Tag : AI agents

Modern Life launches Modern Life Workspace, The AI operating system for financial protection
Artificial Intelligence Finance News

Modern Life launches Modern Life Workspace, The AI operating system for financial protection

PR Newswire
by PR Newswire0
Modern Life announced the launch of Modern Life Workspace, an AI operating system purpose-built for financial professionals to streamline and automate their financial protection businesses. Modern Life Workspace brings together firm-specific context, AI agents, core applications, and industry integrations to empower financial professionals to drive the core tasks that make......
FutureVault Launches AI Agents, Bringing Governed End-to-End Workflow Execution to the Document Layer
Artificial Intelligence Finance News

FutureVault Launches AI Agents, Bringing Governed End-to-End Workflow Execution to the Document Layer

PR Newswire
by PR Newswire0
Purpose-built AI Agents orchestrate compliance-driven and operational document workflows end to end across a firm’s connected systems, operating inside its existing permission structure and escalating missing documents and exceptions for human review FutureVault, the category-defining leader in AI-powered Digital Vaults and intelligent document infrastructure for banking, financial services, and insurance......
cfo.ai Launches an AI CFO Built for Founders
Artificial Intelligence Finance News

cfo.ai Launches an AI CFO Built for Founders

PR Newswire
by PR Newswire0
Ari connects to a company’s systems to build financial models, forecast cash, run scenarios and proactively investigate what founders need to know cfo.ai launched an AI CFO that gives founders an always-on finance partner for understanding and running their business. Called Ari, it connects to a company’s financial systems, builds......
Securityplus FCU Embraces Agentic CRM to Deliver More Connected Member Experiences
Credit Bureaus Finance News

Securityplus FCU Embraces Agentic CRM to Deliver More Connected Member Experiences

EIN Presswire
by EIN Presswire0
Baltimore-based credit union connects member data and AI to deliver more intelligent, personalized service Creatio, an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, or scale — today announced that Securityplus Federal Credit Union has selected Creatio to embed......
Massive Adds Pay-Per-Request x402 Access for AI Agents With Coinbase
Digital Payments Finance News

Massive Adds Pay-Per-Request x402 Access for AI Agents With Coinbase

EIN Presswire
by EIN Presswire0
New access option enables AI agents to purchase individual US stock market data requests using USDC Massive, a leading provider of financial market data, today announced the general availability of x402 payments for its US stock market data, built in partnership with Coinbase. Through x402, AI agents can find and pay......
Canadian Ukrainian Credit Union Builds an Agentic CRM Foundation to Fuel Membership Growth
Banking Credit Bureaus News

Canadian Ukrainian Credit Union Builds an Agentic CRM Foundation to Fuel Membership Growth

EIN Presswire
by EIN Presswire0
Ontario-based credit union unifies member data across branch, contact center, commercial and wealth teams, generating 400 leads in a single quarter with Creatio Creatio, an AI CRM and workflow platform where people and AI agents work together—with no limits on users, agents, or scale—today announced that Ukrainian Credit Union Limited......
New American Funding Partners with Kastle to Scale Customer Service Across Mortgage Originations and Servicing
Finance Lending News

New American Funding Partners with Kastle to Scale Customer Service Across Mortgage Originations and Servicing

PR Newswire
by PR Newswire0
New American Funding, one of the nation’s leading independent mortgage lenders, is partnering with Kastle as part of their enterprise AI strategy. Kastle’s Voice AI technology will handle end-to-end customer interactions, reduce hold times, ensure compliance, and provide a fast 24/7 self-service channel. The AI agents enable New American Funding to take......
AI-Driven Efficiency in Cross-Border Trade Payments: XTransfer Cracks the “Impossible Trinity”
Finance News Trading

AI-Driven Efficiency in Cross-Border Trade Payments: XTransfer Cracks the “Impossible Trinity”

GlobeNewswire
by GlobeNewswire0
AI is reshaping global trade, with digitalisation driving industrial transformation. Cross-border payments, a vital link in trade fund flows, are undergoing efficiency and compliance upgrades. Recently, XTransfer, the World’s Leading B2B Cross-border Trade Payment Platform, hosted China’s foreign trade industry annual mega-event, XTransfer Summit 26, in Shenzhen, gathering over 4,500......
Finance is Investing in AI. Why Aren’t CFOs Seeing Results?
Artificial Intelligence Finance Fintech Industry Perspectives Investments

Finance is Investing in AI. Why Aren’t CFOs Seeing Results?

Alok Ajmera
by Alok Ajmera0
Finance has an AI problem: investment is accelerating, but the payoff remains inconsistent. Recent Gartner research paints this picture clearly: AI initiatives are only succeeding about half of the time despite continued investment. With investment rising, and the use of AI infiltrating both our professional and personal lives, why is......
https://www.einpresswire.com/article/933892325/byteful-joins-the-ethical-web-data-collection-initiative
Banking News

Avidia Bank Unifies Banking Operations on Creatio, Achieving 86% Employee Adoption in Six Months

EIN Presswire
by EIN Presswire0
Enterprise-wide transformation connects customer-facing and operational teams on a single platform, creating the foundation for AI-powered banking Creatio, an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale, today announced that Avidia Bank has completed an enterprise-wide......
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