Search Results for: financial tools

FP Alpha Unveils Estate Insights 2.0; Helping Financial Advisors Deliver Deeper, More Actionable Planning
Artificial Intelligence Finance Fintech News

FP Alpha Unveils Estate Insights 2.0; Helping Financial Advisors Deliver Deeper, More Actionable Planning

PR Newswire
by PR Newswire0
FP Alpha, the premier AI-driven wealthtech platform for financial advisors, today announced the release of its enhanced Estate Insights 2.0, a groundbreaking advancement in estate planning technology designed to empower financial advisors with deeper, more actionable insights while streamlining the estate review process. This enhanced capability marks a significant evolution in......
CSI Partners With WaveCX to Help Financial Institutions Drive Digital Adoption and Engagement Through Personalized, In-App Experiences
Banking Fintech News

CSI Partners With WaveCX to Help Financial Institutions Drive Digital Adoption and Engagement Through Personalized, In-App Experiences

Business Wire
by Business Wire0
WaveCX, provider of personalized, digital product engagement solutions for financial institutions, announced a strategic partnership with CSI, a leading provider of end-to-end financial software and technology. Through this integration, CSI clients using the NuPoint® and Meridian® core platforms are equipped to increase digital adoption and deliver more dynamic customer experiences......
Banking Featured Finance Fintech Investments Risk Management Robotic Process Automation

Key Features to Look for in Financial Planning Software: A Guide for FinTech Leaders

Fintech Staff Writer
by Fintech Staff Writer0
It’s hard to imagine a time when advisors relied solely on spreadsheets and rudimentary charting tools to manage portfolios and craft long-term investment strategies. Whether you’re an independent advisor, a registered representative, or an accountant, advanced financial planning software has become essential to delivering effective retirement and investment solutions. These......
ThetaRay and Spayce Partner to Combat Financial Crime and Secure Global Payments with Cognitive AI
Artificial Intelligence Finance Fintech News

ThetaRay and Spayce Partner to Combat Financial Crime and Secure Global Payments with Cognitive AI

Business Wire
by Business Wire0
Unveiled at Money 20/20, the partnership combines ThetaRay’s advanced Cognitive AI with Spayce’s cross-border payment technology to detect financial crime, enhance compliance, and protect global transactions. ThetaRay, a global leader in Cognitive AI financial crime compliance, and Spayce, a cross-border payments platform, today announced a strategic partnership to combat evolving......
Hapax and Cornerstone Advisors Unveil Playbook for AI-Driven Productivity in Financial Services
Artificial Intelligence Fintech News

Hapax and Cornerstone Advisors Unveil Playbook for AI-Driven Productivity in Financial Services

Cision PRWeb
by Cision PRWeb0
The new research outlines strategies to help community banks and credit unions harness the power of generative AI for operational efficiency, growth, and cost savings Hapax, an unprecedented AI solution for the financial services industry, in partnership with Cornerstone Advisors, a leading management and technology consultancy, released The Playbook for Generative......
Kashable Secures $250 Million Credit Facility to Expand Financial Wellness Benefits Across American Workplaces
Finance Fintech News

Kashable Secures $250 Million Credit Facility to Expand Financial Wellness Benefits Across American Workplaces

PR Newswire
by PR Newswire0
Kashable, a mission-driven fintech platform Redefining Credit for Working Americans as an employer-sponsored voluntary benefit, today announced the closing of a $250 million credit facility. This financing will allow Kashable to continue to provide equitable, affordable credit and financial wellness solutions to employees and expand its reach to employers throughout the U.S. Nomura Corporate......
CloudWalk Earns Fraud Prevention Certification from Brazil’s National Confederation of Financial Institutions
Artificial Intelligence Cloud Digital Payments Finance Fintech News Risk Management

CloudWalk Earns Fraud Prevention Certification from Brazil’s National Confederation of Financial Institutions

Business Wire
by Business Wire0
Combining machine learning with cutting-edge innovations like LLM-based agents, the fintech has built a fraud shield that spots suspicious patterns, dismantles digital fraud rings, and stops fake accounts before they start. CloudWalk, the financial technology company behind InfinitePay and Jim.com, has been awarded the Fraud Prevention Certification by the Brazilian......
Synder Unveils AI Dashboards: Natural Language Reports for Real-Time Retail & SaaS Financial Insights
Artificial Intelligence Finance Fintech News

Synder Unveils AI Dashboards: Natural Language Reports for Real-Time Retail & SaaS Financial Insights

PR Newswire
by PR Newswire0
Synder, the leading accounting automation platform for multi-channel retail, ecommerce and SaaS businesses and accounting professionals, announced the launch AI Dashboards, an intelligent reporting feature that enables finance teams to analyze their sales, taxes, fees, and revenue across platforms like Shopify, Amazon, Etsy, Stripe, PayPal, Square, using natural language prompts.......
TomoCredit Unveils TomoIQ: AI-Powered Financial Wellness Platform to Build Smarter, Inclusive Financial Future for Everyone
Artificial Intelligence Finance Fintech News

TomoCredit Unveils TomoIQ: AI-Powered Financial Wellness Platform to Build Smarter, Inclusive Financial Future for Everyone

PR Newswire
by PR Newswire0
TomoCredit, the leading personal financial wellness platform, is proud to announce the launch of TomoIQ, a groundbreaking AI-powered financial assistant built to make smart, professional-level financial guidance accessible to everyone, regardless of income, background, or credit history. TomoIQ is designed to be more than just a tool—it’s a judgment-free companion for......
Blockchain DeFi Featured Finance Fintech Security

Dynamic Role-Based Access Control (RBAC) Systems for Decentralized Financial Platforms

Fintech Staff Writer
by Fintech Staff Writer0
Decentralized financial platforms, commonly referred to as DeFi, have revolutionized the financial ecosystem by eliminating intermediaries and enabling trustless transactions. Built on blockchain technology, these platforms offer a wide range of financial services, including lending, borrowing, trading, and asset management. However, with this paradigm shift comes the challenge of managing......
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