Search Results for: professionals

Zelros unveils its 4-in-1 Copilot - A no-code, customizable solution for bank advisors & insurance agents
Banking Fintech

Zelros unveils its 4-in-1 Copilot – A no-code, customizable solution for bank advisors & insurance agents

EIN Presswire
Zelros introduces Blue Moon, the latest version of its Copilot, combining four powerful functionalities into a single platform. Designed to transform the way customer-facing teams, marketers, and data & IT professionals collaborate, this innovative solution sets a new standard for the financial services industry. Learn more about the new features. Zelros......
Artificial Intelligence Finance News

DataSnipper Supercharges AI-driven Audit Automation with Acquisition of ‘UpLink’ and Launch of New Product, ‘DocuMine’

PR Newswire
Dutch unicorn DataSnipper accelerates the expansion of AI technology to redefine the future of audit and finance. DataSnipper, the intelligent automation platform transforming audit and finance, announces a dual milestone: the acquisition of AI-native UpLink, a cloud-based secure document request portal, and the launch of DocuMine, a new AI-powered document validator. The......
$28M Series a Fuels Numeric’s Mission to Build the Next-Gen Financial Data Platform
Finance Fintech News

$28M Series a Fuels Numeric’s Mission to Build the Next-Gen Financial Data Platform

PR Newswire
Numeric has raised a $28 million Series A round led by Menlo Ventures, with participation from new investors IVP and Socii Capital, and existing investors Founders Fund, 8VC, Long Journey, Access Industries, and Friends & Family Capital, and others. This investment will accelerate engineering hiring and product development, supporting Numeric’s aim to enable real-time decision-making from financial data. In the past year,......
Altoo Unveils Next-Gen Mobile App, Enhancing Wealth Management On-The-Go
Fintech Investment Services News

Altoo Unveils Next-Gen Mobile App, Enhancing Wealth Management On-The-Go

PR Newswire
Altoo AG, a fintech that empowers investment professionals, family offices, and individual wealthy clients to conveniently oversee their wealth, has announced a significant upgrade to its mobile app. This enhancement empowers users to make informed financial decisions with greater confidence, while also allowing financial advisors to focus more on client......
Artificial Intelligence Finance Fintech Guest Posts Machine Learning Security

Navigating the Future: Key IT Trends in Financial Services

John Astorino
By John Astorino, COO, Auvik Financial institutions are increasingly leveraging advanced IT solutions to enhance their operations, improve customer experiences, and stay competitive. IT teams in financial services face a unique and significant responsibility to protect their clients’ money and investments. Recent research has uncovered a number of trends that......
BDO Survey Finds AI is Expected to Unlock More Efficient Audits, but Can't Replace Human Element
Finance Fintech News

BDO Survey Finds AI is Expected to Unlock More Efficient Audits, but Can’t Replace Human Element

Business Wire
Companies rely on advanced technology to bolster the audit process amid talent shortages and data management challenges Finance leaders believe technology can improve audit quality: Just over half of respondents anticipate technology will enhance audit quality (54%); however, finance leaders continue to place high importance on auditor industry knowledge and......
Messari Launches Messari Copilot: The AI-Powered Assistant for Crypto
Artificial Intelligence Cryptocurrency Finance Fintech News

Messari Launches Messari Copilot: The AI-Powered Assistant for Crypto

PR Newswire
All of Crypto. One Assistant. Messari, the leading crypto market intelligence provider, has launched Messari Copilot, an advanced AI assistant built exclusively for the crypto industry. Leveraging Messari’s comprehensive quantitative and qualitative datasets, Copilot offers users authoritative answers to their questions through text-based responses, giving users a 360-degree view of the......
Billables AI Announces $3.9M in Seed Funding to Modernize Billing with AI-Powered Timekeeping
Artificial Intelligence Fintech Funding News

Billables AI Announces $3.9M in Seed Funding to Modernize Billing with AI-Powered Timekeeping

Business Wire
Built for legal and professional service providers, Billables AI makes billing more automated and accurate Billables AI, an AI platform for professional service providers that streamlines operations with its flagship AI-powered timekeeping solution, announced it has raised $3.9M in seed funding led by Wing VC with participation from F7, SignalFire,......
Rogo Announces $18M Series A Funding Round led by Khosla Ventures to Build Wall Street's First AI Analyst
Artificial Intelligence Finance Fintech News

Rogo Announces $18M Series A Funding Round led by Khosla Ventures to Build Wall Street’s First AI Analyst

PR Newswire
Rogo, the secure enterprise AI platform built by and for finance professionals, announces an $18.5 million Series A funding round led by Khosla Ventures, with participation from Mantis VC, Jack Altman (CEO of Lattice and founder of Altman Capital), Eric Schmidt (former CEO of Google), and others. Keith Rabois, General......
WNS and Uniqus Join Forces to Offer Sustainability and Technical Accounting & Reporting Consulting Services
Compliance management Fintech News

WNS and Uniqus Join Forces to Offer Sustainability and Technical Accounting & Reporting Consulting Services

Business Wire
WNS (Holdings) Limited, a leading provider of global digital-led Business Process Management (BPM) solutions, and Uniqus Consultech Inc. (Uniqus), a tech-enabled global platform that offers consulting solutions in the accounting & reporting, finance operations, governance, risk, and ESG domains, announced their strategic relationship to offer a comprehensive suite of services......
1