AdvisorEngine Adds AI, Data Access, and  Workflow Automation to Platform

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. During its tenth client conference, the wealth management technology company shared with the audience that it is integrating with popular AI notetakers Jump, Zeplyn and...

Bankjoy Unveils JoyCompass

Bankjoy, a leading digital banking provider, today unveiled JoyCompass, a next-generation personal finance platform that helps community financial institutions (CFIs) drive growth through client engagement. The announcement was made at the Corelation Customer Conference in San Diego, where Bankjoy is showcasing its groundbreaking platform to industry leaders. JoyCompass represents a fundamental shift in personal financial empowerment. The platform is seamlessly embedded into users’ digital banking experience, helping credit unions and community banks fulfill their mission of...

Apiture, Cornerstone Advisors Partner to Advance FI Data Strategy

Apiture, a leading provider of digital banking solutions, today unveiled new research in partnership with Cornerstone Advisors about financial institutions’ ability to manage data effectively. Improving Your Financial Institution’s Data IQ establishes a new framework — Data IQ — to help banks and credit unions assess and improve their use of data against industry standards. The report is based on a March 2025 online survey of nearly 130 senior executives from U.S. financial institutions. While the...

Bridging Continents: EIT Digital supports EU’s ‘Choose Europe’ initiative

EIT Digital, a leading European digital innovation and entrepreneurial education organization, today announced a new initiative strategically aligned with the European Commission’s “Choose Europe” initiative. This collaboration aims to attract U.S.-based researchers and global entrepreneurs to Europe’s vibrant digital innovation ecosystem. Launched on 5 May 2025 at Sorbonne University in Paris, “Choose Europe” represents a €500 million investment by the European Union, supplemented by an additional €100 million from France. The program seeks to position Europe as a global hub for scientific research...

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