Search Results for: financial tools

OpenText™ and Fiserv Drive Resilient Information Management in Financial Services
Artificial Intelligence Finance News

OpenText™ and Fiserv Drive Resilient Information Management in Financial Services

PR Newswire
by PR Newswire0
The joint showcase at Fiserv Forum Client Conference Sep. 29-30, 2025, highlights new solutions to reduce manual effort, strengthen governance and improve customer experiences OpenText™, a global leader in secure information management for AI, and Fiserv, Inc., a global leader in payments and financial technology, announced Content Next, a specialized, AI-powered......
PortX Partners With Bud Financial to Accelerate Data Enrichment and Customer Engagement for Financial Institutions
Artificial Intelligence Finance News

PortX Partners With Bud Financial to Accelerate Data Enrichment and Customer Engagement for Financial Institutions

Business Wire
by Business Wire0
PortX, the AI-powered integration and data solution purpose-built for banks and credit unions, announced a strategic partnership with Bud Financial, a pioneer in financial data intelligence. The collaboration makes it dramatically easier for financial institutions to access Bud’s market-leading enrichment, segmentation, and engagement tools by leveraging PortX’s deep connectivity into......
Advisor CRM Launches AI Email Assistant for Financial Advisors
Finance Investment Services News

Advisor CRM Launches AI Email Assistant for Financial Advisors

Cision PRWeb
by Cision PRWeb0
The new assistant provides advisors with advanced tools to manage their inboxes, helping to save hours each week Advisor CRM, an all-in-one CRM platform designed exclusively for registered investment advisors (RIAs), unveiled a fully integrated AI Email Assistant. The new suite of tools organizes email messages, helps automate required follow-up......
Ant International Unveils AI SHIELD to Enhance Financial AI Security for Clients and Partners
Artificial Intelligence Digital Payments News

Ant International Unveils AI SHIELD to Enhance Financial AI Security for Clients and Partners

Business Wire
by Business Wire0
AI SHIELD reduces risk of AI service vulnerabilities such as unauthorized access and data leakage by 90% through advanced assessment methods and running safeguards Ant International, a leading global digital payment, digitisation, and financial technology provider, officially launched AI SHIELD to protect AI systems from threats and vulnerabilities, a proactive......
9Spokes Powers Smartpay with its SMB Financial and Customer Insights Platform
Finance News

9Spokes Powers Smartpay with its SMB Financial and Customer Insights Platform

PR Newswire
by PR Newswire0
9Spokes, a global data platform, has integrated its SMB Financial Hub and Insights platform, featuring the Merchant Board, with Smartpay, a leading independent provider of payment processing and terminal solutions in Australia and New Zealand. This integration is a decisive step towards empowering Smartpay’s SMB customers. It will provide seamless access to......
Artificial Intelligence Banking Credit Bureaus Digital Payments Featured Finance Fintech Technology

Fintech’s Human-AI Amplification: How Human-AI Collaboration is Reshaping Financial Decision-making

Fintech Staff Writer
by Fintech Staff Writer0
Is AI Taking the Place of Bankers? Well, it’s recruiting them. Every headline says that robots will take over Wall Street’s corner offices, but the data paint a different story. A recent survey by the World Economic Forum found that 84% of banks worldwide now utilize artificial intelligence in some......
Wells Trecaso Financial Group Joins Carson Wealth to Expand Services and Build Future Growth
Fintech News

Wells Trecaso Financial Group Joins Carson Wealth to Expand Services and Build Future Growth

GlobeNewswire
by GlobeNewswire0
Carson Group, a leading wealth advisory firm with over $48 billion* in assets under management (AUM),  announced that Akron, Ohio-based Wells Trecaso Financial Group has joined Carson Wealth. Led by Managing Partners and Wealth Advisors Douglas Wells and Ralph Trecaso, the firm serves approximately $570 million AUM. Wells and Trecaso,......
Building a Globally Trusted Blockchain Financial Platform, Ushering in a New Era of Digital Asset Trading – TokenGo Officially Launches Operations
Blockchain News

Building a Globally Trusted Blockchain Financial Platform, Ushering in a New Era of Digital Asset Trading – TokenGo Officially Launches Operations

GlobeNewswire
by GlobeNewswire0
TokenGo announced its official launch, marking the beginning of a new era in digital asset trading. As blockchain technology and digital assets continue to reshape the global financial landscape, TokenGo is committed to building a platform that investors worldwide can trust. With cutting-edge technology, a robust compliance framework, and a......
Auquan Releases First Purpose-Built AI Agent for Financial Credit and Deal Analysis
Artificial Intelligence Banking News

Auquan Releases First Purpose-Built AI Agent for Financial Credit and Deal Analysis

Business Wire
by Business Wire0
Private Credit Teams Can Use Auquan’s Credit Agent to Autonomously Analyze Lending Opportunities and Monitor Borrower Performance, Allowing Focus on Strategic Work Auquan, the market leader in AI agents for mission-critical financial services work, announced its Credit Agent, the first and only AI agent that autonomously completes entire credit analysis......
Smart Capital Center launches AI-powered financial analysis for CRE
Finance Investment Services News

Smart Capital Center launches AI-powered financial analysis for CRE

EIN Presswire
by EIN Presswire0
Smart Capital Center introduces AI-powered financial analysis, allowing CRE teams to analyze data from rent rolls, appraisals, and market signals in seconds. Smart Capital Center, the AI-powered CRE platform driving innovation across commercial real estate investment and finance, announced the launch of its newest enhancement: AI-powered financial analysis. The first......
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