Tag : AI-powered solution

Canopy Unveils Native AI-Powered Smart Intake Capability to Eliminate Client Friction
Analytics Artificial Intelligence Fintech News

Canopy Unveils Native AI-Powered Smart Intake Capability to Eliminate Client Friction

Business Wire
by Business Wire0
Smart Intake is the first AI-powered solution built into an all-in-one practice management platform Canopy, the leading all-in-one practice management platform built for modern accounting firms, announced Smart Intake, a fully native solution that transforms client intake and tax workflow with AI-powered questionnaires, featuring intelligent prefill, dynamic document checklists, and......
Exnet.ai Introduces AI-Powered Solution for Registered Investment Advisors, Opens Early-Adopter Program
Artificial Intelligence Finance Fintech News

Exnet.ai Introduces AI-Powered Solution for Registered Investment Advisors, Opens Early-Adopter Program

Business Wire
by Business Wire0
Exnet.ai, the AI-driven wealth-management platform owned by Red Matter Capital, today announced the launch of its RIA Early-Adopter Program. This initiative invites a select cohort of independent Registered Investment Advisors to deploy hyper-personalized investment strategies via an integrated AI robo-advisory engine and machine-learning predictive-alerts framework—complete with end-to-end client analytics, interactive......
Transcard Transforms B2B Payments with Agentic AI Power
Artificial Intelligence B2B Finance Fintech News

Transcard Transforms B2B Payments with Agentic AI Power

Cision PRWeb
by Cision PRWeb0
Transcard Elevates SMART Exchange with Generative and Agentic AI to Transform Vendor Network Management and B2B Payments Transcard, a global leader in payments technology, has enhanced its SMART Exchange vendor network management solution with powerful generative and agentic AI capabilities. This next-generation solution redefines how buyers and suppliers interact, enabling......
Conquest-Rolls-Out-Enhancements-to-SAM,-An-AI-Powered-Solution-Designed-to-Improve-Plan-Quality,-Reveal-Deeper-Planning-Insights
Artificial Intelligence Finance Fintech News

Conquest Rolls Out Enhancements to SAM, An AI-Powered Solution Designed to Improve Plan Quality, Reveal Deeper Planning Insights

Business Wire
by Business Wire0
New product update provides proactive recommendations to improve plans, enables users to issue commands and questions via voice and text Conquest Planning Inc., (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced SAM INSIGHTS and Ask SAM, the latest iterations of its artificial intelligence (AI)......
Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools
Finance Fintech Funding News

Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools

Business Wire
by Business Wire0
Conquest’s AI-powered solution will support Wealthsimple’s financial professionals in the delivery of tailored, goals-based advice Conquest Planning Inc., a technology platform modernizing financial planning with customized and convenient advice, announced a partnership with Wealthsimple, a platform that has built some of Canada’s leading digital financial products and that holds more......
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