Search Results for: financial

Maptician Report Reveals Financial Services Firms Struggling to Balance Productivity, Burnout, and Real Estate in the Hybrid Era
Finance News

Maptician Report Reveals Financial Services Firms Struggling to Balance Productivity, Burnout, and Real Estate in the Hybrid Era

Cision PRWeb
by Cision PRWeb0
The report argues that successful hybrid work requires more than flexible policies—it demands an intelligent workplace foundation that enables adaptability, visibility, and data-driven decision-making. Maptician’s platform helps firms simplify hybrid coordination, optimize space, and support employee engagement. Maptician, the workplace management technology platform built for hybrid work, released a new......
Curae Announces Series of New Health System Partnerships to Bring Financial Access Technologies to Patients and Providers
Finance News Technology

Curae Announces Series of New Health System Partnerships to Bring Financial Access Technologies to Patients and Providers

Cision PRWeb
by Cision PRWeb0
Latest partners operate in rural and urban settings, including Georgia’s largest health network and top-ranked South Carolina hospital. Curae Finance, LLC (“Curae”), a leading healthcare-focused financial technology company, announced new partnerships with multiple health systems across the United States. Curae will provide their new clients with a tailored selection of patient financial access solutions,......
Daily AI Use Among Financial Advisors Doubles, Yet Confidence Gaps Persist: Horsesmouth Survey
Artificial Intelligence Finance News

Daily AI Use Among Financial Advisors Doubles, Yet Confidence Gaps Persist: Horsesmouth Survey

Business Wire
by Business Wire0
Financial advisors are expanding AI use from simple content creation to strategic planning, client engagement, and operational efficiency. Confidence is rising, yet compliance hurdles and uncertainty about workflow integration remain key obstacles. Daily use of artificial intelligence (AI) tools among financial advisors has doubled in the past year, with advisors......
AM Best Reaffirms Financial Strength Rating of At-Bay’s Carrier as A- (Excellent) with Stable Outlook
Finance InsurTech News

AM Best Reaffirms Financial Strength Rating of At-Bay’s Carrier as A- (Excellent) with Stable Outlook

Business Wire
by Business Wire0
At-Bay, the InsurSec provider for the digital age, announced that AM Best has reaffirmed At-Bay Specialty Insurance Company’s Financial Strength Rating (FSR) of A- (Excellent) with a “Stable” outlook. The reaffirmation reflects AM Best’s confidence in At-Bay’s very strong balance sheet, disciplined underwriting strategy, and continued focus on operational excellence. Read More......
Horizon3.ai Appoints Holly Grey as Chief Financial Officer to Drive Scalable Growth and Operational Excellence
Finance News

Horizon3.ai Appoints Holly Grey as Chief Financial Officer to Drive Scalable Growth and Operational Excellence

Business Wire
by Business Wire0
Horizon3.ai, the leader in offensive security, announced the appointment of Holly Grey as Chief Financial Officer (CFO). With more than three decades of experience in public company operations, compliance, and strategic finance, Grey will lead Horizon3.ai’s global finance organization as the company scales adoption of the NodeZero® Offensive Security Platform......
BillingPlatform Unveils RevenueIQ: AI-Powered Suite to Transform Finance Operations and Deliver Fully Connected Financial Intelligence
Artificial Intelligence Finance News

BillingPlatform Unveils RevenueIQ: AI-Powered Suite to Transform Finance Operations and Deliver Fully Connected Financial Intelligence

PR Newswire
by PR Newswire0
New embedded AI capabilities empower accounting teams to boost productivity, automate operations and gain predictive insights tailored to their unique business needs BillingPlatform, the enterprise revenue lifecycle management platform for today’s innovative business models, announced the launch of RevenueIQ, its comprehensive AI suite designed to transform how accounting teams analyze,......
Envestnet Appoints John Hofmann as Chief Financial Officer
Finance Fintech News

Envestnet Appoints John Hofmann as Chief Financial Officer

PR Newswire
by PR Newswire0
Envestnet, Inc., a leading provider of connected technology, advanced insights, and comprehensive wealth management solutions, announced that John Hofmann will join its executive leadership team as Chief Financial Officer (CFO), effective September 1, 2025. In this role, Hofmann will oversee the Company’s finance, M&A and transformation organizations. Hofmann brings extensive software industry......
Classroom Champions Names Syeda Khurram as Chief Financial Officer
Finance News

Classroom Champions Names Syeda Khurram as Chief Financial Officer

Cision PRWeb
by Cision PRWeb0
Classroom Champions has appointed Syeda Khurram as its new Chief Financial Officer, following a North American executive search led by JANE Executive Search. Khurram brings over 20 years of financial and operational leadership experience and will play a key role in advancing the organization’s mission and long-term sustainability. Classroom Champions, a nonprofit......
AdvisorCheck Launches the First Service That Continuously Monitors Your Financial Advisor
Finance Investment Services News

AdvisorCheck Launches the First Service That Continuously Monitors Your Financial Advisor

Cision PRWeb
by Cision PRWeb0
Essentials financial advisor monitoring now available for free, delivering monthly updates and alerts directly to investors’ inboxes AdvisorCheck announced the broad availability of AdvisorCheck Essentials, the first free monitoring service that continuously tracks a financial advisor’s professional status and delivers key updates directly to investors via email. By signing up......
AssetLink Secures Groundbreaking Patent for AI-Driven Financial Matchmaking
Artificial Intelligence Finance News

AssetLink Secures Groundbreaking Patent for AI-Driven Financial Matchmaking

Business Wire
by Business Wire0
New patent protects proprietary technology that automates product distribution, advisor recruiting, and client relationship intelligence. AssetLink, the AI-powered distribution platform for asset managers and RIAs, announced the issuance of a U.S. patent protecting its groundbreaking proprietary AI systems and methods. This patent fundamentally transforms business development by automatically correlating billions......
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