Search Results for: financial advice

Conquest and PlannrCRM Partner to Optimise Planning Workflows For Financial Advisers
Finance Fintech News

Conquest and PlannrCRM Partner to Optimise Planning Workflows For Financial Advisers

Business Wire
by Business Wire0
Conquest Planning (“Conquest”), a technology platform modernising financial planning with customised and convenient advice, announced its partnership with PlannrCRM, a next-generation back-office technology platform tailored for financial advisers. This strategic collaboration aims to streamline and enhance processes, delivering meaningful financial advice faster and more accurately to more clients “The integration will offer a......
Featured Finance Fintech Risk Management Security

The Impact of Real-Time Data Integration on Financial and Insurance Industry Analytics

Fintech Staff Writer
by Fintech Staff Writer0
Data has become a crucial asset for driving decision-making, risk management, and customer experience. One of the most transformative advancements in recent years is the adoption of real-time data integration. This technology enables businesses to consolidate and analyze data from multiple sources instantaneously, allowing for more responsive and accurate insights.......
Talkdesk survey finds half of consumers are optimistic about artificial intelligence in financial services, but age matters
Artificial Intelligence Finance Fintech News

Talkdesk survey finds half of consumers are optimistic about artificial intelligence in financial services, but age matters

Business Wire
by Business Wire0
Findings reveal a generational divide, with millennials leading the charge in interactions with artificial intelligence chatbots; older generations prefer a human touch  Generations differ in artificial intelligence (AI) chatbot usage and comfort levels. While more than half (61%) of respondents interact with a financial services chatbot monthly, this number varies......
NewRetirement Rebrands as Boldin, Unveils Financial Wellness Dashboard to Become the Most Comprehensive, Affordable, and Widely Accessible Financial Planning Platform
Finance Fintech News

NewRetirement Rebrands as Boldin, Unveils Financial Wellness Dashboard to Become the Most Comprehensive, Affordable, and Widely Accessible Financial Planning Platform

PR Newswire
by PR Newswire0
Company’s expanded focus will increase access to financial planning tools and resources at unprecedented scale, empowering millions of Americans to build financial confidence on their own or with their trusted advisors Boldin (formerly NewRetirement), a comprehensive, digital-first financial planning platform for consumers and enterprise partners, announced its new company name,......
WeFIRE Introduces AI-Powered Financial Assistant to Transform Financial Management
Artificial Intelligence Fintech News

WeFIRE Introduces AI-Powered Financial Assistant to Transform Financial Management

GlobeNewswire
by GlobeNewswire0
WeFIRE, a leading app dedicated to financial independence and early retirement planning, has announced significant enhancements to its financial management platform. These updates introduce advanced features aimed at equipping users with more robust tools and insights to achieve their financial goals more efficiently. AskCopilot: A Personal Finance Assistant A standout......
Nitrogen Deepens Functionality of Investment Research, Financial Planning, and Advisor Marketing Products
Investment Services News

Nitrogen Deepens Functionality of Investment Research, Financial Planning, and Advisor Marketing Products

Business Wire
by Business Wire0
Client engagement innovator reveals summer 2024 product releases to expanded software platform; More than 1,000 financial advisors attend the unveiling Nitrogen (formerly Riskalyze), the company that is revolutionizing how wealth management firms scale the delivery of personalized advice and client engagement, announced the availability of its summer 2024 product release.......
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......
EarnUp Launches AI Advisor, An On-Demand Financial Guru Empowering Users With Hyper-Personalized Insights & Guidance
Fintech News

EarnUp Launches AI Advisor, An On-Demand Financial Guru Empowering Users With Hyper-Personalized Insights & Guidance

Business Wire
by Business Wire0
The industry’s first-ever context-aware conversation agent instantly analyzes users’ real-time banking and credit data to answer complex financial questions and provide tailored product recommendations EarnUp., a financial wellness fintech company, announced its newest product, AI Advisor, the industry’s first and only always-on AI-powered financial guru that helps to automate end-to-end......
Nitrogen Simultaneously Launches Integrated Software Products for Financial Planning, Investment Research and Risk Alignment
Investment Services News

Nitrogen Simultaneously Launches Integrated Software Products for Financial Planning, Investment Research and Risk Alignment

Business Wire
by Business Wire0
Nitrogen, the company that is revolutionizing how wealth management firms scale the delivery of personalized advice, today announced the availability of an integrated client engagement platform featuring three products from the wealthtech innovator: Nitrogen Risk Center, Nitrogen Planning Center, and Nitrogen Research Center. The products are available to solo advisors a la......
Financial Sector Significantly Outpaces Other Industries in Pay Transparency Revolution
Fintech News

Financial Sector Significantly Outpaces Other Industries in Pay Transparency Revolution

PR Newswire
by PR Newswire0
New Syndio analysis shows financial firms are 54% more likely to disclose pay equity analyses compared to other industries Syndio, the world’s leading workplace equity platform, is reporting a significant shift in the financial services sector’s commitment to workplace equity. A new Syndio analysis highlights that financial services companies are......
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