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Fintech Airwallex reaches a valuation exceeding $6 billion in its most recent funding round.

May 21, 2025

German fintech Aufinity Group secures 23 million euros to revolutionize payments in the automotive industry.

May 21, 2025

Microsoft Unicorn UK Builder UK title can be rephrased as Microsoft UK Builder for Unicorn Startups.

May 21, 2025

The $2.6 Trillion Revolution: Inside 2025’s Private Credit BoomHow a once-niche asset class is redefining modern finance

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Trending
  • Fintech Airwallex reaches a valuation exceeding $6 billion in its most recent funding round.
  • German fintech Aufinity Group secures 23 million euros to revolutionize payments in the automotive industry.
  • Microsoft Unicorn UK Builder UK title can be rephrased as Microsoft UK Builder for Unicorn Startups.
  • The $2.6 Trillion Revolution: Inside 2025’s Private Credit BoomHow a once-niche asset class is redefining modern finance
  • Comparative Study of the Benefits of AI in Finance
  • Automation, Artificial Intelligence, and Customized Financial Solutions
  • Alternative title for the New 2025 Fint-Fint Mate.
  • MOBIKWIK reports fourth-quarter income of 267.8 crore rupees with a net loss of 56 crore rupees.
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  • News

    The $2.6 Trillion Revolution: Inside 2025’s Private Credit BoomHow a once-niche asset class is redefining modern finance

    May 21, 2025

    Why Digital Asset Leaders Are Leaving Big Banks to Build the Future

    May 20, 2025

    The Transformative Power of Generative AI in Financial Services: Innovation, Implementation, and Impact

    May 16, 2025

    Surge in Fintech Mergers in Africa Driven by Digital Payments

    May 16, 2025

    Global Talent, Local Barriers: Why UK Fintechs Are Looking Abroad

    May 15, 2025
  • AI

    Microsoft Unicorn UK Builder UK title can be rephrased as Microsoft UK Builder for Unicorn Startups.

    May 21, 2025

    Comparative Study of the Benefits of AI in Finance

    May 21, 2025

    Automation, Artificial Intelligence, and Customized Financial Solutions

    May 21, 2025

    Media agencies are adopting AI to enhance their capabilities.

    May 21, 2025

    Badges from AWS and other AI specialists for the financial sector

    May 20, 2025
  • Acquisitions

    The HPS of Morocco plans to acquire a Fintech company by 2027, referred to as CEO – TradingView News.

    May 3, 2025

    The Challenges of Implementing Central Bank Digital Currencies (CBDCs)

    April 14, 2025

    Apex Fintech considering the purchase of Bakkt

    April 13, 2025

    The Future of Digital Wallets: Trends to Watch

    April 12, 2025

    What Is Blockchain and How Is It Used in Finance?

    April 11, 2025
  • Trends

    The $2.6 Trillion Revolution: Inside 2025’s Private Credit BoomHow a once-niche asset class is redefining modern finance

    May 21, 2025

    The Transformative Power of Generative AI in Financial Services: Innovation, Implementation, and Impact

    May 16, 2025

    Latin America’s Fintech Sector Poised to Reach 49.58 Billion USD

    May 1, 2025

    Analysis of Industry Market Size in the 2025 Fintech Market Report

    April 28, 2025

    Analysis of Trends and Key Drivers in India’s Blockchain Fintech Sector

    April 23, 2025
  • Opportunities

    Treasury Engages in Discussions with Fintech Unicorns About Joining the London Stock Exchange

    May 20, 2025

    Top Fintech Employers of 2025

    May 15, 2025

    Governor Kelly reveals collaboration with FISERV to establish a fintech strategic hub.

    April 23, 2025

    Governor Kelly reveals Fiserv’s plans to establish a strategic fintech center in Kansas, generating 2,000 jobs.

    April 23, 2025

    FISERV establishes 2,000 positions with the launch of a new Fintech Innovation Center in Kansas.

    April 22, 2025
  • Insights

    Fintech Airwallex reaches a valuation exceeding $6 billion in its most recent funding round.

    May 21, 2025

    The $2.6 Trillion Revolution: Inside 2025’s Private Credit BoomHow a once-niche asset class is redefining modern finance

    May 21, 2025

    Another Indian fintech unicorn prepares for a $400 million IPO.

    May 20, 2025

    Why Digital Asset Leaders Are Leaving Big Banks to Build the Future

    May 20, 2025

    30 Young Founders and Investors in Asia Under 30

    May 19, 2025
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    Brighthouse Financial executives address misleading rumors and inconsistent first-quarter figures in insurance news.

    May 16, 2025

    FortunePayoneer delayed guidelines for 2025 and sought a buyer in November.

    May 11, 2025

    Nubank refutes speculation about a fence during the surge in misinformation.

    May 7, 2025

    John Deaton recognizes the potential of banking.

    May 4, 2025

    How a malfunctioning phone game has increased and then decreased market value by 4 billion dollars.

    April 30, 2025
  • Regulatory

    Fintech Groww Targets 800 Million Dollar Initial Public Offering

    April 26, 2025

    Wolters Kluwer Receives the Prix Fintech Breakthrough Award 2025 for its Onesumx Solution

    April 22, 2025

    Partner in Fintech Founders launches a new Self-Regulatory Organization

    April 19, 2025

    Razorpay founders highlight the need for transparent and consistent regulations to support Fintech growth in India.

