Search Results for: professionals

Gen Z Is 65% Less Likely Than Boomers to Turn to Financial Professionals First for Advice
Fintech News

Gen Z Is 65% Less Likely Than Boomers to Turn to Financial Professionals First for Advice

PR Newswire
by PR Newswire0
New Policygenius survey shows stark differences in where Americans turn when they need money advice Americans have plenty of choices when it comes to where they get financial advice, from websites and social media influencers to professional experts like CFPs, CFAs, and CPAs. New data released today shows that more than......
Survey: 92% of Financial Services Professionals See Positive ROI on XR Technology, with Privacy and Security being Crucial to Adoption
Fintech News

Survey: 92% of Financial Services Professionals See Positive ROI on XR Technology, with Privacy and Security being Crucial to Adoption

PR Newswire
by PR Newswire0
Survey shows that XR significantly improves skill development, customer experiences, and operational efficiencies, with 9 out of 10 surveyed highlighting the importance of strong privacy and security measures Premier virtual reality (VR) and extended reality (XR) company HTC VIVE has released a report on the financial service industry’s adoption of XR,......
Billtrust Unveils Next-Gen AI Tools Empowering Finance Professionals with Unprecedented Business Insights
B2B Digital Payments Fintech News

Billtrust Unveils Next-Gen AI Tools Empowering Finance Professionals with Unprecedented Business Insights

PR Newswire
by PR Newswire0
New Finance Co-Pilot, Payments and Cash Application Analytics Offer Holistic Business Views and Deep Data Analysis for Unparalleled Strategic Decision Making Billtrust, a B2B order-to-cash and digital payments market leader, announced new AI functionality within its accounts receivable software platform to empower finance professionals to better understand their business, make strategic decisions and......
Vena Introduces Vena for Microsoft PowerPoint, Purpose-Built to Help Strategic Finance and Operations Professionals Revolutionize Turning Data Into Impactful Stories
Finance News

Vena Introduces Vena for Microsoft PowerPoint, Purpose-Built to Help Strategic Finance and Operations Professionals Revolutionize Turning Data Into Impactful Stories

Business Wire
by Business Wire0
Solution enables teams to build presentations and interact with their live financial and operational data without ever having to leave Microsoft PowerPoint, creating a seamless flow of work Vena, the Complete Planning platform loved by finance and trusted by business, introduced Vena for Microsoft PowerPoint, a native integration with Microsoft......
Laurel Road Released Study about Healthcare Professionals & Student Loan Debt
Banking News

Laurel Road Released Study about Healthcare Professionals & Student Loan Debt

Fintech News Desk
by Fintech News Desk0
Doctors and nurses weigh in on their average debt-to-income ratio, with more than 65% stating they feel anxious when checking their balance.  As conversations around federal student loan forgiveness continue and repayment has resumed for most, borrowers have begun to feel the steady impact on their finances. A new survey......
CPACharge Announces Automated Invoicing, Streamlining Customer Billing Cycle For Accounting Professionals
Digital Payments News

CPACharge Announces Automated Invoicing, Streamlining Customer Billing Cycle For Accounting Professionals

Business Wire
by Business Wire0
Leader In Online Payments For Accounting Professionals Optimizes Features For Complete Account Management System CPACharge, an online payment solution developed specifically for accounting professionals, announces its addition of automated invoicing to maximize the client billing experience for accounting firms. CPACharge users will be able to create invoices, offer online payment......
GlobaleCrypto Announces New Cloud Mining Products for Remote Professionals
Cryptocurrency News

GlobaleCrypto Announces New Cloud Mining Products for Remote Professionals

GlobeNewswire
by GlobeNewswire0
GlobaleCrypto revolutionizes cloud mining by putting new work from home users at the center, offering high-return products while prioritizing advanced security through state-of-the-art encryption measures. Operating with a valid business license, GlobaleCrypto is reshaping digital asset mining for professionals working from home, ushering in a new era of financial empowerment.......
AI Is the Most Effective Method for Tackling Money Laundering Threats, According to AML Professionals
Artificial Intelligence News Risk Management

AI Is the Most Effective Method for Tackling Money Laundering Threats, According to AML Professionals

Business Wire
by Business Wire0
New Feedzai research of anti-money laundering (AML) professionals unveiled the most significant threats and solutions to AML processes 46% state that increasingly sophisticated money laundering techniques, including generative AI technology, is one of the biggest threats their business faces 53% note that the majority of money laundering activity they encounter......
ForwardLane Launches EMERGE - Generative AI Platform to Supercharge New Gen of Financial Services Professionals
Analytics Artificial Intelligence Finance News

ForwardLane Launches EMERGE – Generative AI Platform to Supercharge New Gen of Financial Services Professionals

PR Newswire
by PR Newswire0
With the new generative AI platform, financial organizations can rapidly scale their data and analytics capabilities while key sales, marketing, business and product professionals with no AI/LLM expertise can now easily create, preview and engage with valuable insights ForwardLane, the provider of AI-powered intelligence solutions, announces the launch of its......
iCapital Launches Architect, a New Innovative Portfolio Analytics Tool for Financial Professionals
Fintech News

iCapital Launches Architect, a New Innovative Portfolio Analytics Tool for Financial Professionals

Business Wire
by Business Wire0
iCapital Architect can help advisors set their practice apart from the competition by providing a robust toolkit for designing tailored client portfolios that incorporate alternatives and structured investments. iCapital,1 the global fintech platform driving access to alternative investments for the wealth management industry, unveiled iCapital Architect, an innovative portfolio construction tool......
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