Tag : AI tools

Survey: Majority of Middle-Income Canadians Not Interested in Using AI for Financial Advice
Artificial Intelligence Finance News

Survey: Majority of Middle-Income Canadians Not Interested in Using AI for Financial Advice

Business Wire
by Business Wire0
82% prefer working with a human financial professional over an algorithm Middle-income Canadians are signaling a strong preference for human financial guidance over artificial intelligence, according to the latest data from Primerica Canada’s Financial Security Monitor™ (FSM™) survey. Read More on Fintech : Global Fintech Interview With Justin Meretab, Co‑Founder and CEO......
LPL Financial Advisors Embrace AI’s Potential for Business Growth, Increased Capacity, Survey Finds
Artificial Intelligence Finance News

LPL Financial Advisors Embrace AI’s Potential for Business Growth, Increased Capacity, Survey Finds

GlobeNewswire
by GlobeNewswire0
LPL advisors attending the firm’s flagship conference, Focus 2025, expressed enthusiasm for new technologies and expanding their offerings More than three-quarters of financial advisors (78%) surveyed at LPL Financial LLC’s flagship annual conference are already leveraging or plan to use AI tools to create capacity in their businesses this year.......
Eleos Life Launches Theea: The First AI Co-Pilot in Life Insurance
Artificial Intelligence InsurTech News

Eleos Life Launches Theea: The First AI Co-Pilot in Life Insurance

EIN Presswire
by EIN Presswire0
Eleos Life is launching Theea, the first AI-powered digital co-pilot designed to help customers navigate the intricacies of insurance with personalized advice. Eleos Life is launching Theea, the first AI-powered digital co-pilot designed specifically for life insurance. Theea delivers the same trusted quality and support customers would expect from agents......
FBSPL Further Accelerates Canadian Expansion, Deepening Insurance Sector Expertise with AI and Consulting Excellence
Artificial Intelligence InsurTech News

FBSPL Further Accelerates Canadian Expansion, Deepening Insurance Sector Expertise with AI and Consulting Excellence

EIN Presswire
by EIN Presswire0
Empowering Canada’s insurance ecosystem through innovation in people, process, and technology Headquartered in the state of Rajasthan (India), Fusion Business Solutions (P) Limited (FBSPL), a global leader in consulting and tech-enabled services, is pleased to announce the next phase of its strategic expansion in Canada. Building on a strong foundation......
Artificial Intelligence Compliance management Guest Posts Security Technology

Why are Compliance Pros so Wary of AI?

Jon Elvin
by Jon Elvin0
The landscape of regulatory compliance has always been complicated, but recent research revealed that the vast majority (92.4%) of compliance professionals feel like their jobs have gotten even harder. Between ongoing regulatory concerns and stretched-thin resources, it’s no surprise that compliance teams are feeling the heat, especially when you consider......
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......
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