Search Results for: financial planning

Go Figure Accounting Partners with MSPAA to Elevate Financial Solutions for Managed Service Providers
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Go Figure Accounting Partners with MSPAA to Elevate Financial Solutions for Managed Service Providers

EIN Presswire
by EIN Presswire0
Go Figure Accounting is thrilled to announce a strategic partnership with the Managed Service Provider Association of America (MSPAA). Go Figure Accounting is thrilled to announce a strategic partnership with the Managed Service Provider Association of America (MSPAA). This collaboration unites Go Figure’s financial expertise with MSPAA’s deep understanding of......
Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management
Investment Services News

Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management

Business Wire
by Business Wire0
Award-winning estate planning software company to accelerate investments in AI, expansion of platform, and customer adoption. Vanilla, the award-winning estate planning software company, announced strategic fundraising led by returning investor Insight Partners, in addition to contributions from Venrock, Vanguard, and other previous investors. Vanilla also welcomes a new strategic investor,......
Financial Services Leaders Grapple with Accuracy and Security Concerns in Generative AI Adoption
Fintech News Security

Financial Services Leaders Grapple with Accuracy and Security Concerns in Generative AI Adoption

GlobeNewswire
by GlobeNewswire0
Despite significant concerns with the accuracy and security of AI, 70% of financial services leaders plan to increase their AI spend in 2024 Lucidworks, a leader in search and total AI solutions, released new financial services findings from its second annual Generative AI Global Benchmark Study. The study gathered input from over......
Fintactix Launches iKnowFi: Revolutionizing Financial Education
Finance Fintech News

Fintactix Launches iKnowFi: Revolutionizing Financial Education

PR Newswire
by PR Newswire0
Fintactix, a leader in financial content with over a decade of experience serving more than 200 banks and credit unions, proudly announces the launch of its groundbreaking new product, the iKnowFi Financial Education platform. This innovative platform aims to bridge the gap in personal finance education with a comprehensive, engaging,......
Artificial Intelligence Featured Finance Fintech Investments Machine Learning Robotic Process Automation

Top FinTech Startups Revolutionizing Retirement Planning

Fintech Staff Writer
by Fintech Staff Writer0
Retirement planning has long been a complex and daunting task for many individuals. Traditional methods often involve navigating a maze of investment options, understanding tax implications, and predicting long-term financial needs. However, with the advent of financial technology (FinTech), the landscape of retirement planning is undergoing a revolutionary transformation. Several......
Gen Z Is 65% Less Likely Than Boomers to Turn to Financial Professionals First for Advice
Fintech News

Gen Z Is 65% Less Likely Than Boomers to Turn to Financial Professionals First for Advice

PR Newswire
by PR Newswire0
New Policygenius survey shows stark differences in where Americans turn when they need money advice Americans have plenty of choices when it comes to where they get financial advice, from websites and social media influencers to professional experts like CFPs, CFAs, and CPAs. New data released today shows that more than......
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)......
9Spokes Partners with Akoya to Elevate Financial Data Access for Financial Institutions and Fintechs
Fintech News

9Spokes Partners with Akoya to Elevate Financial Data Access for Financial Institutions and Fintechs

PR Newswire
by PR Newswire0
9Spokes, a white-labeled data platform, has announced a strategic partnership with Akoya, a leader in the growing U.S. open banking ecosystem. This alliance is set to significantly widen the range of financial insights available to clients and their small to medium-sized businesses (SMBs) customers via the 9Spokes’ platform, thereby bolstering......
Envestnet and Salesforce Partner to Enhance Experiences for Financial Planners
Finance Fintech News

Envestnet and Salesforce Partner to Enhance Experiences for Financial Planners

PR Newswire
by PR Newswire0
Partnership to Provide Seamless Financial Planning Experiences for Financial Services Customers in the United States Envestnet, a leading provider of integrated technology, intelligent data, and wealth solutions, and Salesforce, the global leader in CRM, today announced a partnership to deliver a connected and seamless financial planning experience for Envestnet customers using......
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