Search Results for: financial

Joiin Expands Joiin Intelligence with Advanced AI for SME Financial Reporting
Artificial Intelligence Finance News

Joiin Expands Joiin Intelligence with Advanced AI for SME Financial Reporting

EIN Presswire
by EIN Presswire0
Joiin introduces advanced AI capabilities, delivering a fully built reporting and AI foundation for finance teams, without implementation complexity. Joiin announced a major expansion of Joiin Intelligence, its enterprise-grade AI layer for financial reporting and consolidation. Designed to integrate with platforms including Xero, QuickBooks, Sage, spreadsheets, and more, the update......
Cetera Selects Zocks to Offer AI Assistant to 12,000 Financial Professionals
Artificial Intelligence Finance News

Cetera Selects Zocks to Offer AI Assistant to 12,000 Financial Professionals

Business Wire
by Business Wire0
Zocks brings proven workflow automation to Cetera’s network to help drive faster client service and new opportunities for business growth Zocks, the privacy-first AI assistant for financial services, announced a strategic relationship with Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, making Zocks available to Cetera’s network of......
InvoiceCloud Awarded for AI Excellence in Financial Services Category
Artificial Intelligence Digital Payments News

InvoiceCloud Awarded for AI Excellence in Financial Services Category

Business Wire
by Business Wire0
Boston-based leader in digital bill payment recognized for real-world AI adoption and measurable customer impact InvoiceCloud, a leading provider of digital billing and payment solutions, announced it was awarded the 2026 Artificial Intelligence Excellence Award in the Banking and Financial Services category for driving real AI innovation and solving meaningful problems......
Associate Owners Group (AOG) Acquires Experior Financial Group, Elevating the Network with Unmatched Compliance Strength
Finance News

Associate Owners Group (AOG) Acquires Experior Financial Group, Elevating the Network with Unmatched Compliance Strength

EIN Presswire
by EIN Presswire0
Associate Owners Group (AOG) is proud to announce that Experior Financial Group has officially joined the AOG ecosystem. Associate Owners Group (AOG) is proud to announce it has acquired Experior Financial Group, one of the most innovative and integrity-driven financial organizations in North America. Experior’s addition marks a major milestone......
Oracle's AI-Powered Financials Help Federal Agencies Modernize Operations and Advance Mission Outcomes
Finance News

Oracle’s AI-Powered Financials Help Federal Agencies Modernize Operations and Advance Mission Outcomes

PR Newswire
by PR Newswire0
Oracle Cloud Federal Financials joins the U.S. Treasury’s financial management solution marketplace as the first cloud-native offering to strengthen agency efficiency and fiscal stewardship Oracle Cloud Federal Financials, a purpose-built, industry-specific solution in Oracle Fusion Cloud Enterprise Resource Planning (ERP) has been added to the U.S. Department of the Treasury’s Financial Management Quality Service......
Nearly 80% of Americans use AI Tools but Most Still Want Humans Making Financial Decisions, TD Survey Finds
Banking Finance News

Nearly 80% of Americans use AI Tools but Most Still Want Humans Making Financial Decisions, TD Survey Finds

Business Wire
by Business Wire0
TD’s Second Annual U.S. AI Insights Report shows AI has shifted from experimentation to everyday expectation, while trust and human oversight remain essential Artificial intelligence (AI) has reached a consumer inflection point. As AI rapidly shifts from experimentation to everyday expectation, Americans are embracing its benefits while becoming more deliberate about......
Kristina Ickes Named an Inaugural Member of the New Hampshire Financial Educators Council Expert Advisory Board
Finance News

Kristina Ickes Named an Inaugural Member of the New Hampshire Financial Educators Council Expert Advisory Board

EIN Presswire
by EIN Presswire0
Kristina Ickes, MBA, CFEI® – an innovative finance, public policy, and health/human services leader – has been selected as an inaugural member of the New Hampshire Financial Educators Council (NHFEC) Advisory Board, according to a statement the organization released today. Kristina Ickes holds an MBA from the University of Phoenix and a dual......
ReFrame Financial Group Appoints Nadeem Rajabali as Chief Operating Officer
Finance InsurTech News

ReFrame Financial Group Appoints Nadeem Rajabali as Chief Operating Officer

EIN Presswire
by EIN Presswire0
The ReFrame Group has appointed Nadeem Rajabali as Chief Operating Officer, adding more than 25 years of insurance leadership experience to one of Canada’s most forward-thinking brokerages. Rajabali joins ReFrame following senior executive roles at Desjardins and Pacific Blue Cross, where he built a reputation for driving performance, scaling growth, and strengthening client......
Trustmark Names Thomas C. Owens as Chief Operating Officer and Joseph E. Bond as Chief Financial Officer
Banking Finance News

Trustmark Names Thomas C. Owens as Chief Operating Officer and Joseph E. Bond as Chief Financial Officer

Business Wire
by Business Wire0
The Boards of Directors of Trustmark Corporation and Trustmark Bank announced that Thomas C. Owens will become Chief Operating Officer of Trustmark Bank effective May 1, 2026. Joseph E. Bond will succeed Mr. Owens as Treasurer and Principal Financial Officer of Trustmark Corporation and Executive Vice President and Chief Financial......
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