Search Results for: personalized services

InvestorFlow Announces AI Collaboration with Salesforce to Transform Private Markets
Artificial Intelligence Finance Fintech News

InvestorFlow Announces AI Collaboration with Salesforce to Transform Private Markets

GlobeNewswire
by GlobeNewswire0
Initial customer implementations demonstrate InvestorFlow AI powered by Einstein and Agentforce Agent Actions has the potential to accelerate fundraising, optimize capital deployment, and increase investor engagement InvestorFlow, the industry leading cloud-based platform powering alternative investment firms, today announced the next step in its collaboration with Salesforce, focused on delivering joint......
Intuit Introduces Intuit Enterprise Suite to Help Businesses Grow, Streamline Operations, and Scale
Finance Fintech News

Intuit Introduces Intuit Enterprise Suite to Help Businesses Grow, Streamline Operations, and Scale

Business Wire
by Business Wire0
Intuit further expands mid-market offerings with an all-in-one solution that serves larger and more complex businesses and fuels their growth Intuit Inc., the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, announced a major milestone to accelerate its offerings for mid-market businesses with the introduction......
Artificial Intelligence Digital Payments Finance Fintech Interviews

Global Fintech Series Interview with Jeff Marsden, Chief Product Officer at PureFacts

Paroma Sen
by Paroma Sen0
Jeff Marsden, Chief Product Officer at PureFacts chats about AI in fintech and how it’s enabling better investment cycles in today’s financial ecosystem in this catch-up with Global Fintech Series: ___________   Tell us about yourself and your role at PureFacts. We’d also love to hear about your time in......
Intuit Accelerates Development Velocity with Major Enhancements to Proprietary Generative AI Operating System (GenOS)
Analytics Artificial Intelligence Fintech News

Intuit Accelerates Development Velocity with Major Enhancements to Proprietary Generative AI Operating System (GenOS)

Business Wire
by Business Wire0
Company simplifies, streamlines end-to-end app development with new GenOS AI Workbench and GenStudio, GenRuntime, GenUX tools Intuit, the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, announced major enhancements to its proprietary Generative AI Operating System (GenOS) that’s accelerating development velocity at scale across the company’s products and services to solve......
NewRetirement Rebrands as Boldin, Unveils Financial Wellness Dashboard to Become the Most Comprehensive, Affordable, and Widely Accessible Financial Planning Platform
Finance Fintech News

NewRetirement Rebrands as Boldin, Unveils Financial Wellness Dashboard to Become the Most Comprehensive, Affordable, and Widely Accessible Financial Planning Platform

PR Newswire
by PR Newswire0
Company’s expanded focus will increase access to financial planning tools and resources at unprecedented scale, empowering millions of Americans to build financial confidence on their own or with their trusted advisors Boldin (formerly NewRetirement), a comprehensive, digital-first financial planning platform for consumers and enterprise partners, announced its new company name,......
WaveCX Brings AI-Driven Generative Search Capabilities to Community Financial Institutions Through New Curator Tool
Banking Fintech News

WaveCX Brings AI-Driven Generative Search Capabilities to Community Financial Institutions Through New Curator Tool

Business Wire
by Business Wire0
WaveCX, provider of personalized, digital product engagement solutions for financial institutions, announced the launch of Curator, an AI-driven generative search tool designed to bring clarity to complex banking documentation. Going beyond basic search functionality, Curator was created to meet the growing demand for a robust search solution capable of navigating......
Compliance management Finance Fintech Guest Posts

Complaint Management and Compliance: Where AI and the Human Touch Coalesce in Fintech

John Sun
by John Sun0
The finance industry has officially entered the era of artificial intelligence (AI), with nearly two in every three Americans indicating that they want more AI embedded into their financial services. Today, fintech companies are using AI for everything from fraud detection, to credit scoring, to automating tasks and customer support.......
Artificial Intelligence Featured Fintech Machine Learning

AI and Machine Learning: Transforming Global Payments and Global Money Exchange

Prajakta Ayade
by Prajakta Ayade0
The financial technology (fintech) industry is undergoing a profound transformation, driven by advancements in artificial intelligence (AI) and machine learning (ML). These technologies are revolutionizing payment systems and global money exchange, bringing unprecedented efficiency, security, and innovation to the financial sector. Enhancing Payment Systems AI and machine learning are enhancing......
TidalWave.ai.Strengthens Leadership Following Freddie Mac Collaboration, Appoints Mortgage Industry Veteran as Head of Sales Engineering
Mortgage News

TidalWave.ai.Strengthens Leadership Following Freddie Mac Collaboration, Appoints Mortgage Industry Veteran as Head of Sales Engineering

Cision PRWeb
by Cision PRWeb0
TidalWave.ai, a financial technology SaaS company co-founded by former CTO of Better.com Diane Yu, announced the appointment of Chris Olsen as the new Head of Sales Engineering. Olsen brings extensive experience from his previous role at SimpleNexus, an nCino Company, to TidalWave.ai. In his new position, Olsen will spearhead efforts to integrate AI......
PayJunction Expands Payment Capabilities with Text to Pay
Finance Fintech News

PayJunction Expands Payment Capabilities with Text to Pay

Business Wire
by Business Wire0
PayJunction, a leading tech-focused payments company, announced today it has added Text to Pay capabilities to its No-code Payments Integration®, Virtual Terminal, and API. The new feature enables businesses to seamlessly and securely implement Text to Pay into current invoicing workflows, enabling them to accept customer payments via SMS Message.......
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