Search Results for: Artificial Intelligence

Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools
Fintech News

Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools

Business Wire
by Business Wire0
Company revolutionizing tech-forward wealth management is poised to cross the $1 billion in AUM milestone later this year Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, announced an additional $15.5 million funding round led by Canvas Ventures. This latest infusion of capital, which closes......
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......
Confluence Helps Clients Achieve Compliance with SEC Tailored Shareholder Reporting
Finance Fintech News

Confluence Helps Clients Achieve Compliance with SEC Tailored Shareholder Reporting

Business Wire
by Business Wire0
Confluence’s industry-leading solution successfully completed TSR filings for fund administrator and asset manager clients Confluence Technologies, Inc. (“Confluence”), a global financial technology solution provider for regulatory, analytics, and investor communications, announced today that its industry-leading Unity platform suite of products went live and completed filings for the U.S. Securities and......
Gradient AI Secures $56 Million in Series C Funding to Expand AI-Powered Insurance Solutions
Artificial Intelligence Finance Fintech News

Gradient AI Secures $56 Million in Series C Funding to Expand AI-Powered Insurance Solutions

Business Wire
by Business Wire0
Led by Centana Growth Partners, Funding Will Enhance and Extend the Range of Product Solutions and Expand Customer Success and Sales Functions Gradient AI, a leading enterprise software provider of artificial intelligence (AI) solutions in the insurance industry, today announced that it has raised $56.1 million in Series C funding.......
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
by Business Wire0
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......
AML/KYC Compliance AI-Focused Firm Axle Automation Raises $2.5M Led by Diagram Ventures
Artificial Intelligence Compliance management News

AML/KYC Compliance AI-Focused Firm Axle Automation Raises $2.5M Led by Diagram Ventures

Business Wire
by Business Wire0
Axle Automation, Inc. (“Axle” or “Company”), a trailblazing provider of AI-powered solutions for compliance teams, proudly announces the successful close of its seed funding round. The Company will use the $2.5M to scale the team and optimize and supercharge compliance teams at fintechs, banks, and other financial institutions. Led by......
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
by PR Newswire0
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......
Overburdened and Burnt Out, Finance Teams Call Out for Automation to Address Lack of Resources Driven by Economic Uncertainty: Medius
Finance News

Overburdened and Burnt Out, Finance Teams Call Out for Automation to Address Lack of Resources Driven by Economic Uncertainty: Medius

PR Newswire
by PR Newswire0
55% of finance professionals are reportedly experiencing burnout, with 58% planning to leave the sector and follow a different career path. With mounting economic uncertainty, finance teams are facing budget cuts, fewer resources and higher burnout than ever before, contributing to these figures. The resulting pressure and stress are adding......
Artificial Intelligence Finance Fintech Guest Posts

Why Human Testing Is Critical for Fintech Companies in the Age of AI

Khurram Mir
by Khurram Mir0
By Khurram Mir, Chief Marketing Officer at Kualitatem and Kualitee Advanced technologies have taken over a variety of industries, and fintech is no exception. Numerous cutting-edge innovations such as blockchain and AI have changed how the financial sector handles business, reducing processing time and improving efficiency. Banking, insurance, wealth management,......
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