Tag : financial planning

Americor Appoints Finance Executive Drew Bourne As Senior Vice President Of Strategic Finance And FP&A
Finance Investment Services News

Americor Appoints Finance Executive Drew Bourne As Senior Vice President Of Strategic Finance And FP&A

Cision PRWeb
by Cision PRWeb0
Mr. Bourne to continue leading company-wide financial processes along with long range planning. Americor, a leading provider of consumer financial services, announced the promotion of Drew Bourne from Vice President of Strategic Finance and FP&A to Senior Vice President of Strategic Finance and FP&A. In this new executive role, Bourne will......
Timken Names Michael A. Discenza Chief Financial Officer
Finance News

Timken Names Michael A. Discenza Chief Financial Officer

PR Newswire
by PR Newswire0
The Timken Company, a global technology leader in engineered bearings and industrial motion, announced that its Board of Directors has appointed Michael A. Discenza vice president, chief financial officer and an officer of the company, effective immediately. Discenza has 25 years of experience at Timken in roles of increasing responsibility, including......
Northwestern Mutual Appoints Beth Rodenhuis as Chief Operating Officer & Business Architect
Finance Investments News

Northwestern Mutual Appoints Beth Rodenhuis as Chief Operating Officer & Business Architect

PR Newswire
by PR Newswire0
Northwestern Mutual, a leading financial services company providing comprehensive financial planning through insurance and investments, announced Beth Rodenhuis will join the company as executive vice president – chief operating officer and business architect. In this role, Rodenhuis will be accountable for technology and digital strategy with oversight of strategic execution and......
Quinn Harnesses the Power of AI to Scale Wealth Advisory Beyond Traditional Limits, Emerges from Stealth with $11M Seed Round
Artificial Intelligence Finance Fintech News

Quinn Harnesses the Power of AI to Scale Wealth Advisory Beyond Traditional Limits, Emerges from Stealth with $11M Seed Round

Business Wire
by Business Wire0
Revolutionary platform redefines financial advisory with scalable embedded advice for the masses Quinn, an AI-driven financial planning and advice platform, today announced it has emerged from stealth and raised $11 million in Seed funding led by Viola Fintech with participation of existing investors, to transform how financial institutions deliver personalized......
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......
Introducing Lineos, AI Powered by insightsoftware: Transforming Finance Workflows With Actionable Insights
Artificial Intelligence Fintech News

Introducing Lineos, AI Powered by insightsoftware: Transforming Finance Workflows With Actionable Insights

GlobeNewswire
by GlobeNewswire0
Lineos reduces manual tasks and empowers finance teams to boost productivity and uncover hidden potential within their data  insightsoftware, the most comprehensive provider of solutions for the Office of the CFO, announced the launch of Lineos, a suite of AI-driven capabilities designed to enhance insightsoftware’s financial planning and analysis (FP&A),......
Orion Enhances its Unified, Flexible Advisor Platform with New Tech Upgrades
Commerce Finance Fintech Markets News

Orion Enhances its Unified, Flexible Advisor Platform with New Tech Upgrades

Business Wire
by Business Wire0
Latest updates, revealed at Orion’s Ascent conference, include AI-powered meeting agendas, Redtail CRM, Advisor Trading and More Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprises that serve them, announced today at Orion Ascent 2025 a series of key updates across its connected technology ecosystem......
Prophix Sets a New Benchmark for Financial Performance Management with Prophix One FP&A Plus
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Prophix Sets a New Benchmark for Financial Performance Management with Prophix One FP&A Plus

PR Newswire
by PR Newswire0
Effortless financial planning & analysis for the midmarket, Prophix One FP&A Plus unlocks business growth opportunities by solving complex challenges with speed and precision Prophix, a leading innovator in financial performance management, announced immediate availability of Prophix One™ FP&A Plus, the newest financial planning and analysis application for Prophix One,......
Luma Financial Technologies Expands into Life Insurance, Offering the First Integrated Technology Platform Solution for Life Insurance and Annuities
Fintech InsurTech News

Luma Financial Technologies Expands into Life Insurance, Offering the First Integrated Technology Platform Solution for Life Insurance and Annuities

Business Wire
by Business Wire0
Luma Financial Technologies (“Luma”), a global leader in structured products and insurance solutions, is excited to announce its expansion into the life insurance sector. As the first platform to offer an end-to-end solution that integrates life insurance and annuities, Luma enables advisors to manage both products seamlessly through a single,......
Jirav Announces Michael Morrison as CEO and Launches New Artificial Intelligence Forecasting Product
Artificial Intelligence Fintech News

Jirav Announces Michael Morrison as CEO and Launches New Artificial Intelligence Forecasting Product

Business Wire
by Business Wire0
Jirav, a leading provider of financial planning and forecasting solutions for accounting, CFO Advisory Firms, and SMBs, is thrilled to announce the appointment of Michael Morrison as its new Chief Executive Officer. With a distinguished career spanning over 25 years in Corporate Performance Management (CPM) and supporting the Office of the CFO,......
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