Search Results for: financial tools

Advisor360° Introduces Tandem: A CRM+ for Independent Financial Advisors
Fintech News Technology

Advisor360° Introduces Tandem: A CRM+ for Independent Financial Advisors

Business Wire
by Business Wire0
New, Standalone Product Brings Enterprise-Grade CRM Technology and More to RIAs Advisor360°, a leading provider of integrated technology for wealth management firms, is launching its first customer relationship management (CRM) solution for independent registered investment advisors (RIAs). Called Tandem, the new multi-custodial product is an enhanced CRM featuring a state-of-the-art reporting......
FinFit Report Reveals Significant Impact on Employee Financial Wellness in Enterprise Companies
Finance Fintech News

FinFit Report Reveals Significant Impact on Employee Financial Wellness in Enterprise Companies

PR Newswire
by PR Newswire0
FinFit, the leading financial wellness platform, released findings from its latest member feedback survey, highlighting the profound impact of its solutions on employees’ financial well-being. The survey, conducted among employees at enterprise organizations with more than 50,000 employees—including six Fortune 500 companies—demonstrates a measurable reduction in financial stress and an......
Glim Secures $3.47 Million in Pre-Seed Round to Transform Financial Wellness in Latin America
Fintech Fintech Startups News

Glim Secures $3.47 Million in Pre-Seed Round to Transform Financial Wellness in Latin America

EIN Presswire
by EIN Presswire0
The fintech gets funding from top VCs and industry leaders to expand its platform for companies to optimize payroll and enhance employee finances in LatAm. Glim, a cutting-edge fintech startup dedicated to enhancing financial wellness for workers in Latin America, has announced the successful close of its $3.47 million pre-seed......
Artificial Intelligence Digital Payments Featured Fintech Security Trading

Explainable Generative AI in Financial Fraud Detection and Reporting

Fintech Staff Writer
by Fintech Staff Writer0
The financial sector faces a constant threat from fraud, ranging from identity theft and money laundering to insider trading and payment fraud. The complexity of financial transactions, combined with the growing sophistication of fraudsters, has made detecting fraudulent activity increasingly challenging. This is where Generative AI in financial fraud detection......
Taktile Secures $54 Million to Enable Risk Experts to Take Control of AI Adoption for Decision Making in Financial Services
Artificial Intelligence Fintech News

Taktile Secures $54 Million to Enable Risk Experts to Take Control of AI Adoption for Decision Making in Financial Services

Business Wire
by Business Wire0
Taktile – a category-defining decision automation platform – has raised $54 million in a Series B funding round, to continue empowering teams at fintech companies and financial institutions to optimize their risk management strategies across the entire customer lifecycle. The round was led by Balderton Capital, with participation from existing investors......
Venn, Formerly Vault, Raises $21.5 Million to be the All-In-One Financial Platform for Canadian Businesses
Fintech News

Venn, Formerly Vault, Raises $21.5 Million to be the All-In-One Financial Platform for Canadian Businesses

Business Wire
by Business Wire0
Venn, the all-in-one financial platform built for Canadian businesses, has raised $21.5 million in a Series A funding round led by Left Lane Capital, with participation from XYZ Venture Capital, Intact Ventures, and Gradient. The company is also officially rebranding from Vault to Venn, reflecting the evolution from solely providing multi-currency accounts to a......
GReminders Launches “Ask Anything” Assistant, Unlocks New Era for Financial Advisor Productivity
Artificial Intelligence Fintech Machine Learning News

GReminders Launches “Ask Anything” Assistant, Unlocks New Era for Financial Advisor Productivity

Business Wire
by Business Wire0
New feature arms advisors with a simplified AI assistant powered by plain English and integrated with their existing workflows GReminders, a leading end-to-end meeting and automation management platform for financial advisors, announces the launch of its “Ask Anything” assistant. This next-generation natural language interface allows advisors to seamlessly interact with......
Financial Center First Credit Union Elevates Digital Banking with Alkami; Strengthens Dual-Branded Strategy
Banking Cloud Fintech News

Financial Center First Credit Union Elevates Digital Banking with Alkami; Strengthens Dual-Branded Strategy

PR Newswire
by PR Newswire0
Leveraging Alkami’s cutting-edge technology, Financial Center First Credit Union enhances its dual-branded strategy and member experience with a scalable digital banking platform Alkami Technology, a leading cloud-based digital banking solutions provider for financial institutions in the U.S., announced today its partnership with Indianapolis-based Financial Center First Credit Union (Financial Center) to transform its digital banking experience. A......
Advisor360° Survey: Generative AI Use Surges Among Financial Advisors
Artificial Intelligence Fintech News

Advisor360° Survey: Generative AI Use Surges Among Financial Advisors

Business Wire
by Business Wire0
85% of Advisors Call Gen AI a ‘Help’ in Rapid Shift from Skepticism to Adoption What a difference a year makes. According to wealthtech provider Advisor360°, financial advisors are embracing generative AI (Gen AI) as a game-changing efficiency tool for everything from predictive analytics to summarizing meeting notes. Advisor360°’s research reveals that......
LPL Financial Launches Comprehensive Alternative Investment Platform
Fintech Investment Services News

LPL Financial Launches Comprehensive Alternative Investment Platform

GlobeNewswire
by GlobeNewswire0
Bespoke solution offers a centralized hub to meet the evolving needs of investors LPL Financial LLC, a leader in the wealth management industry, announces the launch of LPL Alts Connect, a full-service platform designed to streamline the way financial advisors and their clients access and manage alternative investments. LPL Alts......
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