AIinFinance Archives - Global FinTech Edge

Manual data entry may finally be on its way out—at least for financial advisors. Jump, the AI platform increasingly favored by advisory firms, has announced a new integration with eMoney Advisor, one of the most widely used financial planning tools in the industry. The collaboration is designed to eliminate the post-meeting data slog that haunts wealth managers, helping them focus on what they do best: advising clients.

Businesswire05 mins

Jump and eMoney Join Forces to Kill Manual Data Entry for Financial Advisors

News

July 1, 2025July 1, 2025

Serrala Supercharges AR with AI-Powered Cash Application for Any ERP

Serrala, a heavyweight in finance process automation, has officially launched its next-gen Cash Application capabilities within its cloud-native Alevate AR platform—promising to do for accounts receivable what AI has already begun doing for customer service and fraud detection: automate the tedious, kill the inefficiencies, and give humans back their time.

EIN Presswire05 mins

Serrala Supercharges AR with AI-Powered Cash Application for Any ERP

News

June 26, 2025June 26, 2025

Spendesk Achieves Profitability, Becomes First European Spend Management Unicorn in the Black

Spendesk Becomes First Profitable European Spend Management Platform, Hits Growth Milestone Ahead of Schedule

Spendesk, the AI-powered spend management and procurement platform, today announced that it has achieved full profitability for the first time, marking a pivotal milestone for both the company and the broader European fintech landscape.

Businesswire05 mins

Spendesk Achieves Profitability, Becomes First European Spend Management Unicorn in the Black

News

June 25, 2025June 25, 2025

Claira Secures $7M Seed Round to Revolutionize Deal Intelligence for Private Credit and Financial Institutions

In a space long dominated by spreadsheets, memory, and manual research, Claira is bringing modern AI to private credit and deal analysis. Today, the company announced it has closed a $7 million seed round co-led by Barclays, Citi, and Reimagine Tech Ventures, with participation from Activant Capital, KDX, and OPCO Ventures.

Businesswire06 mins

Claira Secures $7M Seed Round to Revolutionize Deal Intelligence for Private Credit and Financial Institutions

News

June 11, 2025June 12, 2025

Billtrust Appoints Tarek Saleh as CRO to Lead Global Sales Expansion

Billtrust, a market leader in B2B accounts receivable (AR) automation and payment solutions, has named Tarek Saleh as its new Chief Revenue Officer (CRO). The appointment comes at a critical juncture as the company advances its mission to revolutionize AR processes through cutting-edge AI technologies. In his new role, Saleh will oversee global sales initiatives across the Americas and EMEA, reporting directly to CEO Sunil Rajasekar as part of the executive leadership team.

PR Newswire06 mins

Billtrust Appoints Tarek Saleh as CRO to Lead Global Sales Expansion

News

May 19, 2025May 19, 2025

Rocktop Technologies Acquires Incenter Capital Advisors to Enhance AI-Driven Mortgage Capital Markets Solutions

Rocktop Technologies LLC, a leading AI-enabled Solutions as a Service firm specializing in legal and mortgage capital markets, announced the acquisition of Incenter Capital Advisors. Incenter is a top advisory firm in mortgage servicing rights (MSRs) trading, pricing, and post-transaction support.

Businesswire02 mins

Rocktop Technologies Acquires Incenter Capital Advisors to Enhance AI-Driven Mortgage Capital Markets Solutions

News

May 15, 2025May 15, 2025

Broadridge Secures Patent for BondGPT AI-Powered Trading Tech

Broadridge Financial Solutions Inc. has announced the award of a new U.S. patent that covers its innovative large language model orchestration methods used in BondGPT. This GenAI-driven application is transforming fixed-income trading by enhancing data processing, personalization, and compliance through orchestrated machine learning agents.

PR Newswire03 mins

Broadridge Secures Patent for BondGPT AI-Powered Trading Tech

News

May 14, 2025May 14, 2025

Entercard Taps FICO Platform to Combat Fraud with Advanced AI

Entercard, a prominent Nordic financial services firm, has partnered with global analytics leader FICO to enhance its fraud detection and prevention capabilities. By leveraging the FICO® Platform, Entercard aims to combat fraudulent account openings and secure customer identities using advanced AI and analytics.

Businesswire03 mins

Entercard Taps FICO Platform to Combat Fraud with Advanced AI

News

May 9, 2025May 9, 2025

Wealthsimple Chooses Eventus’ Validus for Enhanced Trade Surveillance

Eventus, a leading provider of trade surveillance and financial risk solutions, has announced Wealthsimple as a new client using its Validus platform for trade surveillance across various asset classes. Wealthsimple, one of Canada’s fastest-growing financial services platforms, manages over $50 billion in assets, catering to more than three million clients.

PR Newswire02 mins

Wealthsimple Chooses Eventus' Validus for Enhanced Trade Surveillance

News

May 5, 2025May 5, 2025

FSS Hosts Simply Payments 2025 in Dubai, Highlighting the Role of AI in Payments Transformation

Financial Software and Systems (FSS), a global leader in payments technology, hosted the Dubai edition of its flagship event, Simply Payments 2025, under the theme “Reimagining Payments in the AI Era.” The event brought together top minds in Fintech, Government Payments, and Artificial Intelligence (AI), addressing the growing importance of AI in transforming the financial services industry, particularly in the UAE.

Businesswire05 mins