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The Jack Ma-backed fintech company will use its financial large language model to power two applications known as Zhixiaobao, which answers questions for customers, and Zhixiaozhu, an assistant for financial professionals.
Also, GMO’s Nebo passes $1B in platform assets a year after launching, Finology Software’s website is now live and Focus Financial Partners is UPTIQ’s newest client.
A discussion about mergers and acquisitions and how effective technology and workflow management will drive a new wave of growth in the advice industry.
