Search Results for: actionable insights
4 Fintech Applications of Natural Language Processing
Financial institutions are turning to Natural Language Processing (NLP) to help them cut through the noise in the fintech industry. For most industries, keeping up with the pace of technology and information is a challenge. The financial services industry is no different, and traditionally, it’s been one to embrace change......
Integrity Continues to Innovate Insurance with Acquisition of Data Analytics Company Deft Research
Partnership of industry-leading market research and insights firm with Integrity will keep consumers’ voices at the forefront of health insurance decisions Integrity Marketing Group, LLC, the nation’s largest independent distributor of life and health insurance products, announced its acquisition of Deft Research, LLC (“Deft Research”), the healthcare industry’s leading source for......
BAI Research Reveals Significant Shifts in Last 12 Months for Banking Preferences by Generation
Findings Show 24/7 Customer Service Ranks Highest Among Gen Z Consumers; Mobile Payments Ranked Last Among All Generations Recent research by BAI, a nonprofit independent organization that delivers the financial services industry’s most actionable insights, found consumer banking preferences are shifting and behaviors are evolving by generation. The research reveals how the pandemic......
2021: A Year for Quick Fix or Transformation for Finance & Accounting Outsourcing Industry
There is a great analogy between Atlas, one of the Titans from Greek mythology and the year 2021, while former bore the burden of heavens on his shoulders, the latter continues to bear inordinate challenges thrown by tumultuous year; 2020. The outbreak of Covid-19 raised a series of unanticipated challenges......
Global President and Chief Operating Officer Appointed to the Leadership Team at Confirmit and FocusVision
Christopher Nagy and Giles Whiting have been appointed to the Leadership Team as Global President and Chief Financial Officer and, Chief Operating Officer respectively, for the newly merged businesses of Confirmit and FocusVision, two of the world’s leading research technology companies, combining to create a world class business that will reinvent the global......
Sisense Named No.1 in Two G2 Reports, the Report for Embedded BI & The Momentum Grid Report for Embedded BI
Sisense customers echo support for strong embedded capabilities; Tessitura Network says, “We never ran into a use case that we couldn’t do” Sisense, the leading AI-driven platform for infusing analytics everywhere, has been recognized as the leader in embedded business intelligence by G2, the world’s leading business solutions review website. The......
FP Alpha launches New Tax Tool for Advisors, The Tax Snapshot
FP Alpha, an AI-driven document automation and planning recommendation engine, launches new enhancement to their tax planning module, The Tax Snapshot FP Alpha, an AI-driven wealth management solution for financial advisors, announced today the launch of, The Tax Snapshot, a dynamic client engagement deliverable that provides financial advisors with an instant summary......
Equifax Brings Power of Cloud to New Lost Sales Analysis Solution for Mortgage and Home Equity Lenders
Enhanced Offering Brings Lenders the Differentiated Data Assets They Need to Adjust Strategy, Terms and Offers to Attract Borrowers in Today’s Competitive Marketplace Equifax® is addressing the needs of mortgage and home equity lenders in a competitive marketplace. The new Equifax Ignite® Lost Sales Analysis solution leverages the power of the......
Leaders in the Profession Identify Skills Financial Planners Need to Succeed in Today’s Environment
Poll taken also identifies what skills are believed to define success in the future COVID-19 has forced financial advisors to adapt to the changing circumstances The pandemic has presented challenges to planning firms and clients alike. Earlier this year, thought leaders in the financial planning space gathered online for the......