Tag : Financial Advisors

GReminders Launches “Do Anything” Assistant, Ushering in Next Phase of AI Agents for Financial Advisors
Artificial Intelligence Fintech News

GReminders Launches “Do Anything” Assistant, Ushering in Next Phase of AI Agents for Financial Advisors

Business Wire
by Business Wire0
Enhancements include pre-meeting briefs, instant post-meeting CRM updates and fully automated email drafts GReminders, a leading end-to-end meeting and automation management platform for financial advisors, announces the launch of its fully autonomous “Do Anything” assistant. The new features mark a major leap forward in agentic artificial intelligence (AI) for the......
Fispoke Announces Strategic Partnership with Bell Bank Expanding Banking Solutions on Innovative WealthTech Platform
Banking Finance Fintech News

Fispoke Announces Strategic Partnership with Bell Bank Expanding Banking Solutions on Innovative WealthTech Platform

EIN Presswire
by EIN Presswire0
New Partnership Bridges Banking and Wealth Management with Integrated Digital Tools for Independent Advisors and Clients Fispoke, a modern banking and WealthTech platform built to empower financial advisors and their clients, announced a strategic partnership with Bell Bank, one of the nation’s largest private family and employee-owned banks. This partnership......
Diversify Partners with Jump to Boost Advisor Productivity with AI-Powered Productivity Tools
Artificial Intelligence Fintech News

Diversify Partners with Jump to Boost Advisor Productivity with AI-Powered Productivity Tools

PR Newswire
by PR Newswire0
New collaboration provides Diversify advisors access to cutting-edge automation that enhances client meetings, documentation, and follow-up. Diversify, the advisor-founded and advisor-led wealth management platform, has announced a new partnership with Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers. Through this collaboration, Diversify......
Advisor CRM and SmartData Partner to Advance Operational Efficiency for Financial Advisors
Fintech News

Advisor CRM and SmartData Partner to Advance Operational Efficiency for Financial Advisors

Cision PRWeb
by Cision PRWeb0
 Advisor CRM, an all-in-one CRM platform designed exclusively for financial advisors, announced a strategic partnership with SmartData, a secure data aggregation and prospect engagement platform. As a result of the integration, advisors who use the Advisor CRM platform have the ability to enhance the efficiency, accuracy, and value of how they......
Savvy Wealth Raises $72 Million to Drive the Shift Toward AI-Augmented, Human-Centered Financial Advice
Artificial Intelligence Fintech News

Savvy Wealth Raises $72 Million to Drive the Shift Toward AI-Augmented, Human-Centered Financial Advice

Business Wire
by Business Wire0
Former LPL Financial CEO and Chairman Mark Casady participates in company’s Series B funding round, joins its Board of Directors to help build the future of wealth management Savvy Wealth (“Savvy”), a digital-first platform for financial advisors centered around modernizing human financial advice, announced the successful close of a $72......
Jump and eMoney Streamline Advisor Workflows with New Data Integration
Artificial Intelligence Fintech News

Jump and eMoney Streamline Advisor Workflows with New Data Integration

Business Wire
by Business Wire0
New integration streamlines meeting follow-ups and financial plan updates—saving time, reducing errors and improving advisor efficiency Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, announced a new integration with eMoney Advisor, a leading provider of technology solutions and services dedicated to helping......
Orion Appoints Valli Nachiappan as Chief Technology Officer to Drive Next Era of Wealthtech Innovation
Fintech News Technology

Orion Appoints Valli Nachiappan as Chief Technology Officer to Drive Next Era of Wealthtech Innovation

Business Wire
by Business Wire0
New CTO to accelerate tech transformation across Orion’s platform, supporting more than 2,400 independent advisory firms and 7.3 million technology accounts Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, announced the appointment of Valli Nachiappan as Chief Technology Officer (CTO).......
Jump and RightCapital Partner to Help Advisors Deliver More Personalized, Scalable Financial Planning
Artificial Intelligence Fintech News

Jump and RightCapital Partner to Help Advisors Deliver More Personalized, Scalable Financial Planning

Business Wire
by Business Wire0
New partnership simplifies advisor workflows, enhances client engagement and keeps financial plans continuously up to date on RightCapital’s platform Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, announced a new partnership with RightCapital, the fastest-growing financial planning software for financial advisors. This partnership......
Zocks and eMoney Launch AI-Powered Integration to Eliminate Manual Data Entry and Maintenance in Financial Planning
Artificial Intelligence Fintech News

Zocks and eMoney Launch AI-Powered Integration to Eliminate Manual Data Entry and Maintenance in Financial Planning

Business Wire
by Business Wire0
Advisors can now automate fact-finding, follow-ups, and plan updates with bi-directional data sync between Zocks and eMoney Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, announced a direct integration with eMoney Advisor (eMoney), a leading provider of technology solutions and services that help......
Wealthbox Secures $200 Million Investment from Sixth Street Growth to Accelerate Expansion and Innovation
Fintech Investment Services News

Wealthbox Secures $200 Million Investment from Sixth Street Growth to Accelerate Expansion and Innovation

PR Newswire
by PR Newswire0
Wealthbox, the #1-rated CRM software platform for financial advisors, announced that it has entered into a definitive agreement for a $200 million strategic majority investment from Sixth Street Growth, the growth investing business of leading global investment firm Sixth Street. The partnership marks a major milestone in Wealthbox’s evolution and positions......
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