Tag : digital assistant

Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians
Finance Fintech News

Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians

Business Wire
by Business Wire0
Vancity’s network of financial advisors gain access to Conquest’s innovative financial planning software Conquest Planning Inc., a technology platform modernizing financial planning with customized and convenient advice, announced an integration with Vancity, Canada’s largest community credit union. With assets exceeding $34 billion, including assets under administration, Vancity is the first credit......
Moxo and Kasisto Partner To Strengthen Client Interactions In Financial Services
Finance News

Moxo and Kasisto Partner To Strengthen Client Interactions In Financial Services

Fintech News Desk
by Fintech News Desk0
Kasisto’s digital banking assistant to be integrated within Moxo’s OneStop Interaction Client Hub Moxo, the industry’s leading client interaction workflow solution, announced a partnership with Kasisto, creators of KAI, the leading financial services digital experience platform, to offer digital assistant capabilities within Moxo’s OneStop Client Interaction Hub. Latest Fintech News: TradeStation Crypto......
Linedata Integrates AI and Prescriptive Analytics Into Its Solutions to Inform Clients’ Decisions
Analytics Artificial Intelligence News

Linedata Integrates AI and Prescriptive Analytics Into Its Solutions to Inform Clients’ Decisions

Fintech News Desk
by Fintech News Desk0
Linedata, a global provider of asset management and credit technology, data and services, announced it has developed two artificial intelligence modules aimed at supporting clients in their decision-making and enhancing productivity in the follow-up of client cases. The new Digital Assistant and Sales Advisor modules, already used by Linedata’s clients......
Paiblock Introduces Fully-revamped Digital Assistant to Help Consumers Make Smart Financial Decisions
Digital Fintech Investments News

Paiblock Introduces Fully-revamped Digital Assistant to Help Consumers Make Smart Financial Decisions

Fintech News Desk
by Fintech News Desk0
Paiblock, a Global FinTech company today announced that it has launched a fully-revamped personal assistant to help consumers make smarter decisions about saving, spending, borrowing and investing. “Keeping a tight leash on spending is the first step toward achieving financial sanity” “Paiblock’s digital assistant is designed to help consumers make......
NexJ Systems Partners with AdvisorStream to Solve Critical Problem in Wealth Management
Business Fintech News

NexJ Systems Partners with AdvisorStream to Solve Critical Problem in Wealth Management

Fintech News Desk
by Fintech News Desk0
NexJ Systems, announces it is partnering with AdvisorStream to enhance a product that enables wealth managers to better address the need to meaningfully engage with clients. Inform is the first intelligent digital assistant that allows advisors to hyper-personalize content and deliver superior, value-added, customer experiences throughout the client lifecycle. Read More: PayPal......
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