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Financial Planning Stories - Page 3

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Farseer expands to UK & North America with AI Analyst
Data Analytics

Farseer expands to UK & North America with AI Analyst

Finance teams in two major markets can now query live models in plain language, as Farseer widens its reach beyond Europe.

By Karen Joy Bacudo • 3 min read • Tue, 23rd Jun 2026
Festina Finance wins EUR 25 million growth backing
Digital Transformation

Festina Finance wins EUR 25 million growth backing

The backing values the Danish pensions software specialist at about EUR 200 million and will fund expansion across Europe.

By Karen Joy Bacudo • 4 min read • Fri, 19th Jun 2026
Blue Yonder unveils new AI tools for supply chains
Digital Transformation

Blue Yonder unveils new AI tools for supply chains

Supply chain leaders are becoming more cautious as the software group rolls out AI agents and mobile tools aimed at improving planning and execution.

By Sean Mitchell • 4 min read • Fri, 19th Jun 2026
SAVVI launches SelectSmart 2026 for benefits decisions
Fintech

SAVVI launches SelectSmart 2026 for benefits decisions

Workers could cut enrolment confusion as SAVVI's latest platform uses existing data to recommend benefits choices without lengthy questionnaires.

By Joseph Gabriel Lagonsin • 3 min read • Wed, 17th Jun 2026
Kaleidoscope warns finance teams over AI data risks
Software-as-a-Service

Kaleidoscope warns finance teams over AI data risks

Finance teams risk exposing sensitive data by using AI tools without clear retention and governance checks, Kaleidoscope says.

By Karen Joy Bacudo • 4 min read • Thu, 11th Jun 2026
OneStream launches Snowflake connector for finance data
Data Analytics

OneStream launches Snowflake connector for finance data

Poor data quality is forcing finance teams to seek more traceable inputs for AI and reporting as OneStream adds a Snowflake link.

By Karen Joy Bacudo • 3 min read • Fri, 5th Jun 2026
inDrive names Abhey Lamba as Chief Financial Officer
Cisco

inDrive names Abhey Lamba as Chief Financial Officer

As inDrive expands beyond ride-hailing, the new Chief Financial Officer will steer finance after gross bookings rose 30% to USD $6.4 billion.

By Sofiah Nichole Salivio • 4 min read • Thu, 4th Jun 2026

Stories from Other Regions

Financial Planning stories

Canadians trust AI for banking, but not big money moves
Data Protection

Canadians trust AI for banking, but not big money moves

Canadians are warming to AI for day-to-day banking, but most still want human advice when the stakes rise on major financial decisions.

By Sofiah Nichole Salivio • 4 min read • Thu, 18th Jun 2026
Lucanet expands into Japan as ARR tops EUR €200 million
Software-as-a-Service

Lucanet expands into Japan as ARR tops EUR €200 million

The Berlin-headquartered group is targeting Japan's large mid-market as annual recurring revenue climbs past EUR €200 million.

By Karen Joy Bacudo • 4 min read • Tue, 16th Jun 2026
Allianz Retire+ launches AI assistant for advisers
Digital Transformation

Allianz Retire+ launches AI assistant for advisers

Financial advisers may soon get quicker answers on retirement income products as Allianz Retire+ tests Ada for compliant support.

By Sofiah Nichole Salivio • 4 min read • Tue, 16th Jun 2026
MYOB & Mastercard test AI payments for SMEs in Australia
Software-as-a-Service

MYOB & Mastercard test AI payments for SMEs in Australia

Small firms could ease cash flow pressure as the pilot lets owners set rules for paying bills, timing and payment methods.

By Karen Joy Bacudo • 4 min read • Mon, 15th Jun 2026
IG launches crypto trading app for Australian investors
Crypto

IG launches crypto trading app for Australian investors

Australian investors gain a mobile crypto platform as IG bets rising demand and new rules will draw mainstream savers into digital assets.

By Karen Joy Bacudo • 4 min read • Wed, 10th Jun 2026
Xynon launches AI onboarding tool for advice firms
Data Protection

Xynon launches AI onboarding tool for advice firms

The tool aims to cut paperwork before advisers charge fees, as Australia's financial advice sector shrinks and compliance burdens mount.

By Mark Tarre • 4 min read • Wed, 10th Jun 2026
UK advisers see surge in younger clients, survey finds
Digital Transformation

UK advisers see surge in younger clients, survey finds

Most UK financial advisers are now serving younger investors, but fragmented software is adding hours of admin each week.

By Sofiah Nichole Salivio • 4 min read • Mon, 8th Jun 2026
OneAdvanced adds AI tools to IQ for regulated sectors
Software-as-a-Service

OneAdvanced adds AI tools to IQ for regulated sectors

Customers in regulated sectors can now access AI workflow and compliance tools as OneAdvanced expands its IQ platform across six markets.

By Mark Tarre • 3 min read • Thu, 4th Jun 2026
CIMA backs skills report but urges finance training
Data Analytics

CIMA backs skills report but urges finance training

The warning follows fresh questions over the loss of Level 7 apprenticeships, which CIMA says could weaken UK finance training and recruitment.

By Karen Joy Bacudo • 5 min read • Wed, 3rd Jun 2026
The rise of the strategic stock-up shopper
eCommerce

The rise of the strategic stock-up shopper

Sales events are now planning windows for households, with 70% of Australian adults bulk-buying at least one category, a survey shows.

By Brendan Straw • 4 min read • Tue, 2nd Jun 2026