Search Results for: client experience

Brightwave Secures $6 Million Seed Round to Launch AI-Powered Financial Research Assistant
Analytics Fintech News

Brightwave Secures $6 Million Seed Round to Launch AI-Powered Financial Research Assistant

Business Wire
by Business Wire0
Backed by Decibel and Point72 Ventures, Brightwave’s customers include firms and funds totaling over $120B AUM Brightwave, the AI-powered research assistant that generates insightful, trustworthy financial analysis on any subject, announced $6 million in seed funding. The round was led by Decibel Partners, with backing from Point72 Ventures, Moonfire Ventures,......
Vestmark and PureFacts Announce Partnership to Transform Wealth and Investment Management Billing at Scale
Finance Fintech News

Vestmark and PureFacts Announce Partnership to Transform Wealth and Investment Management Billing at Scale

PR Newswire
by PR Newswire0
Billing identified as key to wealth management firm growth Partnership to boost offerings that deploy best-in-class wealth technology Vestmark, Inc., a leading provider of wealth management software and services, and PureFacts Financial Solutions, a global leader in revenue management, enterprise reporting, and insights solutions for the asset and wealth management......
YourStake Announces Collaboration with Apex Fintech Solutions Inc to Deliver The Building Blocks For The New Paradigm Of AI-First Fintech
Artificial Intelligence Finance Fintech News

YourStake Announces Collaboration with Apex Fintech Solutions Inc to Deliver The Building Blocks For The New Paradigm Of AI-First Fintech

Business Wire
by Business Wire0
New ‘Document-to-Portfolio’ Statement Extraction Technology Enables Frictionless Investing Experiences and Instant Portfolio Insights. YourStake, a leading provider of AI-powered solutions for the wealth management industry, today announced a collaboration with Apex Fintech Solutions Inc. (“Apex”), the innovation platform to the global investment ecosystem, to provide APIs for the next generation......
Fieldguide Extends Its Revolutionary AI Platform to Financial Audits: Transforming the Audit Process with End-to-End Intelligence, Efficiency, and Accuracy
Artificial Intelligence Finance Fintech News

Fieldguide Extends Its Revolutionary AI Platform to Financial Audits: Transforming the Audit Process with End-to-End Intelligence, Efficiency, and Accuracy

GlobeNewswire
by GlobeNewswire0
Fieldguide, the first and only provider of end-to-end AI software for audit and advisory services, is proud to announce the launch of Fieldguide for Financial Audit, a groundbreaking AI-powered platform designed to drive efficiency across the entire audit lifecycle. This revolutionary platform combines Fieldguide’s cutting-edge AI capabilities with award-winning end-to-end......
Conquest-Rolls-Out-Enhancements-to-SAM,-An-AI-Powered-Solution-Designed-to-Improve-Plan-Quality,-Reveal-Deeper-Planning-Insights
Artificial Intelligence Finance Fintech News

Conquest Rolls Out Enhancements to SAM, An AI-Powered Solution Designed to Improve Plan Quality, Reveal Deeper Planning Insights

Business Wire
by Business Wire0
New product update provides proactive recommendations to improve plans, enables users to issue commands and questions via voice and text Conquest Planning Inc., (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced SAM INSIGHTS and Ask SAM, the latest iterations of its artificial intelligence (AI)......
ShareFile Unveils New Innovations to Transform Accounting Workflows
Finance Fintech News

ShareFile Unveils New Innovations to Transform Accounting Workflows

Business Wire
by Business Wire0
New ShareFile capabilities help firms manage and automate workflows, creating greater efficiency and improved client experience. ShareFile, a business unit of Cloud Software Group, Inc., and provider of the ShareFile® secure, collaborative client experience technology, announced today new accounting functionalities designed to create efficiency, reduce complexity, and improve client satisfaction. Created specifically......
Mylo Partners with Ascend Pushing the Modernization of the Insurance Industry Forward
InsurTech News

Mylo Partners with Ascend Pushing the Modernization of the Insurance Industry Forward

PR Newswire
by PR Newswire0
Ascend, the leading provider of financial operations automation software to the insurance industry, is proud to announce its strategic partnership with Mylo, an insurtech leader connecting individuals and business owners with top-rated insurance products from over a hundred carriers across multiple coverage lines. An Orange Partner of Vertafore, Ascend aims......
FusionIQ Announces Integration with Interactive Brokers Canada
Fintech News

FusionIQ Announces Integration with Interactive Brokers Canada

PR Newswire
by PR Newswire0
Innovations for financial advisors, including FusionIQ’s FIQ Journey product, now available to industry leaders in Canada FusionIQ, a leader in the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial advisors and institutions, announced its integration with automated global electronic broker Interactive Brokers, in Canada. This is a major......
Steve Weger Joins Informed.IQ as General Manager
Artificial Intelligence Banking Fintech News

Steve Weger Joins Informed.IQ as General Manager

PR Newswire
by PR Newswire0
Informed.IQ, developer of AI-based software that instantly verifies loan origination data and documents, and reduces fraud for financial institutions, announced the addition of Steve Weger as General Manager – Auto. Previously, Steve was an Advisor to the company. Steve is a financial services veteran with over two decades in the industry. Most recently, he......
AbbeyCross Emerging Market FX payments platform hits key milestone: Launch of ABX Studio with US Tier 1 Bank
Finance Fintech News

AbbeyCross Emerging Market FX payments platform hits key milestone: Launch of ABX Studio with US Tier 1 Bank

GlobeNewswire
by GlobeNewswire0
AbbeyCross, the company focused on transforming the FX and payments landscape for Emerging Markets (EM), announces the launch of ABX Studio with its first US Tier 1 bank client. ABX Studio, the first solution to go live on the ABX Platform, provides unique emerging market FX pricing data directly from multiple......
1