Tag:
AI Agent
News
Savvy Wealth Unveils AI Platform to Transform Advisor-Led Financial Planning
Savvy Wealth has introduced Savvy Intelligence, a new AI-powered platform designed to reshape how financial advisors manage and deliver client services. The launch marks...
Investment and Budget Allocation
auxi AI Unveils Darwin to Transform Enterprise Presentation Workflows
auxi AI, an innovative provider of PowerPoint productivity solutions driven by AI, announced Darwin their new AI agent tailored for enterprise consulting firms and...
Investment and Budget Allocation
Rogo Acquires Offset to Embed AI Agents Directly into Financial Workflows
Rogo, an AI platform widely used by financial institutions, has announced the acquisition of Offset, an AI agent company founded by Raj Khare and...
News
NIQ Introduces AI-Powered Analytical Features in Ask Arthur
Now live in beta, fresh AI tools have landed inside Ask Arthur on the NIQ Discover stage. These upgrades aim to guide people step...
Investment and Budget Allocation
Syntax Data Launches Saidee™, an AI-Powered Portfolio Development Tool for Financial Advisors
Syntax Data has unveiled Saidee™, a new artificial intelligence-powered agent and portfolio development application designed to help financial advisors build and manage customized investment...
News
Datarails Introduces Spend Control to End Zombie Subscriptions and Boost CFO Visibility
Datarails has launched Spend Control, a new AI-powered solution designed to give CFOs and finance teams centralized visibility into vendor contracts and subscriptions, helping...
News
JIM.com Recasts Its AI Agent as an Operating System for Microbusinesses
JIM.com is extending its AI-powered platform beyond payments, repositioning its core agent as a full-fledged operating system for micro and small businesses. The update...
News
Guideline Launches AI Agent to Enhance Media Intelligence Insights
Guideline has launched an AI Agent designed to accelerate insights within its media intelligence platform. This agent leverages advanced AI capabilities to analyze and...
