Search Results for: investing experience

SafeSend Reports Record-Breaking Year with 83% YoY Usage Growth: Product Innovation & Roadmap Investment to Deliver Single-Point Solution for Unmatched Client Experience
Fintech Investments News

SafeSend Reports Record-Breaking Year with 83% YoY Usage Growth: Product Innovation & Roadmap Investment to Deliver Single-Point Solution for Unmatched Client Experience

PR Newswire
by PR Newswire0
Boosted by increased firm and client adoption, additional features within the SafeSend Suite reported massive YoY growth, the new secure file-exchange capability experienced usage growth of +2,600% and the e-signature solution reported usage growth of 90%. SafeSend, the leading provider of automation technology for tax and accounting firms, reported an......
New Global Research Reveals How Wealth Management Firms Have to Reinvent Themselves to Thrive in the Next Era of Investing
Finance Fintech News

New Global Research Reveals How Wealth Management Firms Have to Reinvent Themselves to Thrive in the Next Era of Investing

Business Wire
by Business Wire0
The study consists of ThoughtLab, Deloitte, and FNZ with support from Amazon Web Services (AWS), Genesys, and including 250 wealth management firms and 2000 investors. It’s a one of a kind study with insights on technology, regulatory, economy, and demography. Major new global analysis from a research coalition comprised of......
BofA Program Delivers Banking & Investing Benefits and Rewards to 4 Million Employees of Corporate Clients
Banking News

BofA Program Delivers Banking & Investing Benefits and Rewards to 4 Million Employees of Corporate Clients

PR Newswire
by PR Newswire0
Growing list of companies adding wellness tools and resources to help employees live their best financial lives Bank of America announced that over 450 corporate and commercial clients have enrolled in its Employee Banking & Investing (EBI) program – more than doubling the number of companies in the program from......
Investing Platform Public Expands Fixed Income Offering with the Launch of Corporate and Treasury Bonds
Investment Services News

Investing Platform Public Expands Fixed Income Offering with the Launch of Corporate and Treasury Bonds

PR Newswire
by PR Newswire0
Public is offering retail investors the ability to find, evaluate, and invest in more than 40,000 corporate and Treasury bonds  Public, the investing platform that lets members invest in stocks, ETFs, crypto, Treasury bills, and alternative assets, announces it is rolling out access for members to invest fractionally in corporate......
Merchants Prioritize Customer Experience Over Effective Fraud Prevention Despite Significant Concern for AI-Enabled Fraud Attacks in Digital Transactions
E-commerce News

Merchants Prioritize Customer Experience Over Effective Fraud Prevention Despite Significant Concern for AI-Enabled Fraud Attacks in Digital Transactions

PR Newswire
by PR Newswire0
New Research from Liminal Forecasts Transaction Fraud Prevention in E-Commerce Market to Grow 11.8% CAGR over the next 4 years, Signaling a Paradigm Shift The rapid growth in e-commerce transactions has brought a concerning uptick of 80% in fraud attempts, driven by advanced AI technologies and first-party fraud attacks, resulting in......
ISG Study: AI, Customer Experience Are Top 2024 Spending Priorities for Banking, Financial Services & Insurance
Artificial Intelligence Fintech News

ISG Study: AI, Customer Experience Are Top 2024 Spending Priorities for Banking, Financial Services & Insurance

Business Wire
by Business Wire0
Speakers from Chubb, Allstate, Nationwide, Credit One Bank, Zions Bancorporation, Everyday Life, Hagerty and more will be featured at the ISG TechXchange: BFSI event, December 5 Banking, financial services and insurance (BFSI) institutions plan to leverage AI and other technologies to meet their top 2024 goals of improving customer experience,......
SAAS Startup Perfios Raises $229Million
B2B B2C Fintech News

Investing In Fintech SaaS Startup Perfios: Raises $229Million

Fintech Staff Writer
by Fintech Staff Writer0
Fintech company Perfios As part of its Series D funding round, Bengaluru-based fintech company Perfios has agreed to accept an investment of $229 Million from Kedaara Capital via a primary and secondary sale. The investment comes nearly 19 months after Perfios raised $70 million at a $400 million value, albeit......
Investing in the AI Boom VEXOR Leading the Charge
Artificial Intelligence Investment Services News

Investing in the AI Boom: VEXOR Leading the Charge

GlobeNewswire
by GlobeNewswire0
The AI sector, a driving force of innovation and transformation, has the potential to contribute a staggering $15.7 trillion to the global economy by 2030, as projected by PWC. Gartner’s predictions reveal a dramatic shift from AI piloting to operationalization, anticipating a five-fold increase in the data stream and analytics......
SEI Enhances Personalized Investor Experience with Values Questionnaire and Reporting Solution
Finance Investment Services News

SEI Enhances Personalized Investor Experience with Values Questionnaire and Reporting Solution

PR Newswire
by PR Newswire0
New Applications Help Advisors Connect Investors to What Matters Most SEI announced the launch of the Values Questionnaire (VQ) and Impact Report through a strategic partnership with YourStake, a top-rated financial advisor solution for environmental, social, and governance, faith-based, and values-based investing. The VQ empowers financial advisors utilizing the SEI Wealth......
SoFi Invest Midyear Investing Report: Optimistic Investors Face Down a Pessimistic Economic Environment
Finance Investment Services News

SoFi Invest Midyear Investing Report: Optimistic Investors Face Down a Pessimistic Economic Environment

Business Wire
by Business Wire0
SoFi Invest surveyed over 3,400 Americans on their investing sentiment and habits in the first half of 2023; investor concern about “falling behind” is high, particularly among Gen X SoFi Technologies, Inc., the digital personal finance company, released their first SoFi Invest¹ Midyear Investor Report, showing that most investors feel......
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