management with AI
Artificial Intelligence Banking Finance Fintech News

Wio Bank and Fiskl Embark on Groundbreaking Journey to Redefine Financial Management with AI

EIN Presswire
by EIN Presswire0
Wio-Fiskl: Unleashing the Power of AI for UAE SME Accounting Wio, the region’s first platform bank, today announced a groundbreaking partnership with Fiskl, an AI global accounting platform, marking a significant step forward in advancing digital banking and AI-powered financial management solutions. This collaboration leverages Wio’s world-class banking APIs to......
Morgan Stanley Wealth Management Announces Latest Game-Changing Addition to Suite of GenAI Tools
Artificial Intelligence Fintech News

Morgan Stanley Wealth Management Announces Latest Game-Changing Addition to Suite of GenAI Tools

Business Wire
by Business Wire0
AI @ Morgan Stanley Debrief acts as notetaker, summarizer and first draft communication composer for client meetings, greatly enhancing efficiency and enabling scale for Advisors and their practices Morgan Stanley Wealth Management (MSWM) today announced the next innovation milestone in its AI @ Morgan Stanley suite of GenAI tools for......
SmartStream’s Advanced Payment Control Now Supports Multiple Payment Rails With Enhanced Exceptions Management
Finance Fintech News

SmartStream’s Advanced Payment Control Now Supports Multiple Payment Rails With Enhanced Exceptions Management

Business Wire
by Business Wire0
SmartStream, the financial Transaction Lifecycle Management (TLM®) solutions provider, today announces a significant upgrade to its Advanced Payment Control (APC) solution. This update further streamlines and optimises payment investigations by accommodating any number of disparate payment rails to improve resolution times and reduce costs in the era of instant payments.......
Luma Financial Technologies Partners with Gradient Insurance Brokerage to Offer Advanced Annuity Tools to KonnexME Platform
Finance Fintech News

Luma Financial Technologies Partners with Gradient Insurance Brokerage to Offer Advanced Annuity Tools to KonnexME Platform

Business Wire
by Business Wire0
Luma Financial Technologies (“Luma”), the world’s top independent, multi-issuer, structured products, and annuities platform, is pleased to announce their latest partnership with Gradient InsuranceBrokerage, LLC (“Gradient”), an independent marketing organization specializing in fixed annuities and life insurance. This collaboration is poised to empower Gradient’s proprietary KonnexME platform, equipping financial services......
Quantifind Taps Michael Shepard, Former Deloitte Global Financial Crime Leader, for Advisory Role
Artificial Intelligence Finance Fintech News

Quantifind Taps Michael Shepard, Former Deloitte Global Financial Crime Leader, for Advisory Role

PR Newswire
by PR Newswire0
Michael’s addition strengthens Quantifind’s strategic leadership team and is poised to drive further AI innovation. Quantifind, the proven AI leader in Risk Intelligence, is thrilled to announce a significant milestone in enhancing its strategic leadership team. Michael Shepard, Deloitte’s global Financial Crime executive, has retired from Deloitte and is joining......
nCino Deploying Banking Advisor, a Generative AI Solution to Drive New Efficiencies in Financial Institutions
Banking News

nCino Deploying Banking Advisor, a Generative AI Solution to Drive New Efficiencies in Financial Institutions

GlobeNewswire
by GlobeNewswire0
Company’s Gen AI tool, powered by nCino IQ (nIQ), delivers real-time intelligence and optimizes decision-making with data-driven insights for financial institutions across asset sizes and geographies Participants of Banking Advisor’s closed beta testing Product Design Program finding efficiency gains through employee time savings and proactive portfolio management nCino, a pioneer......
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