Search Results for: financial tools

NOYACK Launches AI-Powered Financial Education Platform to Help Millennials and Gen Z Grow Net Worth
Finance Fintech News

NOYACK Launches AI-Powered Financial Education Platform to Help Millennials and Gen Z Grow Net Worth

Cision PRWeb
by Cision PRWeb0
New platform provides personalized tools and AI guidance to help younger generations manage money as $124 trillion wealth transfer shifts across U.S. households. NOYACK, a fintech startup focused on financial education and access to private markets, has launched an AI-enabled webapp aimed at helping first-generation wealth builders, primarily Millennials and......
Treasure Global Announces Investment in OXI Wallet, an Institutional-Grade Digital Asset Platform with AI Portfolio Tools
Fintech News

Treasure Global Announces Investment in OXI Wallet, an Institutional-Grade Digital Asset Platform with AI Portfolio Tools

GlobeNewswire
by GlobeNewswire0
Launch strengthens Treasure Global’s fintech ecosystem through secure digital asset management and integration with ZCITY Treasure Global, a Southeast Asia–anchored technology company, announced its investment to develop OXI Wallet, a next-generation fintech platform. Meticulously designed with a user-centric approach, OXI Wallet aims to deliver institutional-grade security, transparency, regulatory alignment, and......
Artificial Intelligence Banking Business Featured Fintech

The “SME Financial Co-Pilot” – How AI-Powered Platforms are Democratizing Business Banking for European Entrepreneurs?

Fintech Staff Writer
by Fintech Staff Writer0
Small and medium-sized enterprises in Europe account for an impressive 53 percent of the EU’s added value, yet they still struggle to access the financial fast lane. Eurostat reports that 99.8 percent of all EU businesses are SMEs, a staggering number that makes “the backbone” seem like an understatement. But......
Kestra Financial Partners with Zocks to Implement AI Assistant Solution
Artificial Intelligence Finance News

Kestra Financial Partners with Zocks to Implement AI Assistant Solution

Business Wire
by Business Wire0
Exclusive partnership enables compliant use of AI automation for Kestra’s financial professional network Zocks, the privacy-first AI assistant for financial services, and Kestra Financial, an industry-leading wealth management platform, announced an agreement to make Zocks available to Kestra’s network of more than 1,300 financial professionals. Read More on Fintech : Global Fintech Interview......
Solutions by Text Launches First Live RCS Financial Services Customer
Finance News

Solutions by Text Launches First Live RCS Financial Services Customer

PR Newswire
by PR Newswire0
SBT is pioneering trusted, compliant, and interactive communication experiences that modernize how financial institutions reach and serve their customers. Solutions by Text (SBT), a leader in compliance-first conversational commerce, announced it has successfully launched its first customer live with Rich Communication Services (RCS) messaging, establishing the company as the first......
Artificial Intelligence Featured Finance Fintech Investments

Beyond Robo-Advisors: Is AI Finally Ready to Be Your Financial Advisor?

Fintech Staff Writer
by Fintech Staff Writer0
You may think that a personal financial advisor, one who can grasp all the nuances of your finances, is beyond your means. Such personalized advice was once the preserve of the ultra-wealthy. The first wave of technology attempted to solve this with robo-advisors, which was a good start. But what......
Analytics Artificial Intelligence Banking Business Credit Bureaus Featured Finance Fintech InsurTech Investment Services Investments Machine Learning Technology

Climate Risk Hedging In Real Time: Fintech Tools For A Planet In Flux

Fintech Staff Writer
by Fintech Staff Writer0
Climate change, not regular cycles of expansion and contraction, is what will characterize the next period of the world’s financial systems. The changing climate of the Earth is having a direct effect on the world economy. For example, Canada has experienced record-breaking wildfires, Asia has witnessed severe floods, and Africa......
Perennial Financial Services Taps Edward Jones Leader of Experienced Advisor Recruiting as Chief Growth Officer
Finance Fintech News

Perennial Financial Services Taps Edward Jones Leader of Experienced Advisor Recruiting as Chief Growth Officer

Business Wire
by Business Wire0
Perennial Financial Services is proud to announce that Betty Chin, a 14-year veteran of Edward Jones and one of the most accomplished experienced advisor recruiting senior leaders, has joined the firm as Chief Growth Officer. Read More on Fintech : Global Fintech Interview with Mike Lynch, Principal, AI Strategy and Finance Transformation......
HIPAA-Compliant Accounting Software Accelerates U.S. Financial Data Security Transformation
Fintech InsurTech News

HIPAA-Compliant Accounting Software Accelerates U.S. Financial Data Security Transformation

EIN Presswire
by EIN Presswire0
U.S. industries adopt HIPAA-compliant accounting software to ensure data security, compliance, and trust in modern finance. Industries across the United States are modernizing their accounting systems to reinforce data protection and meet regulatory demands. HIPAA’s influence has expanded well beyond healthcare, reaching sectors such as accounting, payroll, and insurance—areas where......
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