Search Results for: financial tools

Greenlite AI Raises $15M Series A to Help Banks and Fintechs Fight Financial Crime with Trusted AI Workforce
Artificial Intelligence Finance Fintech News

Greenlite AI Raises $15M Series A to Help Banks and Fintechs Fight Financial Crime with Trusted AI Workforce

Business Wire
by Business Wire0
Greylock led the round, with participation from Thomson Reuters Ventures, Canvas Prime, Y Combinator, and Tim Mayopoulos, former CEO of Fannie Mae Greenlite AI, the leading AI agent platform for financial services, today announced a $15 million Series A funding round, bringing its total capital raised to $20 million. Greenlite......
Q2 Announces New Solution to Help Financial Institutions Connect Digital Banking With ERP Systems for Commercial Clients
Banking Finance Fintech News

Q2 Announces New Solution to Help Financial Institutions Connect Digital Banking With ERP Systems for Commercial Clients

Business Wire
by Business Wire0
Direct ERP enables banks and credit unions of all sizes to compete for large commercial customers with accounting system integration Q2 Holdings, Inc., a leading provider of digital transformation solutions for financial services, today announced Direct ERP, a new solution designed to help banks and credit unions enable banking operations......
AdvisorEngine Integrations Add AI Power, Greater Financial Data Access and Expanded Workflow Automation to Wealth Management Platform
Artificial Intelligence Finance Fintech News Robotic Process Automation

AdvisorEngine Integrations Add AI Power, Greater Financial Data Access and Expanded Workflow Automation to Wealth Management Platform

Business Wire
by Business Wire0
AdvisorEngine now works with popular AI notetakers Jump, Zeplyn and Zocks ByAllAccounts integration broadens an advisor’s view of client data; Zapier enhances advisory firm workflow processes AdvisorEngine Inc. announced several platform integrations designed to boost advisor productivity and improve client service, tapping into wealth management’s fast-evolving segment of AI-powered tools.......
YCharts Expands Relationship with LPL Financial Through ClientWorks Integration
Fintech Investment Services News

YCharts Expands Relationship with LPL Financial Through ClientWorks Integration

Business Wire
by Business Wire0
YCharts, a leading client engagement and investment research platform trusted by financial advisors and investment professionals across North America, has expanded its relationship with LPL Financial by launching a direct integration with ClientWorks, LPL’s advisor technology platform. This enhancement streamlines workflows, reduces manual data entry, and improves client engagement for......
ebankIT Launches New Report: 'Building Customer Loyalty Through Embedded Financial Services'
Finance Fintech News

ebankIT Launches New Report: ‘Building Customer Loyalty Through Embedded Financial Services’

EIN Presswire
by EIN Presswire0
ebankIT’s report offers actionable insights into how financial institutions can strengthen long-term customer relationships by embracing embedded finance. ebankIT, a global digital banking platform provider, has launched its latest industry report, “Building Customer Loyalty Through Embedded Financial Services”, offering actionable insights into how financial institutions can strengthen long-term customer relationships......
Qvinci Software Simplifies Financial Analysis of Multi-Entity Businesses with New Product Releases
Banking Finance Fintech News

Qvinci Software Simplifies Financial Analysis of Multi-Entity Businesses with New Product Releases

PR Newswire
by PR Newswire0
Qvinci Software: Qvinci Software, a global leader in financial and operational performance management technology, announced the launch of new products and enhancements that accelerate their leadership in serving multi-entity and multi-location businesses and their advisors. Designed to solve the manual process challenges like financial data collection, consolidation, and mapping, Qvinci......
Celery Secures Fresh Funding to Anticipate and Prevent Costly Financial Errors Before They Happen
Fintech Fintech Funding News

Celery Secures Fresh Funding to Anticipate and Prevent Costly Financial Errors Before They Happen

PR Newswire
by PR Newswire0
As demand grows for AI-powered internal audit tools in labor-intensive industries,the company secured a seed funding round led by Team8 Celery, a financial operations platform that leverages artificial intelligence to automate internal controls, announced that it has raised $6.25 million in seed funding. The round was led by Team8, with participation from......
Apex Fintech Solutions and ília Digital Collaborate to Revolutionize Investment Platforms for Financial Institutions
Fintech Investment Services News

Apex Fintech Solutions and ília Digital Collaborate to Revolutionize Investment Platforms for Financial Institutions

Business Wire
by Business Wire0
Leveraging Apex AscendOS APIs to offer tailored, cross-border investment solutions for mutual clients Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investment ecosystem, has announced a strategic alliance with ília Digital (“ília”), a leading innovator in digital transformation and bespoke technology design. This collaboration empowers financial institutions in Latin America......
Flashy Finance Acquires StoryFire, Launches Flashy Social to Power the Future of Social-Driven Financial Infrastructure
Analytics Finance News

Flashy Finance Acquires StoryFire, Launches Flashy Social to Power the Future of Social-Driven Financial Infrastructure

GlobeNewswire
by GlobeNewswire0
Flashy Social will empower creators to publish, monetize and grow audiences through programmable XP, token incentives and next-gen streaming mechanics Flashy Finance, the cultural finance platform building financial infrastructure for the next generation of internet-native communities, has acquired StoryFire, a pioneering social video and streaming platform with 2.5 million users. This......
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