Search Results for: AI-driven platform

ForwardLane Names Lauren Feldman Director of RIA Sales and Client Engagement
Artificial Intelligence Fintech News

ForwardLane Names Lauren Feldman Director of RIA Sales and Client Engagement

Fintech News Desk
by Fintech News Desk0
ForwardLane, whose powerful artificial intelligence technology provides advisors of all sizes with signals and next-best actions prompts, has named Lauren Feldman as Director of RIA Sales and Client Engagement. Read More: Nacha Adopts Rules for the Ongoing Modernization of ACH Payments In her new role, Feldman will lead ForwardLane’s sales and......
Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Business Fintech News

Tegra118 Expands Front Office Digital Solutions Powered by Finantix

Fintech News Desk
by Fintech News Desk0
Tegra118 further elevates its wealth advisor front office experience that enables advisors to deliver more personalized, informed advice to investors Tegra118, a top provider of wealth and asset management technology and Motive Partners company, today announced its expansion of new front office capabilities to strengthen its robust wealth tech platform......
Broadridge Names Vijay Mayadas to Lead Capital Markets
Capital Markets Fintech News

Broadridge Names Vijay Mayadas to Lead Capital Markets

Fintech News Desk
by Fintech News Desk0
Broadridge Financial Solutions, a global Fintech leader, announced that Vijay Mayadas has been appointed President of Capital Markets. In this newly created position, he will lead Broadridge’s trading and post-trade capital markets SaaS solutions as part of the Global Technology and Operations (GTO) business. Read More: InvestEdge Acquired by Featheringill Capital......
Business Fintech InsurTech News

Bold Penguin Reaches Definitive Agreement to Acquire RiskGenius

Fintech News Desk
by Fintech News Desk0
Company adds qualitative policy review capabilities as it continues to be the dominant leader in small commercial connectivity Bold Penguin, a rapidly growing commercial insurance technology provider, announces today it has entered into a definitive agreement to acquire RiskGenius, a pioneer in insurance document intelligence software. The acquisition will add......
Esker First-time Entrant in Gartner’s 2020 Magic Quadrant for Procure-to-Pay Suites
Artificial Intelligence Fintech News

Esker Launches New Cash Application Automation Solution and Strengthens Its Accounts Receivable Financial Suite

Fintech News Desk
by Fintech News Desk0
Esker, a worldwide leader in AI-driven process automation solutions and pioneer in cloud computing, announced the launch of its Cash Application solution that enables businesses to increase the efficiency and automation of the cash application process of matching open invoices to payments received. As part of Esker’s Accounts Receivable financial suite (Credit Management, Invoice......
Banking Business Fintech Fintech Funding Investment Services Mobile Banking News

Bank of America Launches Life Plan to Help Clients Prioritize Their Financial Goals and Understand Steps Toward Achieving Them

Fintech News Desk
by Fintech News Desk0
Available Online and Within the Mobile App, Personalized Digital Experience Enables Clients to Turn Goals into Actions Bank of America today announced the launch of Life Plan®, a new digital experience through which clients can set and track near- and long-term goals based on their life priorities, and better understand......
Bill Chval Named Vice President of Sales to Lead Growth at Metromile Enterprise
Fintech InsurTech News

Bill Chval Named Vice President of Sales to Lead Growth at Metromile Enterprise

Fintech News Desk
by Fintech News Desk0
Insurtech veteran joins AI-driven insurer as company ramps up licensing its claims platform Metromile, the first insurance carrier powered by machine learning, today announced that Bill Chval joined the company as vice president of enterprise sales. Chval will work with insurance carriers worldwide to license Metromile Enterprise’s low-code claims AI......
American Fidelity Appoints SS&C for Insurance Investment Accounting Partnership
Artificial Intelligence Fintech InsurTech Investment Services News

American Fidelity Appoints SS&C for Insurance Investment Accounting Partnership

Fintech News Desk
by Fintech News Desk0
SS&C Singularity and Precision LM will enhance accounting operations SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Oklahoma’s American Fidelity Assurance Company will migrate its insurance investment accounting to SS&C Singularity. American Fidelity is the seventh client in three months to adopt SS&C’s AI-powered Singularity investment operations and accounting platform, adding to the company’s......
CFOs Are Ready for Digital Transformation in 2021, New Survey Shows
Artificial Intelligence Fintech News

AppZen Launches Mastermind Analytics to Deliver AI-Powered On-Demand Finance Benchmarking

Fintech News Desk
by Fintech News Desk0
New analytics AI software provides finance teams with a 360º view of spend and delivers performance metrics against other companies AppZen, the world’s leading AI solution for modern finance teams, is launching Mastermind Analytics, a first of its kind analytics AI software that identifies spend risks and provides on-demand benchmarks.......
Global New Account Fraud Decreased 23% in 2020, According to Jumio's Holiday Fraud Report
Artificial Intelligence Fintech Mobile Banking News

Rappi Streamlines Customer and Courier Onboarding with Jumio to Conquer Latin America

Fintech News Desk
by Fintech News Desk0
Jumio, the leading provider of AI-powered end-to-end identity verification and ongoing authentication solutions, has partnered with Rappi to help the Latam delivery startup verify the identities of its new customers and delivery couriers. Founded in 2015, this high-flying Latin American unicorn serves millions of customers in Colombia, Argentina, Brazil, Chile,......
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