Zocks, a builder of an AI assistant for financial advisers, has raised $45 million in a Series B funding co-led by Lightspeed ...
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When Courtlynn Dickey was a freshman at American University, he opened his first credit card. He racked up more debt than he meant to and headed to a bank for help, but said the banker used terms he ...
When your advisory business is in growth mode, how you spend your time matters. Focusing on profit-producing activities such as client acquisition and retention is a top priority, but you might find ...
Intuit Credit Karma is launching a new tool on Wednesday that leverages generative artificial intelligence (AI) to help consumers with their financial questions. Intuit Assist for Credit Karma will ...
CENTENNIAL, Colo.--(BUSINESS WIRE)--The College for Financial Planning—a Kaplan Company has launched the Wealth Management Professional Assistant, leveraging artificial intelligence, designed to ...
New York City-based Zeplyn has raised $3 million in seed funding for its AI assistant for financial advisors. Processing Content The round was led by Leo Capital, with additional investing from ...
NEW YORK--(BUSINESS WIRE)--First Financial Bank, the 5th Oldest National Bank in the United States, has experienced a 10% overall increase in new accounts opened since introducing its AI-powered ...
Generative AI assistants are coming to financial services - and this new technology will change the way consumers manage their money and interact with human experts. Following on from last week’s ...
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