Tag: workflow automation

Compliance teams drowning in one-by-one administrative clicks have been handed a reprieve, as KYCP rolls out a bulk notification management capability in version 2.1.6...

Client onboarding remains one of the most persistent friction points in RegTech, with abandoned applications and error-ridden submissions costing firms time and revenue. KYCP is...

Key global WealthTech investment stats in Q2 2026: Global WealthTech deal activity dropped 10% YoY in Q2 US extended dominance as the leader in...

Key US WealthTech investment stats in Q2 2026: US WealthTech deal activity grew by 27% YoY California emerged as the main US WealthTech hub...

Key Indian FinTech investment stats in Q2 2026: Indian FinTech funding surged 2.3x QoQ in Q2 Funding surge was driven by a 86% growth...

Buying a home should feel momentous, yet for millions of borrowers it mostly feels like waiting. nCino, which recently delved into how agentic AI can...

EXANTE product owner Nastya has shared a detailed account of how integrating AI tools into her daily workflow has fundamentally restructured the pace and...

Jump, a leading AI platform for financial advisors and wealth management professionals, has unveiled a suite of new product features aimed at reducing administrative...

The volume of marketing content flowing through financial services firms has reached a tipping point. Compliance teams, already stretched thin, are now contending with...

Saris, an agentic workflow platform built for banks and credit unions, has closed a $28.8m Series A funding round. The raise was led by 8VC,...