Search Results for: financial automation platform

AccountsIQ Secures €60M Investment to Embed AI Into Its Platform and Shape the Finance Function of the Future
Finance News

AccountsIQ Secures €60M Investment to Embed AI Into Its Platform and Shape the Finance Function of the Future

Business Wire
The Series C investment will spearhead continued product development and drive international growth AccountsIQ, the cloud-based accounting platform, announced that it has secured a €60M Series C investment from Axiom Equity, a specialist B2B SaaS growth equity fund. The investment will be focussed on continuing to develop the AccountsIQ product......
B2Broker Releases Cutting-Edge Copy Trading Platform, Disrupting the Industry
B2B Finance Fintech News Trading

B2Broker Releases Cutting-Edge Copy Trading Platform, Disrupting the Industry

Business Wire
The Insight Partners report predicts that the copy trading market will grow from $2.2 billion to $4 billion by the end of this decade. This trend highlights a significant opportunity for brokers to adopt advanced copy trading platforms that fulfil trader expectations. Client feedback is central to B2Broker’s offerings. Consequently, the......
New AI Copilot Plugin Is a Breakthrough for Financial Institutions, Transforming Existing, Siloed Systems in Seconds
Artificial Intelligence Fintech News

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

PR Newswire
Lucinity has launched a groundbreaking generative AI copilot plugin at Money2020 Europe, offering immediate ROI for financial institutions. This system-agnostic plugin acts as a central copilot compatible with all web-based enterprise applications, pulling data from Customer Relationship Management (CRM) systems, case management systems, third-party vendors, and Excel documents. The new plugin enhances Lucinity’s AI......
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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
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......
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
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.......
Fieldguide Extends Its Revolutionary AI Platform to Financial Audits: Transforming the Audit Process with End-to-End Intelligence, Efficiency, and Accuracy
Artificial Intelligence Finance Fintech News

Fieldguide Extends Its Revolutionary AI Platform to Financial Audits: Transforming the Audit Process with End-to-End Intelligence, Efficiency, and Accuracy

GlobeNewswire
Fieldguide, the first and only provider of end-to-end AI software for audit and advisory services, is proud to announce the launch of Fieldguide for Financial Audit, a groundbreaking AI-powered platform designed to drive efficiency across the entire audit lifecycle. This revolutionary platform combines Fieldguide’s cutting-edge AI capabilities with award-winning end-to-end......
Banking Digital Payments Finance Fintech Guest Posts Risk Management Security

Uncovering The Biggest Hidden Insider Risk For The Financial Industry

Guy Guzner
As part of a highly regulated, high-risk industry, financial organizations are expected to be the most secure environments. However, due to their nature, they are one of the top targets for cyberattacks. According to IBM, finance firms lose approximately $5.9 million per data breach — 28% more than the global average.......
Live-Oak-Bank-Announces-First-Embedded-Banking-Partnership-with-Anatomy-Financial,-Inc.
Artificial Intelligence Banking Finance Fintech News

Live Oak Bank Announces First Embedded Banking Partnership with Anatomy Financial, Inc.

GlobeNewswire
Live Oak Bank has announced its first embedded banking partnership with Anatomy Financial Inc., an AI-powered financial automation solution for medical, dental, digital health, and healthcare billing companies. Live Oak’s novel approach is the first of its kind, enabling software companies such as Anatomy to directly deliver Live Oak banking products......
Passthrough Expands Regulation & Compliance Efforts With Mark Mangion as Head of Financial Crime
Finance Fintech News

Passthrough Expands Regulation & Compliance Efforts With Mark Mangion as Head of Financial Crime

Business Wire
Today, Passthrough, a leader in fund workflow automation for investors, fund managers, and other fintechs, announced the addition of Mark Mangion to their team as Head of Financial Crime. Mangion is a Certified Anti-Money Laundering Specialist (CAMS) and Certified Fraud Examiner (CFE) who has a thirteen-year career in the financial crime......
Business Featured Finance Fintech

How Financial Services Marketing Has Evolved?

Fintech Staff Writer
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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