Tag: Financial Services Industry

nCino, renowned for its innovative software-as-a-service (SaaS) platform, has teamed up with Salesforce, a global leader in AI CRM. 

AdvisorCheck, a platform offering comprehensive data and transparency tools to investors vetting financial advisors, has raised $1.8m.

Go back a few years and robo-advisors were the talk of wealth management. Panel discussions were often dominated by the prospects of robo-advisory, but nowadays they are rarely mentioned. What happened to the robo-advisor hype?