Search Results for: financial

Daloopa expands financial data Model Context Protocol (MCP) through a new connector with OpenAI
Artificial Intelligence Finance News

Daloopa expands financial data Model Context Protocol (MCP) through a new connector with OpenAI

PR Newswire
by PR Newswire0
Further supports growing demand for using high-quality data with Large Language Models (LLMs) and AI agents in finance. Daloopa, the trusted financial data layer for the agentic era, announced a new Model Context Protocol (MCP) connector with OpenAI ChatGPT. The Daloopa connector will deliver reliable insights that enrich ChatGPT users’......
Kevin J. Welch Joins Seerist as Chief Financial Officer to Support Next Stage of Strategic Growth
Artificial Intelligence Finance News

Kevin J. Welch Joins Seerist as Chief Financial Officer to Support Next Stage of Strategic Growth

Cision PRWeb
by Cision PRWeb0
Seerist strengthens its executive team with the addition of a proven financial strategist to fuel transformation, scale, and market expansion. Seerist, the leading provider of AI-driven threat intelligence and expert-led analysis, announced the appointment of Kevin J. Welch as its new Chief Financial Officer. Welch joins Seerist at a pivotal......
Levelpath Extends AI Procurement Platform with Invoice Automation to Protect Financial Accuracy and Capture Negotiated Savings From Receipt to Payment
Artificial Intelligence Finance News

Levelpath Extends AI Procurement Platform with Invoice Automation to Protect Financial Accuracy and Capture Negotiated Savings From Receipt to Payment

Business Wire
by Business Wire0
Levelpath connects AI-native procurement decisions to payment execution, ensuring finance pays what was actually negotiated Levelpath, the AI procurement platform, announced the launch of Invoice Automation, a new capability that streamlines invoice processing by linking every invoice to its sourcing, supplier, and contract context inside one platform. Levelpath Invoice Automation......
Vena Recognized as a Challenger in the 2025 Gartner® Magic Quadrant™ for Financial Planning Software
Artificial Intelligence Finance News

Vena Recognized as a Challenger in the 2025 Gartner® Magic Quadrant™ for Financial Planning Software

Business Wire
by Business Wire0
Microsoft-native environment, AI-powered insights and enterprise-grade scalability highlight Vena’s strengths in execution and customer success Vena, the only AI-powered planning platform built for the Microsoft technology ecosystem, has been recognized as a Challenger in the 2025 Gartner Magic Quadrant for Financial Planning Software. We believe this placement reflects Vena’s strong execution,......
Freight Technologies Announces Strategic Partnership with Solvento to Integrate Financial Workflows
Fintech News

Freight Technologies Announces Strategic Partnership with Solvento to Integrate Financial Workflows

GlobeNewswire
by GlobeNewswire0
Fleet Rocket TMS is now integrated with Solvento’s financial solutions platform, enabling direct invoicing and full suite payment capabilities for logistics operators. Freight Technologies, Inc. , a logistics management innovation company offering a diverse portfolio of technology-driven solutions,  announced a strategic partnership with Solvento, a leading fintech provider serving the......
Insights on Why Emerging Financial Advisers Are Choosing AES
Finance News

Insights on Why Emerging Financial Advisers Are Choosing AES

Cision PRWeb
by Cision PRWeb0
Fee-Based Model and ‘SWANS’ Philosophy Draw Top Talent Seeking Purpose-Driven Careers AES International reports increased interest from next-generation financial professionals seeking careers aligned with client-first values and professional development, according to the firm’s Managing Director of People & Culture. The firm’s SWANS philosophy – Smart, Work hard, Ambitious, Nice, Selfless – combined......
Jedox named a Leader in the 2025 Gartner® Magic Quadrant™ for Financial Planning Software
Artificial Intelligence Finance News

Jedox named a Leader in the 2025 Gartner® Magic Quadrant™ for Financial Planning Software

EIN Presswire
by EIN Presswire0
The third consecutive year Jedox has been acknowledged for its completeness of vision and ability to execute by the independent analyst firm Gartner. Jedox, the world’s most adaptable planning and performance management solution, has again been recognized as a Leader in the Gartner® Magic Quadrant™ for Financial Planning Software. This marks......
Lincoln Financial Appoints Nilanjan (Neel) Adhya as EVP, Chief AI, Data and Analytics Officer
Artificial Intelligence Finance News

Lincoln Financial Appoints Nilanjan (Neel) Adhya as EVP, Chief AI, Data and Analytics Officer

Business Wire
by Business Wire0
Lincoln Financial announced the appointment of Nilanjan (Neel) Adhya as Executive Vice President, Chief AI, Data and Analytics Officer (CAIDAO), effective January 9, 2026. In this newly created role, Adhya will advance AI and data as enterprise core capabilities. He will report to Ellen Cooper, Chairman, President and CEO, and......
Zest Equity Secures ADGM Financial Services Permission, Expanding Its Global Private-Market Infrastructure
Fintech News

Zest Equity Secures ADGM Financial Services Permission, Expanding Its Global Private-Market Infrastructure

GlobeNewswire
by GlobeNewswire0
Zest Equity, adigital transactional infrastructure company, announced that it has received a Financial Services Permission (FSP) from the Financial Services Regulatory Authority (FSRA) of ADGM. Headquartered in the UAE, the company enables regional and global clients to digitally transact in private market deals, hold funds through regulated escrow in relation......
Commonwealth of Pennsylvania Selects DebtBook to Modernize Financial Planning Workflows
Finance News

Commonwealth of Pennsylvania Selects DebtBook to Modernize Financial Planning Workflows

EIN Presswire
by EIN Presswire0
DebtBook, a leading provider of treasury and accounting software for government and nonprofit finance teams, announced that the Commonwealth of Pennsylvania (“the Commonwealth”) has selected its Debt Management solution, including Debt Accounting and Sizing tools, to streamline debt management, simplify year-end reporting, and support long-term financial planning. Read More on......
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