Tag: automation

Zeplyn, a WealthTech company founded by former Google engineers, focuses on streamlining workflows for financial advisors through AI-powered solutions.

On October 23rd, industry leaders and TAINA representatives convened at the London Operational Taxes for Investment Firms conference to dissect the latest regulatory trends and challenges affecting funds and custodians.

Fintel Connect, a prominent leader in growth marketing for the financial sector, has recently unveiled Fintel Check for BaaS.

Contabilizei, the largest accounting firm in Brazil, today announced securing a substantial $125m investment from global growth investor Warburg Pincus.

In an era marked by rapid technological advancements and significant socio-economic shifts, the global wealth management sector is undergoing a transformative phase.

Automation and artificial intelligence (AI) are transforming industries worldwide, and the insurance sector is no exception. For insurance companies, efficiently handling claims and processing large volumes of customer inquiries is a crucial aspect of maintaining customer satisfaction and operational excellence. As the volume of claims increases, insurers are under pressure to find solutions that not only streamline workflows but also improve accuracy and reduce response times. This is where companies like Simplifai can make a difference. 

In today's rapidly evolving financial environment, mere regulatory adherence is insufficient for firms aiming to lead the market.

When delving into the complexities of KYC and KYB procedures, it's evident that these frameworks are pivotal in safeguarding financial systems. According to AIPrise, however,...

In the evolving banking sector, improving customer experience is pivotal. According to industry insights, 85% of financial crime compliance executives are now prioritising customer experience.

M-Files, a leader in the realm of knowledge work automation, has introduced the M-Files Knowledge Work Automation Capability Maturity Model (CMM) along with a...