Fintech Review

MARCH 20, 2025

Limassol, Cyprus, March 20th, 2025, FinanceWire Avenix Fzco, a leader in algorithmic forex trading solutions, has unveiled Pivozon , an advanced Expert Advisor (EA) designed to enhance gold (XAU/USD) trading on the H1 timeframe.

Advisors 52

Advisors Bots Automation Mitigation 52

Finovate

AUGUST 19, 2024

Wealth management solutions and technology company SigFig has added a number of new capabilities to its financial advisor collaboration platform, Engage. The new capabilities include a range of AI-powered tools and solutions to enhance client engagement and boost efficiency for advisors and their teams.

Advisors 59

Advisors AI CRM Automation 59

Clearly Payments

APRIL 8, 2025

Clearly Payments acts as a long-term advisor, helping with: RFPs and vendor selection for new platforms or partners M&A payments due diligence New product launches and billing models (subscriptions, usage-based, etc.)

Consulting 89

Consulting Payments Cross-Border Due Diligence 89

The Fintech Times

AUGUST 1, 2024

a financial wellness fintech, has released its new AI Advisor to give customers around-the-clock help. From expert advice to its execution, AI Advisor provides firms with a new customer engagement tool, automating consumer financial wellness. AI Advisor provides users with hyper-personalised insights and guidance.

Advisors 59

Advisors AI Privacy Financial Literacy 59

The Fintech Times

FEBRUARY 19, 2025

” Risks of automation dependance Sharing a similar view, Adam Ennamli , chief risk and security officer at General Bank of Canada , added: “Failures can have existential consequences, from significant monetary losses to complete loss of market trust and regulatory penalties. .

AI 64

AI Risk Monetary Loss Automation 64

FICO

MARCH 17, 2020

The FICO® Blaze Advisor® Decision Rules Management System has also reduced decision time on applications down from two hours to 10 minutes, while improving controls, capturing rules and creating an audit trail. SA Taxi implemented FICO’s Blaze Advisor solution to increase its automated lending.

Automation 75

Automation Advisors Rules Audit 75

Fintech News

FEBRUARY 10, 2025

Weve already seen this shift with robo-advisors, automated budgeting apps, and frictionless payments. Agentic AI fits perfectly into this new landscape by stepping beyond traditional automation. People no longer want to just be handed tools to manage their money. They want intelligent systems that take action on their behalf.

AI 81

AI FinTech Fraud Detection Fraud Prevention 81

PYMNTS

DECEMBER 18, 2018

Technology may be enabling automation in small business (SMB) accounting and financial management, but rather than cutting out the need for human accountants in the field, this tech disruption is supporting a change in the profession. This means that in the SMB FinServ space, there is a significant market opportunity to target the accountant.

Advisors 53

Advisors Accounts FinTech Small Business 53

PYMNTS

DECEMBER 3, 2020

Morgan Asset Management has announced that it has agreed to acquire FinTech 55ip , which works to help financial advisors deliver tax-smart investment strategies, according to a press release. Nair will stay on as a consultant and special advisor to J.P. Morgan Asset Management, the release stated.

FinTech 91

FinTech Advisors APACS Automation 91

Finextra

FEBRUARY 27, 2025

Betterment, the largest independent digital investment advisor in the United States, today announced that it has acquired the automated investing business of Ellevest, the investing and wealth management company built by and for women.

Automation 52

Automation Advisors Acquirers 52

Finextra

FEBRUARY 27, 2025

Betterment, the largest independent digital investment advisor in the United States, today announced that it has acquired the automated investing business of Ellevest, the investing and wealth management company built by and for women.

Automation 52

Automation Advisors Acquirers 52

Fintech Review

MARCH 20, 2025

Limassol, Cyprus, March 20th, 2025, FinanceWire Avenix Fzco, a pioneering force in algorithmic forex trading, has officially launched Litepips , an AI-driven Expert Advisor (EA) specializing in gold markets. Golds price movements follow unique behavioral patterns that require tailored trading strategies.

Bots 52

Bots AI Automation Advisors 52

The Payments Association

JANUARY 22, 2025

The EU’s smart borders initiative exemplifies the innovative applications of digital identity in border control, using automated processes and biometric verification. The EWC is actively engaged in pilot projects to expand the functionality of the reference wallet application for use cases related to digital travel credentials.

