Search Results for: financial

Saris Raises $28.8 Million to Scale Agentic Workflow Automation for Financial Institutions
Banking Finance News

Saris Raises $28.8 Million to Scale Agentic Workflow Automation for Financial Institutions

Business Wire
by Business Wire0
Series A led by 8VC, with participation from Audacious Ventures, Homebrew, Btech Consortium, and Service Ventures Saris, the agentic workflow platform for banks and credit unions, announced it has raised $28.8 million in Series A financing. Read More on Fintech : Global Fintech Interview with Rob Young, Managing Director – UK at......
AI Use in Financial Services Compliance and Operations Is Widespread But Shallow, ACA Group Survey Finds
Artificial Intelligence Finance News

AI Use in Financial Services Compliance and Operations Is Widespread But Shallow, ACA Group Survey Finds

Business Wire
by Business Wire0
84% of financial services firms report using AI, but fewer than one in five compliance functions have deployed it in practice – and operations lags even further behind Despite widespread awareness and experimentation, artificial intelligence adoption in financial services compliance and operations remains shallow and largely informal, according to a new survey......
USCB Financial Holdings, Inc. and U.S. Century Bank Add New Director to Board
Banking Finance News

USCB Financial Holdings, Inc. and U.S. Century Bank Add New Director to Board

GlobeNewswire
by GlobeNewswire0
USCB Financial Holdings, Inc. (the “Company”) (NASDQ: USCB) and its wholly owned subsidiary, U.S. Century Bank, (the “Bank”) announced today the election of Ramon M. Rodriguez by shareholders at the annual meeting of shareholders held on May 26, 2026 as an independent director of both the Company and the Bank. Rodriguez......
Stewardship Announces New Chief Financial Officer
Finance News

Stewardship Announces New Chief Financial Officer

EIN Presswire
by EIN Presswire0
Stewardship has appointed Art Russell as its new Chief Financial Officer (CFO), strengthening its Executive Leadership Team at a time of significant growth – in 2024, the Christian charity reported another record year in grants out, with £106m going to over 12,000 church, charity and Christian worker partners, and its......
Talkdesk Introduces Proactive AI Agents to Drive Growth in Retail and Financial Services
Artificial Intelligence Fintech News

Talkdesk Introduces Proactive AI Agents to Drive Growth in Retail and Financial Services

GlobeNewswire
by GlobeNewswire0
New industry-specific AI agents automate outbound engagement and proactively capture revenue opportunities across banking and commerce. Talkdesk, Inc.  announced new proactive AI agents specifically designed for retail and financial services. As part of the Customer Experience Automation (CXA) platform, these AI agents enable organizations to move from reactive service models to proactive growth strategies by......
The Financial Club Unveils the Social Network for Fintech, Digital Assets and Financial Services
Finance Fintech News

The Financial Club Unveils the Social Network for Fintech, Digital Assets and Financial Services

EIN Presswire
by EIN Presswire0
A global platform for financial professionals to build relationships, schedule meetings, engage with companies, and discover business opportunities and events. The Financial Club today announced the launch of its social network for fintech, digital assets and financial services, introducing a dedicated platform where financial professionals and companies can build relationships, schedule......
Experior Financial Group Announces Expansion, Recognition and $125,000 Gift at Annual Convention
Finance News

Experior Financial Group Announces Expansion, Recognition and $125,000 Gift at Annual Convention

EIN Presswire
by EIN Presswire0
Co-Founder Jamie Prickett delivers a series of landmark announcements at the Orange County Convention Center, Orlando, April 29–May 1, 2026. Experior Financial Group (Experior), one of North America’s fastest-growing independent marketing organizations, concluded its 12th Annual Factor Convention May 1 at the Orange County Convention Center in Orlando, Florida. The......
Eltropy Releases Safe AI Guide for Community Financial Institutions
Credit Bureaus Finance News

Eltropy Releases Safe AI Guide for Community Financial Institutions

EIN Presswire
by EIN Presswire0
Comprehensive framework addresses AI governance, risk management, data privacy, and ethical deployment for credit unions and community banks Eltropy, the leading agentic AI platform for credit unions and community banks, today released Safe AI: The AI Guide for Community Financial Institutions, a 46-page framework covering the policies, guardrails, and governance......
Singular and Holistiplan Integration Solves the 'Fragmented Tech' Crisis for Financial Advisors
Finance News

Singular and Holistiplan Integration Solves the ‘Fragmented Tech’ Crisis for Financial Advisors

EIN Presswire
by EIN Presswire0
New integration reflects growing demand for unified technology that brings tax insights directly into the advisor CRM As financial advisors face mounting pressure to deliver holistic, tax-aware guidance, Singular by Patrina and Holistiplan have launched an integration to eliminate the “fragmented tech” bottleneck. According to Kitces Research, a majority of......
DataVisor Appoints Patrick Harr as CEO to Scale AI-Native Market Leadership in Fraud and Financial Crime Prevention
Digital Payments Finance News

DataVisor Appoints Patrick Harr as CEO to Scale AI-Native Market Leadership in Fraud and Financial Crime Prevention

Business Wire
by Business Wire0
Five-time venture-backed CEO joins DataVisor as Co-Founder Yinglian Xie turns full attention to the AI breakthroughs transforming the multibillion-dollar fraud and financial crime market DataVisor, the AI-native real-time decisioning engine for fraud and financial crime prevention, announced the appointment of Patrick Harr as Chief Executive Officer. Read More on Fintech : Global......
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