Search Results for: Personal Financial Management

Bud Financial Joins the Akoya Network, Enabling U.S. Financial Institutions to Fully Realize the Benefit of Advanced Transactional Data Enrichment
Fintech News

Bud Financial Joins the Akoya Network, Enabling U.S. Financial Institutions to Fully Realize the Benefit of Advanced Transactional Data Enrichment

PR Newswire
by PR Newswire0
Bud is leveraging Akoya’s connectivity and aggregation expertise to deliver advanced, AI-powered data intelligence. Bud Financial (“Bud”), a leading data intelligence platform, announced it is connected to Akoya, a leader in the growing U.S. open banking ecosystem, to enhance financial services with hyper-personalized digital experiences, cashflow analytics, and new growth opportunities.......
Vestmark and PureFacts Announce Partnership to Transform Wealth and Investment Management Billing at Scale
Finance Fintech News

Vestmark and PureFacts Announce Partnership to Transform Wealth and Investment Management Billing at Scale

PR Newswire
by PR Newswire0
Billing identified as key to wealth management firm growth Partnership to boost offerings that deploy best-in-class wealth technology Vestmark, Inc., a leading provider of wealth management software and services, and PureFacts Financial Solutions, a global leader in revenue management, enterprise reporting, and insights solutions for the asset and wealth management......
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Global Fintech Series Interview with Shantala Sadananda, President of Banking and Financial Services; Communications, Media, Entertainment; and Emerging Markets at Innova Solutions

Paroma Sen
by Paroma Sen0
Shantala Sadananda, President of Banking and Financial Services; Communications, Media, Entertainment; and Emerging Markets at Innova Solutions chats about the latest innovations defining digital wallets and payment trends across the global fintech landscape: Hi Shantala, tell us about yourself and your fintech journey… Thank you for having me! I’ve been......
Esusu Expands its Groundbreaking Renter Financial Health Platform with Real-Time Financial Coaching Powered by Operation HOPE
Finance Fintech News

Esusu Expands its Groundbreaking Renter Financial Health Platform with Real-Time Financial Coaching Powered by Operation HOPE

EIN Presswire
by EIN Presswire0
Esusu, an innovative financial technology company committed to renter financial health, announces a significant expansion of its platform through a partnership with Operation HOPE, the nation’s leading nonprofit in financial literacy and economic inclusion. This collaboration introduces personalized financial coaching to renters nationwide, enhancing Esusu’s cutting-edge Renter Financial Health Platform. The......
New AI Copilot Plugin Is a Breakthrough for Financial Institutions, Transforming Existing, Siloed Systems in Seconds
Artificial Intelligence Finance Fintech News

New AI Copilot Plugin Is a Breakthrough for Financial Institutions, Transforming Existing, Siloed Systems in Seconds

PR Newswire
by PR Newswire0
A groundbreaking generative AI copilot plugin, launched by Lucinity at Money2020 Europe, delivers immediate ROI. The copilot plugin is system-agnostic, acting as one central copilot that can be used on top of all web-based enterprise applications, pulling data from any system including Customer Relationship Management (CRM) systems, case management systems, third-party vendors, and Excel documents.......
CLARA Analytics Launches Groundbreaking AI-Based Fraud Detection for Workers’ Compensation Claims Management
Artificial Intelligence Finance Fintech News

CLARA Analytics Launches Groundbreaking AI-Based Fraud Detection for Workers’ Compensation Claims Management

Business Wire
by Business Wire0
Insurers Will See Significantly Reduced Operational Expenses and Improved Outcomes CLARA Analytics (“CLARA”), a leading provider of artificial intelligence (AI) technology for insurance claims optimization, today announced the launch of a groundbreaking new fraud detection product that leverages the company’s AI platform and large workers’ compensation datasets to increase visibility......
Broadridge Acquires AdvisorTarget, Expands Capabilities to Help Asset Management and Wealth Firms Transform Digital Distribution and Marketing
Finance Fintech News

Broadridge Acquires AdvisorTarget, Expands Capabilities to Help Asset Management and Wealth Firms Transform Digital Distribution and Marketing

PR Newswire
by PR Newswire0
Combining forward-looking advisor intent data with asset holding data enables precision-targeted, cost-effective digital marketing and sales strategies Global Fintech leader Broadridge Financial Solutions, Inc. announced today that it has acquired AdvisorTarget, a market leader in providing asset management and wealth management firms with data products to help power digital marketing, sales and......
Oscilar and Socure Announce Partnership to Modernize Identity Verification and Risk Management for Financial Institutions
Artificial Intelligence Finance Fintech News

Oscilar and Socure Announce Partnership to Modernize Identity Verification and Risk Management for Financial Institutions

PR Newswire
by PR Newswire0
Oscilar, a leading provider of AI-driven risk management solutions, and Socure, the leading provider of artificial intelligence for digital identity verification, sanction screening, and fraud prevention, announced a partnership that will set a new standard in digital identity verification, fraud prevention and risk management for financial institutions. This collaboration combines Oscilar’s advanced risk management......
SeedBlink set to transform tech equity ownership in Europe with all-in-one equity management and investment platform
Finance Fintech Investments

SeedBlink set to transform tech equity ownership in Europe with all-in-one equity management and investment platform

GlobeNewswire
by GlobeNewswire0
SeedBlink, the equity and investment company, announces the launch of its all-in-one equity management and investment platform. The solution enables European technology startups and stakeholders to seamlessly access, manage and trade equity – through a unique combination of tech infrastructure, financial services, and network coverage. With a proven track record......
Business Featured Finance Fintech

How Financial Services Marketing Has Evolved?

Fintech Staff Writer
by Fintech Staff Writer0
Financial services marketing refers to the strategic activities employed by financial institutions to promote their products and services to customers and prospects. It encompasses a wide range of marketing tactics tailored specifically for the financial sector, such as banks, insurance companies, investment firms, and credit unions.  The objective of financial......
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