Search Results for: financial decisions

Conquest Planning Inc. and Aviso Join Forces to Enhance Financial Planning for Canadian Investors
Artificial Intelligence Fintech News

Conquest Planning and Aviso Join Forces to Enhance Financial Planning for Canadian Investors

Business Wire
by Business Wire0
Strategic partnership combines cutting-edge technology and expertise to deliver personalized financial solutions for investors across Canada Conquest Planning, a technology platform modernizing financial planning with customized and convenient advice, and Aviso Wealth Inc. (“Aviso”), one of Canada’s largest independent wealth management firms, announced a partnership to provide Conquest’s leading technology......
Pagaya Announces Partnership with Westlake Financial, Showcasing Strength of Pagaya’s Fast-Growing Auto Product
Artificial Intelligence Fintech News

Pagaya Announces Partnership with Westlake Financial, Showcasing Strength of Pagaya’s Fast-Growing Auto Product

Business Wire
by Business Wire0
Leading dealer groups and thousands of Westlake’s franchise dealers to gain access to Pagaya’s tech-enabled credit-decisioning product Pagaya Technologies, a global technology company delivering artificial intelligence infrastructure for the financial ecosystem, has announced a partnership with Westlake Financial, an automotive fintech company with almost $24 billion in assets under management,......
How to Bridge the Financial Advice Gap for Millennials and Gen Z
Analytics Fintech Primers Guest Posts

How to Bridge the Financial Advice Gap for Millennials and Gen Z

Jennifer Valdez
by Jennifer Valdez0
The current economic environment is certainly challenging and for many, downright confusing. While some experts argue that the economy will avoid a downturn, others, including 95% of community bankers, believe the U.S. economy is already in a recession. With an economy we can’t quite seem to predict, younger generations are......
Akoya and EDGE Partner to Drive Greater Transparency and Financial Inclusion in Consumer Lending
Banking Lending News

Akoya and EDGE Partner to Drive Greater Transparency and Financial Inclusion in Consumer Lending

Cision PRWeb
by Cision PRWeb0
Akoya will deliver consumer-permissioned bank account data to EDGE and its consumer lending customers for better informed underwriting decisions Data access network Akoya and cash flow bureau EDGE announced that they have entered into a partnership for Akoya’s consumer-permissioned, secure data network to power EDGE’s cash flow analytics and risk......
ProPricer Launches Cash Flow Pro: A Game-Changer in Financial Reporting for Government Contractors
Compliance management Finance News

ProPricer Launches Cash Flow Pro: A Game-Changer in Financial Reporting for Government Contractors

PR Newswire
by PR Newswire0
ProPricer, the premier cost proposal solution for government contractors and federal agencies, proudly introduces Cash Flow Pro, an innovative solutions tool poised to reshape the landscape of financial management in the government contracting industry. Seamlessly integrating with ProPricer’s acclaimed Contractor Edition platform, Cash Flow Pro empowers contractors to wield comprehensive......
Dynasty Financial Partners and YCharts Extend Partnership to Empower Financial Advisors
Investment Services News

Dynasty Financial Partners and YCharts Extend Partnership to Empower Financial Advisors

Business Wire
by Business Wire0
Dynasty Financial Partners and YCharts announce a multi-year extension of their partnership to provide Dynasty’s Network Advisory Firms with YCharts’ web-based investment research and client communications platform. “Their exceptional customer support is second to none and has proven to immensely boost productivity for our network of advisors.” Through its continued......
Analytics Artificial Intelligence Featured Finance Fintech Primers

AI Dynamics In Financial Services- WEF

Pooja Choudhary
by Pooja Choudhary0
In this data-rich industry, every aspect of AI dynamics matters. There are several uses for AI in the financial sector. Perhaps the greatest benefit of artificial intelligence is the vast potential for automation it offers. Therefore, financial institutions may benefit from automation in many ways that boost production and efficiency.......
Analytics B2B Business Commerce Fintech Markets News Technology

Survey Finds Accountants Want Financial Transformation But Lack Confidence

Fintech Staff Writer
by Fintech Staff Writer0
Controller’s Guidebook FloQast, a company specializing in the development of accounting workflow automation software, has recently published the findings of its most recent study titled “Controller’s Guidebook – When Accountants Dare to Dream.” In this iteration of FloQast’s research series, accountants were prompted to envision potential alterations to the profession......
Lendvia Broadens Personal Loan Portfolio to Foster Financial Independence
Finance Lending News

Lendvia Broadens Personal Loan Portfolio to Foster Financial Independence

PR Newswire
by PR Newswire0
Lendvia’s portfolio expansion aims to provide customized loan solutions, promoting financial self-reliance Lendvia, a leading financial institution committed to empowering individuals with tailored financial solutions, proudly announces the expansion of its Personal Loan Portfolio, designed to usher individuals with special circumstances toward financial independence. This strategic move of the lending company......
Rightfoot Launches Zero-Login Financial Data for Financial Institutions and Lenders
Finance Fintech Investment Services News

Rightfoot Launches Zero-Login Financial Data for Financial Institutions and Lenders

Business Wire
by Business Wire0
Female-led fintech company raises Series A, expands offering for consumer-permissioned financial data Rightfoot announced the launch of its zero-login consumer-permissioned data product, Connect Magic, and a $15 million Series A fundraise. The financing round was led by Blue Lion Global and Renegade Partners with participation from Bain Capital Ventures (BCV), Box Group, and Kraken Ventures. Rightfoot has been......
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