Search Results for: financial

Zocks Launches Next-Gen AI Assistant to Accelerate Client Acquisition and Servicing for Financial Advisors
Artificial Intelligence Finance News

Zocks Launches Next-Gen AI Assistant to Accelerate Client Acquisition and Servicing for Financial Advisors

Business Wire
by Business Wire0
New AI-powered capabilities enable advisors to provide advice faster, gain more clients, and increase the success rate of associate advisors Zocks, the privacy-first AI assistant for financial services, announced the launch of its next-generation AI platform at Future Proof Festival in Huntington Beach, Calif. The expanded Zocks platform makes it......
Survey: Majority of Middle-Income Canadians Not Interested in Using AI for Financial Advice
Artificial Intelligence Finance News

Survey: Majority of Middle-Income Canadians Not Interested in Using AI for Financial Advice

Business Wire
by Business Wire0
82% prefer working with a human financial professional over an algorithm Middle-income Canadians are signaling a strong preference for human financial guidance over artificial intelligence, according to the latest data from Primerica Canada’s Financial Security Monitor™ (FSM™) survey. Read More on Fintech : Global Fintech Interview With Justin Meretab, Co‑Founder and CEO......
Prosperity Credit Union and ASAPP Financial Technology Extend and Expand Strategic Partnership
Credit Bureaus Finance News

Prosperity Credit Union and ASAPP Financial Technology Extend and Expand Strategic Partnership

EIN Presswire
by EIN Presswire0
ASAPP Financial Technology announces Prosperity CU has licensed the full version of ASAPP OXP® | Omnichannel Experience Platform with Engagement Feature Sets ASAPP Financial Technology is pleased to announce that Prosperity Credit Union has licensed the full version of the ASAPP OXP® | Omnichannel Experience Platform for a five-year-term including ASAPP’s Engagement Feature......
Equita Financial Network Launches Comprehensive Succession Planning Solution in Partnership with Ellevate Advisors and FP Transitions
Finance News

Equita Financial Network Launches Comprehensive Succession Planning Solution in Partnership with Ellevate Advisors and FP Transitions

PR Newswire
by PR Newswire0
Equita Financial Network (EquitaFN), the only wealth management platform for women owned, fee-only independent financial advisors, announced the launch of its new succession planning solution, EquitaFN Succession Advantage, designed to help member firms secure their futures, preserve business value, and ensure clients are cared for during leadership transitions. Developed in collaboration......
LPL Financial Advisors Embrace AI’s Potential for Business Growth, Increased Capacity, Survey Finds
Artificial Intelligence Finance News

LPL Financial Advisors Embrace AI’s Potential for Business Growth, Increased Capacity, Survey Finds

GlobeNewswire
by GlobeNewswire0
LPL advisors attending the firm’s flagship conference, Focus 2025, expressed enthusiasm for new technologies and expanding their offerings More than three-quarters of financial advisors (78%) surveyed at LPL Financial LLC’s flagship annual conference are already leveraging or plan to use AI tools to create capacity in their businesses this year.......
Pelican Invests Joins National Financial Literacy Day on Capitol Hill to Champion Financial Empowerment for Families and Students
Finance Fintech News

Pelican Invests Joins National Financial Literacy Day on Capitol Hill to Champion Financial Empowerment for Families and Students

Cision PRWeb
by Cision PRWeb0
Alexandra Bono signs copies of her best-selling children’s book, inspiring financial literacy and empowering families to plan for the future. Pelican Invests, a mission-driven fintech platform dedicated to helping families save for education and life goals, proudly participated in Financial Literacy Day on Capitol Hill, hosted by the Jump$tart Coalition and......
Lendmark Financial Services Continues Strategic Expansion Across Florida, Opening Two New Branches in Gainesville and Orange Park
Fintech News

Lendmark Financial Services Continues Strategic Expansion Across Florida, Opening Two New Branches in Gainesville and Orange Park

GlobeNewswire
by GlobeNewswire0
Lendmark Financial Services (Lendmark), a leading provider of household credit and consumer loan solutions, continues to expand its Florida footprint by opening two new branches in Gainesville and Orange Park, as part of its multiyear expansion strategy for the state. This marks the company’s third new branch in Florida this year......
Nasdaq Verafin and BioCatch Form Strategic Partnership to Accelerate the Global Fight Against Financial Crime
Fintech News Risk Management Security

Nasdaq Verafin and BioCatch Form Strategic Partnership to Accelerate the Global Fight Against Financial Crime

GlobeNewswire
by GlobeNewswire0
Partnership combines industry-leading consortium data and behavioral intelligence to bolster financial institutions’ defense against fraud Nasdaq Verafin and BioCatch announced the formation of a strategic partnership to leverage their complementary technology solutions in the fight against payments fraud. The partnership aligns Nasdaq Verafin’s fraud detection platform and consortium data network......
Artificial Intelligence Business Featured Finance Fintech

The CFO’s New Analyst: Using Generative AI for Strategic Financial Modeling

Fintech Staff Writer
by Fintech Staff Writer0
Your role as a CFO has undergone a fundamental transformation. You become more than a steward of the company’s history. You are a strategic voice, not a boxing referee, tasked with looking around corners and leading the company into the future. However, the task involves making decisions where most of......
Lloyds Banking Group Becomes First U.K. Financial Services Benefactor of MITRE ATT&CK®
Banking Finance News

Lloyds Banking Group Becomes First U.K. Financial Services Benefactor of MITRE ATT&CK®

Business Wire
by Business Wire0
Industry leader supports MITRE’s open-source knowledge base to help organizations stay ahead of cyberattacks Lloyds Banking Group has become the first U.K. financial services benefactor of MITRE ATT&CK® to help globally advance threat-informed defense. Read More on Fintech : Reinventing Identity Security in the Age of AI “LBG is proud to become a benefactor of......
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