Search Results for: financial

SoftPak Financial Systems CEO to Deliver Keynote ‘AI Revolution in Investment Management’ at RIA Edge Los Angeles 2025
Finance Investment Services News

SoftPak Financial Systems CEO to Deliver Keynote ‘AI Revolution in Investment Management’ at RIA Edge Los Angeles 2025

EIN Presswire
by EIN Presswire0
Naaz Scheik, CEO of SoftPak shares how RIAs can embed AI into portfolio, compliance, and client service at RIA Edge LA 2025. SoftPak Financial Systems, a leading provider of custom software solutions for the wealth management industry, announced that its Chief Executive Officer, Naaz Scheik, will deliver a keynote address at......
Kodiak Solutions hires Sarah Haines as Chief Financial Officer
Finance News

Kodiak Solutions hires Sarah Haines as Chief Financial Officer

Cision PRWeb
by Cision PRWeb0
Haines brings finance leadership experience from enterprise software and healthcare sectors as Kodiak’s chief financial officer. Kodiak Solutions has hired Sarah Haines as the company’s new Chief Financial Officer. “Sarah has both deep and wide experience as a company finance leader that fits the needs of Kodiak well, having worked......
Financial Institution Türk Ekonomi Bankası to Deploy Provenir's AI Decisioning Platform
Artificial Intelligence Finance News

Financial Institution Türk Ekonomi Bankası to Deploy Provenir’s AI Decisioning Platform

PR Newswire
by PR Newswire0
Provenir, a global leader in AI risk decisioning software, announced Türk Ekonomi Bankası (TEB) has selected the Provenir AI Decisioning Platform to speed batch risk decisioning processes for its retail and small business lending products. Established in 1927, TEB is a leading institution in the Turkish banking sector. Since its founding,......
OpenText™ and Fiserv Drive Resilient Information Management in Financial Services
Artificial Intelligence Finance News

OpenText™ and Fiserv Drive Resilient Information Management in Financial Services

PR Newswire
by PR Newswire0
The joint showcase at Fiserv Forum Client Conference Sep. 29-30, 2025, highlights new solutions to reduce manual effort, strengthen governance and improve customer experiences OpenText™, a global leader in secure information management for AI, and Fiserv, Inc., a global leader in payments and financial technology, announced Content Next, a specialized, AI-powered......
PortX Partners With Bud Financial to Accelerate Data Enrichment and Customer Engagement for Financial Institutions
Artificial Intelligence Finance News

PortX Partners With Bud Financial to Accelerate Data Enrichment and Customer Engagement for Financial Institutions

Business Wire
by Business Wire0
PortX, the AI-powered integration and data solution purpose-built for banks and credit unions, announced a strategic partnership with Bud Financial, a pioneer in financial data intelligence. The collaboration makes it dramatically easier for financial institutions to access Bud’s market-leading enrichment, segmentation, and engagement tools by leveraging PortX’s deep connectivity into......
Global Financial Infrastructure Company Tala Expands in Latin America
Credit Bureaus Finance News

Global Financial Infrastructure Company Tala Expands in Latin America

Cision PRWeb
by Cision PRWeb0
Powered by its proprietary software, Tala launches in Guatemala with plans for Dominican Republic and Panama. Tala, the financial infrastructure company leveraging AI to deliver financial services to customers around the world, announced its expansion in Latin America, starting with the launch of its services in Guatemala. The company also has plans to enter the Dominican Republic and Panama by the end......
Advisor CRM Launches AI Email Assistant for Financial Advisors
Finance Investment Services News

Advisor CRM Launches AI Email Assistant for Financial Advisors

Cision PRWeb
by Cision PRWeb0
The new assistant provides advisors with advanced tools to manage their inboxes, helping to save hours each week Advisor CRM, an all-in-one CRM platform designed exclusively for registered investment advisors (RIAs), unveiled a fully integrated AI Email Assistant. The new suite of tools organizes email messages, helps automate required follow-up......
Equifax Canada Introduces Optimal Path, an Interactive Solution to Empower Financial Well-Being
Fintech News

Equifax Canada Introduces Optimal Path, an Interactive Solution to Empower Financial Well-Being

GlobeNewswire
by GlobeNewswire0
New tool gives lenders the opportunity to help their customers reach their credit score goals Equifax Canada introduces Optimal Path, an interactive solution that uses an individual’s credit data to create personalized, actionable suggestions to help Canadians in building a better credit future. Powered by the Equifax Cloud™ and patented EFX.AI capabilities, Optimal......
Ant International Unveils AI SHIELD to Enhance Financial AI Security for Clients and Partners
Artificial Intelligence Digital Payments News

Ant International Unveils AI SHIELD to Enhance Financial AI Security for Clients and Partners

Business Wire
by Business Wire0
AI SHIELD reduces risk of AI service vulnerabilities such as unauthorized access and data leakage by 90% through advanced assessment methods and running safeguards Ant International, a leading global digital payment, digitisation, and financial technology provider, officially launched AI SHIELD to protect AI systems from threats and vulnerabilities, a proactive......
Nasdaq and AWS to Advance Capital Markets and Banking Infrastructure Across the Financial System
Banking Fintech News

Nasdaq and AWS to Advance Capital Markets and Banking Infrastructure Across the Financial System

GlobeNewswire
by GlobeNewswire0
Strategic cloud deployment of Nasdaq Calypso on AWS will empower institutions to modernize end-to-end infrastructure, enhance resilience and unlock innovation at scale Nasdaq and Amazon Web Services, Inc. (AWS), an Amazon.com, Inc. company, announced an expansion of their strategic technology partnership by giving financial institutions the option of deploying Nasdaq......
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