Tag : President and Chief Operating Officer

Conquest Brings Verifiable AI Financial Advice Engine Directly to Independent Advisors and RIAs
Artificial Intelligence Finance News

Conquest Brings Verifiable AI Financial Advice Engine Directly to Independent Advisors and RIAs

Business Wire
by Business Wire0
New self-serve offering opens Conquest’s capabilities to firms of any size, with digital onboarding in days Conquest, an award-winning global fintech company that delivers the industry’s leading verifiable AI financial advice engine to power continuous advice at scale, announced a new self-serve offering that gives independent advisors and registered investment......
Jump Introduces AI-Assisted, Real-Time Account Opening with Schwab Advisor Services™ and Fidelity
Artificial Intelligence Finance News

Jump Introduces AI-Assisted, Real-Time Account Opening with Schwab Advisor Services™ and Fidelity

Business Wire
by Business Wire0
New capability allows advisors to complete the account opening process during a meeting, extending Jump’s industry-leading ability to save advisors time and deliver a seamless client experience Jump, the leading provider of artificial intelligence (AI) solutions for advisors and financial services professionals, introduced AI-assisted, real-time account opening, enabling advisors to......
First Internet Bank Promotes Nick Campbell to Chief Lending Officer
Banking Lending News

First Internet Bank Promotes Nick Campbell to Chief Lending Officer

Business Wire
by Business Wire0
Strengthens lending strategy across the Bank’s specialized business lines First Internet Bank announced that Nick Campbell has been promoted to Senior Vice President, Chief Lending Officer. In his new role, he will lead the Bank’s lending organizations, including small business lending; owner-occupied and investor commercial real estate; commercial & industrial......
Jump Unveils New AI-Powered Account Opening and Workflow Innovations for Advisors
Artificial Intelligence Finance News

Jump Unveils New AI-Powered Account Opening and Workflow Innovations for Advisors

Business Wire
by Business Wire0
New capabilities streamline client engagement and further extend AI-powered workflows across advisors’ existing technology stacks Jump, the leading provider of artificial intelligence (AI) solutions for advisors and financial services professionals, announced a series of new product innovations designed to save advisor time, improve the client experience and help firms grow.......
Jump Launches AI Associate, an Intelligent Agent Bringing Action to Its AI OS for Advisors
Artificial Intelligence Finance News

Jump Launches AI Associate, an Intelligent Agent Bringing Action to Its AI OS for Advisors

Business Wire
by Business Wire0
New capability transforms Jump from insight engine to execution layer across meetings, CRM, email, planning systems and more Jump, the leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, announced the launch of AI Associate, a powerful agent built for advisors that enables firms......
Jump Expands AI Operating System for Advisors With New Products Powering Growth and Operations
Artificial Intelligence Finance News

Jump Expands AI Operating System for Advisors With New Products Powering Growth and Operations

Business Wire
by Business Wire0
Complementing Jump’s original AI Meeting Assistant product, new offerings use AI to accelerate organic growth and streamline back office operations for modern advisory firms Jump, the leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers,  announced a major addition to its product lineup. The......
Oak Valley Community Bank Announces Leadership Team Promotions
Banking Finance News

Oak Valley Community Bank Announces Leadership Team Promotions

GlobeNewswire
by GlobeNewswire0
Oak Valley Bancorp, the bank holding company for Oak Valley Community Bank and its Eastern Sierra Community Bank division, announced the promotions of Bill Nunes to Executive Vice President, Chief Marketing Officer, and Jose Sabala to Senior Vice President, Community Reinvestment Act (CRA) Officer. Bill Nunes — Executive Vice President, Chief Marketing......
Steward Partners Announces a New Board Chairman as Keith Taylor Assumes Leadership Role
Finance News

Steward Partners Announces a New Board Chairman as Keith Taylor Assumes Leadership Role

PR Newswire
by PR Newswire0
Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, announced that Keith Taylor – long-standing Board of Directors member and Managing Director at The Cynosure Group – has been appointed Chairman of the Board, effective at year-end. Taylor succeeds Michael McMahon, who is retiring from......
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