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Financial Planning Stories - Page 6

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Financial Planning stories

Anaplan launches AI planning tools & apps for business
Unified Communications

Anaplan launches AI planning tools & apps for business

Businesses can now build governed AI assistants and use 12 pre-built planning apps across finance, supply chain and workforce management.

By Sofiah Nichole Salivio • 4 min read • Thu, 26th Mar 2026
Gainsight names new leadership team for growth push
Software-as-a-Service

Gainsight names new leadership team for growth push

Gainsight names new finance, go-to-market and Marketing Chiefs as it gears up for AI-driven growth in customer success software.

By Sofiah Nichole Salivio • 4 min read • Wed, 25th Mar 2026
Visa index shows Asia-Pacific firms seek faster funding
Fintech

Visa index shows Asia-Pacific firms seek faster funding

Nearly half of Asia-Pacific mid-sized firms shun working capital tools, even as CFOs demand faster, simpler digital funding solutions.

By Karen Joy Bacudo • 4 min read • Tue, 24th Mar 2026
Vivi Money launches AI financial platform with Visa
Disaster Recovery

Vivi Money launches AI financial platform with Visa

Australian fintech Vivi unveils AI-native money platform on Pismo with Visa debit card, FX features and high-interest savings tools.

By Karen Joy Bacudo • 4 min read • Fri, 20th Mar 2026
Blue Yonder rolls out agentic AI across supply chains
Unified Communications

Blue Yonder rolls out agentic AI across supply chains

Blue Yonder expands agentic AI and mobile apps across supply chains, embedding role-based agents from planning to customer service.

By Mark Tarre • 4 min read • Thu, 12th Mar 2026
Mastercard unveils AI 'Virtual C-Suite' for small firms
Data Analytics

Mastercard unveils AI 'Virtual C-Suite' for small firms

Mastercard launches its Virtual C-Suite AI agents, starting with a Virtual CFO, to give small firms automated executive-style insights.

By Karen Joy Bacudo • 4 min read • Thu, 12th Mar 2026
Xero adds AI analytics & cash flow forecasting in ANZ
Data Analytics

Xero adds AI analytics & cash flow forecasting in ANZ

Xero launches AI-driven analytics and cash flow forecasting in ANZ, aiming to help small firms anticipate shocks and plan with richer data.

By Karen Joy Bacudo • 5 min read • Wed, 11th Mar 2026

Stories from Other Regions

Financial Planning stories

Majority of workers using AI at work, survey finds
Data Protection

Majority of workers using AI at work, survey finds

Concern over privacy is rising as 65% of employees say their personal data may be used to train AI tools, the survey found.

By Shannon Williams • 4 min read • Wed, 1st Apr 2026
Campari goes live with SAP cloud ERP private solution
Data Analytics

Campari goes live with SAP cloud ERP private solution

The drinks group aims to tighten planning, finance and supply chain control across 24 sites as AI tools are added to core systems.

By Sean Mitchell • 3 min read • Wed, 1st Apr 2026
FWD Singapore marks 10 years with profitable growth
Digital Transformation

FWD Singapore marks 10 years with profitable growth

Profitability in FY2025 caps a decade of expansion for the insurer, as adviser-led sales and wealth products helped drive growth in Singapore.

By Sofiah Nichole Salivio • 4 min read • Mon, 30th Mar 2026
Bank of America rolls out AI meeting system for advisers
Digital Transformation

Bank of America rolls out AI meeting system for advisers

The roll-out could free advisers up to four hours per meeting, shifting wealth management time away from administration and towards clients.

By Karen Joy Bacudo • 4 min read • Sat, 28th Mar 2026
Aware Super expands free online wills service to members
Fintech

Aware Super expands free online wills service to members

It could help Australians tackle a common estate-planning gap, with 60 per cent estimated to lack a legal will despite rising wealth transfers.

By Sean Mitchell • 3 min read • Thu, 26th Mar 2026
Irish CFOs upbeat as AI adoption surges in finance
Data Protection

Irish CFOs upbeat as AI adoption surges in finance

Irish CFOs forecast 9% growth in 2026 as AI use in finance soars from 12% to 47%, even while regulation and cyber risks intensify.

By Karen Joy Bacudo • 5 min read • Tue, 24th Mar 2026
Cross-border returns hit eCommerce cashflow & risk
Marketing Technologies

Cross-border returns hit eCommerce cashflow & risk

Rising cross-border eCommerce returns and stricter marketplace refund rules are squeezing sellers' cashflow and heightening liquidity risk.

By Sofiah Nichole Salivio • 5 min read • Thu, 19th Mar 2026
PWL Capital selects d1g1t for wealth tech overhaul
Software-as-a-Service

PWL Capital selects d1g1t for wealth tech overhaul

PWL Capital taps d1g1t to replace spreadsheets with a bilingual, API-driven wealth platform for its USD $7 billion advisory business.

By Karen Joy Bacudo • 4 min read • Thu, 19th Mar 2026
Xero outlines smoother NZ year-end workflow for firms
Software-as-a-Service

Xero outlines smoother NZ year-end workflow for firms

Xero unveils an automated year-end workflow for NZ accountants, cutting manual rollovers and sharpening reconciliation and client reviews.

By Karen Joy Bacudo • 4 min read • Thu, 12th Mar 2026
IMP Software launches MAT-first unified finance platform
Software-as-a-Service

IMP Software launches MAT-first unified finance platform

IMP Software has unveiled IMP Finance, a MAT-first unified platform aiming to streamline budgeting, purchasing, workforce planning and finance.

By Kaleah Salmon • 4 min read • Wed, 11th Mar 2026
Robinhood unveils family hub, trusts & platinum card
Wearables

Robinhood unveils family hub, trusts & platinum card

Robinhood launches a family finance hub, custodial and trust accounts, plus an invite-only platinum card with elite cashback rewards.

By Karen Joy Bacudo • 5 min read • Tue, 10th Mar 2026