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Talkdesk survey finds half of consumers are optimistic about artificial intelligence in financial services, but age matters

Tue, 09/10/2024 - 09:22
SAN FRANCISCO--(BUSINESS WIRE)-- #AI--The new Future of Finance: AI Consumer Trends Survey conducted by Talkdesk reveals a cautiously optimistic outlook on AI in financial services.

Principal® Survey Reveals the Effects of Caregiving on Work and Employee Retention

Tue, 09/10/2024 - 09:22
DES MOINES, Iowa--(BUSINESS WIRE)--The landscape of employee benefits is evolving as employers are faced with managing five generations in the workplace. A recent survey from Principal Financial Group® reveals employees find value in a variety of benefit options, and those options can influence retention in their workplace. The value of these benefits are magnified for employees who serve as caregivers for children, dependent adults, or those in a “sandwich generation” caring for both a depende

M-Files Releases the First Market Momentum Index: AI and Unstructured Data Management, Conducted by Deep Analysis with Support from AIIM and M-Files

Tue, 09/10/2024 - 09:22
AUSTIN, Texas--(BUSINESS WIRE)--M-Files, the leader in knowledge work automation, today announced the first Market Momentum Index: AI and Unstructured Data Management, conducted by Deep Analysis with support from M-Files and AIIM, which reveals the state of organizational readiness for AI adoption, the preparation of unstructured data for AI integration, and the tools, techniques, and skill sets being employed to support these initiatives. The research survey included 500 responses from US-base

An Optimist’s Guide to a Shifting Landscape

Tue, 09/10/2024 - 09:22
NEW YORK--(BUSINESS WIRE)--In its Q4 2024 investment outlook, An Optimist’s Guide to a Shifting Landscape, HSBC Global Private Banking indicates that while the U.S. economy is slowing, an imminent recession is not anticipated to be on the horizon. Investors continue to look for buying opportunities, supported by the prospect of rate cuts, potential corporate earnings improvement, nearshoring/re-industrialization and innovation boosting productivity and valuation opportunities. HSBC Global Priva

Blushington Introduces “A Way with Wigs” Wig Styling Service

Tue, 09/10/2024 - 09:22
NEW YORK--(BUSINESS WIRE)--Blushington, the luxury express beauty franchise concept dedicated to making A-List beauty services accessible to all customers, announced today the launch of its innovative wig styling service — “A Way with Wigs”. Blushington has expanded its express beauty services to include expert wig styling, now offering complimentary pick up and delivery for clients on the Upper West Side of New York City. “A Way with Wigs” offers clients the convenience of having their wigs pr

Incisiv, Talkdesk 2024 Retail Customer Experience Index reveals retailers must keep pace with technology trends to meet shoppers’ demand for hyper-personalization and seamless omnichannel interactions

Tue, 09/10/2024 - 09:22
JACKSONVILLE, Fla. & SAN FRANCISCO--(BUSINESS WIRE)-- #CX--Incisiv, in partnership with Talkdesk, released the 2024 Retail Customer Experience Index.

HireClix Launches Advanced Analytics Dashboard to Optimize Recruitment Marketing Strategies

Tue, 09/10/2024 - 09:22
GLOUCESTER, Mass.--(BUSINESS WIRE)--HireClix, a leading strategic recruitment marketing services agency, today announces the HireClix Advanced Analytics Dashboard. This technology solution consolidates data from recruitment marketing initiatives, applicant tracking systems (ATS), and other disparate sources to better analyze recruitment ROI. The platform underscores the company’s commitment to delivering the essential metrics clients need to make informed, data-driven decisions about their recr

Kestra Financial Empowers Advisors with Enhanced Alternative Investment Offerings Through iCapital®

Tue, 09/10/2024 - 09:22
AUSTIN, Texas--(BUSINESS WIRE)--Kestra Financial, a leading wealth management platform, today announced the improvement of its alternative investment offerings through an expansion of its strategic partnership with iCapital1, the global fintech platform powering the world’s alternative investment marketplace. This collaboration will deliver greater value to Kestra Financial advisors and their clients as they access alternative investments through iCapital’s technology platform. For over five ye

Nue's Revenue Lifecycle Platform Expands with Enhancements to Lifecycle Manager, Unlocking the Next Era of Customer and Revenue Journeys

Tue, 09/10/2024 - 09:22
SAN FRANCISCO--(BUSINESS WIRE)--Nue, the Revenue Lifecycle Platform, today announced key enhancements to its Lifecycle Manager product. These enhancements include actionable revenue intelligence, new billing capabilities, and additional features to easily manage customer changes across subscriptions, assets, entitlements, usage, credits, credit memos, invoices, payments, and revenue contracts. SaaS companies are facing widespread losses in revenue efficiency As companies adopt hybrid revenue mo

SMArtX Advisory Solutions Expands Manager Marketplace With 12 New Strategies From Seven Leading Asset Management Firms

Tue, 09/10/2024 - 09:22
WEST PALM BEACH, Fla.--(BUSINESS WIRE)-- #AdvisorTech--SMArtX Advisory Solutions expands Manager Marketplace with 12 new strategies from seven leading asset management firms.

