Tag : Financial Data Access

Sumsub Joins FDATA to Advance Secure and Consumer-Centric Open Finance
Finance News

Sumsub Joins FDATA to Advance Secure and Consumer-Centric Open Finance

PR Newswire
by PR Newswire0
Supporting the open finance ecosystem alongside FDATA members to advance secure, consumer-permissioned financial data access in North America Sumsub, a global verification and fraud prevention leader, has joined the Financial Data and Technology Association (FDATA), a leading trade association representing financial technology firms and consumer-permissioned data access platforms across the United States and Canada.......
AdvisorEngine Integrations Add AI Power, Greater Financial Data Access and Expanded Workflow Automation to Wealth Management Platform
Artificial Intelligence Finance Fintech News Robotic Process Automation

AdvisorEngine Integrations Add AI Power, Greater Financial Data Access and Expanded Workflow Automation to Wealth Management Platform

Business Wire
by Business Wire0
AdvisorEngine now works with popular AI notetakers Jump, Zeplyn and Zocks ByAllAccounts integration broadens an advisor’s view of client data; Zapier enhances advisory firm workflow processes AdvisorEngine Inc. announced several platform integrations designed to boost advisor productivity and improve client service, tapping into wealth management’s fast-evolving segment of AI-powered tools.......
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