Search Results for: financial

Creatio Launches Financial Services 'Twin' Release to Help Banks and Credit Unions Elevate Customer Engagement with AI
Artificial Intelligence Finance Fintech News

Creatio Launches Financial Services ‘Twin’ Release to Help Banks and Credit Unions Elevate Customer Engagement with AI

EIN Presswire
by EIN Presswire0
The release introduces a set of enhanced, ready-to-use banking workflows, new AI agents designed to boost performance, and advanced no-code configuration tools Creatio, a global vendor of an AI-native platform to automate CRM and workflows with no-code, today announced the launch of its Financial Services “Twin” Release, a product update that......
viaNexus Unveils MCP Service to Enable Agent-Driven Access to Financial Data
Finance Fintech News

viaNexus Unveils MCP Service to Enable Agent-Driven Access to Financial Data

PR Newswire
by PR Newswire0
viaNexus, the high-performance financial data platform built for intelligent systems, today announced the release of its MCP Service, a first-of-its-kind MCP implementation enabling a proper client/server architecture for autonomous agents to securely discover, request, and consume financial data — without manual Authentication/Authorization and paywall integration removinghuman intervention. The viaNexus MCP Service......
Artificial Intelligence Banking Digital Payments Finance Fintech Interviews

Global Fintech Interview with Kevin Wall, Chief Financial Officer at Stax

Paroma Sen
by Paroma Sen0
Kevin Wall, Chief Financial Officer at Stax discusses more on how modern fintech has become deeply integrated into core business needs and functions across sectors in this interview by Global Fintech Series: __________ Hi Kevin, tell us about your fintech journey so far and the biggest learnings you’ve come away......
Instant Financial's Heather Heebner Appointed to HR.com's Payroll Advisory Board
Finance Fintech News

Instant Financial’s Heather Heebner Appointed to HR.com’s Payroll Advisory Board

Cision PRWeb
by Cision PRWeb0
Appointment reflects Instant’s leadership in modern pay and compliance Instant Financial, the fintech company modernizing payments and earned wage access (EWA) for hourly workers and their employers, is proud to announce Heather Heebner, Senior Vice President of Regulatory and Treasury Compliance, has been appointed to the HR.com Payroll Advisory Board. Comprised......
april Raises $38M Series B to Embed Tax into Every Financial Decision
Artificial Intelligence Finance Fintech News

april Raises $38M Series B to Embed Tax into Every Financial Decision

Business Wire
by Business Wire0
New funding accelerates april’s mission to transform tax from an annual event into an always-on layer of financial intelligence april, the embedded, AI tax platform, has closed $38 million in a Series B funding round led by QED Investors, with participation from Nyca Partners and Team8, bringing the company’s total funding to $78 million.......
GReminders Launches “Do Anything” Assistant, Ushering in Next Phase of AI Agents for Financial Advisors
Artificial Intelligence Fintech News

GReminders Launches “Do Anything” Assistant, Ushering in Next Phase of AI Agents for Financial Advisors

Business Wire
by Business Wire0
Enhancements include pre-meeting briefs, instant post-meeting CRM updates and fully automated email drafts GReminders, a leading end-to-end meeting and automation management platform for financial advisors, announces the launch of its fully autonomous “Do Anything” assistant. The new features mark a major leap forward in agentic artificial intelligence (AI) for the......
FairPlay and Taktile Partner to Deliver Scalable AI Model Governance for Financial Institutions
Artificial Intelligence Finance Fintech News

FairPlay and Taktile Partner to Deliver Scalable AI Model Governance for Financial Institutions

PR Newswire
by PR Newswire0
Integration empowers lenders to test, optimize, and validate credit decision models directly within Taktile’s low-code platform FairPlay, the world’s first Fairness-as-a-Service™ company and a leading provider of AI enablement solutions for the financial industry, today announced a new partnership with Taktile, a fast-growing AI-powered Decision Platform for risk management teams across......
Conquest Planning Collaborates with BMO to Launch 'My Financial Progress' — A New Digital Experience Empowering Canadians to Take Control of Their Financial Future
Banking Fintech News

Conquest Planning Collaborates with BMO to Launch ‘My Financial Progress’ — A New Digital Experience Empowering Canadians to Take Control of Their Financial Future

Business Wire
by Business Wire0
BMO clients will have access to Conquest’s planning platform, enabling the creation of hyper-personalized plans that evolve in real-time Conquest Planning, a technology platform modernizing planning with customized and convenient advice, announced a strategic partnership with BMO. Together, the firms have built My Financial Progress, a digital, self-serve experience available in......
Rootstock Announces Summer ’25 Release with AI-Powered ERP Agent, Streamlined Operations, and Expanded Financials
Artificial Intelligence Cloud Fintech News

Rootstock Announces Summer ’25 Release with AI-Powered ERP Agent, Streamlined Operations, and Expanded Financials

EIN Presswire
by EIN Presswire0
Enhancements empower customers with a modern grid that improves user experience, support for a 13-period fiscal calendar, and contextual ERP automation Rootstock Software, a recognized leader in cloud ERP for product-based companies, launched its Summer ’25 Release. This update introduces a new AI-driven ERP Agent, powerful financial enhancements, and the......
Aurora Payments Appoints Ryan Cross as Chief Financial Officer
Finance Fintech News

Aurora Payments Appoints Ryan Cross as Chief Financial Officer

Business Wire
by Business Wire0
Industry veteran brings financial leadership across the payments ecosystem to drive financial excellence and growth Aurora Payments, a full‑service payment technology provider, today announced Ryan Cross as Chief Financial Officer, responsible for leading the company’s finance organization and driving financial excellence, operational efficiency and growth. “We’re thrilled to welcome Ryan......
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