Tag : native integration

Bloks Launches Wealthbox Integration, Bringing 360° Relationship Intelligence to Advisors' Leading CRMs
Artificial Intelligence Compliance management News Security

Bloks Launches Wealthbox Integration, Bringing 360° Relationship Intelligence to Advisors’ Leading CRMs

Cision PRWeb
by Cision PRWeb0
Bloks launches Wealthbox integration at Wealth Management EDGE 2025, delivering AI-powered CRM sync, 360° Relationship Intelligence, and built-in compliance for advisors. Bloks unveiled a native integration with Wealthbox, enabling financial advisors to sync AI-generated meeting notes and enriched client data directly into the CRM they already trust—all while maintaining the highest......
Zest AI's Credit Decisioning and Fraud Detection Now Seamlessly Integrated with Temenos Loan Origination Solution
Artificial Intelligence Fintech Lending News

Zest AI’s Credit Decisioning and Fraud Detection Now Seamlessly Integrated with Temenos Loan Origination Solution

PR Newswire
by PR Newswire0
AI-Automated Underwriting and Fraud Detection Helps Banks and Credit Unions in U.S. to Compete with Fintechs While Expanding Lending Access Zest AI, a leader in AI lending technology, announced the native integration of its AI-automated underwriting and fraud detection with the Temenos Loan Origination solution. This seamless integration arms traditional financial institutions in the U.S. with......
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