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The Impact of Automation and Data Intelligence on Customer Experience in Financial Services

Prajakta Ayade
Automation and data intelligence are driving significant transformations across finance, particularly in customer experience. These technologies are reshaping how financial institutions interact with customers, offering personalized, efficient, and seamless services. Enhancing Efficiency and Accuracy One of the primary benefits of automation in financial services is the enhancement of efficiency and......
Trust Stamp Discusses Its Evolution to Serving Diverse Global Markets as a SAAS Provider of Artificial Intelligence Powered Technologies and the Application for Its 37th Patent
Artificial Intelligence News

Trust Stamp Discusses Its Evolution to Serving Diverse Global Markets as a SAAS Provider of Artificial Intelligence Powered Technologies and the Application for Its 37th Patent

GlobeNewswire
Trust Stamp’s Chief Technology Officer and Chief Science Officer provide an overview of the Company’s patent portfolio, some of its innovations in the use of AI, and its evolution to serving a broad range of global customers in addition to its core financial service customers Trust Stamp. On the occasion......
68% of UK CFOs say businesses are compromising on customer experiences due to economic pressures
Finance Fintech News

68% of UK CFOs say businesses are compromising on customer experiences due to economic pressures

EIN Presswire
Payhawk, the global spend management solution that helps businesses manage company cards and payments at scale across 32 countries, today revealed that 61% of international CFOs say their businesses are making or considering making customer experience compromises to remain operational amid the current challenging economic climate. The report “The CFO agenda:......
CBIZ Launches D@taNEXUS: Empowering Business Leaders With Advanced Data Analytics and Automation
Finance Fintech News

CBIZ Launches D@taNEXUS: Empowering Business Leaders With Advanced Data Analytics and Automation

Business Wire
CBIZ, Inc. today announced the launch of CBIZ D@taNEXUS, a comprehensive suite of data analytics and automation services which helps clients transform complex, multi-source information into actionable insights, empowering business leaders to make smarter decisions faster. Through CBIZ D@taNEXUS, CBIZ combines its deep knowledge of its clients and their industries......
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
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......
RelPro Enhances Local Market Intelligence Through Rivel Banking Research Integration
Banking News

RelPro Enhances Local Market Intelligence Through Rivel Banking Research Integration

Cision PRWeb
RelPro, the fast-growing business development and relationship management solution for Financial Services professionals, announced today its latest data integration with Rivel Banking Research, bringing Local Market Research into the RelPro platform. This new integration leverages data from Rivel’s Commercial and Small Business Customer Reports to provide bankers with insights into their......
Symbeo partners with Amazon Business to extend the reach of its RapidInvoice AP automation solution
Finance Fintech News Robotic Process Automation

Symbeo partners with Amazon Business to extend the reach of its RapidInvoice AP automation solution

GlobeNewswire
Symbeo launches RapidInvoice on Amazon Business’s Market App Center for B2B ecommerce with a solution that enhances AP functions and supports financial operations to reduce costs and improve productivity Symbeo, Inc., a CorVel Company, has partnered with Amazon Business App Center to deliver its RapidInvoice, an AI-enabled optical character recognition......
Runway Launches First Ambient Intelligence Platform for Finance Teams
Finance Fintech News

Runway Launches First Ambient Intelligence Platform for Finance Teams

PR Newswire
New Ambient Intelligence capabilities proactively support finance leaders through all key workflows Today, Runway announced the general availability of its financial planning and collaboration platform. Runway is a modern, user-friendly interface for financial modeling, headcount planning, departmental budgeting, and more. Breaking beyond the traditional chat and copilot paradigms that define AI products......
Waton Securities International Launches AI-IRO, Ushering in a New Era for Investor Relations Management with Artificial Intelligence
Investment Services News Security

Waton Securities International Launches AI-IRO, Ushering in a New Era for Investor Relations Management with Artificial Intelligence

PR Newswire
Waton Securities International Limited (Waton Securities), a leading licensed broker in Hong Kong and a pioneering SaaS service provider, officially launched its latest product, the AI Investor Relations Officer (AI-IRO), at the 10th Investor Relations Awards organized by the Hong Kong Investor Relations Association (HKIRA). Designed to meet the distinct......
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