Tag : AI tools

Wealthtender Launches AI-Optimized FAQs to Help Financial Advisors Get Found Faster
Fintech News

Wealthtender Launches AI-Optimized FAQs to Help Financial Advisors Get Found Faster

Cision PRWeb
by Cision PRWeb0
Forward thinking financial advisors and wealth management firms gain access to a new digital marketing benefit from Wealthtender to enhance their visibility in traditional search engines and AI tools like ChatGPT, Gemini, and beyond. Wealthtender, a leading digital marketing platform for financial advisors and wealth management firms, announced the launch......
Nitrogen Launches AI Meeting Center to Revolutionize Advisor Productivity
Artificial Intelligence Fintech News

Nitrogen Launches AI Meeting Center to Revolutionize Advisor Productivity

Business Wire
by Business Wire0
New AI-powered tool eliminates manual meeting notes, streamlines compliance, and integrates natively within Nitrogen’s trusted platform Nitrogen, the leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, announced the launch of AI Meeting Center, a secure, native solution that streamlines meeting documentation and supercharges......
WealthAi and MDOTM Ltd Announce Partnership to Deliver AI-Driven Investment Capabilities for Wealth Managers
Artificial Intelligence Investment Services News

WealthAi and MDOTM Ltd Announce Partnership to Deliver AI-Driven Investment Capabilities for Wealth Managers

PR Newswire
by PR Newswire0
MDOTM Ltd’s AI platform Sphere will be available through the WealthAi MarketPlace, providing advisors and wealth managers with enhanced capabilities for portfolio construction, rebalancing, and automated reporting WealthAi, the leading AI Operating System for Wealth Management, and MDOTM Ltd, the global provider of AI-driven investment solutions for Asset and Wealth......
New Smarsh UK Survey Shows AI Adoption Surges in Financial Services—But Employees Demand Stronger Guardrails
Analytics Artificial Intelligence News

New Smarsh UK Survey Shows AI Adoption Surges in Financial Services—But Employees Demand Stronger Guardrails

Business Wire
by Business Wire0
Over a third of UK employees use AI tools often for work, however, nearly 70% would feel more confident if all AI outputs were captured and monitored for transparency Smarsh, the global leader in communications data and intelligence, reveals new research that highlights UK financial services employees’ perspectives on artificial......
Zest AI Launches LuLu Strategy Module to Expand Generative AI to Financial Institutions
Artificial Intelligence Fintech News

Zest AI Launches LuLu Strategy Module to Expand Generative AI to Financial Institutions

PR Newswire
by PR Newswire0
Latest module in the LuLu platform series available first to MeridianLink customers, empowering credit unions and banks with advanced lending intelligence Zest AI, a leader in AI lending technology, announced the launch of LuLu Strategy, the newest module of a first-of-its kind generative AI lending intelligence platform, which delivers lending......
Friday Harbor Raises $6M to Help Community Lenders Match the Speed and Efficiency of Mortgage Giants
Fintech Lending Mortgage News

Friday Harbor Raises $6M to Help Community Lenders Match the Speed and Efficiency of Mortgage Giants

PR Newswire
by PR Newswire0
AI-powered platform enables lenders of all sizes to close loans faster, reduce costs and ensure compliance in real time Friday Harbor, an AI-powered platform that helps loan officers assemble complete and compliant loan files in real time, announced the completion of a $6 million seed round. The round was led by Abstract......
Artificial Intelligence Finance Fintech Guest Posts Risk Management Robotic Process Automation

Finance in 2025: The Tools, Trends, and Challenges Ahead

Lavi Sharma
by Lavi Sharma0
By: Lavi Sharma, Finance and Accounting Leader, Genpact 2025 is only just underway, but it’s already proving to be a pivotal year for the finance function. AI continues to dominate discussions, with leaders acknowledging its growing impact on business and finance operations. Central to the conversation is the rise of......
Artificial Intelligence Cloud Compliance management Finance Fintech Guest Posts Payment gateways

AI and Data Interoperability are Crucial for Success in the Financial Industry

Yohan Lobo
by Yohan Lobo0
Businesses within the financial services sector are among the  industries leading the way in delivering AI initiatives to enhance services and improve decision-making however, rich data and strong infrastructure is the essential foundation for successful implementation. Still plagued by inefficient manual processes and lack sufficient data resources, only 31% of......
Artificial Intelligence Banking Compliance management Featured Finance Fintech Payment gateways

Bridging the Gap Between Legacy Systems and Modern Fintech Applications with AI

Fintech Staff Writer
by Fintech Staff Writer0
The financial industry is undergoing rapid digital transformation, with modern fintech applications driving innovation in banking, payments, lending, and investment management. However, many financial institutions still rely on legacy systems—outdated but mission-critical software and hardware that underpin their operations. These legacy systems pose significant challenges, such as limited scalability, lack......
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