Advisors Risk Management Underwriting 
Nanonets
APRIL 26, 2023
Automation can have a significant impact on this process—particularly the loan underwriting process. Loan underwriting is the step before a loan is approved or denied, where a lender verifies a potential borrower’s income, assets, debt and property details in order to issue final approval for the loan.
Finextra
JULY 7, 2025
For example, among banks that have implemented GenAI, 88% have seen improvements in risk management and compliance, and 85% report time/cost savings. Indeed, 64% of finance leaders report using AI for fraud detection and risk management in their institutions. The assistant was adopted by 98% of Financial Advisor teams.
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Fintech Review
APRIL 11, 2025
They use alternative credit scoring methods and automated underwriting. Wealthtech Wealthtech includes robo-advisors, stock trading apps, pension tools, and financial planning software. Growth must be matched by governance, risk management, and long-term vision. Artificial intelligence will play a greater role.
Fintech News
MAY 28, 2025
This track will explore how advancements in healthtech and wellness integration are driving new approaches to life and health insurance; how technology is redefining claims and underwriting; as well as the trends and strategies that are reshaping how insurers invest. At 11:30, the spotlight will shift to modernization and risk management.
CB Insights
NOVEMBER 21, 2019
Companies in this subcategory (1) provide technology to enable insurers across the value chain (underwriting, distribution, claims, etc.), Companies in this subcategory (1) provide technology to enable lenders across the value chain (underwriting, monitoring, distribution, administration, etc.), Wealth management.
PYMNTS
MAY 22, 2019
The press release also pointed to March 2017 research that revealed 82 percent of business failures can be attributed to poor cash flow management skills, or a poor understanding of how to manage cash flow. Small business clients of the SBDC can be connected to a six-month subscription of CashFlowTool to manage and forecast cash flows.
Fintech Labs Insights
SEPTEMBER 19, 2016
Wealth management. P2P real estate investment management. Tags: Consumer, credit, loans, underwriting, peer to peer, investing. Finova Financial. Alt-title loans. Latest round: $52.5 million Private Equity. Total raised: $52.5 HQ: Palm Beach Gardens, Florida. Source: Finovate. POS solutions provider. Latest round: $45.1
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