Search Results for: client experience

d1g1t Unveils Wealth Management Billing Solution
Analytics Finance Fintech News Risk Management

d1g1t Unveils Wealth Management Billing Solution

PR Newswire
by PR Newswire0
Flexible, scalable revenue management solution drives operational excellence d1g1t, a leading wealth management technology company announced the launch of its revenue management and billing solution which is fully integrated into the company’s flagship enterprise wealth management platform. Meeting the needs of different types of wealth management firms, d1g1t’s billing solution......
Applied Pay Integrates with Leading Premium Financing Companies to Deliver Advanced Financing Options at Checkout
Finance Fintech News

Applied Pay Integrates with Leading Premium Financing Companies to Deliver Advanced Financing Options at Checkout

GlobeNewswire
by GlobeNewswire0
Unique at-checkout payment workflow transforms how agents and insureds underwrite and secure premium financing Applied Systems today announced the integration of premium finance within Applied Pay®, the industry’s only AMS-native payments solution. Integrations with the top three premium finance companies, including AFCO Direct, FIRST Insurance Funding and Imperial PFS, enable......
AI Risk, Inc. Partners with Fynancial to Bring Safe and Powerful AI to Wealth Management
Artificial Intelligence Finance Fintech News Risk Management

AI Risk, Inc. Partners with Fynancial to Bring Safe and Powerful AI to Wealth Management

Business Wire
by Business Wire0
Artificial Intelligence Risk, Inc. (AI Risk), a leader in AI governance, risk, compliance, and cybersecurity (AI GRCC) software, today announced a strategic partnership with Fynancial, a leading social financial platform for the wealth management industry. Through this collaboration, Fynancial will integrate AI Risk’s proprietary AIR-GPT technology into its platform, providing......
Charlee.ai and Inspire Innovations Join Forces to Improve Carrier Processes
Analytics Artificial Intelligence News

Charlee.ai and Inspire Innovations Join Forces to Improve Carrier Processes

EIN Presswire
by EIN Presswire0
Charlee.ai, a leading provider of AI-based predictive analytics, is thrilled to announce its strategic partnership with Inspire Innovations, an emerging leader in AI-based automation solutions. This collaboration marks a significant milestone in enhancing the client experience through cutting-edge artificial intelligence and personalized engagement tools. With a shared commitment to innovation......
SigFig-Expands-Engage-Platform-with-New-AI-Capabilities
Artificial Intelligence Finance Fintech News

SigFig Expands Engage Platform with New AI Capabilities

Business Wire
by Business Wire0
Collaborative solution creates interactive digital advice experiences, increases efficiencies and empowers financial advisors to create better client outcomes SigFig, a leading digital wealth management solutions and technology provider for financial institutions and their advisors, today announced new capabilities, including AI-powered functions, to its financial advisor collaboration platform, Engage. Powering collaborative......
SafeSend Announces SafeSend One: New AI-Powered Tools for Tax and Accounting Professionals
Artificial Intelligence News

SafeSend Announces SafeSend One: New AI-Powered Tools for Tax and Accounting Professionals

Cision PRWeb
by Cision PRWeb0
SafeSend, the leading provider of automation technology for tax and accounting professionals, announced the launch of SafeSend One featuring the groundbreaking Next Gen Gather AI. SafeSend One the next evolution of the SafeSend Suite, automates the entire tax process, from taxpayer document gathering, integrations with tax preparation leaders, to tax......
Applied Launches Epic Dashboards, All-New Embedded Data Analytics Capability Natively in Applied Epic
Analytics News

Applied Launches Epic Dashboards, All-New Embedded Data Analytics Capability Natively in Applied Epic

GlobeNewswire
by GlobeNewswire0
New interactive data visualization capability transforms vital business performance data for specific agency roles Applied Systems announced the general release of Epic Dashboards, embedded analytics within Applied Epic, for users in the U.S. and Canadian markets. Epic Dashboards democratizes access to the vast data captured in Applied Epic, organizing it......
Escala 24x7 and DANAconnect Join Forces to Accelerate the Adoption of GenAI on AWS in the Financial Services Industry
Fintech News

Escala 24×7 and DANAconnect Join Forces to Accelerate the Adoption of GenAI on AWS in the Financial Services Industry

Cision PRWeb
by Cision PRWeb0
Escala 24×7 has made a significant investment in DANAconnect. Together, they unite forces to drive GenAI adoption on AWS, revolutionizing the financial services industry with AI-powered solutions that enhance efficiency and customer experience. One of the greatest challenges for financial institutions and insurers is adopting Artificial Intelligence (AI) and intelligent......
Envestnet 2024 Advisor Survey Highlights What's Top Of Mind For Advisors As They Future-proof Their Business
Finance Fintech News

Envestnet 2024 Advisor Survey Highlights What’s Top Of Mind For Advisors As They Future-proof Their Business

PR Newswire
by PR Newswire0
Opportunities Include Offering Holistic Advice, A Fee-Based Future, All-In-One WealthTech, And Tackling The Organic Growth Imperative Envestnet, a leading provider of integrated technology, data intelligence, and wealth solutions, has released its 2024 Advisor Perspectives Survey, examining the current state of financial advisory practices and anticipated industry trends. Envestnet leverages its......
Abacus Group Acquires Tribeca to Continue its Growth in the UK Financial Services Sector
Finance Fintech

Abacus Group Acquires Tribeca to Continue its Growth in the UK Financial Services Sector

Business Wire
by Business Wire0
Tribeca’s proven success in financial services to be strengthened further with Abacus Group’s specialist expertise and cybersecurity offerings Abacus Group, a leading IT Managed Services Provider (“MSP”) to financial services firms globally, today announced it has acquired Tribeca Technology Group (Tribeca), a UK-based IT MSP also serving the financial services......
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