Search Results for: financial

Blockchain DeFi Featured Finance Fintech Security

Dynamic Role-Based Access Control (RBAC) Systems for Decentralized Financial Platforms

Fintech Staff Writer
by Fintech Staff Writer0
Decentralized financial platforms, commonly referred to as DeFi, have revolutionized the financial ecosystem by eliminating intermediaries and enabling trustless transactions. Built on blockchain technology, these platforms offer a wide range of financial services, including lending, borrowing, trading, and asset management. However, with this paradigm shift comes the challenge of managing......
Greenlite AI Raises $15M Series A to Help Banks and Fintechs Fight Financial Crime with Trusted AI Workforce
Artificial Intelligence Finance Fintech News

Greenlite AI Raises $15M Series A to Help Banks and Fintechs Fight Financial Crime with Trusted AI Workforce

Business Wire
by Business Wire0
Greylock led the round, with participation from Thomson Reuters Ventures, Canvas Prime, Y Combinator, and Tim Mayopoulos, former CEO of Fannie Mae Greenlite AI, the leading AI agent platform for financial services, today announced a $15 million Series A funding round, bringing its total capital raised to $20 million. Greenlite......
MindBridge Integrates with Microsoft Fabric for Faster Financial Insights
Artificial Intelligence Finance Fintech News Risk Management

MindBridge Integrates with Microsoft Fabric for Faster Financial Insights

Business Wire
by Business Wire0
New integration gives finance teams more control over their data, helping them automate analysis, reduce risk, and make better business decisions MindBridge, the leader in AI-powered financial decision intelligence, today announced its integration with Microsoft Fabric. The MindBridge AI platform uniquely enables finance leaders to “see the unseen” by analyzing......
Q2 Announces New Solution to Help Financial Institutions Connect Digital Banking With ERP Systems for Commercial Clients
Banking Finance Fintech News

Q2 Announces New Solution to Help Financial Institutions Connect Digital Banking With ERP Systems for Commercial Clients

Business Wire
by Business Wire0
Direct ERP enables banks and credit unions of all sizes to compete for large commercial customers with accounting system integration Q2 Holdings, Inc., a leading provider of digital transformation solutions for financial services, today announced Direct ERP, a new solution designed to help banks and credit unions enable banking operations......
Fireflies Introduces Tailored AI Meeting Assistant to Help Financial Advisors Focus on Clients, Not Paperwork
Artificial Intelligence Finance Fintech News

Fireflies Introduces Tailored AI Meeting Assistant to Help Financial Advisors Focus on Clients, Not Paperwork

Business Wire
by Business Wire0
New offering features finance-specific post-meeting summary templates, Wealthbox and Redtail CRM integrations, and specialized AI apps designed for financial conversations Fireflies.ai, the AI agent for meetings used by people at 75% of Fortune 500 companies, today announced the launch of Fireflies for Finance, a specialized solution designed specifically for financial......
AdvisorEngine Integrations Add AI Power, Greater Financial Data Access and Expanded Workflow Automation to Wealth Management Platform
Artificial Intelligence Finance Fintech News Robotic Process Automation

AdvisorEngine Integrations Add AI Power, Greater Financial Data Access and Expanded Workflow Automation to Wealth Management Platform

Business Wire
by Business Wire0
AdvisorEngine now works with popular AI notetakers Jump, Zeplyn and Zocks ByAllAccounts integration broadens an advisor’s view of client data; Zapier enhances advisory firm workflow processes AdvisorEngine Inc. announced several platform integrations designed to boost advisor productivity and improve client service, tapping into wealth management’s fast-evolving segment of AI-powered tools.......
YCharts Expands Relationship with LPL Financial Through ClientWorks Integration
Fintech Investment Services News

YCharts Expands Relationship with LPL Financial Through ClientWorks Integration

Business Wire
by Business Wire0
YCharts, a leading client engagement and investment research platform trusted by financial advisors and investment professionals across North America, has expanded its relationship with LPL Financial by launching a direct integration with ClientWorks, LPL’s advisor technology platform. This enhancement streamlines workflows, reduces manual data entry, and improves client engagement for......
AML RightSource Appoints Lalit Sharma as Chief Financial Officer
Finance Fintech News

AML RightSource Appoints Lalit Sharma as Chief Financial Officer

PR Newswire
by PR Newswire0
Sharma brings 25+ years of financial experience in the technology sector to AML RightSource’s Executive Team. AML RightSource, the global expert solutions leader in financial crime compliance and third party risk management, today announced the appointment of Lalit Sharma as the company’s new Chief Financial Officer (CFO), effective immediately. Sharma......
Samaya AI Announces $43.5m in Funding Led by NEA, Launches New AI Agent for Financial Services
Artificial Intelligence Finance Fintech News

Samaya AI Announces $43.5m in Funding Led by NEA, Launches New AI Agent for Financial Services

Business Wire
by Business Wire0
Samaya AI, the expert artificial intelligence platform for financial services, today announced $43.5 million in financing, led by NEA (New Enterprise Associates), with participation from leaders in technology and financial services, including Eric Schmidt (former CEO of Google), Yann LeCun (AI Turing Award winner), David Siegel (Co-founder Two Sigma), and......
ebankIT Launches New Report: 'Building Customer Loyalty Through Embedded Financial Services'
Finance Fintech News

ebankIT Launches New Report: ‘Building Customer Loyalty Through Embedded Financial Services’

EIN Presswire
by EIN Presswire0
ebankIT’s report offers actionable insights into how financial institutions can strengthen long-term customer relationships by embracing embedded finance. ebankIT, a global digital banking platform provider, has launched its latest industry report, “Building Customer Loyalty Through Embedded Financial Services”, offering actionable insights into how financial institutions can strengthen long-term customer relationships......
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