Search Results for: Business 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......
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......
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
by Business Wire0
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
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......
Artificial Intelligence Banking Digital Payments Finance Fintech Guest Posts

How to Make Your Chatbot For Your FI More Effective, Not More Annoying

Lisa Avvocato
by Lisa Avvocato0
By Lisa Avvocato, Sama Chatbots aren’t new (the first one is celebrating its 58th birthday this year), but they are getting better and better. Uberall has found 80% of customers have had positive interactions with them. The problem is when a chatbot doesn’t help, it really doesn’t help, and the annoyance and frustration caused by......
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......
Galileo Financial Technologies Adds 3D Secure to Bolster Online Fraud Protection
Fintech News Security

Galileo Financial Technologies Adds 3D Secure to Bolster Online Fraud Protection

Business Wire
by Business Wire0
Galileo 3D Secure reduces CNP fraud risks across the U.S., Latin America and Canada Galileo Financial Technologies, a leader in financial technology solutions and a subsidiary of SoFi Technologies, Inc, announced the launch of Galileo 3D Secure (3DS) Access Control Server (ACS). This enhancement helps clients protect against card-not-present (CNP)......
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,......
april Strengthens Leadership with President and COO
Fintech News

april Strengthens Leadership with President and COO

Business Wire
by Business Wire0
Raj R. Doshi joins april as President and Chief Operating Officer, bringing extensive experience in the tax and information technology industries to supercharge april’s growth as the first new national e-file provider in 15 years april (April Tax Solutions Inc.),​​ the first AI-powered tax-filing product built to be embedded with......
TIFIN announces international expansion around its mission of using AI for wealth with the launch of TIFIN India and strategic investment from DSP Group
Artificial Intelligence Finance Fintech News

TIFIN announces international expansion around its mission of using AI for wealth with the launch of TIFIN India and strategic investment from DSP Group

PR Newswire
by PR Newswire0
TIFIN India includes MyFI, an AI assistant to help individuals achieve better wealth outcomes, as well as TIFIN India Enterprise. Aditi Kothari Desai, vice-chair of the DSP group joins the TIFIN India Enterprise board. TIFIN, a leading AI and innovation platform for wealth, makes its international debut with the launch of......
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