Sunday, March 15, 2026

News

Morningstar Launches AI Assistant to Enhance Advisor Workflow

Morningstar, a leading provider of independent investment research and insights, has launched a new AI assistant embedded within Direct Advisory Suite, its flagship platform...

Jump Launches AI Operating System to Transform Advisor Growth and Operations

Jump, a leading provider of artificial intelligence solutions for financial advisors and financial services organizations, introduced its AI Operating System for Advisors—a new platform...

Alteryx Advances Enterprise AI Adoption with Scalable Data and Automation Platform

Alteryx is preparing to go big in the AI space with its ready data and automation solutions scaled up to meet enterprise needs, which...

RevCycle, Inc. Appoints Tracy Dudek as President

RevCycle, Inc., a national provider of healthcare revenue cycle management and receivables management services,  announced the appointment of Tracy Dudek as President, effective March 2,...

Clari + Salesloft, and 1mind Join Forces to Accelerate AI-Driven Revenue Orchestration

Clari + Salesloft has announced a strategic partnership with AI-led growth platform 1mind to advance AI-driven revenue orchestration. The collaboration integrates Clari + Salesloft’s...

Abrigo Acquires 360 View to Strengthen Data and Growth Capabilities for Financial Institutions

Abrigo has acquired 360 View. This move helps banks and credit unions boost customer relationships and speed up data-driven growth. The acquisition adds to...

Fideo Intelligence Enhances Dark Web Monitoring to Combat Payment Fraud

Fideo Intelligence has enhanced the dark web monitoring feature of its identity intelligence solution to help financial organizations identify payment frauds early on and...

Airwallex Brings High-Yield Treasury Solution to U.S. Businesses as Global Assets Top $1 Billion

Airwallex has launched its Yield treasury solution for U.S. customers. This tool helps businesses earn returns on idle funds. The announcement comes as the...