Security 88

Security Online and Mobile Banking Credential Verification 88

Fintech Review

MARCH 20, 2025

Limassol, Cyprus, March 20th, 2025, FinanceWire FXSpire , a cutting-edge automated trading solution, has unveiled its latest innovation: an advanced false-breakout detection algorithm designed to enhance EUR/USD trading accuracy.

Multi-Currency 52

Multi-Currency Risk Management AI Risk 52

Finovate

AUGUST 5, 2024

based SME lender Shawbrook partners with nCino to automate loan origination. Wealth management Financial advisor platform Savvy Wealth secures $26.5 Funding news for companies in lending and wealth management leads the fintech news this week. Be sure to check back over the next few days for the latest updates and announcements.

FinTech 111

FinTech Credit Union Advisors Cybersecurity 111

The Payments Association

MARCH 5, 2025

Becki LaPorte, strategic advisor in the fraud & AML practice at Datos Insights, said, In a world marked by constant turmoil, the intricacies of economic sanctions have become increasingly complex. Process automation, eliminating manual inefficiencies, and allows a focus on high-priority risks.

Financial Crimes 88

Financial Crimes AML Crime Risk 88

PYMNTS

MAY 21, 2020

Oak HT/FC Executive in Residence Michael Vaughan will now serve as an advisor for accounts payable and automation and business intelligence firm xtraCHEF , where he’ll help the company expand software offerings. At Oak HT/FC , Vaughan develops, advises and invests in new FinTech businesses, according to a press release.

Venmo 91

Venmo Advisors Automation FinTech 91

Fintech Review

MARCH 17, 2025

As automated trading continues to reshape financial markets, strategies that merge speed, adaptability, and precision are becoming essential tools for traders looking to navigate golds volatility. A wave-centric approach positions trades ahead of market shifts, letting traders ride momentum instead of chasing it.

AI 52

AI Advisors Automation Risk Management 52

The Paypers

JANUARY 22, 2025

Revolut , the global financial super app, has announced the launch of its Robo-Advisor service in Singapore, with the product aiming to simplify automated investing in the region.

Advisors 36

Advisors Automation Product 36

Fintech Review

MARCH 17, 2025

Limassol, Cyprus, March 17th, 2025, FinanceWire Avenix Fzco has introduced ForexRova , an advanced Expert Advisor (EA) designed to enhance gold trading through a personalized, multi-strategy approach. Customization as the Future of Forex Trading Traders now seek more than just automation; they want flexibility in how their strategies develop.

Advisors 52

Advisors Adjustments Risk Management Bots 52

PYMNTS

FEBRUARY 6, 2019

Automation, artificial intelligence (AI) and similar technologies can offer that adaptability, but they should not be used as a fix or alternative to human interaction. Automation and Customer Engagement. Catering to the needs of tech-savvy consumers means providing customer service that’s quick and adaptive, regardless of the channel.

Automation 55

Automation AI Advisors On-Demand 55

Fintech Review

MARCH 13, 2025

Most automated systems get caught in short-term fluctuations, often executing trades without accounting for the broader market picture. Smart Automation Meets Strategic Control AI is redefining financial markets, pushing traders beyond basic automation. Markets move fast, and traders need more than just automation.

AI 52

AI Adjustments On-Demand Automation 52

Fintech Review

MARCH 17, 2025

Limassol, Cyprus, March 17th, 2025, FinanceWire FXiBot , the latest innovation in forex automation, introduces a precision-focused strategy designed to master GBP/USD trading with a disciplined, single-position approach. With automation reshaping forex markets, traders increasingly seek systems that prioritize strategy over volume.

Volume 52

Volume Bots Automation Central Bank 52

CB Insights

DECEMBER 10, 2021

Tipalti , an automated payments processor approaching decacorn status, has raised a $270M Series F round that drew participation from 01 Advisors, Durable Capital Partners, Zeev Ventures, Morgan Stanley, and G Squared. HOW’S THE COMPANY PERFORMING? Become a CB Insights customer. If you’re already a customer, log in here.

Automation 56

Automation Accounts Advisors Processors 56

CB Insights

JANUARY 4, 2018

Per The State of Automation Report , there are 4.6M A growing wave of AI-infused Expert Automation & Augmentation Software (EAAS, pronounced /?z/) STATE OF AUTOMATION REPORT. Download a deep dive on AI, robotics, and the fear of job displacement from automation. such jobs at risk in the USA due to AI. What is EAAS?

