Tag : founder and CEO

Martus Brings Conversational AI to Budgeting, Turning Financial Data into Real-Time Answers
Artificial Intelligence Finance News

Martus Brings Conversational AI to Budgeting, Turning Financial Data into Real-Time Answers

PR Newswire
by PR Newswire0
Martus Intelligence lets customers ask questions and access secure, fast insights—no custom reports needed Martus Solutions announced an expansion of its AI capabilities designed to make financial data more accessible and actionable for mission-driven organizations. At its annual user conference, Martus Momentum, the company introduced Martus Intelligence, its AI-powered capability designed......
LendingClub Launches Home Improvement Financing; Begins Underwriting and Originating Loans Through Inaugural Partnership with Wisetack
Finance Investment Services News

LendingClub Launches Home Improvement Financing; Begins Underwriting and Originating Loans Through Inaugural Partnership with Wisetack

PR Newswire
by PR Newswire0
LendingClub Corporation announced it has started underwriting and originating home improvement loans through its inaugural partnership with Wisetack, a platform embedded with over 40,000 contractors and growing. LendingClub brings its expertise, proprietary credit models, and bank balance sheet directly to the point of sale for consumers seeking convenient and affordable......
Total Expert Launches Customer IQ to Power Agentic Era in Mortgage Banking and Consumer Lending
Finance Lending News

Total Expert Launches Customer IQ to Power Agentic Era in Mortgage Banking and Consumer Lending

Business Wire
by Business Wire0
Total Expert announced Customer IQ, the industry’s first enterprise-grade “system of context” built for AI and the Agentic lending era. “You’re only going to get successful outcomes if you have the right insight, intelligence, and context feeding your AI agents,” said Joe Welu, Founder and CEO of Total Expert. Customer IQ......
Prove Launches Identity Platform as the Trust Layer for an Agentic World
Artificial Intelligence Cryptocurrency News

Prove Launches Identity Platform as the Trust Layer for an Agentic World

Business Wire
by Business Wire0
New end-to-end platform establishes the persistent identity foundation businesses need to verify and trust every person, business, and AI agent at every interaction, across the entire customer lifecycle Prove, the leader in digital identity, launched the Prove Identity Platform℠, a unified platform that transforms identity from a one-time verification event......
Savvy Wealth Debuts Savvy Intelligence to Fuel Evolution of AI-Native, Human-Led Advice
Finance Investments News

Savvy Wealth Debuts Savvy Intelligence to Fuel Evolution of AI-Native, Human-Led Advice

Business Wire
by Business Wire0
Savvy Intelligence unifies investments, tax, and planning—powered by the first AI agent built to act on it Savvy Wealth, an AI-native registered investment advisor (RIA) for independent financial advisors, unveiled Savvy Intelligence, a new agentic AI product within Savvy’s vertically integrated platform. Savvy Intelligence gives advisors a complete, continuously updated view......
Introducing Agent Launchpad: SimCorp's Agentic AI ecosystem for investment managers
Finance Investments News

Introducing Agent Launchpad: SimCorp’s Agentic AI ecosystem for investment managers

PR Newswire
by PR Newswire0
Agent Launchpad will enable clients to discover and deploy agentic AI with ease across front-to-back investment workflows directly within SimCorp One. Orbit, a leading investment research platform, will be the first partner to make its financial intelligence agent available through Agent Launchpad. SimCorp, a global leader in financial technology, announced......
Qualitate Raises $7 Million to Bring Expert Intelligence into Every Investment and Strategy Decision
Artificial Intelligence Investments News

Qualitate Raises $7 Million to Bring Expert Intelligence into Every Investment and Strategy Decision

Business Wire
by Business Wire0
The company has grown revenue 30x and achieved 200% NRR in the last 12 months, conducted 350,000+ minutes of AI-moderated expert discussions, and now serves the world’s largest investment firms and publicly traded companies Qualitate, the world’s leading AI-native primary intelligence platform, announced a $7M seed round led by IA......
AdvisureIQ Partners With Centage to Deliver Integrated FP&A for Mid-Market Organizations
Finance Fintech News

AdvisureIQ Partners With Centage to Deliver Integrated FP&A for Mid-Market Organizations

PR Newswire
by PR Newswire0
Partnership combines planning advisory expertise with cloud-based budgeting and forecasting platform to help finance teams move beyond spreadsheets AdvisureIQ announced a strategic partnership with Centage, a leader in modern financial planning and analysis (FP&A) software. The partnership integrates Centage’s cloud-based budgeting, forecasting, and reporting platform into AdvisureIQ’s planning advisory and......
loanDepot Partners with Figure to Offer Express Path Loan Products to loanDepot Customers
Finance Mortgage News

loanDepot Partners with Figure to Offer Express Path Loan Products to loanDepot Customers

Business Wire
by Business Wire0
Innovative, Fully Digital “5×5 HomeLoan” Will Deliver Unmatched Speed, Savings and Flexibility Speed with approval in as little as five minutes and most fundings in five to seven days Savings with no appraisal, standard title or standard closing costs Flexibility for purchase, refinance and equity lines with loan amounts from $25,000 to $750,000, fixed......
Branch Expands Embedded 1099 Payouts with End-to-End Tax Filing Capabilities
Finance News

Branch Expands Embedded 1099 Payouts with End-to-End Tax Filing Capabilities

PR Newswire
by PR Newswire0
GigSmart becomes first marketplace to adopt new offering, unifying contractor onboarding, payments, and tax filing Branch, the leading provider of workforce financial infrastructure, announced new offerings to its Branch Embedded 1099 payouts solution with the addition of 1099 tax filing capabilities. This evolution positions Branch as the end-to-end 1099 payout......
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