Tag:
AI Agent
News
Mercury Debuts ‘Mercury Spend’ Featuring Autonomous AI Agent Cards and Intelligent Budgeting Controls
Financial technology firm Mercury has officially launched Mercury Spend, an expanded spend management ecosystem designed to help growing enterprises issue employee and autonomous AI...
Investment and Budget Allocation
YCharts Launches Specialized ‘Y’ AI Agent to Automate Critical Wealth Management Workflows
Investment research and client engagement platform YCharts has officially launched Y, a specialized AI agent purpose-built to transform end-to-end workflows for financial advisors and...
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...
