Search Results for: relationship management

EarnUp Launches AI Advisor, An On-Demand Financial Guru Empowering Users With Hyper-Personalized Insights & Guidance
Fintech News

EarnUp Launches AI Advisor, An On-Demand Financial Guru Empowering Users With Hyper-Personalized Insights & Guidance

Business Wire
The industry’s first-ever context-aware conversation agent instantly analyzes users’ real-time banking and credit data to answer complex financial questions and provide tailored product recommendations EarnUp., a financial wellness fintech company, announced its newest product, AI Advisor, the industry’s first and only always-on AI-powered financial guru that helps to automate end-to-end......
Altana Closes $200M Series C to Enable the Public and Private Sectors to Take Command of Global Value Chains
Fintech Investments News

Altana Closes $200M Series C to Enable the Public and Private Sectors to Take Command of Global Value Chains

Business Wire
With a valuation of $1B, the funding round was led by Thomas Tull’s US Innovative Technology Fund Altana, the world’s first Value Chain Management System, today announced a $200 million Series C investment led by Thomas Tull’s US Innovative Technology Fund (USIT). The funding round included participation from March Capital,......
BMO Survey: More Than a Third of Americans Using AI to Manage Finances
Finance News

BMO Survey: More Than a Third of Americans Using AI to Manage Finances

PR Newswire
61% of Gen Z use AI to help manage their finances and investments – more than any other generation. 64% do not believe AI understands how emotions influence financial planning. The BMO Real Financial Progress Index reveals a growing number of Americans, notably Gen Z, are increasingly using artificial intelligence......
FIntegrate Technology Welcomes Industry Veteran, Mike McKenna, as Senior Sales Executive
Finance Fintech News

FIntegrate Technology Welcomes Industry Veteran, Mike McKenna, as Senior Sales Executive

EIN Presswire
FIntegrate Technology (FIntegrate), the industry leader in cutting-edge loan portfolio tracking and collection recovery software for financial institutions, announced the addition of Mike McKenna as Senior Sales Executive. This addition marks a significant step in the company’s ongoing efforts to expand its market presence, bolster its direct sales organization, and......
Strive Raises $30 Million In Series B Funding Round
Finance Fintech Investments News

Strive Raises $30 Million In Series B Funding Round

PR Newswire
Plans launch of wealth management offering Financing round was led by Cantor Fitzgerald Strive Enterprises, Inc. (“Strive”), a financial services company with an asset management platform focused on maximizing long-run returns for investors, today announced it closed a $30 million Series B financing round led by Cantor Fitzgerald, L.P. Deason......
Finastra Partners With Credable to Deliver a Holistic Supply Chain Finance Offering to Banks Globally
Finance Fintech News

Finastra Partners With Credable to Deliver a Holistic Supply Chain Finance Offering to Banks Globally

PR Newswire
Finastra Trade Innovation, integrated with CredAble’s supply chain finance platform, enables banks to grow their trade and supply chain finance business and deliver enhanced customer experiences Finastra, a global provider of financial software applications and marketplaces, announced its partnership with CredAble, a working capital finance platform, to expand the functionality......
ChoiceOne Bank and DPT Solutions Offer Metriciti, A Commercial Lending Platform Built for Community Banking
Banking Fintech Lending News

ChoiceOne Bank and DPT Solutions Offer Metriciti, A Commercial Lending Platform Built for Community Banking

PR Newswire
ChoiceOne Financial Services, Inc., and ChoiceOne Bank along with DPT Solutions (DPT) are pleased to announce their partnership to offer Metriciti. Metriciti is a revolutionary commercial lending platform that promises to redefine how financial institutions manage their lending from leads to loans and beyond. DPT is the exclusive reseller of......
Microsoft Azure Lab Services appoints Skillable as a lab delivery partner
Finance Fintech News

Microsoft Azure Lab Services appoints Skillable as a lab delivery partner

EIN Presswire
Skillable, the pioneer in hands-on labs that build and validate skills, has been announced as one of the official lab delivery partners for Microsoft Azure Lab Services. The selection further strengthens the longstanding relationship between the two organizations built over many years with Skillable’s platform being used for Microsoft exams,......
AP Teams Achieve An Average ROI of 200% in First Year from AP Automation, Report Finds
Finance Fintech News Robotic Process Automation

AP Teams Achieve An Average ROI of 200% in First Year from AP Automation, Report Finds

EIN Presswire
Paymerang, a leading accounts payable (AP) automation platform, partnered with Ardent Partners on their 2024 State of ePayables report which found that Best-in-Class AP teams achieve per-invoice processing costs that are 78% lower than their peers thanks to automation technology. Overall, the report found that companies that invest in AP......
Lendbuzz Welcomes Steve Linehan to Board of Directors
Fintech News

Lendbuzz Welcomes Steve Linehan to Board of Directors

Business Wire
Lendbuzz, an AI-based fintech company that helps consumers obtain better access to credit when purchasing a vehicle, is proud to announce Stephen Linehan has joined its board of directors, serving in the role of chairman of the audit committee. Mr. Linehan brings over forty years of experience in the financial......
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