IRALOGIX Taps Keith Haas for CFO Role

Tue, 09/10/2024 - 09:22
PITTSBURGH--(BUSINESS WIRE)--IRALOGIX today announced the appointment of Keith Haas as Chief Financial Officer.

Survey: Advisors Remain Focused on Older Generations; Just 18% of Clients Under 50

Tue, 09/10/2024 - 09:22
DELRAY BEACH, Fla.--(BUSINESS WIRE)--According to the latest InspereX Pulse Survey of 487 financial advisors, there continues to be a strong focus on older clients; they report that just 18% of their clients are under the age of 50. The majority (59%) of their clients are at least in their 60s. The majority of assets that their 50-and-under clients have come from the clients’ jobs, according to 73% of respondents. Only 12% said the majority of younger client assets came from an inheritance. Tho

NEW LRN REPORT: Gen Z Employees Consult Codes of Conduct More Often, Even While Saying They Are More Likely to Bend the Rules

Tue, 09/10/2024 - 09:22
NEW YORK--(BUSINESS WIRE)--LRN’s 2024 Code of Conduct Report highlights the evolving challenges in promoting and enforcing ethical behavior in the workplace

Cashmere Secures $3.6 Million in Seed Funding to Revolutionize Client Acquisition for Wealth Management Firms

Tue, 09/10/2024 - 09:22
LOS ANGELES--(BUSINESS WIRE)--Cashmere, an AI-powered client acquisition platform for wealth management firms, has successfully completed a $3.6 million seed funding round. The investment will drive rapid product development and strategic hiring - including a newly-appointed Head of Machine Learning. Co-founded by Farbod Nowzad and Eshan Govil, Cashmere leverages the state-of-the-art in AI to automate the discovery, research, and engagement of prospective clients for wealth management firms at

CompassMSP Recognized on CRN’s 2024 MSP 500 List

Tue, 09/10/2024 - 09:22
WEST HARTFORD, Conn.--(BUSINESS WIRE)-- #CNA500--CRN®, a brand of The Channel Company, has named CompassMSP to its Managed Service Provider (MSP) 500 list in the Pioneer 250 category for 2024. The MSP 500 list compiled by CRN serves as a comprehensive guide to identifying and recognizing the top Managed Service Providers (MSPs) in North America. MSPs play a crucial role in supporting businesses by offering managed services that enhance efficiency, simplify IT solutions, and optimize return on investment.

Loop Launches Order Tracking for a Comprehensive Post-Purchase Experience

Tue, 09/10/2024 - 09:22
COLUMBUS, Ohio--(BUSINESS WIRE)--Loop launched Order Tracking by Loop, a new solution that empowers brands to optimize operations through their entire post-purchase experience

Magnit Transforms Worker Onboarding Experience with ServiceNow

Tue, 09/10/2024 - 09:22
FOLSOM, Calif.--(BUSINESS WIRE)--Magnit, today unveiled a best-in-class worker onboarding experience driven by its expanding partnership with ServiceNow.

Rapyd Expands Global Partner Programme to Power Revenue Growth for High-Opportunity Referral Partners, ISOs, and PayFacs

Tue, 09/10/2024 - 09:22
LONDON--(BUSINESS WIRE)--Rapyd, the global fintech company, today announces the expansion of the Rapyd Payment Partner Programme, designed to supercharge revenue growth and collaboration for Referral Partners, consultants, Independent Sales Organisations (ISOs), Payment Facilitators (PayFacs), and Integrated Software Vendors (ISVs) operating in high-opportunity industries such as eCommerce, online gaming, content creator economy, and financial services. These industries often face the challenge

Captify Delivers Political Search Insights for 2024 Election

Tue, 09/10/2024 - 09:22
NEW YORK--(BUSINESS WIRE)--Captify, the leading provider of real-time audiences and insights fuelled by Search Intelligence, today announced the launch of the Captify Election War Room, a weekly data report highlighting consumer search behavior during the 2024 U.S. election cycle. Interest in the 2024 election is hitting spending levels, with eMarketer forecasting a 30% increase in political ad spending compared to 2020. As such, brands and political marketers want to understand how consumers a

Alorica and LoanPro to Revolutionize the Customer Experience in Servicing for Financial Organizations and Portfolio Buyers

Tue, 09/10/2024 - 09:22
IRVINE, Calif.--(BUSINESS WIRE)-- #alorica--Alorica and LoanPro's first-to-market partnership to enhance CX servicing for financial organizations and portfolio buyers.

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