Search Results for: enterprise data intelligence

Zocks Secures $13.8M Series A to Power AI-Driven Client Intelligence for Financial Advisors
Artificial Intelligence Finance Fintech Investments News

Zocks Secures $13.8M Series A to Power AI-Driven Client Intelligence for Financial Advisors

Business Wire
by Business Wire0
Investment from Motive Ventures and Lightspeed will drive AI advancements, expand the team, and enhance financial advisors’ workflow automation Zocks, a privacy-first AI platform for financial advisors that analyzes conversations with clients to capture key information, and integrates with key business and records systems to accelerate workflows, today announced it......
BetaNXT Launches BetaNXT CastX - Empowering Investors and Advisors with Data-Driven Insights on Corporate Actions
Finance Fintech News

BetaNXT Launches BetaNXT CastX – Empowering Investors and Advisors with Data-Driven Insights on Corporate Actions

PR Newswire
by PR Newswire0
BetaNXT CastX Automates & Streamlines End-to-End Management of Corporate Actions—Laying Groundwork for New Era of Financial Engagement BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and an enhanced advisor experience, has officially rolled out BetaNXT CastX, an innovative solution for efficiently managing corporate actions from......
FP Alpha Expands AI-Powered Solutions with NextGen Tax Insights and New Enterprise Features
Fintech InsurTech News

FP Alpha Expands AI-Powered Solutions with NextGen Tax Insights and New Enterprise Features

PR Newswire
by PR Newswire0
FP Alpha, the AI-powered tax, estate, and insurance planning platform for financial advisors, is proud to introduce NextGen Tax Insights, a first of its kind AI-driven feature designed to assist advisors in the tax planning process. Announced at the T3 Conference, NextGen Tax Insights empowers financial advisors with high-level, actionable tax insights for......
Riveron Announces Partnership with Alteryx, Helping CFOs and Business Leaders Simplify Their Data Complexities
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Riveron Announces Partnership with Alteryx, Helping CFOs and Business Leaders Simplify Their Data Complexities

Business Wire
by Business Wire0
Riveron, a leading business advisory firm specializing in business transformation and value creation for CFOs, private equity firms, and key stakeholders, formalized a partnership with Alteryx. The business advisory firm has a successful track record of helping companies with financial transformations and technology enablement, offering a full suite of solutions focused......
Quantifind Raises $22 Million to Deliver Proven AI Compliance Solutions Globally and Launches its Payments Risk Intelligence Solution to Meet Escalating Demands
Artificial Intelligence Digital Payments Finance Fintech News

Quantifind Raises $22 Million to Deliver Proven AI Compliance Solutions Globally and Launches its Payments Risk Intelligence Solution to Meet Escalating Demands

PR Newswire
by PR Newswire0
Adversarial actors are rapidly leveraging AI to launder funds, obscure payments, and commit financial crimes with growing sophistication. Financial institutions must catch up, adopting AI solutions with proven track records, robust controls, and rapid deployment. The right approach unifies accuracy, speed, and scale to combat these evolving threats. Today, Quantifind, the......
Revolutionizing WealthTech for the Modern Enterprise - PortfolioAid and FutureVault Partner to Redefine the Advisor-Client Experience
Finance Fintech Investments News

Revolutionizing WealthTech for the Modern Enterprise – PortfolioAid and FutureVault Partner to Redefine the Advisor-Client Experience

PR Newswire
by PR Newswire0
Portfolio Aid Inc. (“PortfolioAid”) and FutureVault Inc. (“FutureVault”) announce today a partnership to deliver unparalleled value to wealth management enterprises, wealth advisors, and clients, signaling a new era for the WealthTech and Wealth Management industries. With heightened regulatory demands and evolving client-advisor expectations, this partnership leverages PortfolioAid’s award-winning wealth compliance technology and......
insightsoftware Acquires JustPerform to Deliver Unified, No-Code, Cloud-Native Enterprise Performance Management
Artificial Intelligence Digital Payments Finance Fintech Investments News

insightsoftware Acquires JustPerform to Deliver Unified, No-Code, Cloud-Native Enterprise Performance Management

GlobeNewswire
by GlobeNewswire0
Top-rated EPM platform enhances insightsoftware’s planning, consolidation, and reporting solutions with modern, agile, and user-centric architecture insightsoftware, the most comprehensive provider of solutions for the Office of the CFO, today announced it acquired JustPerform, an intelligent, cloud-native planning, consolidation, and reporting platform. The acquisition brings next-generation enterprise performance management (EPM)......
AppZen Launches Expense Audit and Autonomous AP in AWS Marketplace to Accelerate Enterprise Finance Transformation
Artificial Intelligence Finance Fintech News

AppZen Launches Expense Audit and Autonomous AP in AWS Marketplace to Accelerate Enterprise Finance Transformation

EIN Presswire
by EIN Presswire0
Finance Automation Leader Joins AWS Marketplace to Help Finance Teams Become Strategic Business Partners AppZen, a leader in artificial intelligence (AI) finance automation software, announced the availability of its Expense Audit and Autonomous AP solutions in AWS Marketplace. This curated digital catalog with thousands of software listings from independent software vendors makes......
RavenPack Launches Bigdata.com with Vespa.ai to Revolutionize Billion-Scale Vector Search for Financial Research
Artificial Intelligence Finance Fintech News

RavenPack Launches Bigdata.com with Vespa.ai to Revolutionize Billion-Scale Vector Search for Financial Research

Business Wire
by Business Wire0
Real-time RAG engine for financial intelligence on billions of documents Vespa.ai, a leading platform for AI-driven applications has been chosen by RavenPack, a global leader in financial data analytics, to power billion-scale vector search for their new service offering, Bigdata.com. The platform combines RavenPack’s proprietary RAG (Retrieval-Augmented Generation) technology with......
Domino Integrates Cutting-Edge Technologies for Enterprises to Rapidly Assemble, Scale and Govern AI
Artificial Intelligence Finance Fintech News

Domino Integrates Cutting-Edge Technologies for Enterprises to Rapidly Assemble, Scale and Govern AI

PR Newswire
by PR Newswire0
New Fall Release and integrations provide more options for highly regulated enterprises to combine the latest artificial intelligence (AI) technology with data anywhere and comply with the most demanding policies. Domino announces momentum in enterprise SaaS solution adoption Domino Data Lab, provider of the leading Enterprise AI Platform trusted by......
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