Tag: automate advisor workflows

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Zocks and eMoney Advisor Integrate to Automate Financial Planning Workflows

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The first AI-powered, bi-directional integration streamlines data entry and accelerates time-to-advice for financial advisors.Highlights:Bi-Directional Data Sync: Zocks and eMoney now share structured client...

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Experian Strengthens Services with Atdata Acquisition

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The acquisition boosts Experian's email identity verification capabilities.Highlights: Experian...

Crypto.com Secures Conditional Approval for National Trust Bank Charter

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The crypto exchange aims to expand its financial services...

PayPal Draws Takeover Interest Amid Market Changes

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Bloomberg reports on potential acquisition speculations surrounding PayPal.Highlights: PayPal...

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Experian Strengthens Services with Atdata Acquisition

FinTech 0
The acquisition boosts Experian's email identity verification capabilities.Highlights: Experian...

Crypto.com Secures Conditional Approval for National Trust Bank Charter

FinTech 0
The crypto exchange aims to expand its financial services...

PayPal Draws Takeover Interest Amid Market Changes

FinTech 0
Bloomberg reports on potential acquisition speculations surrounding PayPal.Highlights: PayPal...

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