Automation 75

Automation AI Audit Consulting 75

Bank Automation

MARCH 20, 2024

The Music is Starting to Stop Recent years have been extremely lucrative for wealth advisors; both the independents and full-freight firms. Low cost of capital, booming public markets, and a growing desire to diversify into new products are all ways wealth management firms can grow AUM and, as a result, grid payouts.

Advisors 124

Advisors Product 124

Nanonets

APRIL 26, 2023

Automation can have a significant impact on this process—particularly the loan underwriting process. Automating the underwriting process can increase the speed and accuracy of loan approvals, while also reducing the risk of errors. What is automated loan underwriting?

Underwriting 52

Underwriting Automation Fraud Detection AI 52

Nanonets

AUGUST 1, 2023

To address these challenges and unlock operational efficiency, organizations are turning to internal audit automation. By harnessing the power of advanced technologies such as Robotic Process Automation (RPA), data analytics, and artificial intelligence, businesses can revolutionize their auditing procedures.

Audit 52

Audit Automation Bots Risk Assessment 52

Finextra

AUGUST 13, 2024

FusionIQ, a leader in the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial advisors and institutions, today announced a mutual referral agreement with interVal, a leading provider of software that empowers wealth management firms, financial institutions, and accounting firms with automated insights (..)

Advisors 69

Advisors Agreements Automation Accounts 69

The Fintech Times

JANUARY 30, 2025

More partnerships DOO Clearing, the UK-based foreign exchange broker and liquidity provider as part of the global DOO Group, has chosen next-generation reconciliation software specialists, Aurum Solutions , to automate its reconciliations. Most recently, Martinez was also a senior executive at Cisco Systems , from 2018 to 2024.

FinTech 64

FinTech Reconciliation Financial Crimes Audit 64

Clearly Payments

SEPTEMBER 18, 2024

Legal Advisor: In complex chargeback cases, having legal expertise can be essential, particularly in disputes involving large amounts or multiple fraud claims. Technology & Automation: The Enabler Automated chargeback management platforms streamline processes, helping teams manage cases, track deadlines, and quickly file representments.

Disputes 105

Disputes Fraud Prevention Payments Credit Cards 105

FloQast

JANUARY 22, 2024

About the Author: Katie Thomas, CPA, is a content creator, 2021 & 2022 40 under 40 CPA Practice Advisor recipient, Top 50 Women in Accounting recipient, and the owner of Leaders Online, where they help accounting professionals increase their impact, influence, and income through thought leadership and digital marketing.

Automation 52

Automation Technology Audit Compliance 52

Fintech Finance

AUGUST 29, 2024

“To stay competitive in the rapidly expanding remittances industry, it’s crucial to invest in advanced identity verification technology that builds trust and ensures AML compliance for international transactions,” said Youssef Salam, legal advisor & compliance officer, Altras International.

Cross-Border Payments 95

Cross-Border Payments Cross-Border Transactions Verification 95

Fintech Review

SEPTEMBER 10, 2024

It is offering users more control over their money through automation, data analysis, and predictive modelling. AI Enhancing Personal Finance Management Tools AI is transforming personal finance management by automating tasks, enhancing personalisation, and offering real-time insights into user behaviour.

AI 97

AI Finance Privacy Advisors 97

PYMNTS

DECEMBER 9, 2016

AI and smart machine-learning programs will be the next big thing, enabling automation to further disrupt the industry and the role of the accountant,” he said. Coding work would become completely automated, and data entry would be redundant.

Advisors 77

Advisors Small Business Accounts AI 77

Fintech Review

APRIL 11, 2025

It aims to streamline, automate, and enhance how people and businesses interact with money. They use alternative credit scoring methods and automated underwriting. Wealthtech Wealthtech includes robo-advisors, stock trading apps, pension tools, and financial planning software. What Is Fintech?

FinTech 52

FinTech Online and Mobile Banking Payment APIs and Integration Cross-Border 52

CB Insights

DECEMBER 15, 2020

According to Refinitiv, financial advisors that incorporated digital tools saw a 77% increase in client retention. However, market volatility is proving that investors still want relationships with human advisors, who remain a critical part of wealth management.

Posting 87

Posting Advisors B2C Acquirers 87