financial advisers

79% of Millennials and Gen Z Turn to Social Media for Financial Advice
79% of Millennials and Gen Z Turn to Social Media for Financial Advice
October 14, 2024  |  Consumer Finance

Social media algorithms have emerged as influential players in the realm of advice, effectively acting as pseudo-advisers for generations eager for financial literacy. A PYMNTS...

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Finance Teams Embrace Innovation as FIs Tap AI Assistants to Boost Efficiency
Finance Teams Embrace Innovation as FIs Tap AI Assistants to Boost Efficiency
September 18, 2023  |  artificial intelligence

As the finance industry becomes increasingly digital, financial institutions (FIs) are recognizing the potential of artificial intelligence (AI) assistants to automate tasks, improve customer experiences,...

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Fiserv To Provide Financial Advice Through GoldBean
Fiserv To Provide Financial Advice Through GoldBean
June 27, 2017  |  Business

Fiserv, global provider of financial services technology solutions, recently announced the addition of tailored digital advice and education to its Wealth Management Network from Fiserv...

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