FINNY Partners With Visionary Square to Launch Pay-As-You-Go AI Prospecting
Financial technology firm FINNY has secured Visionary Square for its new pay-as-you-go artificial intelligence prospecting program. The partnership reflects a broader industry trend toward flexible, AI-driven tools. Meanwhile, other wealth platforms are expanding their digital capabilities, with TCI Wealth Advisors adopting JIFFYAI to streamline client onboarding and TradePMR integrating new market data to enhance advisor services.
Source: InvestmentNews