    April 17, 2025

    India establishes a senior panel to address regulatory challenges in fintech.

    April 4, 2025
  • Startups

    German fintech Aufinity Group secures 23 million euros to revolutionize payments in the automotive industry.

    May 21, 2025

    Alternative title for the New 2025 Fint-Fint Mate.

    May 21, 2025

    MOBIKWIK reports fourth-quarter income of 267.8 crore rupees with a net loss of 56 crore rupees.

    May 21, 2025

    The FinTUP Fintech Quid surpasses 5 million users in under a year.

    May 21, 2025

    London-based fintech Ontik secures 3.2 million euros to establish itself as the real economy bank.

    May 20, 2025
  • Innovations

    New Course Overview: Successful Fintech Strategies

    May 20, 2025

    How Malta’s iGaming Framework Promotes Innovation in European Fintech

    May 18, 2025

    Fintech vs. Big Banks: Who Will Win the Battle for Gen Z’s Wallet?

    May 13, 2025

    Key Innovations Transforming Careers in Fintech

    May 6, 2025

    Fintech entrepreneur Jose Daniel Duarte Camacho discusses how digital innovations can be harnessed for sustainable growth in a fast-evolving digital economy, where businesses encounter ongoing challenges and opportunities driven by new technologies.

    May 1, 2025
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Home » Unique co-directed woman secures $30 million to innovate customer advisory services with an AI agent in finance – TFN
AI in Finance

Unique co-directed woman secures $30 million to innovate customer advisory services with an AI agent in finance – TFN

3 Mins Read
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Revolutionizing Financial Services with AI: The Launch of Financegpt

In 2025, financial institutions encountered numerous obstacles, particularly in adapting to the digital age and fulfilling customer expectations. In response to these unique challenges, a Zurich-based vertical AI company has developed Financegpt—a specialized agentic AI platform tailored for the financial sector. This innovative platform utilizes artificial intelligence to automate administrative tasks for customer advisors, allowing them to reclaim over two hours of manual work each week.

Funding Success and Global Ambitions

Recently, the startup secured $30 million in a series financing round led by Trading and DN Capital, alongside consistent support from existing seed investors such as VI Partners and Pictet Group. This funding will expedite product development and facilitate unique global expansion plans, with a particular focus on the United States.

Vision for Future Innovation

With a total funding amounting to $53 million, although evaluation details remain unclear, CEO Manuel Grenacher stated, “This funding will immensely propel our global expansion efforts, enhancing our capability to deploy agent solutions for our clients. As a leader in vertical AI, we aim to revolutionize the financial services industry and, backed by our investors, pilot the next wave of innovation.”

A Unique Approach to Remote Sales Excellence

Founded in 2021 by Manuel Grenacher, Andreas Hauri, PhD, and Michelle Heppler, the company addresses the challenges faced by sales teams in remote and hybrid work environments. Financegpt streamlines operations through automation, enhances customer relationships, refines sales processes, simplifies access to information, and ensures compliance.

The Rise of Agentic AI in Fintech

The advent of agentic AI in the fintech sector marks a significant trend poised to reshape financial services in 2025. Differing from conventional generative AI, agentic AI emphasizes decision-making, collaboration, and autonomous learning. Grenacher highlights the difficulties sales teams face in remote settings, often feeling detached from clients, colleagues, and team leaders, making meaningful connections challenging.

Adoption and Impact of Financegpt

Financegpt has already gained traction with leading firms managing over $2.3 billion in assets, including Pictet Group, UBP, and LGT Private Banking, among others. Notably, Pictet Group has integrated the platform for 6,000 employees, reporting efficiency gains of roughly two hours per week per individual. According to a Citi GPS report, human relationships remain critical to customer interactions while the platform effectively filters investment products and streamlines related tasks.

Financegpt: Out-of-the-Box Agentic AI Solutions

Entering a competitive landscape with established players such as Axyon AI and Forward, Financegpt’s distinct focus on agentic AI for customer advisors sets it apart. The platform automates the manual workload for these advisors, saving approximately two hours and 20 minutes weekly. It enhances the research, compliance, and efficiency of Know Your Customer (KYC) processes, delivering tangible results for 30,000 financial professionals.

Enhancing Client Relationships through Intelligent Conversation Analysis

Utilizing AI to analyze conversations, Financegpt provides real-time insights and coaching for sales teams. This empowers them to secure more offers and foster lasting client partnerships. Developed in collaboration with Pictet Group, the platform ensures transparent access to vital internal information while adhering to regulatory compliance and risk management standards required by financial institutions.

By addressing the challenges faced by financial institutions, Financegpt aims to boost productivity, elevate customer service, and enhance competitiveness in an increasingly digital and AI-driven marketplace. Guy Ward Thomas, partner at DN Capital, stated, “DN Capital is committed to investing in business software for financial services. Financegpt meets the urgent demand from banks and asset managers for comprehensive and precise agent solutions, and we are excited to support the company in its international growth trajectory.”

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Fintech Airwallex reaches a valuation exceeding $6 billion in its most recent funding round.

May 21, 2025

German fintech Aufinity Group secures 23 million euros to revolutionize payments in the automotive industry.

May 21, 2025

Microsoft Unicorn UK Builder UK title can be rephrased as Microsoft UK Builder for Unicorn Startups.

May 21, 2025
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