Search Results for: financial tools

KeyBank Partners with Operation HOPE to Provide Homebuyer Education & Financial Education to the Communities it Serves
Banking Finance News

KeyBank Partners with Operation HOPE to Provide Homebuyer Education & Financial Education to the Communities it Serves

PR Newswire
Financial coaches are serving in multiple branches across KeyBank’s footprint to provide one-on-one and group financial assistance and access to programming at no cost KeyBank and Operation HOPE, Inc., a national non-profit dedicated to financial empowerment for underserved communities, recently announced plans to provide access to its HOPE Inside program across three branches in KeyBank’s......
GlobiancePay - Pioneering the Future of Global Crypto Banking and Financial Asset Exchange
Banking News

GlobiancePay – Pioneering the Future of Global Crypto Banking and Financial Asset Exchange

GlobeNewswire
In the ever-evolving sphere of global finance, traditional banking institutions often act as gatekeepers, placing formidable barriers in the path of many aspiring to harness vital wealth-building opportunities. Due to entangled bureaucracies, exorbitant fees, and selective access – many regions of the world remain underserviced and unaware of their financial......
Arkifi Emerges from Stealth, Building Factual and Trustworthy Tools with Generative AI for the Finance Industry
Artificial Intelligence Finance News

Arkifi Emerges from Stealth, Building Factual and Trustworthy Tools with Generative AI for the Finance Industry

Cision PRWeb
Arkifi raised over $9 million in a seed round co-led by Nyca Partners and Khosla Ventures. The company was founded by former employees of Khosla Ventures, JP Morgan, and Bridgewater Arkifi.ai emerged from stealth with $9 million in seed financing co-led by Khosla Ventures and Nyca Partners, with participation from Soma Capital,......
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
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......
Cross River Partners with Current to Further Its Mission of Financial Inclusion and Serving the Underbanked Population of 26 Million
Fintech News

Cross River Partners with Current to Further Its Mission of Financial Inclusion and Serving the Underbanked Population of 26 Million

Business Wire
Solution addresses critical credit history problem currently restricting access to credit and financial stability for millions Credit building product will enable members of Current to build credit histories through a single spending balance Cross River Bank (“Cross River”), a technology infrastructure provider that offers embedded financial solutions, and Current, a......
Merit Financial Upgrades Client Experience with the Nitrogen Growth Platform
Fintech Investment Services News

Merit Financial Upgrades Client Experience with the Nitrogen Growth Platform

Business Wire
Merit’s client base of over 16,000 high-net-worth individuals and families will immediately benefit from advanced risk and analytics capabilities Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow, announced the deployment of its growth platform to Merit Financial Advisors (“Merit”). Merit is a national registered investment......
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
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......
RightCapital and PreciseFP Announce New Data Integration to Better Serve Financial Planning Community
Finance News

RightCapital and PreciseFP Announce New Data Integration to Better Serve Financial Planning Community

PR Newswire
A new API-driven integration streamlines advisors’ client data gathering and financial planning efforts by syncing household financial data between PreciseFP and RightCapital RightCapital, the fastest-growing financial planning software for financial advisors, and PreciseFP, the award-winning client engagement and data gathering platform from Docupace, announced a data integration partnership. This new bi-directional API integration......
Analytics Artificial Intelligence Featured Finance Fintech Primers

AI Dynamics In Financial Services- WEF

Pooja Choudhary
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
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......
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