Search Results for: financial tools

Zocks and eMoney Launch AI-Powered Integration to Eliminate Manual Data Entry and Maintenance in Financial Planning
Artificial Intelligence Fintech News

Zocks and eMoney Launch AI-Powered Integration to Eliminate Manual Data Entry and Maintenance in Financial Planning

Business Wire
by Business Wire0
Advisors can now automate fact-finding, follow-ups, and plan updates with bi-directional data sync between Zocks and eMoney Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, announced a direct integration with eMoney Advisor (eMoney), a leading provider of technology solutions and services that help......
Treasury Prime Partners with People Trust to Advance Financial Inclusion via Embedded Banking
Banking Finance Fintech News

Treasury Prime Partners with People Trust to Advance Financial Inclusion via Embedded Banking

Business Wire
by Business Wire0
First credit union to join Treasury Prime’s Bank Network highlights growing interest in fintech modernization among mission-driven institutions Treasury Prime, a leading embedded banking software company, announced today that People Trust Community FCU, a mission-driven financial institution based in North Little Rock, Arkansas, has joined the Treasury Prime Bank Network.......
Unit21 Brings New, Powerful Compliance Capabilities to Financial Institutions
Finance Fintech News

Unit21 Brings New, Powerful Compliance Capabilities to Financial Institutions

Business Wire
by Business Wire0
A modern approach for FIs to fight fraud and automate AML at the speed of fraudsters Unit21, a global risk and compliance platform that proactively mitigates risks tied to fraud, money laundering, and other financial crime, unveiled its new suite of Anti-Money Laundering (AML) features to help financial institutions (FIs)......
Artificial Intelligence Banking Finance Fintech Interviews Machine Learning Risk Management

Global FinTech Interview with Mike Upchurch, VP of Strategy for Financial Services and Insurance, Domino Data Lab

Paroma Sen
by Paroma Sen0
How is AI reshaping the gamut of modern financial services? Mike Upchurch, VP of Strategy for Financial Services and Insurance, Domino Data Lab weighs in with some observations in this fintech interview: ______________ Hi Mike, take us through your fintech journey and the top observations you have for the market?......
MindBridge Launches GPU-Powered Insights Factory, Delivering 8x Faster Financial Intelligence
Artificial Intelligence Finance Fintech News

MindBridge Launches GPU-Powered Insights Factory, Delivering 8x Faster Financial Intelligence

Business Wire
by Business Wire0
Infrastructure upgrade marks a major leap in MindBridge’s platform evolution toward continuous, intelligent financial analysis across modern enterprises MindBridge, the leader in AI-powered financial decision intelligence, today unveiled its GPU-accelerated Insights Factory — a breakthrough in computational infrastructure that delivers analytics performance up to eight times faster than before. This......
Artificial Intelligence Cloud Featured Finance Fintech Investments

Real-Time Financial Query Parsing: Building Natural Language Interfaces for Investment Platforms

Fintech Staff Writer
by Fintech Staff Writer0
Investment platforms are pivotal in enabling users to manage, track, and grow their portfolios. As technology evolves, so do user expectations. Investors increasingly demand seamless, intuitive, and real-time access to financial data. A significant trend has emerged to meet these expectations: natural language interfaces (NLIs) powered by real-time financial query......
Caro Holdings Launches AI Agent Suite to Automate Investor Relations and Financial Operations
Artificial Intelligence Finance Fintech News Robotic Process Automation

Caro Holdings Launches AI Agent Suite to Automate Investor Relations and Financial Operations

GlobeNewswire
by GlobeNewswire0
Caro Holdings Inc., through its subsidiary, has launched an integrated suite of AI agents designed to automate manual processes across investor relations, financial reporting, compliance, and stakeholder communications. The flagship investor chatbot marks the first deployment in a platform built to streamline how public companies manage information flow and engage......
Smarsh Unveils Major Platform Innovations, Next-Gen AI and Robust APIs for Smarter Financial Oversight
Artificial Intelligence Fintech News

Smarsh Unveils Major Platform Innovations, Next-Gen AI and Robust APIs for Smarter Financial Oversight

Business Wire
by Business Wire0
Harnessing AI, New Platform Innovations Turn Data Chaos into Compliance Confidence Smarsh, the global leader in communications data and intelligence, announced significant advancements to its industry-leading platform, including cutting-edge AI innovations and expanded API capabilities. These innovations reinforce the company’s commitment to financial industry firms to confidently meet the evolving......
Appli and First Source FCU Turn Financial Calculators into Conversion Catalysts
Artificial Intelligence Fintech News

Appli and First Source FCU Turn Financial Calculators into Conversion Catalysts

EIN Presswire
by EIN Presswire0
New York-based credit union reports uptick in engagement metrics and application increases following methodical implementation of customized calculator system Appli, a provider of artificial intelligence-powered financial calculators, announced that First Source Federal Credit Union, serving members in central New York, has seen significant improvements in member engagement and conversion rates......
Sorbet Secures $25 Million Debt Facility from Pier Asset Management and Debuts New Payroll Integration Feature to Expand Access to Financial Flexibility for Employees
Finance Fintech News

Sorbet Secures $25 Million Debt Facility from Pier Asset Management and Debuts New Payroll Integration Feature to Expand Access to Financial Flexibility for Employees

PR Newswire
by PR Newswire0
New financing and product enhancement fuels Sorbet’s growth as demand surges for solutions that allows employees to advance the dollar value of their unused PTO Sorbet, the leading fintech platform that helps employees access the financial value of their unused Paid Time Off (PTO), today announced a $25 million debt......
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