Tag : individual investors

Magnifi now providing AI-powered investment intelligence on over $2B of linked self-directed assets
Artificial Intelligence Finance Fintech News

Magnifi now providing AI-powered investment intelligence on over $2B of linked self-directed assets

PR Newswire
by PR Newswire0
TIFIN’s AI Assistant has added several new capabilities for those who have linked their brokerage and other accounts, leading to strong growth in user adoption of this capability in its first year Magnifi by TIFIN, the AI-powered financial assistant for individual investors, has crossed a new milestone in providing individuals with real-time......
Perch Insights Closes $2.9M Seed Funding on Proven Business Intelligence Solution for Customer Experience Management
E-commerce Fintech News

Perch Insights Closes $2.9 Million Seed Funding on Proven Business Intelligence Solution for Customer Experience Management

Fintech News Desk
by Fintech News Desk0
Early success with large FinTech and e-Commerce clients prompts spin-off from Full Potential Solutions Inc. Perch Insights closed on a $2.9 million seed funding round from individual investors to expand its software as a service (Saas) product that provides data-driven insights for customer experience (CX) leadership teams to increase customer lifetime......
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