Tag : workflow automation

Identifi Named 2026 Credit Union Times Luminaries Finalist for AI Document Review
Banking Credit Bureaus News

Identifi Named 2026 Credit Union Times Luminaries Finalist for AI Document Review

Business Wire
by Business Wire0
Identifi, the leading independent provider of workflow automation and document management software for banks and credit unions, is a finalist for the 2026 Credit Union Times Luminaries Awards in the Product Innovation Organization – Advances in AI category. The recognition centers on AI Document Review, a signature-completeness tool built into......
DoorDash Launches Instant Deposits for DoorDash Crimson with Astra
Banking Finance News

DoorDash Launches Instant Deposits for DoorDash Crimson with Astra

PR Newswire
by PR Newswire0
Astra’s Payments Cloud now powers instant deposits for DoorDash Crimson, DoorDash’s banking product designed for Dashers. DoorDash Crimson provides financial services and on-demand access to earnings for the Dasher community. With instant deposits running on Astra’s Payments Cloud, Dashers can now add funds from external accounts in real time using......
FactSet Accelerates Innovation in Banking with Launch of a New AI-Native Solution in Partnership with Finster AI
Artificial Intelligence Banking News

FactSet Accelerates Innovation in Banking with Launch of a New AI-Native Solution in Partnership with Finster AI

GlobeNewswire
by GlobeNewswire0
FactSet also announces an investment in Finster AI FactSet, a global financial digital platform and enterprise solutions provider, announced the alpha launch of FactSet AI for Banking, an AI-powered workflow automation ecosystem. Built in collaboration with Finster AI, FactSet’s AI solution for banking gives investment banking teams and, more broadly,......
Identifi Promotes Kyle Donovan to Chief Operating Officer
Banking Finance News

Identifi Promotes Kyle Donovan to Chief Operating Officer

Business Wire
by Business Wire0
Identifi, the leading independent provider of workflow automation and document management software for banks and credit unions, announced the promotion of Kyle Donovan to Chief Operating Officer. Kyle joined Identifi in May 2024 as Senior Vice President of Customer Success & Professional Services and has been promoted to COO in......
Neha Mishra Joins Portage Point Partners Technology Investment Banking Practice
Banking Investments News

Neha Mishra Joins Portage Point Partners Technology Investment Banking Practice

PR Newswire
by PR Newswire0
Portage Point Partners, LLC (Portage Point), a blue chip advisory, consulting, interim management, investment banking and financial services firm focused on the middle market, is pleased to announce that Neha Mishra has joined as Managing Director in the firm’s Technology Investment Banking practice. Neha has almost two decades of experience advising technology......
Farsight Acquires Presentable AI to Pioneer Next Phase of Workflow Automation
Artificial Intelligence Finance News

Farsight Acquires Presentable AI to Pioneer Next Phase of Workflow Automation

PR Newswire
by PR Newswire0
From best-in-class workflow automation to industry-leading free-form slide editing through natural language Farsight announced the acquisition of Presentable AI, marking the next phase of workflow automation in financial services. This strategic move enables Farsight to streamline full PowerPoint slide editing and configuration using natural language, extending its automation leadership. Catch......
BridgePort Appoints a New Chief Product Officer to Drive Next Phase of Product Innovation
Analytics Artificial Intelligence News Trading

BridgePort Appoints a New Chief Product Officer to Drive Next Phase of Product Innovation

PR Newswire
by PR Newswire0
New CPO Steven Bartfield to shape BridgePort’s product roadmap and AI-driven trading infrastructure BridgePort, the institutional coordination layer streamlining the off-exchange settlement of crypto, announced the appointment of Steven Bartfield as Chief Product Officer (CPO). At BridgePort, Bartfield will lead the company’s product roadmap, with a focus on deepening enterprise integrations, accelerating agentic AI capabilities,......
Passthrough and BlackRock’s Aladdin Collaborate to Enhance Investor Experience on the eFront Platform
Fintech News Technology

Passthrough and BlackRock’s Aladdin Collaborate to Enhance Investor Experience on the eFront Platform

Business Wire
by Business Wire0
Passthrough, a leader in fund workflow automation, and Aladdin, BlackRock’s technology business, announced a partnership that integrates Passthrough’s digital subscription technology within the eFront platform to offer a unified investor experience. The collaboration enables common clients – from general partners to asset servicers – to digitize their investor onboarding process......
AdvisorEngine Integrations Add AI Power, Greater Financial Data Access and Expanded Workflow Automation to Wealth Management Platform
Artificial Intelligence Finance Fintech News Robotic Process Automation

AdvisorEngine Integrations Add AI Power, Greater Financial Data Access and Expanded Workflow Automation to Wealth Management Platform

Business Wire
by Business Wire0
AdvisorEngine now works with popular AI notetakers Jump, Zeplyn and Zocks ByAllAccounts integration broadens an advisor’s view of client data; Zapier enhances advisory firm workflow processes AdvisorEngine Inc. announced several platform integrations designed to boost advisor productivity and improve client service, tapping into wealth management’s fast-evolving segment of AI-powered tools.......
Trullion Launches Trulli, an Agentic AI Assistant Built for Accountants
Artificial Intelligence Finance News

Trullion Launches Trulli, an Agentic AI Assistant Built for Accountants

Business Wire
by Business Wire0
Designed to handle the complexity of financial workflows, Trulli leverages agentic AI and accounting expertise to deliver source-backed, auditable results – minimizing manual review and boosting accuracy Trullion, a leader in AI-powered accounting and audit technology, announced the launch of Trulli, an intelligent AI agent designed to assist finance professionals......
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