automation platform - FinTecBuzz

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

May 19, 20257 min

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...

by ComplyAdvantage

Risk Management

ComplyAdvantage Hires Paul Kizakevich as CRO

September 13, 20246 min

An executive with extensive AI leadership experience, Kizakevich will focus on the company’s continued global expansion

by Xceptor

Platforms

Xceptor appoints Fleur Sohtz as new CMO

September 12, 20237 min

Key appointment to the leadership team will strengthen company’s business development, marketing and communications functions globally

by Xceptor

Platforms

Taskize and Xceptor partner to provide firms with new trade affirmation proposition

August 21, 20237 min

Xceptor Confirmations Solution will integrate with Taskize to orchestrate affirm, confirm, and dispute resolution with counterparties

by PRNewswire

Platforms

Ascend engages with NFP to deploy its Financial Technology Platform

August 7, 20233 min

Ascend, the leading financial operations automation platform announced it has entered into an agreement with NFP, a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. As part of the agreement, NFP will deploy Ascend’s billing technology platform, which will offer its insurance clients an automated, all-in-one solution to financing, collections, and payables. “Our engagement with NFP is a significant step towards achieving our goal of modernizing the financial infrastructure of...

by PRNewswire

Payment Platform

European spend automation fintech Leader record $180m Series C

July 21, 202110 min

Series C investment to accelerate international expansion and product development The investment round is the largest to date in the spend management category The Series C funding will be used to accelerate international expansion and product development Soldo, the leading European pay and spend automation platform, today announces that it has closed a $180m oversubscribed Series C funding round, a European record for the spend management category. The fundraise was led by Temasek, a leading global investor...

by PRNewswire

Direct Lending

Stikkum Announces Enhanced Version of Its Mortgage Retention Alert & Automation Platform

June 26, 20204 min

Platform updates address mortgage lending industry challenges of customer loyalty and engagement, while demonstrating the company's commitment to innovation within the mortgage industry.