Tag : data and insights

Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows
Analytics Artificial Intelligence Fintech News

Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows

Business Wire
by Business Wire0
New Integration Enables Seamless Data Flow Between Platforms, Helping Advisors Deepen Client Relationships Through AI-Powered Insights Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, announced a strategic partnership with Practifi, the leading CRM built for wealth management. This integration enables seamless two-way data......
Tradier Teams With Q.ai, a Forbes Company, to Bring AI and Big Data Analytics to Customers and Retail Investors
Artificial Intelligence Big Data Fintech Investment Services News Trading

Tradier Teams With Q.ai, a Forbes Company, to Bring AI and Big Data Analytics to Customers and Retail Investors

Fintech News Desk
by Fintech News Desk0
Q.ai, a Forbes company, partners with Tradier. Tradier Brokerage is a leading, technology-driven, online broker that offers commission-free equity and subscription-based options trading. Tradier is teaming up with Q.ai, a Forbes company, to bring advanced AI-driven intelligent investing to retail investors. The collaboration aligns with Q.ai’s mission to democratize access to AI and......
1