Search Results for: workflow partners

Jump Expands Partnership With Perennial Financial Services to Deploy AI Operating System Firmwide
Artificial Intelligence Finance News

Jump Expands Partnership With Perennial Financial Services to Deploy AI Operating System Firmwide

Business Wire
Expansion underscores growing role of AI-driven operations as a competitive differentiator for independent advisory firms Jump, a leading artificial intelligence (AI) operating system for financial advisors and other financial services providers, announced an expanded partnership with Perennial Financial Services (“Perennial”), a next-generation registered investment advisory (RIA) platform built to attract and......
Avalara Advances Agentic Compliance, Moving from AI-Assisted to AI-Executed Workflows
Compliance management Finance News

Avalara Advances Agentic Compliance, Moving from AI-Assisted to AI-Executed Workflows

PR Newswire
AI agents execute compliance continuously, accurately, and at scale Avalara, Inc., the agentic AI leader in global tax and compliance, marked a new chapter in Agentic Tax and Compliance™, accelerating the shift from AI-assisted workflows to AI-executed compliance at global scale. Avalara has redefined how compliance gets done by embedding......
From Perk to Platform: OnePay Forms Partnership with Workday to Power Financial Wellbeing for the Modern Workforce
Finance Fintech News

From Perk to Platform: OnePay Forms Partnership with Workday to Power Financial Wellbeing for the Modern Workforce

PR Newswire
OnePay’s financial tools are coming to Workday, giving employers a smarter way to support employees’ financial lives OnePay, the consumer fintech trusted by millions of Americans to make money better, announced it is now a Workday Wellness partner for financial benefits. The partnership will integrate OnePay services with Enhanced Direct......
Bluefin and Agile Ticketing Solutions Expand Partnership to Deliver Secure, Next-Generation Payments for Entertainment and Campus Venues
Digital Payments News

Bluefin and Agile Ticketing Solutions Expand Partnership to Deliver Secure, Next-Generation Payments for Entertainment and Campus Venues

Cision PRWeb
Agile adopts Bluefin’s BluePOS application and PAX A35 devices to advance secure, flexible ticketing experiences Bluefin, the global leader in security-first payment infrastructure and PCI-validated point-to-point encryption (P2PE), today announced an expansion of its longstanding partnership with Agile Ticketing Solutions, a leading provider of ticketing and event management software for......
Pasadena Federal Credit Union Renews Partnership with Mahalo Banking to Reinforce Member-First Digital Strategy
Banking Finance News

Pasadena Federal Credit Union Renews Partnership with Mahalo Banking to Reinforce Member-First Digital Strategy

Business Wire
Credit union continues collaboration to enhance security, flexibility, and member experience Pasadena Federal Credit Union (‘Pasadena FCU’) has renewed its partnership with Mahalo Banking, reaffirming its commitment to delivering a secure and seamless digital banking experience for its members. The renewal reflects not only Pasadena FCU’s continued confidence in Mahalo’s......
SalesMonster.ai Announces Strategic Partnership with Insurance Industry Titans Roger Smith and Marc Zipper
Artificial Intelligence InsurTech News

SalesMonster.ai Announces Strategic Partnership with Insurance Industry Titans Roger Smith and Marc Zipper

EIN Presswire
Announcement of New Partnership and Product Launch of Co-Pilot AI Tool, Redesigned Website, Sales Professional AI Platform Former CEOs of American Income Life and Liberty National join SalesMonster.ai as the company launches its next-generation Co-Pilot AI platform — signaling an aggressive new chapter for the industry’s most advanced AI sales......
FP Markets Partners with Acuity Trading to Deliver AI-Powered Trading Signals and Tools
Artificial Intelligence News Trading

FP Markets Partners with Acuity Trading to Deliver AI-Powered Trading Signals and Tools

EIN Presswire
Global multi-asset Forex and CFD broker FP Markets has announced its collaboration with Acuity Trading, marking a significant step in the company’s expansion into advanced AI-driven trading solutions. Through this partnership, the broker provides clients with access to FP Markets Intelligence, an all-in-one suite of AI-powered tools designed to support informed decision-making.......
Signzy Partners with Velocity FinCrime to Strengthen KYC, AML, and Digital Onboarding Globally
Compliance management Finance News

Signzy Partners with Velocity FinCrime to Strengthen KYC, AML, and Digital Onboarding Globally

EIN Presswire
Signzy and Velocity FinCrime combine KYC, digital onboarding, and AML monitoring into a unified compliance infrastructure for global markets. Signzy, a global RegTech and digital identity verification infrastructure provider, today announced a strategic partnership with Velocity FinCrime to strengthen digital onboarding and KYC compliance capabilities for regulated businesses operating across......
Alloy Partners with Plaid to Expand Access to Risk Solutions as AI Threats Increase
Finance News

Alloy Partners with Plaid to Expand Access to Risk Solutions as AI Threats Increase

PR Newswire
Alloy’s platform will now directly integrate Plaid solutions to improve risk management in onboarding and underwriting, making it fast and easy to test and implement new tools to stay ahead of fraud Alloy, a leading identity and fraud prevention platform provider, announced a partnership with Plaid, a global data network powering......
FactSet Accelerates Innovation in Banking with Launch of a New AI-Native Solution in Partnership with Finster AI
Artificial Intelligence Banking News

FactSet Accelerates Innovation in Banking with Launch of a New AI-Native Solution in Partnership with Finster AI

GlobeNewswire
FactSet also announces an investment in Finster AI FactSet, a global financial digital platform and enterprise solutions provider, announced the alpha launch of FactSet AI for Banking, an AI-powered workflow automation ecosystem. Built in collaboration with Finster AI, FactSet’s AI solution for banking gives investment banking teams and, more broadly,......
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