Search Results for: advisor marketing

LedgerAI Partners Secures First of Numerous Letters of Intent with Financial Recovery Strategies (FRS) to Revolutionize Business Intelligence
Artificial Intelligence Fintech News

LedgerAI Partners Secures First of Numerous Letters of Intent with Financial Recovery Strategies (FRS) to Revolutionize Business Intelligence

GlobeNewswire
by GlobeNewswire0
LedgerAI, a leader in artificial intelligence and business solutions technology, is thrilled to announce it has secured its first Letter of Intent (LOI) with Financial Recovery Strategies (FRS), marking a transformative moment as the company redefines the future of business intelligence by applying Artificial Intelligence (AI), intelligently. This will be......
Intuit Accelerates Development Velocity with Major Enhancements to Proprietary Generative AI Operating System (GenOS)
Analytics Artificial Intelligence Fintech News

Intuit Accelerates Development Velocity with Major Enhancements to Proprietary Generative AI Operating System (GenOS)

Business Wire
by Business Wire0
Company simplifies, streamlines end-to-end app development with new GenOS AI Workbench and GenStudio, GenRuntime, GenUX tools Intuit, the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, announced major enhancements to its proprietary Generative AI Operating System (GenOS) that’s accelerating development velocity at scale across the company’s products and services to solve......
Leading Fintech Moneythumb Acquired by Iron Creek
Finance Fintech News Robotic Process Automation

Leading Fintech Moneythumb Acquired by Iron Creek

PR Newswire
by PR Newswire0
Partnership to Accelerate Future Growth and Innovation of MoneyThumb’s SaaS Document Evaluation Technology MoneyThumb, a leader in automated document evaluation and fraud detection solutions announced today that it has been acquired by Iron Creek Partners LLC (“Iron Creek”), a private investment firm with a focus on investments in the software, data, communications, and business services......
AI Risk, Inc. Partners with Fynancial to Bring Safe and Powerful AI to Wealth Management
Artificial Intelligence Finance Fintech News Risk Management

AI Risk, Inc. Partners with Fynancial to Bring Safe and Powerful AI to Wealth Management

Business Wire
by Business Wire0
Artificial Intelligence Risk, Inc. (AI Risk), a leader in AI governance, risk, compliance, and cybersecurity (AI GRCC) software, today announced a strategic partnership with Fynancial, a leading social financial platform for the wealth management industry. Through this collaboration, Fynancial will integrate AI Risk’s proprietary AIR-GPT technology into its platform, providing......
Walnut Insurance Secures $4.6M to Transform Insurance Distribution with Embedded Technology
Finance Fintech Investments News

Walnut Insurance Secures $4.6M to Transform Insurance Distribution with Embedded Technology

Business Wire
by Business Wire0
Walnut is revolutionizing insurance distribution by enabling partner-driven growth through technology solutions for insurers and enterprise businesses Walnut, an innovative force in the insurance distribution industry, today announced the successful close of its latest funding round, securing $4.6M. The investment will be used to expand Walnut’s groundbreaking embedded insurance technology......
Artificial Intelligence Banking Featured Finance Fintech Robotic Process Automation Security

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

Prajakta Ayade
by Prajakta Ayade0
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......
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......
Lendr.fi Appoints Leadership Team: Jimmy Wang, Head of Engineering, Interim CTO; Arun Subramanian, COO; and Al Leong, CMO.
Finance Fintech Lending News

Lendr.fi Appoints Leadership Team: Jimmy Wang, Head of Engineering, Interim CTO; Arun Subramanian, COO; and Al Leong, CMO.

PR Newswire
by PR Newswire0
Today, in a strategic move to strengthen its leadership team and drive innovation in the financial services sector, Lendr.fi is excited to announce the appointment of Jimmy Wang as Head of Engineering/Interim Chief Technology Officer (CTO), Arun Subramanian as Chief Operating Officer (COO), and Al Leong as Chief Marketing Officer (CMO). These key hires bring a......
Brex Names Sibongile Ngako as Chief Compliance Officer
Compliance management News

Brex Names Sibongile Ngako as Chief Compliance Officer

PR Newswire
by PR Newswire0
Brex, the AI-powered spend platform, announced that Sibongile Ngako has joined the company as its Chief Compliance Officer. Sibongile brings over 20 years of experience as a compliance and risk management executive and joins most recently from Affirm, a leading payments company, where she served as Vice President of Compliance.......
Smartria and MirrorWeb Announce Partnership for Best-in-Class Compliance Solutions
Finance Fintech News

Smartria and MirrorWeb Announce Partnership for Best-in-Class Compliance Solutions

PR Newswire
by PR Newswire0
Together, the Companies Offer the Leading Integrated Compliance Program Management and Communications Supervision Platforms for RIA Firms Smartria, a leading provider of regulatory compliance software, and MirrorWeb, a leader in the digital archiving and supervision space, today announced that they have combined forces to deliver an integrated compliance solution for registered investment......
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