Tag : email

Faybl launches in US, offering RIAs chance to shape the future of AI-powered advice
Artificial Intelligence Finance News

Faybl launches in US, offering RIAs chance to shape the future of AI-powered advice

PR Newswire
by PR Newswire0
Faybl delivers proven efficiency gains of up to 70 percent in support of US advice industry that is struggling for capacity Faybl has grown Australian user base by 50 percent; already testing V2 in home market Anthony Lipp announced as new Adviser Faybl’s leadership team will be at the Future......
HES FinTech Launches HES Collection Agent, an AI-Driven Platform for Debtor Scoring and Full-Lifecycle Collection Automation
Banking Fintech News

HES FinTech Launches HES Collection Agent, an AI-Driven Platform for Debtor Scoring and Full-Lifecycle Collection Automation

Business Wire
by Business Wire0
HES FinTech launched HES Collection Agent, an AI-driven platform designed for banks, digital lenders, BNPL providers, fintech institutions, and collection agencies seeking to modernize debt recovery through intelligent decisioning and automated execution across the full collection lifecycle. Read More on Fintech : Global Fintech Interview with Kristin Kanders, Head of Marketing & Engagement, Plynk......
Ameris Bank Introduces Business Invoice Management and Payment Solution
Banking Digital Payments News

Ameris Bank Introduces Business Invoice Management and Payment Solution

Business Wire
by Business Wire0
Ameris Bank announced a new digital invoicing and payment platform for business clients to replace manual billing processes, reduce paper-based invoicing costs, speed payment collection, and improve business cash flow. Read More on Fintech : Global Fintech Interview with Kristin Kanders, Head of Marketing & Engagement, Plynk App “The Ameris DirectBiller solution......
Autonomous Finance: When AI Agents Take Over Accounts Payable
Artificial Intelligence Digital Payments Featured Finance Fintech Funding

Autonomous Finance: When AI Agents Take Over Accounts Payable

Fintech Staff Writer
by Fintech Staff Writer0
You likely dread the end of the month when invoices pile up. The traditional accounts payable process remains stuck in the past, full of manual data entry and endless email chains. It is slow, prone to human error, and frustrates everyone involved in the approval loop. Finance leaders are now......
Analytics Artificial Intelligence Finance Fintech Interviews Investment Services

Global Fintech Interview with Mike Lynch, Principal, AI Strategy and Finance Transformation for Auditoria

Paroma Sen
by Paroma Sen0
Mike Lynch, Principal, AI Strategy and Finance Transformation for Auditoria chats about the current fintech innovations and trends dominating the global market in this interview: ______________ Hi Mike, take us through your fintech journey so far? I really think my Fintech journey from a user standpoint started about 10 years......
Advisor CRM Launches AI Email Assistant for Financial Advisors
Finance Investment Services News

Advisor CRM Launches AI Email Assistant for Financial Advisors

Cision PRWeb
by Cision PRWeb0
The new assistant provides advisors with advanced tools to manage their inboxes, helping to save hours each week Advisor CRM, an all-in-one CRM platform designed exclusively for registered investment advisors (RIAs), unveiled a fully integrated AI Email Assistant. The new suite of tools organizes email messages, helps automate required follow-up......
Stackpack & Rillet Partner to Bring AI-First Finance Tools to High-Growth Companies
Artificial Intelligence Finance News

Stackpack & Rillet Partner to Bring AI-First Finance Tools to High-Growth Companies

EIN Presswire
by EIN Presswire0
Stackpack & Rillet join forces to deliver an AI-first finance stack – end-to-end visibility from vendor approval to zero day close. Stackpack, the modern vendor intelligence platform, and Rillet, the category-defining AI-native ERP, announced a strategic partnership to deliver an end-to-end intelligent finance stack. Together, the companies are equipping growth-stage businesses......
AdvisorCheck Launches the First Service That Continuously Monitors Your Financial Advisor
Finance Investment Services News

AdvisorCheck Launches the First Service That Continuously Monitors Your Financial Advisor

Cision PRWeb
by Cision PRWeb0
Essentials financial advisor monitoring now available for free, delivering monthly updates and alerts directly to investors’ inboxes AdvisorCheck announced the broad availability of AdvisorCheck Essentials, the first free monitoring service that continuously tracks a financial advisor’s professional status and delivers key updates directly to investors via email. By signing up......
OpenDialog Launches Next-Generation AI Agents and SAFER AI Benchmark Tool at BIBA 2025
Fintech News

OpenDialog Launches Next-Generation AI Agents and SAFER AI Benchmark Tool at BIBA 2025

EIN Presswire
by EIN Presswire0
With Jamie, Selma, and SAFER, OpenDialog redefines what responsible AI looks like in insurance. OpenDialog AI, a leading provider of conversational AI for regulated industries, is launching two groundbreaking AI Agents, Jamie and Selma and introducing its new SAFER AI Benchmark™ tool at BIBA 2025 in Manchester. Built specifically for the insurance sector, Jamie and......
Artificial Intelligence Banking Fintech Guest Posts

Bank Communications Aren’t Cutting It. It’s Time to Make Digital Channels More Personal

Taylor Mahoney
by Taylor Mahoney0
It’s official: banks’ digital experiences are not cutting it for consumers, and it’s jeopardizing their loyalty. A recent Persado report discovered that 50% of consumers feel bank communications are too formal, impersonal, dated, and out-of-touch. Also troubling; more than half (54%) of all respondents said the written communications from their......
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