Tag : Chief Executive Officer and Co-Founder

Panacea Financial Expands Payments Capabilities with PlexPay, an Integrated Payments Platform Built for Doctor-Owned Practices
Banking Digital Payments News

Panacea Financial Expands Payments Capabilities with PlexPay, an Integrated Payments Platform Built for Doctor-Owned Practices

Business Wire
by Business Wire0
New AI-enabled platform unifies merchant processing, patient payments, and financing with Panacea’s broader banking and lending ecosystem, giving doctors a single financial partner to serve more patients and grow their practices. Panacea Financial, the financial platform for doctors and their practices, announced the expansion of its capabilities with PlexPay, a......
Jump Works With Anthropic to Bring Its Client Meeting Context to Claude for Financial Advisors
Artificial Intelligence Finance News

Jump Works With Anthropic to Bring Its Client Meeting Context to Claude for Financial Advisors

Business Wire
by Business Wire0
Advisors can connect Jump to Claude and use new Jump-built skills to streamline preparation, follow-up and ongoing client service Jump, the leading provider of artificial intelligence (AI) solutions for advisors and financial professionals, announced an expansion of its work with Anthropic through Claude for Financial Advisors, Anthropic’s offering for wealth......
Jump Integrates FMG Content Into Advisors’ Post-Meeting Workflows
Artificial Intelligence Finance News

Jump Integrates FMG Content Into Advisors’ Post-Meeting Workflows

Business Wire
by Business Wire0
New workflow brings relevant, firm-approved marketing content for advisor review Jump, the leading provider of artificial intelligence (AI) solutions for advisors and financial services professionals, announced its integration with FMG Suite (“FMG”), the leading marketing and growth platform for financial advisors, insurance professionals and enterprises. Built through FMG Connect, the......
Seismic Expands Financial Services Portfolio to Help Firms Grow With Control
Artificial Intelligence Finance News

Seismic Expands Financial Services Portfolio to Help Firms Grow With Control

Business Wire
by Business Wire0
Seismic Compliance, expanded Seismic Social and a new Theta Lake partnership bring governed digital engagement into client-facing workflows Seismic, the Go-To-Market Performance company, expanded its financial services portfolio at Seismic Shift 2026, introducing Seismic Compliance, unveiling new Seismic Social capabilities and announcing a partnership with Theta Lake. Together, the announcements......
Jump Introduces AI-Assisted, Real-Time Account Opening with Schwab Advisor Services™ and Fidelity
Artificial Intelligence Finance News

Jump Introduces AI-Assisted, Real-Time Account Opening with Schwab Advisor Services™ and Fidelity

Business Wire
by Business Wire0
New capability allows advisors to complete the account opening process during a meeting, extending Jump’s industry-leading ability to save advisors time and deliver a seamless client experience Jump, the leading provider of artificial intelligence (AI) solutions for advisors and financial services professionals, introduced AI-assisted, real-time account opening, enabling advisors to......
The Fairest of Them All: Klarna Supercharges Memberships, Removing Fees, Boosting Cashback and Increasing Annual Value to as Much as €6,000
Banking Digital Payments News

The Fairest of Them All: Klarna Supercharges Memberships, Removing Fees, Boosting Cashback and Increasing Annual Value to as Much as €6,000

Business Wire
by Business Wire0
Cashback rates increased and extended to all purchases with Klarna on Plus and above Plans now include as many as 23 standout subscriptions, including recent additions NordVPN, Livi, foodora and Voi Klarna, the global digital bank and flexible payments provider, unveiled its most significant membership upgrade yet. The revamped tiers......
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