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NOTO: Why AI Fraud Prevention Needs Human Interaction to Beat the 'Tick in the Box' Mentality
Tristan Prince from NOTO and Robert Brooker from Opus Advisory Group centered on the twin […]
Pascal Extends Free Wealthtech Bundle for Advisors as They Continue To Adjust To COVID-19 Impacts
Pascal’s digital advisor tech bundle Prevail will continue to be offered for free to financial advisors to help them until September 1st to help them engage with clients through the pandemic
Pascal Welcomes Marksman Asset Management to its Wealthtech Platform
Pascal’s fully integrated AI-powered platform reduces the Portfolio Manager’s administrative processes and simplifies compliance, turning COVID-19 headwinds into tailwinds
Pascal Announces Integration with Fidelity Clearing Canada
Bringing together Pascal’s digital wealth platform and Fidelity Clearing Canada’s custody and clearing services empowers Portfolio Managers and Financial Advisors with a seamless, turnkey solution for efficiency and growth
- InsurTech NY: General Magic on How AI Text Agents Are Cutting Insurance Quote Time Read more
- NOTO: Why AI Fraud Prevention Needs Human Interaction to Beat the ‘Tick in the Box’ Mentality Read more
- MPE 2026: Mastercard and Deutsche Bank on Reducing Complexity for Merchants Read more
- InsurTech NY: QuickFacts on Broker Data Read more
- Houston Fraley on Why Security Is the Foundation of Trust in FinTech Read more
