financial data - 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 BusinessWire

Platforms

Bud Financial Taps DataStax AI, NVIDIA for Real-Time ANZ Insights

March 21, 20255 min

DataStax’s AI Platform Enables Bud Financial 10x Faster Financial Data Classification

by GlobeNewswire

Payments

Order.co Enhances Payments, Improving Security and Spend Visibility

March 18, 20254 min

Order.co, the world’s leading B2B Ecommerce Platform, today announced its enhanced payment capabilities that improve visibility, efficiency, and security for procurement, finance, operations, and accounting teams. The update also allows for new features that simplify tax compliance while delivering unprecedented control over vendor payments and budget tracking. “Recent enhancements ensure that every transaction is accounted for correctly and in real-time,” said Alec Stonitsch, VP of Product at Order.co. “With built-in features like live budget vs. actual...

by PRNewswire

Platforms

Pocketnest Generative AI Transforms Credit Unions

February 6, 20255 min

Personalized financial insights boost engagement and identify growth

by PRNewswire

Banking

Bluevine partners with Xero to offer small businesses banking solutions

February 3, 20254 min

The integration will provide seamless data sync and greater collaboration opportunities for small business owners and accountants in the US

by PRNewswire

API

PNC Financial Services Group, Plaid Enter Data Access Agreement

September 23, 20243 min

Arrangement allows PNC customers to more safely, securely permission financial data to Plaid powered apps and services

by GTreasury

API

GTreasury Strengthens FinTech Position with CashAnalytics Acquisition

September 9, 20246 min

As CFOs and treasury teams prioritize cash forecasting to optimize working capital, CashAnalytics bolsters GTreasury’s technology set with automated, intelligent, and actionable cash flow analysis.