Search Results for: financial management tools

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.......
Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians
Finance Fintech News

Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians

Business Wire
by Business Wire0
Vancity’s network of financial advisors gain access to Conquest’s innovative financial planning software Conquest Planning Inc., a technology platform modernizing financial planning with customized and convenient advice, announced an integration with Vancity, Canada’s largest community credit union. With assets exceeding $34 billion, including assets under administration, Vancity is the first credit......
PNC Capital Markets Launches PNC Asset Exchange to Help Financial Institution Clients Optimize Loan Portfolios
Capital Markets News

PNC Capital Markets Launches PNC Asset Exchange to Help Financial Institution Clients Optimize Loan Portfolios

PR Newswire
by PR Newswire0
Exclusive online loan marketplace, powered by Community Capital, will expand client loan market access and liquidity management PNC FIG Advisory, part of PNC Capital Markets LLC, announced an expansion to its client offerings through the introduction of PNC Asset Exchange, an online loan resource and marketplace for financial institutions. PNC Asset......
Nitrogen AI Marketing Content Tool Sees Immediate Adoption by Wealth Management Firms
Artificial Intelligence News

Nitrogen AI Marketing Content Tool Sees Immediate Adoption by Wealth Management Firms

Business Wire
by Business Wire0
Nitrogen AI empowers advisors with customized content generation, surpassing 500 advisor users Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow,  announced the significant traction demonstrated by Nitrogen AI, an AI-driven virtual marketing content assistant embedded into its Advisor Marketing Kit. The tool, available to Elite,......
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......
Mesh Payments Revolutionizes Business Travel With New Travel Management Platform For Global Modern Enterprises
Digital Payments News

Mesh Payments Revolutionizes Business Travel With New Travel Management Platform For Global Modern Enterprises

PR Newswire
by PR Newswire0
Global Business Travel Association Convention (GBTA) — Mesh Payments announced the launch of Mesh Travel Management, a breakthrough, TMC-agnostic travel management solution with integrated corporate cards, automated travel policy enforcement and robust AI-enabled expense management tools for modern, global enterprises. The status quo is outdated legacy travel management systems that lack modern and......
Invent Launches “Super App” Development Platform for Wealth Management
Finance News

Invent Launches “Super App” Development Platform for Wealth Management

PR Newswire
by PR Newswire0
Invent, the leading platform solving for the integration and data management challenges in wealth management, announced that the firm has launched a “Super App” development platform. Similar to Super Apps such as the global phenomenon WeChat and the recently announced “Everything App” from Elon Musk’s new X endeavor, Invent’s Super......
Business Featured Finance Fintech Primers

Unveiling The Indispensability: 5 Crucial Financial Reports For Your Company’s Success

Pooja Choudhary
by Pooja Choudhary0
This article is designed for beginners to have an overview of the basic knowledge of financial reporting: the definition, objectives, main types of financial reporting, and how to do financial reporting and analysis. Introduction Many factors should be thought about before launching a business. Financial report writing is one of......
GlobiancePay: Empowering Financial Inclusion and Security in a Digital World
Banking Fintech News

GlobiancePay: Empowering Financial Inclusion and Security in a Digital World

GlobeNewswire
by GlobeNewswire0
In a world where access to reliable financial services can mean the difference between stagnation and prosperity, traditional banking has often failed to cater to the needs of populations in regions such as Africa and Latin America. Fortunately, a new beacon of hope has emerged in the form of GlobiancePay,......
MyBankTracker Provides Financial Tips for Workers Who Plan to Quit
Finance News

MyBankTracker Provides Financial Tips for Workers Who Plan to Quit

Business Wire
by Business Wire0
A guide on financial preparedness for those looking to resign or change jobs Quitting a job can be a risky proposition, and oftentimes people must weigh career fulfillment against current finances. When someone hates their job, it’s often hard to think about the financial ramifications of quitting. However, it’s necessary......
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