Deaglo’s white label platform for Financial Institutions uses AI to enhance client engagement and reduce manual reporting. The industry-first platform speeds up workflows for decision-making and client onboarding.
Gwin to play a leading role in collaborating with Trumid clients around data, analytics, and automation
Sunny Chen and Deirdre Grubbs join the executive team, further bolstering Roots' deep insurance industry and technology experience
AI-driven generative search engines are reshaping banking, enhancing customer interactions and operational efficiency for financial institutions.
Unlock growth by trading best practices between fintech and retail, driving innovation and customer satisfaction.
Explore exclusive insights from fintech leaders shaping the future of finance in 2025 and beyond. Discover innovations, trends, and strategies driving financial evolution.
intelliflo, the global cloud-based technology solution for financial advisors, today announced that it has delivered more than 110 enhancements in the past year to intelliflo redblack, the company’s award-winning rebalancing and trading solution. Approximately 75% of these enhancements stemmed directly from customer feedback, highlighting intelliflo’s commitment to shaping its technology in line with the needs of financial advisors. These enhancements have resulted in notable efficiency gains for advisors across the country, allowing them to spend...
Acquisition will expand LexisNexis Risk Solutions' capabilities in risk and fraud solutions and enhance digital identity onboarding and identity verification through IDVerse's AI-powered technology.
Technology Company Enables Businesses to Boost Retirement Plan Participation and Employee Savings with Seamless Auto-Enrollment Ahead of January 2025 Deadline
