Search Results for: financial tools

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Financial Forecasting Tools

Pooja Choudhary
by Pooja Choudhary0
In this age of advanced technology, in which we have access to brand-new technological tools with each new daybreak, it is essential to be able to adapt to the ever-changing technological landscape. Numerous metrics and KPIs can be utilised without difficulty for accurate business forecasting. Due to its superior accuracy......
Moneytree Software Integrates Riskalyze into its Suite of Financial Planning Tools
Fintech News Risk Management

Moneytree Software Integrates Riskalyze into its Suite of Financial Planning Tools

Fintech News Desk
by Fintech News Desk0
Two leading financial technology firms partner to offer more advisory firms access to risk analytics Riskalyze, the industry-leading risk-centric wealth management platform serving tens of thousands of financial advisors, announced Moneytree Software, a pioneer in the development of financial planning technology which simplifies complexities for advisors, has selected the firm’s......
ThetaRay SONAR AML Solution with New Software Version Gives Financial Institutions More Powerful Tools Against Financial Crime
Artificial Intelligence Fintech News

ThetaRay SONAR AML Solution with New Software Version Gives Financial Institutions More Powerful Tools Against Financial Crime

Fintech News Desk
by Fintech News Desk0
ThetaRay, a leading provider of AI-powered transaction monitoring technology, announced the release of a new software version on its flagship SONAR advanced SaaS anti-money laundering (AML) platform. The update includes major capability upgrades for fintechs and banks to detect and prevent financial crime through faster investigations and the discovery of......
Data Management and AI Automation Tools Are the Top Investment for Financial Firms, Broadridge Survey Finds
Fintech News

Data Management and AI Automation Tools Are the Top Investment for Financial Firms, Broadridge Survey Finds

Fintech News Desk
by Fintech News Desk0
57% of respondents confirm financial firms still have progress to make, before they reach the advanced stages of innovation and technology efforts Investing in technology to better optimize data and modernize data management are the top priorities for financial services firms according to new research by global Fintech leader, Broadridge Financial......
Lucinity Raises $17 Million in a Series B Funding Round to Provide Banks With Productivity Tools to Fight Financial Crime
Fintech Funding News

Lucinity Raises $17 Million in a Series B Funding Round to Provide Banks With Productivity Tools to Fight Financial Crime

Fintech News Desk
by Fintech News Desk0
Lucinity is using the proceeds to accelerate growth and geographic coverage for its unique Human AI technology Lucinity announced the closing of a $17 million Series B investment round, led by Keen Venture Partners and joined by Experian and its major existing investors, Crowberry Capital, Karma Ventures, and byFounders. Latest Fintech News: Asa Named as a Winner in the......
Survey Reveals Connection Between Financial Savviness & Use of Digital Banking Tools
Banking News

Survey Reveals Connection Between Financial Savviness & Use of Digital Banking Tools

Fintech News Desk
by Fintech News Desk0
Access to digital tools empower Americans to take control of their finances After a year in which many consumers had to rely heavily on digital tools for their financial needs, self-reported “financial experts” use digital tools more often than others, according to the KeyBank 2022 Financial Mobility Survey—highlighting a potential correlation......
Zacks Professional Services Brings Advisor Tools To Concourse Financial Group Securities
Investment Services News

Zacks Professional Services Brings Advisor Tools To Concourse Financial Group Securities

Fintech News Desk
by Fintech News Desk0
Zacks Professional Services (“Zacks Pro”) announces a new relationship with Concourse Financial Group Securities (“CFGS”) offering access to the extensive suite of Zacks Advisor Tools (Advisor Tools) to 500+ financial professionals. Latest Fintech Insights: InstaMortgage Adopts Finicity’s Mortgage Verification Services Advisor Tools is a web-based platform that provides investment professionals with......
Lendio’s Sunrise Financial Platform Delivers Small Businesses Premier Tools Built To Save Time and Money
Finance News

Lendio’s Sunrise Financial Platform Delivers Small Businesses Premier Tools Built To Save Time and Money

Fintech News Desk
by Fintech News Desk0
Robust tools make it easier for small businesses to focus on operating their business Sunrise by Lendio, an online platform providing free bookkeeping services and financial insights, launched a suite of new tools in 2021 that helps save time, money and energy for people running small businesses. Latest Fintech Insights: FinancialForce......
Fifth Third Bank Offers Tools and Tips to Save, Reach Financial Goals
Banking Finance News

Fifth Third Bank Offers Tools and Tips to Save, Reach Financial Goals

Fintech News Desk
by Fintech News Desk0
Smart Savings is latest innovative feature in Fifth Third’s Momentum Savings to create easy, automated saving opportunities A new year can mean a fresh start, new plans and often resolutions. Fifth Third Bank, National Association, keeps adding innovative tools for helping customers make 2022 a year of healthy money habits.......
Ready or Not: Regions Next Step Survey Takes Financial Pulse of Americans; Free Money-Management Tools Available
Banking Fintech News

Ready or Not: Regions Next Step Survey Takes Financial Pulse of Americans; Free Money-Management Tools Available

Fintech News Desk
by Fintech News Desk0
Regions Next Step provides free tips and tools to help people financially prepare for the new year and beyond. Regions Bank on Wednesday announced the results of a new survey that finds Americans feel financially unprepared for the year ahead. But there is good news, too: free resources are available to......
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