Search Results for: Know your Customer

Avalara Adds Generative Chat to Bolster Support and Product Experiences for Customers and Partners
Artificial Intelligence Finance Fintech News

Avalara Adds Generative Chat to Bolster Support and Product Experiences for Customers and Partners

PR Newswire
by PR Newswire0
New AI-powered assistant ‘Avi’ is available in the Avalara Global Support Portal and the Avalara Portal product interface making it faster and easier for customers and partners to find answers and resolve issues Avalara, Inc., a leading provider of tax compliance automation software for businesses of all sizes, today announced......
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......
Acuity Knowledge Partners Acquires PPA Group to Expand Automation Capabilities for Commercial Lenders
Analytics News

Acuity Knowledge Partners Acquires PPA Group to Expand Automation Capabilities for Commercial Lenders

PR Newswire
by PR Newswire0
Acuity Knowledge Partners (“Acuity”), a leading provider of high-value research, analytics and business intelligence solutions to the financial services sector, announced the acquisition of PPA Group (“PPA”). “Our combined platform will provide clients with a market-leading service, and we look forward to integrating PPA’s innovative use of AI and Machine Learning into......
Banking Cryptocurrency Finance Fintech Guest Posts Risk Management Security

Future-Proofing Your Fintech: Essential Strategies for Mitigating Risk

Wil Hamory
by Wil Hamory0
By: Wil Hamory, Fintech Lead at Founder Shield The rise in cyber attacks is a harsh reality: the promised land of fintech is getting a whole lot more dangerous. For fintech leaders looking to scale their business, it takes more than just innovation and a good market fit to navigate this......
Wolters Kluwer AI-powered advanced virtual agent ushers in the next generation of customer support
Artificial Intelligence Finance Fintech News

Wolters Kluwer AI-powered advanced virtual agent ushers in the next generation of customer support

Business Wire
by Business Wire0
Advancements leverage Generative AI (GenAI) technologies to enhance efficiency, deliver critical insights, and drive unparalleled value for customers. Wolters Kluwer Tax & Accounting (TAA), a global leader in professional information, software solutions, and services, today announced the release of new GenAI capabilities within its proprietary advanced virtual agent chatbot serving......
Trulioo 24/7 Support Empowers Top APAC Region Companies to Expand Into New Markets, Achieve Compliance and Accelerate Customer Onboarding
News Security

Trulioo 24/7 Support Empowers Top APAC Region Companies to Expand Into New Markets, Achieve Compliance and Accelerate Customer Onboarding

Business Wire
by Business Wire0
Company Marks Anniversary of Singapore Office Opening With 90% Business Verification Rate Across the APAC Region Trulioo, an industry-leading identity platform with proven global coverage for person and business verification, marked the one-year anniversary of its Singapore office by highlighting how its 24/7 implementation support helps Asia-Pacific (APAC) brands expand......
Regula Pinpoints Top Three Business Challenges with Verification of International Customers
News Security

Regula Pinpoints Top Three Business Challenges with Verification of International Customers

Business Wire
by Business Wire0
In addition to the clear risks, such as an increase in fraud, attracting new foreign customers presents less apparent challenges, including the absence of standardized documentation and language barriers. These are the results of a global survey conducted by Regula, a global developer of forensic devices and identity verification solutions.......
J.P.-Morgan-Wealth-Plan-Helps-Chase-Customers-Create-1-Million-Plans
Finance Fintech News

J.P. Morgan Wealth Plan Helps Chase Customers Create 1 Million Plans

Fintech News Desk
by Fintech News Desk0
With Wealth Plan, users can set and track short-term goals, like a vacation, and long-term goals, such as buying a home or retirement, in real-time and get personalized step-by-step guidance and insights. J.P. Morgan Wealth Management’s Wealth Plan has helped customers create more than 1 million personalized plans. The tool......
Central Bank Boosts Financial Wellness for Customers Through Personetics' AI-powered Platform
Banking News

Central Bank Boosts Financial Wellness for Customers Through Personetics’ AI-powered Platform

PR Newswire
by PR Newswire0
Midwest U.S. regional bank bringing money management platform with hyper-personalized insights, advice and smart savings to retail customers Central Bank, a progressive $20 billion regional bank headquartered in Jefferson City, Missouri, is elevating financial wellness for its consumer franchise by implementing Personetics’ financial data-driven engagement platform. The AI-driven solutions infuse Central Bank’s digital......
Fifth Third Bank Moving to ICE’s End-to-End Mortgage Ecosystem to Improve Customer Experience
Banking Fintech News

Fifth Third Bank Moving to ICE’s End-to-End Mortgage Ecosystem to Improve Customer Experience

Business Wire
by Business Wire0
Fifth Third will also incorporate multiple ICE data and analytics solutions to help mitigate risk, identify opportunities, and gain crucial insights to support data-driven decision making. Intercontinental Exchange, Inc., a leading global provider of technology and data, today announced that Fifth Third Bank will move its origination and servicing operations......
1