Tag: AI platform
CellPoint Leadership Change and $34M Funding
CellPoint Leadership Change marks a significant shift as the company secures $34 million in funding. This move is poised to impact the fintech landscape.Table...
AI Client Engagement: Twenty7Tec’s New Platform
AI Client Engagement is taking a leap forward with Twenty7Tec's new platform. Steppl, designed for seamless adviser-client interactions, aims to streamline management processes.Table of...
AI-driven wealth management: Flanks and Perplexity Unite
AI-driven wealth management takes a significant leap forward with the partnership between Flanks and Perplexity. This collaboration aims to redefine how wealth institutions access...
Investor Pointe Debuts AI Platform for Private Markets Firms
A new company called Investor Pointe has entered the market with an AI-enabled platform built for private markets firms. The launch aims to simplify...
Codat AI Platform Brings Real-Time Data to Banks
Commercial banks gain a fresh way to tap **real-time data** from business clients. Codat rolled out its **AI advisory platform** today. This step builds...